HOW IT WORKS
A useful first workflow.
Built with you.
This is the flagship custom-agent path; an Audit & Roadmap may recommend a smaller automation, integration, or process change instead.
The Home demo shows the experience. Here’s how we turn a task from your working day into an agent that knows its job, knows its boundaries and knows where its approved resources are.
Try the Home demoFrom first conversation to Managed Care.
Your agent has a workplace behind the conversation. We assume sessions end. We design so the work doesn’t.
- 01
Start with the work.
Choose a recurring task that takes time, creates a messy handoff or keeps pulling you back in. Together, we define what a useful result would look like.
- 02
Give your agent a place to work.
We prepare a dedicated, persistent working environment for your agent. You talk to it through supported apps and devices; the interface moves, the workplace stays.
- 03
Prepare it for the job.
We connect only the tools the workflow needs, agree access to your own accounts, and give the agent its approved resources, procedures and reference material. It doesn’t need to remember everything—it needs to know where reliable information lives. Anything outside that scope stays disconnected.
- 04
Decide where people stay involved.
Decide what the agent can prepare, what you must review and which actions remain outside the build. A draft is not permission to send it.
- 05
Build continuity into the work.
Current work state, project status and approved resources are kept between sessions, so the next one picks up where the last one stopped. Separate apps may keep separate conversations; continuity is about the work, not a promise to remember everything.
- 06
Work in phases when the job gets bigger.
Large assignments are split into clear phases with objectives, expected outputs, progress reports, review points and handoffs—natural approval points for you, and better work from the agent.
- 07
Test the actual workflow.
Try representative examples, missing information and edge cases on the real work. Review the output together and adjust what is not working.
- 08
Keep it useful.
Managed Care covers runtime maintenance and patching, connector upkeep, continuity maintenance, vulnerability scanning of the managed agent environment and agreed workflow improvements. New capabilities and permissions are discussed before they are added.
What could that look like?
Follow an illustrative build from “I do this every time” to a repeatable agent workflow.
A real workflow behind the example
A WORKFLOW FROM ADAM’S OWN WORK
The job is done.
Don’t bring the paperwork home.
Adam uses an agent configured for this workflow to prepare service-ticket creation and closeout paperwork from a voice request. He reviews the output and completes the final submission himself.
Firsthand workflow account, not a timed client study. The interactive examples on Home are synthetic; no employer records or live accounts are connected.