Customer support
Help customers with approved answers, collect the right details, and route requests to the right person.
A useful first responseAnswer a routine question, capture context, and pass an exception to your team.
Additional Managed Agents
More of your business.
Managed with AI.
Bring fully managed AI agents into the recurring work beyond marketing. Start with one useful workflow, configured around your business and guided by the Escencion team.
Built around the work
A clear job for every agent.
We assess your process, systems, and information, then define what the agent should do and when your team should step in.
Client onboarding
Collect information, track checklist progress, and remind customers when something is missing.
A smoother startOrganize a new customer’s submission and flag the next step for your team.
Account coordination
Prepare account summaries, organize follow up tasks, and flag upcoming milestones or renewals.
Keep the context togetherBring recent activity into a clear brief for the person managing the relationship.
Finance administration
Assist with invoice preparation, approved reminders, information collection, and discrepancy checks.
Less administrative chasingPrepare the information and flag questions for review. Your team approves money decisions.
Examples of workflows we can assess together. Each engagement has its own agreed capabilities, integrations, and approval rules.
What ongoing management means
Configured, reviewed,
and improved over time.
Setup around your process
We define the job, connect supported systems, organize approved knowledge, and configure the agent’s actions and handoffs.
Ongoing attention
We review the agreed activity and exceptions, maintain configuration, and refine the workflow as your needs change.
Visibility into the work
We agree useful measures such as completed tasks, response quality, unresolved requests, and time spent handling exceptions.
From idea to useful work
Start with one workflow.
Build from there.
Bring us the task your team keeps repeating. We’ll help define a practical scope and the information needed to make it work.
- A named task and business owner
- Clear access and approval rules
- Testing before the workflow goes live
- An agreed plan for ongoing management
01
Find the fit
Review the current process, recurring volume, systems, and exceptions. Agree what a useful result looks like.
02
Configure and test
Build the agreed workflow and test it with representative scenarios, including handoffs and incomplete information.
03
Launch and manage
Put the workflow into use, review how it performs, and improve the agreed setup over time.
Good questions
The details before we build.
What can an additional managed agent handle?
We start with a defined task and assess whether AI is a useful fit. Examples include answering approved questions, collecting onboarding information, preparing account summaries, and assisting with invoice administration. Available actions depend on your systems, data, and agreed scope.
Is this included in my marketing plan?
Additional agents are scoped separately from the marketing plans. We confirm setup work, ongoing management, usage costs, and responsibilities before you start.
Who manages the agent after launch?
Escencion manages the agreed configuration, reviews, and improvements. Your business provides current information and a contact for approvals or exceptions. The engagement defines what we monitor and how issues are handled.
Can an agent handle finance work?
A scoped agent can assist with administrative tasks such as preparing invoice drafts, organizing information, sending approved reminders, and flagging discrepancies. Your team remains responsible for payment approvals, accounting decisions, disputes, and changes to banking information.
Do I need to change my current software?
We review your existing tools first. Integration options depend on supported connections, access permissions, and the information available. We confirm feasibility before agreeing the build.
How is this different from AI Implementation?
AI Implementation is the project that gets a workflow connected, configured, and tested. Additional Managed Agents includes ongoing management of the agreed agent. A custom engagement can include both.
A useful next step
What work would you like
AI to help manage?
Tell us what happens today, where the work gets stuck, and what a better process would look like.