Tools · Agents
Workflow Coordinator
Receives tasks, decides which agent or person takes them, tracks status and escalates delays.
- Risk level: Medium
- Implementation complexity: High
- Coordinates agents
Departments and use cases
- Operations — Orders, documents, processes and reports.
- IT and internal knowledge — Documentation, procedures and internal help.
Human approval
Minimum: Sample review
A person checks a sample of the results afterwards.
Routing rules are approved and changed by the process owner.
Where a person approves
- Escalations reach a named person
Inputs
- Tasks and events from your systems
- Routing rules
- Agent status
Outputs
- Assigned tasks
- Escalations
- Log of every step
Prerequisites
- At least two agents with clear tasks
- Written hand-off and escalation rules
Main risks
- Loops or lost tasks between agents
- Decisions that are hard to trace
Required data
Data from the system it works in
Integrations needed for implementation
- E-mail, calendar and chatMailboxes, calendars and messaging.
E-mail · Chat and messaging
Risk level
Medium
Works with personal data or acts externally — rules and review are needed.
Data: Sees metadata of every task — access must be restricted.
Implementation complexity
High
Dependencies: None
Example workflows
Illustrative examples — they show the order of steps, not a working integration.
Fits any workflow with several agents:
From inquiry to meeting
- New inquiry
- Lead Qualification Agent
- Sales Research Agent
- Scheduling Agent
- Booked meeting recorded in the CRM
Resolving a customer question
- New ticket or message
- Knowledge Assistant
- Customer Support Agent
- Reply or hand-off to a person
Document intake
- New document
- Document Processing Agent
- Reporting and Insights Agent
- Checked data in the system
Preparing a proposal
- Qualified inquiry
- Sales Research Agent
- Proposal generation assistant
- Approved proposal sent by a salesperson
Want an agent for a specific process?
We'll agree the scope, data and approvals and suggest a realistic pilot.
