AI Agents
Agents that read, decide and act across your tools, within rules you set.
- Use-case design
- Agent build
- Guardrails
- Approval steps
AI and Automation Services
Put AI to work on the tasks that slow your team down.
AI agents, workflow automation and integrations that handle routine work inside the systems you already use, with a person in control.
What you get
- Use-case roadmap
- Working automation
- Human approval steps
Where time goes
Where does your team lose time?
Challenge
Hours go into copying data between tools
What changes
Routine steps handled automatically
Challenge
Requests wait too long for a first reply
What changes
An instant first response, any hour
Challenge
Documents are processed by hand
What changes
AI extracts, checks and files them
Challenge
You are not sure where AI fits
What changes
A clear list of high-value use cases
Workflows we automate
What it looks like in practice.
Each of these runs inside tools a business already uses. The last step is where a person or system takes over.
Invoice processing
Supplier invoices arrive by email and land in accounts, checked.
- Email arrives
- AI extracts fields
- Matched to PO
- Posted as draft
- Finance approves
Lead follow-up
Every enquiry gets a reply and an owner within a minute.
- Form or WhatsApp
- Enriched and scored
- Added to CRM
- First reply sent
- Assigned to sales
Support triage
Requests sorted and answered from your own knowledge.
- Message received
- Classified
- Answer drafted
- Agent reviews
- Customer replied
Monthly reporting
Numbers pulled together without anyone copying cells.
- Data from tools
- Checked and merged
- Report built
- Summary written
- Sent to managers
Decision guide
AI agent or plain automation?
Not every workflow needs AI. Most projects combine both; this is how we decide.
| Workflow automation | AI agent | |
|---|---|---|
| Works with | Structured data from forms, apps and databases | Emails, documents, chat and other unstructured input |
| Decisions | Fixed rules you define | Judgement within your rules, with confidence checks |
| Best for | Moving data, notifications, approvals | Reading, classifying, extracting and drafting |
| Running cost | Low and predictable | Per request; estimated before we build |
| Human role | Handles the exceptions | Approves anything that matters |
| Example | New order → update stock → notify dispatch | Customer email → understand intent → draft reply |
Services
Practical AI, built into how you work.
We start small with one workflow, prove the value, then expand.
Workflow Automation
Trigger-based workflows that move data and tasks between apps.
- Process mapping
- Workflow build
- Error alerts
- Monitoring
Business Process Automation
End-to-end automation of back-office work like invoices, onboarding and reports.
- Process audit
- Automation
- Reporting
- Team training
AI Assistants
Chat assistants for your website, WhatsApp or internal knowledge.
- Knowledge setup
- Chat assistant
- Human handover
- Analytics
AI Integration
Add AI features to your existing software through APIs.
- Model selection
- API integration
- Prompt design
- Quality checks
AI Strategy Workshop
Find, rank and plan the AI use cases worth doing first.
- Use-case list
- Effort vs value
- Roadmap
- Pilot plan
Use cases by department
Where automation pays off first.
Start with the team that spends the most hours on repeatable work.
Sales
- Lead enrichment
- CRM updates
- Follow-up reminders
- Proposal drafting
Finance
- Invoice extraction
- Reconciliation
- Payment reminders
- Monthly reports
Operations
- Document processing
- Approvals
- Task routing
- Order status updates
Support
- Ticket classification
- Suggested replies
- Knowledge search
- Escalation
Human in control
How human approval works.
Agents act alone only on routine, low-risk steps. Everything else waits for a person, and every action is logged.
- 01Agent proposesReads the input and prepares the action
- 02Confidence checkLow confidence or high value goes to review
- 03Review queueYour team sees the context and the draft
- 04Approve, edit or rejectOne click, with changes captured
- 05Action and audit logSystem updated, every step recorded
Implementation
One workflow first, proven, then the next.
01
Identify
Map processes and pick the first use case.
You getUse-case shortlist
02
Prototype
Test the idea on real examples.
You getWorking prototype
03
Build
Connect to your systems with guardrails.
You getProduction workflow
04
Launch
Go live with human approval steps.
You getLive automation
05
Measure
Track time saved and accuracy.
You getMonthly report
Integrations
Works inside the tools you already use.
No new system for your team to learn. Automations read from and write to these.
AI models
OpenAIAnthropic ClaudeGoogle Gemini
Automation
n8nMakeZapierCustom code
Business tools
ZohoGoogle WorkspaceMicrosoft 365Tally and ERPs
Sales and messaging
TelemantixHubSpotSalesforceWhatsApp Business API
Commerce and data
ShopifyWooCommercePostgreSQLREST APIs
Ways to work with us
Pick the model that fits your stage.
Every engagement starts with a free discovery call. We recommend a model once we understand your scope.
Defined scope
A fixed scope, timeline and set of deliverables, agreed before work starts.
Best forNew builds, migrations and launches with clear requirements
Discuss your scope →Your extended team
Optimantix specialists work inside your roadmap, rituals and tools, month to month.
Best forOngoing product work and teams that need extra capacity
Discuss a team →Run and improve
We operate, monitor and improve what is live, with regular reporting.
Best forLive systems, infrastructure and growth programs after launch
Discuss support →Connected capabilities
One team, so nothing gets lost in the handoff.
Automation works best when it is connected to the rest of your business.
Capability
Software Development
Custom software when an off-the-shelf tool cannot do the job.
Explore →CapabilityCloud & IT Services
Secure infrastructure to run your automations and data.
Explore →CapabilityDigital Marketing
Automated lead follow-up behind your campaigns.
Explore →ProductTelemantix
Sales CRM with WhatsApp inbox, pipelines and sales automation.
Visit telemantix.com →FAQ
Questions we hear often.
Is our data safe?
We design each workflow with access controls and keep your data inside the tools and accounts you approve.
Do we need to replace our current tools?
Usually not. We connect AI to the systems you already use.
Will AI replace our staff?
We focus on removing repetitive work so your team spends time on decisions and customers.
Can a person review what the AI does?
Yes. We build approval steps wherever a decision needs a human.
How do we start?
With a short workshop to pick one high-value workflow to automate first.
Start a conversation
Tell us what you want to build, automate or grow.
We'll connect you with the right Optimantix team.
1A short call to understand your goals
2A recommended approach and scope
3A clear plan before any work starts
