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AI agents

Build AI agents

Configured per role and task — model, , tools, permissions. Optionally as an open-source frontend for entire teams.

agents are more than . They understand context, access your own data, take actions and work around the clock. But not every workplace needs the same model, the same tools or the same permissions.

A sales agent needs to read CRM data and write creative copy. An accounting agent needs to answer deterministically and traceably and access the accounting system — but never customer data. A knowledge agent at management level should analyse long documents and reason at the highest level.

The answer isn't a single universal bot, but a thoughtful setup per role. Model choice, , tools, skills and permissions get combined so every agent is configured exactly right for its task — and none has more data or rights than it needs.

Process5 steps at a glance
  1. & requirements

    Task, user group, data sources, success metric, escalation — as a one-page agent brief.

  2. Agent design

    Model choice, , tools, , permissions — set individually per role.

  3. Build the prototype

    2–3 weeks with real data and a small pilot user group — no PowerPoint mock-up.

  4. Test & optimise

    Happy path, edge cases, hallucinations, , acceptance, cost.

  5. Deployment & operations

    Multi-user frontend with , audit logs, monitoring, escalation, training.

How a productive AI agent comes together

This is where the real value lies — an agent that fits the role. Four levers get set deliberately, not just smashed with “let's use ChatGPT”.

1 . Model choice depending on the task:

  • Frontier models like Claude Opus or comparable tier — when complex reasoning, long documents or high language quality are required. More expensive per request, but unbeatable for consulting, research and legal texts
  • Standard models like Claude Sonnet or GPT-4 class — for most productive tasks (customer service, copy, routing). Best price/performance
  • Fast models like Claude Haiku — when speed matters and complexity is low (classification, tagging, simple answers)
  • Local models like Gemma via Ollama — for data-sensitive routines where no token may leave for an external provider. Lower quality than frontier models, but bulletproof under GDPR

2. Temperature matched to the use case:

  • 0 .0–0.2 — accounting, law, compliance: deterministic, faithful to facts, minimally creative
  • 0 .3–0.5 — customer service, standard responses: consistent but naturally phrased
  • 0 .6–0.9 — marketing, copy, brainstorming: variable output, broader style range

3. Tool use and MCP tools — what is the agent allowed to do?

  • Sales agent: read access to CRM, offer templates, calendar — but no accounting system
  • Accounting agent: DATEV API, receipt recognition, invoice database — but no marketing tools
  • Knowledge agent: RAG access to the company vault, web search, document upload
  • Support agent: ticketing system (read/write), escalation to humans, knowledge base

4. System prompt and skills:

  • Set role and tone — “You are an accounting assistant, answer factually, never use the subjunctive when stating numbers”
  • Mark knowledge boundaries — “For questions outside accounting, reply: not my area, please ask X”
  • Enforce output format — JSON for machine consumption, Markdown for humans, structured tables for billing
  • Escalation rules — when does the agent stop and bring a human into the loop?

The result is a configuration file per agent — versioned, documented, reproducible. When a model update arrives or a role changes, it's clear which lever to turn.

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AI agents

Sounds interesting?

Let's talk it through in a free intro call and see how this would work for you.

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