From setup to getting work done.
Give your AI agent the knowledge, tools, and instructions it needs, then let it handle the work.
Choose your agent
Start with the work you want to automate.
Choose a Support, Sales, or Operations agent, or create your own.
Give it knowledge
Connect the information it needs.
Add your knowledge base, documents, website, policies, product information, and other business data.
Connect your tools
Plug it into the tools your team already uses.
Connect channels and systems such as WhatsApp, email, CRM, help desk, Slack, or your internal tools.
Tell it what to do
Give your agent a job and the tools to get it done.
Define instructions, workflows, actions, permissions, and escalation rules.
Let it work
Your agent handles the work while you stay in control.
It talks to customers, qualifies leads, completes tasks, updates systems, and escalates when a human is needed.
Measure and improve
See what's working and make it better.
Monitor conversations, performance, escalations, outcomes, and business impact.
Ready to put AI to work?
See how SmartOps can deploy an AI workforce for your business.
Explore agents