A request-handling application with an agent
Combine a request workspace, one business-system connection and an agent that investigates through approved tools.
Example project · Technology
The starting situation
An operations team receives requests across messages and attachments. Relevant information sits in a separate business system, so people move between sources to understand the case and prepare the next action.
The intended result
The implementation provides one place to review the request, consult the relevant records and manage the proposed action.
The proposed sequence
Follow the example from the initial request through to completion.
Receive
Capture the request and its source material in a shared workspace.
An agent selects its next permitted tool. The application enforces your access and approval policy.
Permitted work continues through validation to an inspectable business record.
Work included in this example
- 01
Map one request category, its users, decisions and exceptions.
- 02
Design a workspace showing the source material, matching records and processing status.
- 03
Implement one agreed system connection, including record matching and update validation.
- 04
Develop an agent that can consult approved information and prepare permitted actions.
- 05
Add the review policy, execution record and operator route for unresolved cases.
- 06
Test the application, evaluate the agent on representative requests and prepare the agreed release.
What you receive
- The application, one system connection, agent and tool configuration, operating controls, test and evaluation records, and the deployment and handover material specified in the scope.
How we assess the work
Check that the intended user can submit and review a request, the integration identifies the correct record and the AI-assisted work meets the agreed criteria. Separate checks cover permissions, missing information, interrupted exchanges and unintended repeat updates.
Review and acceptanceInputs and boundaries
What the assignment needs
Representative requests and completed examples, a client process owner, approved reference material and authorised access to a test environment for the agreed system.
Where this scope ends
A second source system, a new request category or another agent action requires a scope review. Usage, supported languages, account ownership, data retention and operating costs are agreed for the implementation.
Related briefs
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