AI that completes multi-step tasks, with you in control.
AI Agents
An AI agent is software that uses an AI model to plan and carry out a multi-step task, using tools such as your inbox, CRM or documents, and checks in with a person where you decide. DAIDU designs, builds and runs agents for well-defined business jobs, with clear limits and human approval built in.
An AI agent is a system that takes a goal, decides the steps needed to reach it, and uses tools to carry them out. A chatbot answers questions. An agent acts: it can look up a record, draft a document, update a CRM, send a message for approval and report back. Agents are useful when a task has several steps and the right next step depends on what the previous one found.
When an AI agent fits
Agents work best for jobs that are:
- well defined, such as "prepare a first-response pack for every new tender" or "research each new lead and draft an outreach email";
- multi-step, with tools and data the agent can safely reach;
- checkable, so a person can review the result quickly;
- frequent enough to justify the setup.
If a task always follows the same fixed steps, a standard automation is simpler and more reliable. If a task needs judgement on every case, an agent should prepare work for a person, not finish it.
How DAIDU delivers
Discover. We define the job the agent will do, what good output looks like, and what the agent must never do. We list the tools and data it needs and the risks involved.
Design. We design the agent's instructions, its tools and permissions, the knowledge it can use, and the points where a person approves. We decide how its work will be evaluated, using a set of real test cases.
Build. We build the agent on a suitable platform, connect it to your systems with the minimum access it needs, and test it against the evaluation set until results are consistent.
Run. The agent goes live with logging of every action and a simple way for your team to approve, correct or stop it. We review results with you regularly in the first weeks.
Train. Your team learns how to supervise the agent, read its logs, improve its instructions and know when to escalate.
What you need to provide
- A clear description of the job and examples of good results.
- Access to the tools and data the agent needs, with an owner who approves permissions.
- A reviewer who checks the agent's output during the pilot.
- Your policies on data, tone and approvals.
Guardrails we build in
Every DAIDU agent has limited permissions, human approval for actions that commit your business (sending to customers, payments, deletions), full activity logs and a way to switch it off. We start narrow and expand only when the agent has proven reliable on your real work.
Process
How we deliver it
- 01
Define the job
Agree the task, the success criteria and the limits.
- 02
Design and evaluate
Design instructions, tools and approvals, and build a test set.
- 03
Build and test
Build with minimum access and test until results are consistent.
- 04
Pilot and supervise
Go live with logs and human approval, review weekly.
- 05
Train and expand
Train supervisors and widen scope only when it proves reliable.
Workflows
Automations we build with this
Customer Service
AI FAQ Chatbot
Answers common customer questions instantly on your website, WhatsApp, Instagram and Messenger using your own knowledge base, and hands complex questions to a person with the conversation history.
- Customer asks question
- Understand intent
- Answer from knowledge base
- Check confidence
Customer Service
Automated Ticket Assignment
Reads incoming support requests from email, chat, phone and portals, tags category and priority, and assigns each ticket to the best-suited available agent while balancing workload.
- Ticket arrives
- Classify ticket
- Apply routing rules
- Assign agent
CRM
Live Chat to CRM Integration
Syncs every website chat, WhatsApp, Instagram and Messenger conversation into the CRM, creates new leads automatically, tags conversations by topic and urgency, and creates follow-up tasks.
- Customer starts chat
- Match or create contact
- Tag the conversation
- Log transcript
Operations
Property Valuation Reports
Pulls comparable sales, rental and market data to produce a branded comparative market analysis with a suggested value range and yield estimate, for agent review before sharing.
- Valuation requested
- Pull market data
- Analyse comparables
- Generate report
Sales
Property Viewing Follow-Up Emails
After a property viewing, sends the client a personalised thank-you with property details and similar listings, follows up if there is no reply and flags highly engaged clients for the agent.
- Viewing logged
- Send thank-you
- Personalise content
- Follow up if silent
Customer Service
Refund and Return Handling
Receives refund and return requests from any channel, checks them against policy and order history, issues return labels, triggers refunds or replacements and keeps the customer updated.
- Request submitted
- Check policy
- Issue return label
- Process refund
Learn it
Prefer to build it yourself?
Workshop dates on request
FAQ
AI Agents: common questions
What is the difference between an AI agent and a chatbot?
A chatbot answers questions in a conversation. An AI agent works towards a goal by planning steps and using tools, such as looking up records or drafting documents, and can involve a person for approval.
Are AI agents safe to use in a business?
They can be, with limited permissions, human approval for important actions, full logs and careful testing. We start with narrow, checkable tasks.
Can an agent work with our existing systems?
Usually yes, through APIs or automation platforms. We give the agent only the access it needs for its job.
Will an agent replace staff?
Agents take on preparation and repetitive steps. People still review, decide and handle relationships, and usually spend more time on higher-value work.
Consultation
Talk to us about AI Agents
- A 30-minute call with someone who builds automations
- We look at one process you repeat every week
- You leave with a clear next step, whether or not you work with us
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