AI & Intelligent Automation

AI agents that do the work, not just answer questions.

Appmetry designs, builds and runs custom AI agents that plan multi-step tasks, use your business tools and hand off to people when it matters. Agents for sales, support, finance, HR and operations, connected to the systems you already run.

  • Agents that act in CRM, ERP, WhatsApp, email and spreadsheets
  • Human-in-the-loop approvals for sensitive actions
  • Built on Claude, GPT and open-source models with MCP and tool use
  • Full audit trail, evaluation suite and cost monitoring

What our AI agents do

An AI agent combines a language model, a set of tools and a goal. Given "follow up every lead that has not replied in three days", it can look up the leads, read the conversation history, draft a personalised message, send it on WhatsApp, and log the activity in your CRM. Appmetry builds these agents as reliable software, with the same engineering standards we apply to apps used by millions of people.

AI agents we build

  • Sales agents: qualify inbound leads on WhatsApp, web chat and email, answer product questions, book meetings and update the CRM. Our own Bizbotify platform runs this pattern for growing businesses.
  • Customer support agents: resolve common questions from your knowledge base, collect details, create tickets and escalate with full context.
  • Finance agents: read invoices and bills, match them against purchase orders, flag exceptions and post entries to ERP or Tally.
  • Operations agents: track orders and dispatches, chase delayed deliveries and keep customers informed.
  • HR and internal agents: answer policy questions, run onboarding checklists and prepare documents.
  • Research and reporting agents: gather data from several systems and produce weekly summaries for leadership.

How we build agents that can be trusted

  1. Define the job. Inputs, outputs, allowed tools, escalation rules and what success looks like.
  2. Design the tools. Narrow, well-described actions such as "create quotation" rather than open database access, exposed through APIs or MCP servers.
  3. Build the evaluation suite. Real examples, including edge cases, scored automatically on every change.
  4. Add guardrails. Approval steps, spending and messaging limits, output validation and safe fallbacks to a human.
  5. Observe in production. Traces of every run, cost per task, success rate and user feedback on one dashboard.

Agents versus chatbots versus automation

Rule-based automationChatbotAI agent
Handles unstructured inputNoYesYes
Takes actions in your systemsYes, fixed stepsRarelyYes, chooses steps
Adapts to new situationsNoLimitedYes, within guardrails
Best forFixed, high-volume flowsFAQsMulti-step work with judgment

Often the right answer is a mix: deterministic automation for the predictable steps and an agent for the parts that need reading, writing or judgment.

Technology

We build with Anthropic Claude, OpenAI, Google Gemini and open-source models, using tool calling, the Model Context Protocol (MCP), vector search for retrieval, and orchestration in Python or TypeScript. Agents can run in our cloud, yours, or on-premise.

Start with one workflow

Pick one process that costs your team hours every week. We will scope an agent for it, show it working on your real data, and agree the metrics for rollout. Talk to our AI team.

Related case studies

AI Agent Development: frequently asked questions

What is an AI agent?

An AI agent is software that uses a large language model to decide which steps to take toward a goal and then takes them using tools, such as searching a database, updating a CRM record, sending a WhatsApp message or creating an invoice. Unlike a chatbot, it completes tasks rather than only replying.

Which business tasks are good candidates for AI agents?

Repetitive, rules-heavy work that still needs judgment: qualifying and following up leads, answering and routing support tickets, reconciling invoices against purchase orders, preparing reports, scheduling, updating order status and onboarding paperwork. Tasks with clear inputs, outputs and success criteria work best.

How do you stop an AI agent from making mistakes?

We limit each agent to the tools and data it needs, require human approval for high-impact actions such as payments or customer-facing messages above a threshold, validate outputs against business rules, and test agents against an evaluation set before and after every change. Every action is logged.

Can AI agents work with Odoo, Tally, Zoho or Salesforce?

Yes. Agents connect through APIs, webhooks or Model Context Protocol (MCP) servers. We regularly integrate with Odoo, Tally, Zoho, Salesforce, HubSpot, Google Workspace, Microsoft 365, WhatsApp Business API and custom databases.

How much does it cost to build an AI agent?

Cost depends on how many systems the agent touches, how much accuracy is required and the volume it will handle. We start with a fixed-scope pilot for one workflow so you can see results before committing to a larger rollout, and model ongoing AI usage costs per task up front.

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