We map the workflow, deploy the AI employee, handle the systems and exception paths, and charge per completed outcome. Start with one workflow — expand as you prove the model.
Inboxes, PDFs, portals, CRMs, ERPs, and approval queues. The bottleneck isn't one tool — it's the work sitting between all of them.
Your team copies data from emails, PDFs, and portals into your ERP or CRM — every day, every week, for every transaction.
Someone sends an invoice, then someone else chases the approval, then someone else posts it. The work isn’t hard — it’s just slow.
Intake forms, vendor documents, order confirmations — your team reads, interprets, and keys in data that follows consistent patterns.
You’re paying per-head for work that follows clear rules. Volume goes up, cost goes up, quality stays flat.
In 30 minutes, we identify one workflow with enough volume, clear completion criteria, and measurable unit economics for an AI employee pilot.
You keep this document regardless of what happens next.
We walk through your current process, define the completed outcome, estimate the current cost per unit, and identify where an AI employee can take over. If a pilot makes sense, we quote per-outcome pricing before anything ships.
That's exactly what the audit finds. Most ops leaders know things feel heavy — we pinpoint the specific process burning the most hours and margin.
Book your free workflow auditAn AI employee is assigned to one workflow with a clear definition of done. It handles the routine steps, asks humans when judgment or approval is required, and resumes only after the response is valid.
You do not buy software your team has to configure. TryAgent designs, deploys, and operates each AI employee — starting with your highest-impact workflow.
We trace where work stalls, loops, or gets handled manually — so the AI employee targets the right process from day one.
We connect to your CRM, ERP, email, portals, and queues under scoped permissions. No new software for your team.
We define the boundaries — what the AI employee handles, what routes to your team, and how context travels with each handoff.
We build policy-sensitive checkpoints into the workflow so humans stay in control of the decisions that require judgment.
We monitor the AI employee in production. If something breaks or drifts, our team fixes it — not yours.
Every action, decision, and exception is logged and auditable. Your team can review what happened, when, and why.
Every pilot has a defined completed outcome. You only pay when that outcome is completed. No seat pricing, no platform fee, and no payment for incomplete work.
Every pilot starts with a clearly defined completed outcome: an invoice posted, an order processed, a record updated, or an approval packet resolved. We define it together during the audit and it becomes the unit you pay for.
You don’t pay for it. If the AI employee can’t complete the unit of work — because the data is ambiguous, approval is needed, or the case is an edge case — it routes to your team with the right context. You only pay for completed outcomes.
No. We automate the coordination between your existing systems — CRM, ERP, email, portals. Your operators keep working in the tools they already use. No new software for your team to learn.
TryAgent handles the workflow mapping, system connections, scoped permissions, exception handling, approval routing, monitoring, and audit trail. Your team does not need to configure another tool.
Humans own exceptions, approvals, and anything above threshold. The AI employee asks when judgment or approval is required and resumes only after a valid response. Full audit trail by default.
A workflow ROI map with the handoff points, estimated hours and cost per unit, the defined completed outcome, automation boundary, and a per-outcome pilot model. The whole thing takes 30 minutes. You keep the document whether or not you move forward.
Per completed outcome. We define the unit during the audit — an invoice posted, an order processed, a record updated — and you only pay when that unit of work is done. No seat pricing, no platform fee, no payment for incomplete work.
In 30 minutes, we'll walk the workflow with you, define what “done” means, and hand you a workflow ROI map — free, whether or not you move forward.
Book your free workflow audit