01 /
Give it reliable knowledge
Supply current services, products, rates and operating rules. Define the information source when details can change.
EXPLAINED / AI AGENTS
An agent needs a job, knowledge and a way to act.
An AI agent can interpret a customer’s request, use your business information and choose a relevant next step. Its usefulness comes from connecting those abilities to a defined job, such as handling an enquiry or preparing a scoped quote.
Discuss your workflow02 /
Give it relevant context
Use the customer’s earlier requirements, concerns and open questions so the agent can continue the conversation instead of starting again.
03 /
Give it defined actions
Connect specific tools for the job, such as a quote workflow or schedule. Check the result before saying an action happened.
- One concrete job the agent should handle.
- The business information needed to do that job.
- The customer context it should be able to use.
- The actions, access and exceptions that belong in the workflow.
A conversational model does not automatically have access to your tools. Skillies scopes and tests the surrounding system, including what the agent can do and when the responsible person needs to act.
Know what to expect.
How is this different from a scripted chatbot?+
An agent can interpret the request and use context instead of only matching a menu choice. Its answers and actions still need business knowledge and clear operating rules.
Can it qualify leads and quote work?+
A configured Frontdesk workflow can understand an enquiry, map the scope to approved services and prepare a tailored PDF quote automatically.
What if our workflow is unusual?+
Describe the outcome, existing tools and what needs to happen. Skillies can scope custom work from that information; a meeting is optional.
One connected operation.
Explore the people, systems and capabilities around the work.