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aisol/capabilities/work inside systems
platform capability · work inside systems

AI agents work inside your systems – like employees

Not a chat off to the side, not "one more window". The agent logs into CRM, ERP, HIS or EDMS under its own account: it reads records, enters data, reconciles figures, updates statuses and creates tasks – by instruction and under supervision.

acts, not just suggests rights and a log, like an employee inside the company perimeter
Book a demo → What the agent does hands-on
AISOL · Agent shiftrole "CRM Operator" · 09:00–18:00
Agent on shift – working across 3 systemsCRM · ERP · Service Desk
Read 14 new ticketsService Desk · sorted by topic and priority✓
Entered client details into the recordCRM · from an email with a signed contract✓
Reconciled payments against invoices for the weekERP ↔ CRM · no discrepancies found✓
Created a follow-up for the managertracker · deal with no activity for 7 days✓
Every action recorded in the log42 actions · 09:00–11:30
what the agent does hands-on

Reads. Enters. Reconciles. Updates. Creates.

Not "integration for integration's sake", but concrete actions inside your systems – the same ones a person performs, only faster and with nothing skipped.

01 · reads Reads

Records, entries, emails, attachments and history – across all connected systems.

opened the client record → gathered a year of ticket history
02 · enters Enters

Data into fields and forms: details, line items, amounts – with no manual entry.

invoice arrived by email → line items and amounts entered into ERP
03 · reconciles Reconciles

Figures and records between systems: payments, balances, statuses, documents.

payment in ERP ≠ deal amount in CRM → discrepancy flagged
04 · updates Updates

Statuses, stages and fields – strictly by the rules you set.

payment received → deal moved to "ready to ship"
05 · creates Creates

Tasks, reminders, documents and requests – always with the reason stated.

found a deal with no activity for 7 days → created a follow-up

Every action follows an instruction and is written to the log. When a situation falls outside the rules, the agent stops and calls in a human.

live scenario

One event – and three systems updated

A routine episode from the agent's workday: from an invoice payment to a task for the warehouse – without a single window switch by a person.

  • 09:41 Payment of 1 240 000 ₸ receivedevent · ERPBank statement: payment from Alatau Trade LLP for invoice №247.
  • 09:41 Agent read the statement and found the invoicereads · reconcilesReconciled the amount and payment purpose against invoice №247 – they match.
  • 09:42 Updated the deal in CRMupdatesStage "Paid", invoice closed, payment order attached to the record.
  • 09:42 Created a warehouse task in the trackercreates"Ship by Thursday" – with the reason: payment of invoice №247.
  • 09:43 Notified the manager, logged the stepslogWho did what and when – for each of the six actions.
2 minutesinstead of half an hour of manual transfers
3 systemsERP → CRM → task tracker
0 typingthe person received a finished result
AISOL · Task created by the agenttracker · T-982
task · shipment

Shipment: Alatau Trade LLP – by Thursday. Reason: payment of invoice №247 for 1 240 000 ₸. Owner: warehouse. Created by the agent under the rule "payment → shipment".

Deal №1847 updatedCRM · stage "Paid" · payment order attached✓
Payment reconciled against invoice №247ERP · amount and purpose match✓
Manager notified it's readyresult: three systems updated in 2 minutes✓
All steps recorded in the log6 actions · 09:41–09:43
rights and log

The agent is set up as an employee, not as a script

It has a job description, boundaries of authority and a "manager". Everything it does is visible – down to the last click.

Job descriptionIt's spelled out clearly what the agent may and may not do: which systems, which fields, which amount limits. One step beyond the bounds and the action isn't performed.
Its own account and roleThe agent works under its own access with the minimum necessary rights – inside the company perimeter, not "on behalf of the administrator".
Human checkpointsCritical actions – payments, deletions, sending data outside – are performed only after the responsible person confirms.

How access, the perimeter and data storage are set up – on the "Security" page.

AISOL · Action logtoday · agent "CRM Operator"
09:42 · Stage of deal №1847 updatedCRM · agent · reason: payment of invoice №247✓
09:42 · Task T-982 "Shipment" createdtracker · agent · due: Thursday✓
09:44 · Refund of 86 000 ₸ – approval neededERP · amount over the instruction limit → handed to a humanawaiting approval
09:51 · Refund confirmed and processedERP · confirmed by Aigerim S. · executed by the agent✓
Who, what and when – for every actionexport for audit
classes of systems

Where the agent reports for work

We connect classes of systems, not a list of brands: if there's an API – we work through it; if not – the agent acts through the interface, like a person.

CRMdeals, client records, activities, the pipeline solution for sales →
ERPinvoices, payments, balances, source documents solution for accounting →
HISpatient records, cases, orders, services solution for healthcare →
EDMSregistration, approval routes, deadline control solution for the public sector →
Service Desktickets, statuses, SLA, standard replies solution for support →
Telephonycalls, recordings, call summaries in the record solution for telecom →
Task trackerstasks, deadlines, owners, statuses
Your systemAPI or interface – we'll figure it out on the demo all platform capabilities →
next step

Easier to try than to discuss

We start not with presentations, but with an agent that performs its first actions on your scenario.

~1 weekprototype: the agent performs its first actions on your scenario – free
from 8 weeksproduction: the agent inside the company perimeter – with rights, a log and checkpoints
subscriptionthe pricing model: platform, agents and support – with no project surprises
Book a demo → Get in touch
next step

We'll show the agent in systems like yours

Leave your contact details – we'll discuss where your process lives: CRM, ERP, HIS or EDMS, and set up a free prototype. In about a week the agent will perform its first actions on your scenario.

demo · process review · prototype – free

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