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UC-293

SMB Agentic Copilot in Your Own Environment

Deploys governed AI agents inside the business's own tools and files, doing the everyday work with human approval and a live run dashboard.

TBDBuild Duration
TBDIndicative ROI

The Challenge

Small teams with no in-house AI capability need the everyday work done where the data already lives - without data leaving their control and without a black box doing things unseen.

How It Works

  • Connects agents to the business's own files, systems and channels.
  • Custom skills run locally; a human approves every action taken.
  • Delivers a scheduled daily briefing plus a live dashboard of runs.

What It Removes

  • Data leaving the owner's control
  • Manual everyday admin
  • No visibility of what the AI did
Input Data RequirementsThe business's own systems and files - e-commerce platform, catalogue, orders, care-system exports, care plans, policy files
Output FormatDaily action briefing, drafted outputs (listings, quotes, evidence packs, family updates), live run dashboard
The AI runs on your own computer and tools, doing the everyday work - and a simple dashboard shows what it has done.
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