03 / AGENT SYSTEMS

Agent & Copilot Systems

We assign repeatable steps to agent systems and connect critical decisions to human approval based on permissions and risk thresholds.

Agents execute defined steps in approved tools, track state, and return control to a person at a defined risk threshold. Pricing, commitments, legal language, and customer-data decisions pass through human approval; permissions, reversibility, and auditability are part of the product.

Role-based copilots gather information, prepare drafts, and propose actions while leaving the final decision to the user. They work in the team's own context and tools rather than adding another disconnected application.

Place in the method

  1. 01Map
  2. 02Prioritize
  3. 03Prove
  4. 04Build
  5. 05Embed
  6. 06Compound

FLOW

How it runs

Each stage leaves an artefact behind; the next one builds on it.

  1. 01

    The decision boundary

    Which step belongs to the agent and which to a human: the authority matrix is written on day one with the owner of the work. Pricing, commitments, legal language, and customer data stay with people.

    ARTEFACTAuthority matrix

  2. 02

    A controlled flow

    The agent works from controlled inputs: house language, permitted sources, defined tools. A guardrail is not a filter added afterwards; it is the flow itself.

    ARTEFACTAgent flow

  3. 03

    The approval experience

    Human approval is designed as one step inside the work, not a separate queue. If approval becomes the bottleneck, the design is wrong and gets fixed.

    ARTEFACTApproval flow

  4. 04

    Trace and improvement

    Every run is traceable: what the agent relied on, what it produced, who approved. Handover points and the escalation path ship defined.

    ARTEFACTMonitoring setup

What we produce

  • Agents and copilots
  • Human approval systems
  • Guardrails and governance rules
  • Assistant experiences embedded in the workflow

When it is the right step

  • Repetitive drafting and preparation consume time
  • Human approval is mandatory on risky steps
  • Teams need role-specific assistants

When it is not

Outside the scope

  • We do not hand pricing, commitments, legal language, or customer data to an agent; those steps stay with people by design.
  • We do not build unattended flows: every agent flow ships with its handover points and escalation path.

Move AI investment into a real workflow.