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TCB Infotech | Expert Odoo & ERPNext Implementation Partner

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AI Agent Features

What Is Inside a Custom AI Agent

An agent is more than a prompt. Here is how the task is planned, how it reaches your systems safely, and how approval and logging keep it accountable once it is live.

Core Features

From a goal to a completed, logged task

Task Planning

The agent breaks the goal into steps itself

Given a goal, the agent works out the sequence of checks and actions needed, adjusting the plan as it learns what a step returned. This is different from a fixed script, because the agent can handle the variation that real business cases always contain.

  • Goals broken into an ordered sequence of steps.
  • Plan adjusted as each step's result comes back.
  • Built and tested for the specific task, not generic.
A task being broken down into planned steps
Tool Connections

Real access to your real systems

The agent calls your ERP, CRM, email or internal tools through defined connections, each scoped to exactly what the task needs. It does not get broader access than the job requires, and each connection is tested against your live data structure before the agent runs unattended.

  • Connections scoped to the task, not open-ended.
  • Built against your actual data structure.
  • Tested before the agent is trusted with live data.
Business systems connected through defined integrations
Approval and Logging

Every step accountable, every risk gated

Steps are classified during design as automatic or requiring sign-off, and that classification is enforced in the running agent, not left to chance. A complete log of what the agent did, when, and why is kept for every run, so behaviour can be reviewed at any time.

  • Risk classification enforced at run time.
  • Sign-off required before any flagged step proceeds.
  • Full run log kept for every task the agent performs.
An approval and audit log for an automated process
Capabilities

Everything the agent build includes

📋

Task specification

A written definition of the goal, the steps and the approval points, agreed before building starts.

🔌

System integrations

Scoped connections built into the specific systems the task needs to read from and act on.

✅

Approval workflow

A review step routed to the right person before any flagged action is carried out.

📋

Run history

Every run of the agent recorded with its steps, inputs and outcomes, searchable later.

🧩

Testing against real cases

The agent proven on historical cases with known outcomes before it touches live data.

🔁

Model-agnostic build

Built so the underlying model can change without rebuilding the task logic around it.

See What an Agent for Your Task Would Look Like

Book a free consultation. Bring the task, and we will map the steps, the systems and the approval points it would need.

Book a Free Consultation →