AI development · Australia

AI agents built on your existing business stack

Deploy AI agents that read your knowledge base, query CRM, create tasks, and escalate to humans. Research agents, ops agents, and support copilots scoped for Australian SMBs, not autonomous bots with no guardrails.

Overview

AI agents go further than a chat widget on your website. An agent can use tools: search your knowledge base, read a CRM contact, create a task, update a ticket field, or hand off to a human with full context. Australian SMBs ask for AI agents because support and sales teams lose hours on lookup work, not because they want robots running the business unsupervised.

We build agents with narrow scope first. A support copilot that drafts replies is a different build from a public-facing sales qualifier or an after-hours voice agent. Each type needs different guardrails, logging, and escalation. We refuse “general AI assistant for everything” as a first project because it fails in production.

Agents sit on your existing stack: Zoho Desk plus Deluge, Microsoft Copilot Studio, or custom orchestration with OpenAI Assistants and your APIs. The integration work is usually larger than the prompt writing. Production agents need authentication, rate limits, and a kill switch.

When you need this

Signs from discovery calls with Australian SMBs that this service is the right lever.

→Generic chatbot that frustrates customers with wrong answers
→Agents that cannot access internal systems safely
→No defined escalation when the agent is unsure
→Leadership wants 'an AI agent' without a use case

Common use cases

Examples we implement, adapted to your stack and industry during discovery.

Support copilot

Agent reads ticket + KB articles + CRM order history → drafts reply → agent edits → sends. Never auto-sends until you explicitly enable it.

Sales research agent

Before a call, agent summarises account history, open deals, and recent support issues into a briefing note for the rep.

Internal ops agent

Staff ask in Teams: “status of project X?” → agent queries Projects/CRM → returns summary with links to records.

Lead qualification agent

Website chat asks structured questions → scores fit → creates CRM lead with transcript → books meeting or routes to nurture.

What Zedpath does

✓Define agent scope: what it can read, write, and never touch
✓Ground responses in your docs, CRM, and ticket history
✓Tool-calling patterns: lookup record, draft reply, create task
✓Human handoff with full conversation context
✓Privacy review for what data leaves your environment

How we implement it

▸Zoho Desk + Zia + scoped GPT for support copilots
▸Custom agent orchestration with OpenAI Assistants or Azure AI
▸Microsoft Copilot Studio for M365-native agents
▸Voice agents for reception and after-hours triage where appropriate

What you get

·Agent scope document: allowed tools, data boundaries, escalation rules
·Configured agent on chosen platform with staging environment
·Integration to CRM, Desk, or SharePoint as scoped
·Conversation and action logs for audit
·Playbook for staff: when to trust, when to override, how to report bad answers

Good fit when

+Support teams with documented KB and repeatable ticket types
+Sales teams needing pre-call research without CRM clicking
+Businesses ready to pilot one agent role before expanding

We may recommend something else when

−You have no knowledge base or CRM discipline for the agent to ground on
−Leadership expects full autonomy with no logging or human escalation
−Regulated advice must be given without human sign-off

How we work with you

Use case lock-in

One job, one audience, measurable success metric.

Tool & data design

Which systems the agent reads/writes; privacy review.

Pilot with staff

Internal or limited customer cohort; daily review of transcripts.

Harden & expand

Monitoring, prompt versioning, optional auto-send rules.

AI Agents FAQs

Answers to questions Australian businesses ask before starting this work.

What types of AI agents can you build?+

Support copilots, research agents, lead qualification chat, internal Q&A over your docs, workflow agents that execute playbooks, and voice agents for reception. We match type to your stack and risk tolerance.

Will the agent replace our support team?+

No, not in a well-scoped project. Agents reduce lookup and draft work; humans handle judgement, complaints, and complex cases. We design escalation so customers are not trapped talking to a bot that cannot help.

Can agents access our Zoho CRM data?+

Yes, via API with OAuth and role-aware queries. We limit which modules and fields the agent can read or write. Writes usually require human approval early in the rollout.

How do you prevent wrong or made-up answers?+

Grounding in your KB and CRM, citation requirements, confidence thresholds, blocked topics list, and human review for outbound messages. We test with adversarial and edge-case inputs before go-live.

Need ai agents?

Describe the business gap, not just the tech. We reply within one business day with next steps and which rate band applies.

Request free discovery Send us your requirements