Solutions · Enterprise automation
Someone on your team is the only link between two systems, copying what one knows into the other.
In the systems your team already runs, an agent updates the record and prepares the document, logging every step and acting only with the permissions it was given.
The request came in through one system. The sign-off happens in another.
Your team sets what the agent may reach in each system; between them, it carries the work.
The customer record (CRM)
Nobody retypes what was said: the agent reads the customer’s history before acting and writes back what happened.
Resource planning (ERP)
Within the tools assigned to it, an agent can check the status of an order or of stock, and prepare an entry that then waits for its owner’s approval.
Documents
A draft prepared for review before it goes anywhere, or the fields the next step needs, pulled out of a document.
Reports
Interpreting a report stays with whoever reads it. Gathering its inputs on schedule and assembling the draft is work an agent can take.
Approvals
No agent approves on anyone’s behalf. It puts the request, with what the approver needs, in front of the person who decides.
Internal purchase requests
A purchase request tends to stop on somebody’s desk without anyone knowing whose. The agent moves it from request to approval to order, and says where it stands.
Between the trigger and the hand-off
A person receives anything past the agent’s limits, together with what has happened so far. Before that point the agent works through the tools opened to it and stops at each approval your company requires, having started from an event, such as a new request, or from a schedule.
What gets recorded, and who decides
The system records what happened and who did it; a person approves wherever judgment is needed. Automating the work does not remove the one accountable for it.
Human approval
Until someone approves, the step does not happen. Which steps need approval, and whose, is your decision, set before the agent runs.
Escalation to a person
The person who takes over starts from where the agent stopped, because a case that falls outside the rules arrives with its history.
An audit trail
It can be reviewed later: every action the agent took, the system it touched and the task it belonged to.
Scoped roles and access
Changing an agent’s access, or stopping it, belongs to a named role rather than to any user. The agent itself sees only the systems opened to it.
Two ways to deliver it
Which one fits is settled at scoping: the agent runs either in Sheba Enterprise Platform or in a custom system built for one workflow.
Sheba Enterprise Platform
How it is deployed is agreed at scoping, and access begins with an evaluation. What it provides is one enterprise environment where agents work with roles, an audit log and an admin console, beside the organisation’s own knowledge.
Custom AI Solutions
It can run on your own premises. It is built around a workflow no ready product fits, with the same Sheba technology, standards and implementation discipline as the products.
A custom system is not built on the platform; what the two share is standards and components.
What we ask for before scoping
Scoping starts from your answers to these:
- The process, and the point where it stalls today.
- Which kinds of system it passes through.
- Who handles the exceptions, and who approves each step.
- What the agent must never touch, and what it may read.
FAQ
Before you pick the process
Name the handoff your team still does by hand.
Before any agent is proposed, we go through the process with you.
Discuss your use case