Governed AI agents
Routine requests handled in minutes. The big calls stay yours.
An AI agent that does the routine work, and asks before anything that matters.
Try it yourself
A working sample. Change the rules and watch what it does.
01Send the agent a request
02Set your approval line
$12,480 is over your $2,500 line, so it waits for a person.
What changes
- Each request
- Before: An hour across three systems
- After: Drafted in minutes from live data
- Who does it
- Before: Your most experienced person
- After: The agent, with your team approving
- Risky actions
- Before: Caught after they go out
- After: Held until a person approves
How it stays yours
- Access
- Only what the task needs
- Approvals
- A line you set
- Log
- Every action, in plain language
- Stop
- One switch, held by your team
A good fit for
- Quotes and estimates
- Customer follow-ups and status updates
- Routine orders and reorders
- Refunds and credits under a limit
Probably not, if
Work where the rules change weekly, or where nobody can say what a correct answer looks like.
Works with what you have
- Microsoft 365 or Google Workspace
- Your ERP or inventory system
- Your CRM
- QuickBooks, Xero, NetSuite, Sage
- Slack or Teams
Questions owners ask
What decides whether it acts alone or waits?
A list you agree before we build. Money, pricing, and access wait for a person; lookups and drafts don’t.
What happens when it gets something wrong?
Nothing over the line goes out without a person, and every action is logged. One switch stops it.
Does it need admin access to our systems?
No. It gets only the access the task needs.
See it running
At Livato, the operations agent drafts every overnight quote and reorder. Anything over the margin line waits for a person.
Read the Livato case studyStart with this one workflow
Tell us where the hours go. We’ll scope one workflow, in writing, and reply within two business days.
Tell us what’s costing you time