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AI Agents

AI Agents That Take Action, Not Just Answer

We build AI agents that do the work: handle support, read documents, update your ERP and run multi-step tasks across your systems, with your rules and your oversight.

  • 70%Routine tasks handled
  • 60%Less manual data entry
  • 24/7Always on
  • 6 wkTypical first agent live

The Idea

An agent does the task, end to end

It uses your tools, like a teammate would

An AI agent connects to your ERP, email, CRM and documents, and works across them. Instead of telling a person what to do, it does the steps and shows its work.

  • Reads a request and understands the intent.
  • Calls the right system to act, not just reply.
  • Hands off to a person when it should.

Guardrails, approvals and a clear trail

You set what the agent can and cannot do. High-value steps wait for a human approval, and every action is logged, so you stay in control and can audit what happened.

  • Permissions and limits you define.
  • Human approval on the steps that matter.
  • A full record of every action taken.

It can use your systems, not just talk about them

The agent connects to your ERP, email, CRM, databases and APIs, and calls them to get things done, so it acts rather than advises.

  • Connectors to Odoo, ERPNext and SAP.
  • Email, chat, documents and your own APIs.
  • Actions, not just answers.

Control over what it can and cannot do

You define permissions, limits and the steps that need a human approval, so the agent stays inside the lines you set.

  • Role and permission limits.
  • Approvals on high-value steps.
  • Safe defaults when unsure.

A clear trail of every action

Every step the agent takes is logged, so you can see what it did, why, and step in or roll back when you need to.

  • Full audit trail of actions.
  • Handoff to a person on the hard cases.
  • Reports on what the agent handled.

Capabilities

What our AI agents can do

Read, answer and route, on its own

The agent reads incoming email and tickets, answers the routine ones in its own words, and routes the rest to the right person with the context attached.

  • Reads email and tickets as they arrive.
  • Answers routine questions straight away.
  • Routes the harder cases with full context.

Read a document and enter the data

The agent reads invoices and forms in any format, extracts the key data, and enters it where it belongs, so the back office keys far less by hand.

  • Reads invoices and forms in many formats.
  • Extracts the data that matters.
  • Enters it into your systems.

Act in Odoo, ERPNext or SAP

The agent creates orders, updates records and posts entries directly in your ERP, so data does not wait for a person to key it in.

  • Creates and updates records.
  • Posts entries to the right place.
  • Keeps systems in sync.

It owns the follow-up

The agent books meetings, sends reminders and chases the things people forget, so nothing slips through the gaps.

  • Books and reschedules meetings.
  • Sends timely reminders.
  • Chases the open items.

Gather, then summarise into a draft

The agent gathers information from your systems and the web, then summarises it into a clear answer or a draft, so a decision is faster.

  • Pulls from your systems and the web.
  • Summarises into a clear answer.
  • Drafts the reply or report.

Act, not just chat

The agent completes multi-step tasks across your systems, with oversight, so your team spends time on the work that needs a human.

  • Chains the steps to finish a job.
  • Works across all your tools.
  • Hands off to a person when it should.

Where teams put agents to work

  • Customer support

    Answer common questions, look up orders, and resolve routine tickets, day and night.

  • Finance and back office

    Process invoices, reconcile records and prepare entries, with a human approving the rest.

  • Sales and leads

    Qualify enquiries, enrich records and follow up, so the sales team works the strongest leads.

  • Operations

    Move data between systems, check for exceptions, and keep records in sync.

  • HR and IT helpdesk

    Answer policy and access questions, and raise the right ticket when needed.

  • Reporting

    Pull numbers, build a summary and send it on a schedule, with no manual export.

From idea to a working agent

  1. Find the task

    We pick a repetitive, rule-based task where an agent pays back fastest.

  2. Connect the tools

    We link the agent to your ERP, email, CRM and documents.

  3. Set the guardrails

    We define what it can do alone and what needs a human approval.

  4. Test and deploy

    We run it alongside your team, check the results, then go live.

  5. Improve

    We watch how it performs and tune it as the work changes.

With and without an AI agent

Without

  • Staff key the same data between systems all day.
  • Routine questions wait for a person to be free.
  • Documents pile up before someone processes them.
  • Work stops outside office hours.
  • Follow-ups slip because nobody owns them.

With an agent

  • Data moves between systems on its own.
  • Routine questions are answered straight away.
  • Documents are read and entered as they arrive.
  • The agent works around the clock.
  • Follow-ups happen because the agent owns them.

What an agent changes in practice

  • Minutes

    Response, not hours

  • 24/7

    Always available

  • Fewer

    Errors and rework

  • Hours

    Saved per team each week

Why teams choose TCB Infotech for AI agents

  • We know your systems

    We build ERP and software, so agents plug into your real stack, not a demo.

  • Start where it pays back

    We pick the first task by value, so you see results before you scale.

  • Safe by design

    Guardrails, approvals and audit trails keep you in control.

  • Humans in the loop

    Agents hand off to people on the steps that need judgement.

  • One steady team

    The people who scope it are the people who build it.

  • Support after launch

    We tune the agent as the work and your data change.

AI agent questions

How is an AI agent different from a chatbot?

A chatbot answers questions. An agent takes action: it reads a request, decides what to do, and does it across your systems, with oversight. A chatbot tells you the order status; an agent looks it up, updates it, and emails the customer.

Will it have access to do things on its own?

Only what you allow. You set permissions and limits, high-value steps wait for a human approval, and every action is logged so you can audit it.

Does it connect to our ERP and tools?

Yes. We connect agents to Odoo, ERPNext, SAP, email, CRM, databases and your own APIs, so they work where your business already runs.

What if the agent is unsure or gets it wrong?

Agents are built to hand off to a person when confidence is low or a rule says so, and approvals catch the rest before anything important happens.

How long until the first agent is live?

A focused first agent typically goes live in about six weeks, depending on the task and the systems it touches.

Do we need to replace our current software?

No. Agents work on top of what you already run. We connect to your systems rather than replace them.

Related

The other services in this section, and related pages from TCB Infotech.

Put an AI Agent on Your Busiest Task

No commitment. A working assessment of where an agent fits.