AI Agents That Work With Your Business
Design intelligent agents and automation workflows that connect your data, applications and business processes.
Most agent projects fail on the boring parts
The model is rarely the hard part. What breaks projects is permissions, integration with systems that were never designed for it, no way to tell whether the agent is doing well, and no record of what it did. An agent that cannot be audited cannot be deployed.
An agent is a system, not a prompt
We treat an agent as production software: scoped tools, explicit permissions, a human approval step wherever the action carries cost, an evaluation set that runs in CI, and logging that answers "why did it do that" months later.
Capabilities
AI Assistants
Conversational interfaces over your own content, scoped to what the signed-in user is allowed to see.
AI Agents
Systems that plan a short sequence of steps and call tools to complete a defined task.
Agentic Workflows
Multi-step processes where an agent handles the judgement and deterministic code handles the rest.
RAG Knowledge Assistants
Retrieval over your documents with citations, so every answer can be traced to a source.
Customer Support Automation
Draft replies, classification and routing, with a human sending anything that matters.
Internal Operations Automation
The repetitive coordination work that currently lives in inboxes and spreadsheets.
Document Processing
Extraction and validation from PDFs, forms and scans, with confidence thresholds.
Data Analysis Agents
Natural-language questions against a modelled dataset, answered with the query shown.
Sales Automation
Lead enrichment, qualification drafts and CRM hygiene — proposed, not sent.
HR Automation
Screening assistance and workflow routing, with hiring decisions left to people.
IT Support Automation
Ticket triage, knowledge-base answers and routine request handling.
Workflow Orchestration
The glue that sequences all of the above and knows what to do when a step fails.
How it fits together
How a TOOKLI agent is wired
Every arrow is a place where something can go wrong, so every arrow is a place we instrument. Note where the human sits — before the action, not after it.
- 01UserAuthenticated, with their own permissions
- 02AI AgentScoped instructions and a fixed tool set
- 03Tools / APIsNarrow, typed, individually permissioned
- 04Business systemsCRM, ERP, ticketing, storage
- 05DataRetrieved under the user's access rights
- 06Human approvalRequired for anything costly or irreversible
- 07ActionExecuted only after approval
- 08MonitoringLogs, evaluation, cost and drift
Systems we build against
Platforms and services TOOKLI actively works with on client engagements.
Microsoft
- Microsoft 365
- SharePoint
- Teams
- Power Platform
- Power Automate
- Power Apps
- Copilot Studio
- Azure AI
Model providers
- OpenAI
- Anthropic
- Google Gemini
- Azure OpenAI
Business systems
- Salesforce
- HubSpot
- Zendesk
- Slack
Data
- PostgreSQL
- SQL Server
- REST APIs
- Webhooks
This list reflects systems we integrate with, not partnerships, resale agreements or certifications. If something you rely on is missing, ask — we will tell you honestly whether we have used it.
What this looks like in practice
Examples of what we can build for each sector. Work we have actually delivered appears in our case studies, with named outcomes.
- Healthcare
Document and workflow assistance
Summarising and routing administrative documents, with clinical decisions left entirely to clinicians.
- Real estate
Lead qualification and property search
Enriching enquiries and matching them to listings, so agents spend their time on qualified conversations.
- Construction
Document processing and project reporting
Extracting data from site documents and assembling the weekly report from systems that already hold the facts.
- Finance
Internal document and reporting workflows
Reconciliation support and reporting drafts for internal review. No customer-facing financial advice.
- E-commerce
Customer support and product assistance
Drafted responses and product questions answered from your own catalogue and policies.
- HR
Screening assistance and workflow automation
Structured summaries of applications against a written bar. A person makes every decision.
- Operations
Report generation and process automation
The recurring assembly work that currently occupies a competent person for a day a week.
Delivery process
- 01
Discover
What the process actually is today, who touches it, and what it costs.
- 02
Map the workflow
Every step, decision and exception written down before any of it is automated.
- 03
Identify AI opportunities
Which steps genuinely need judgement. The rest is ordinary software, and cheaper.
- 04
Design the agent architecture
Tools, permissions, approval points and failure behaviour, in writing.
- 05
Connect tools and data
Narrow, typed integrations that inherit the user's existing access rights.
- 06
Build
Deterministic code wherever possible; the model only where it earns its place.
- 07
Evaluate
A test set with a measured baseline before anything reaches a real user.
- 08
Deploy
Behind a flag, to a small group, with a rollback that has been rehearsed.
- 09
Monitor
Quality, cost, latency and drift — with alerts, not dashboards nobody opens.
- 10
Improve
Feedback from real use, fed back into the evaluation set.
How we keep it safe and accountable
Engineering practices, not certifications. TOOKLI holds no security certifications and does not claim any.
Access control
The agent acts with the permissions of the person using it, never with a service account that can read everything. If a user cannot open a document, retrieval cannot either.
Data isolation
Tenant and department boundaries are enforced at the data layer, not in the prompt. A prompt is guidance; a row-level policy is a rule.
Human approval
Any action that spends money, contacts a customer or changes a record of consequence is proposed for approval rather than executed.
Prompt injection protection
Retrieved content is treated as untrusted input. Tools validate their own arguments, and instructions found inside a document never widen what the agent is allowed to do.
Sensitive data handling
We minimise what is sent to a model, redact where we can, and document exactly which provider processes what — which matters under GDPR and Canadian privacy law.
Logging and auditability
Every tool call, retrieval and approval is recorded, so "why did it do that" has an answer months later.
Evaluation
An evaluation set with a measured baseline, run in CI. A prompt change that degrades quality fails the build like any other regression.
Monitoring
Quality, cost, latency and refusal rates tracked in production, because model behaviour changes underneath you.
Common questions
Related services
Business & Workflow Automation
Business process, document, data and system automation. We combine ordinary software workflows with AI only where judgement is actually needed.
Learn moreAI Integration
Bring AI capabilities into your existing applications — search, extraction, classification, summarisation and assistants — without building or training models yourself.
Learn moreEnterprise AI & Knowledge Systems
Secure enterprise knowledge assistants, RAG systems and internal AI search where access control is enforced at retrieval, not requested in a prompt.
Learn more
Find an AI workflow worth automating
Bring us a process that eats time. We will tell you honestly whether it is an AI problem, an automation problem, or a broken process that no software will fix.