Use-case design
Pick the workflow, write the rules and define what good looks like.
- Process map
- Decision rules
- Success metrics
AI Agent Development Services
AI agents that do the routine work, and ask before the rest.
Agents that read emails, forms and documents, decide the next step within rules you set, and act in your CRM, ERP or helpdesk.
What you get
- One workflow, done well
- Guardrails and approvals
- Measured accuracy
How an agent works
Observe, reason, act, and ask when it matters.
Every agent we build follows the same loop, so you always know what it did and why.
- 01InputObserveReads the email, form, document or chat
- 02DecideReasonWorks out the next step within your rules
- 03DoActUpdates the CRM or ERP, drafts the reply
- 04CheckAsk for approvalStops for a person when stakes are high
- 05RecordLogEvery action and decision is stored
Agents we build
Three agents most businesses start with.
Each one handles a single job end to end and hands over at the right moment.
Invoice agent
For finance teams buried in supplier invoices.
- Extract invoice
- Validate against PO
- Post to ERP
- Human approval
Lead agent
For sales teams that can't reply fast enough.
- Form or WhatsApp
- Enrich
- Score
- Update CRM
- Salesperson
Support agent
For support teams answering the same questions.
- Message
- Retrieve knowledge
- Draft answer
- Human handoff
Challenges we solve
Where agents earn their keep.
Challenge
Your team triages the same requests all day
What changes
Requests sorted, tagged and routed in seconds
Challenge
Data from emails and PDFs is typed in by hand
What changes
Fields extracted and checked against your records
Challenge
Follow-ups depend on someone remembering
What changes
Agents that chase, remind and escalate on schedule
Challenge
You worry about AI making mistakes
What changes
Approval steps on every decision that matters
What's included
What goes into an agent we build.
Agent build
The agent, its prompts and the tools it is allowed to use.
- Model selection
- Tool access
- Prompt design
System connections
Read and write in the systems your team already uses.
- CRM / ERP
- Email + WhatsApp
- Databases
Guardrails
Limits on what the agent can do, and when it must stop.
- Permission scopes
- Confidence thresholds
- Fallbacks
Human approval
Review queues where your team approves, edits or rejects.
- Approval inbox
- Edit before send
- Audit trail
Monitoring
Accuracy, volume and time saved, reviewed monthly.
- Accuracy log
- Cost tracking
- Monthly report
How we deliver
A clear process, with something to see at every step.
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
Related services
One team, so nothing gets lost in the handoff.
Service
Workflow Automation
Trigger-based workflows that move data and tasks between apps.
Learn more →ServiceBusiness Process Automation
End-to-end automation of back-office work.
Learn more →ServiceAI Assistants
Chat assistants for your website, WhatsApp or internal knowledge.
Learn more →ProductTelemantix
Sales CRM with WhatsApp inbox, pipelines and sales automation.
Visit telemantix.com →FAQ
Questions we hear often.
What can an AI agent actually do?
Read and classify incoming requests, extract data, look things up, draft replies and update records, all within the permissions you give it.
What if the agent gets something wrong?
Low-confidence cases go to a person, and anything high-impact needs approval. Every action is logged so it can be reviewed.
Which AI models do you use?
We choose per use case, typically from OpenAI, Anthropic Claude or Google Gemini, based on accuracy, cost and data requirements.
How do we measure success?
We record the time and error rate of the task before go-live and compare after a month.
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
