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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.

50+ ERP and automation projects. Zero failed projects since 2021.

A team working alongside an AI agent across business systems
70%
Routine tasks handled
60%
Less manual data entry
24/7
Always on
6 wk
Typical first agent live
The Idea

An agent does the task, end to end

A chatbot answers a question. An agent reads the request, decides what to do, and does it.

From Answering to Doing

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.
A team reviewing how an AI agent works
With Your Rules

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.
Reviewing agent guardrails on a laptop
Capabilities

What our AI agents can do

Built around real work, not demos.

📧
Triage and reply

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.
📄
Documents

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.
🔗
Update your ERP

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.
📅
Schedule and follow up

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.
🔍
Research and summarise

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.
🤖
End to end

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.
Use Cases

Where teams put agents to work

A customer support desk

Customer support

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

A finance back office

Finance and back office

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

A sales team

Sales and leads

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

An operations dashboard

Operations

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

An HR and IT team

HR and IT helpdesk

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

Reporting on a laptop

Reporting

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

How It Works

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.
The Difference

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.
Connects To

Agents work where your business already runs

We connect agents to the systems you use, not a walled garden.

Odoo ERPNext SAP Email WhatsApp Slack CRM Databases Spreadsheets Your APIs
Real Results

What an agent changes in practice

70%
Routine tasks handled
60%
Less manual data entry
Minutes
Response, not hours
24/7
Always available
Fewer
Errors and rework
Hours
Saved per team each week
Why Us

Why teams choose TCB Infotech for AI agents

1
We know your systems
We build ERP and software, so agents plug into your real stack, not a demo.
2
Start where it pays back
We pick the first task by value, so you see results before you scale.
3
Safe by design
Guardrails, approvals and audit trails keep you in control.
4
Humans in the loop
Agents hand off to people on the steps that need judgement.
5
One steady team
The people who scope it are the people who build it.
6
Support after launch
We tune the agent as the work and your data change.
FAQ

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.

Put an AI Agent on Your Busiest Task

Book a free consultation. We will find the task where an agent pays back fastest and show you how it would work.

Book a Free Consultation →

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

AI Agent Features

The Features That Make an Agent Useful and Safe

An agent is only as good as what it can reach, what it is allowed to do, and how well it knows when to stop. Here are the features that matter.

Core Features

What sets a real agent apart

Tool Use

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.
Connected systems an AI agent can use
Guardrails

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.
Setting agent guardrails on a laptop
Oversight

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.
An audit and oversight dashboard
More Capabilities

Everything a business agent needs

🧠
Memory and context

It remembers the case

The agent remembers the conversation and the case, so it does not start from scratch each time and can pick up where it left off.

  • Remembers the case and history.
  • Keeps context across steps.
  • Picks up where it left off.
🔗
Multi-step tasks

It finishes the job, not one step

The agent chains steps together to complete a task end to end, calling the right tools in the right order rather than answering a single question.

  • Plans the steps to a goal.
  • Calls tools in order.
  • Finishes the whole task.
🛡
Trust and safety

Built for trust from the start

Permissions, approvals, audit trails and human handoff are part of the build, not an afterthought, so you can deploy with confidence and stay in control.

  • Permissions and limits you set.
  • Approvals on the steps that matter.
  • A full audit trail of every action.
🌐
Multilingual

Works in your languages

The agent works in the languages your customers and staff use, with the same rules and tone across all of them.

  • Customer and staff languages.
  • Consistent tone everywhere.
  • Same rules across languages.
📥
Document handling

Reads documents and extracts the data

The agent reads invoices, forms and emails in many formats and extracts the data, flagging anything unclear for a person instead of guessing.

  • Reads many document formats.
  • Extracts the key data.
  • Flags what is unclear.
📊
Monitoring and tuning

We watch it and keep it sharp

We track how the agent performs, catch the cases it gets wrong, and tune it as your work and data change, so it stays accurate over time.

  • Tracks accuracy and outcomes.
  • Catches the cases it misses.
  • Tunes as the work changes.