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AI Agents

AI Agents Built to Act, Not Just Answer.

LeapTech builds intelligent agents that understand objectives, access business information, use approved tools, and execute tasks across real workflows.
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Agent architecture
01 / 06
Goal

Follow up every overdue invoice this week

  1. 01Understand
  2. 02Plan
  3. 03Data & Knowledge
  4. 04Tools
  5. 05Action
  6. 06Verification
Approved toolsFinance systemCRMEmailWhatsApp

Continue / Escalate

Reminders sent, records updated, exceptions escalated

Illustrative agent loop — stages, tools, and approval points are configured per deployment.

Agent architecture

From Objective to Action

Every LeapTech agent runs the same controlled loop. What changes per deployment is the data it may read, the tools it may use, and where a person must approve.

  • 01

    Understand

    Interpret the request, objective, and surrounding context.

  • 02

    Plan

    Determine the steps required to move toward the desired outcome.

  • 03

    Access Knowledge

    Retrieve relevant information from approved business data and knowledge sources.

  • 04

    Use Tools

    Interact with APIs, applications, databases, and operational systems.

  • 05

    Execute

    Perform approved actions and update business systems.

  • 06

    Verify

    Check the result before continuing.

  • 07

    Escalate

    Transfer the case to a person when human judgment, approval, or intervention is required.

If verification fails or a rule requires approval, the agent stops and hands over rather than guessing.

Where agents work

Agents Can Work Across Business Operations

The same controlled loop applies wherever a process has a goal, the data to reach it, and tools to act with.

  • Customer Service

    Handle requests, access customer information, perform actions, and escalate when required.

  • Sales

    Qualify leads, prepare information, update CRM records, schedule follow-ups, and support sales workflows.

  • Employee Operations

    Help employees retrieve information, submit requests, and navigate internal processes.

  • Documents

    Read, classify, extract, validate, and route business information.

  • Operations

    Coordinate tasks across systems and participate in multi-step processes.

  • Follow-up

    Monitor process state, trigger next actions, and communicate status.

Assistant vs agent

A Chatbot Answers. An Agent Finishes The Job.

The difference is authority and follow-through.

AI assistant / chatbot

  • Answers questions from a knowledge base
  • Drafts text for a person to act on
  • Has no access to systems of record
  • Stops when the conversation ends

Useful for information. The work still queues for a person.

Operational AI agent

  • Understands a goal and plans the steps
  • Reads and writes to CRM, ERP, and internal apps
  • Uses only the tools it is authorized to use
  • Verifies, logs, and escalates when required

Built to remove the work, not just describe it.

Control

Agents Operate Within Defined Boundaries

An AI agent should know what it can access, which actions it may execute, and when it must stop or involve a person.

  • Defined permissions
  • Approved tools
  • Business rules
  • Human approvals
  • Traceable actions
  • Escalation paths

Integrations

Agents Work Inside The Systems You Already Run

Connections are made to your CRM, ERP, telephony, messaging channels, databases, and internal applications through their APIs.

  • CRM

    Customer records and pipeline

  • ERP

    Orders, finance, and inventory

  • WhatsApp

    Conversational business channel

  • PBX / SIP

    Telephony and call routing

  • Databases

    Operational and reporting data

  • APIs

    Internal and third-party services

  • Microsoft 365

    Mail, calendar, and documents

  • Google Workspace

    Mail, calendar, and drive

  • E-commerce

    Orders and customer accounts

  • Ticketing Systems

    Service and support queues

  • Internal Applications

    Custom line-of-business systems

Categories, not vendor partnerships. Specific systems are confirmed during discovery.

Example workflow

An Inbound Enquiry, Handled By A Sales Agent

A prospect messages on WhatsApp asking for a quotation. Here is the agent's run.

  1. 01Messaging

    Request received

    A WhatsApp message asks about pricing for a service.

  2. 02AI Agent

    Intent and requirements

    The agent identifies a quotation request and asks the two missing qualifying questions.

  3. 03CRM

    Account lookup

    It checks the CRM for an existing account and prior conversations.

  4. 04Policy

    Qualification rules

    Business rules classify the lead by segment and route it to the right owner.

  5. 05CRM

    Opportunity created

    An opportunity is created with the captured requirements and source.

  6. 06Email

    Owner notified

    The assigned salesperson receives a summary and the conversation history.

  7. 07Messaging

    Prospect acknowledged

    The prospect gets a confirmation and the expected next step.

  8. 08Audit

    Run logged

    Every step is recorded for review.

Illustrative workflow. Rules, systems, and approval points are configured per client.

What Work Could an AI Agent Handle for Your Organization?

Tell us about a repetitive process, customer interaction, or operational workflow.

Talk to Our TeamSee use cases