PlatformWorks AI

Agents we build

AI agents that do the work, with a person in charge

Each agent is given a goal, plans the steps, acts in your systems, checks the result and hands the hard calls to a person. Try the live demos below.

Flagship agentPlatformWorks AI Prospect AgentFinds the businesses most likely to buy from you, and starts the conversation.Hiring for key rolesMoving or opening premisesNew contracts, funding or filingsVisits to your websiteFrom £4,000 setup, from £495/monthSee it work
Quote-to-Order AgentTurns accepted quotes and customer orders into checked orders, without the re-keying.Inbox and Service AgentReads every enquiry, sorts it, drafts the reply and logs the job.

How our agents work

An AI agent for each department

A real agent is given a goal, plans the work, acts in your systems, checks the result and hands the hard calls to a person. Nothing reaches a customer, a supplier or a system of record until a named person says yes.

  1. Goal

    set by a person

  2. Plan

    break it into steps

  3. Act

    in your systems

  4. Check

    did it work? If not, go round again

Sales

Finds, qualifies and prioritises new business, then drafts the first email.

  1. Trigger

    A rep asks a question, or the 07:45 schedule runs

  2. AI step

    Search prospects, CRM and marketing activity

  3. AI step

    Score each lead with a visible reason

  4. AI step

    Draft outreach and a call briefing

  5. Person signs off

    Rep approves every CRM write or send

Tools it usesClaudeCRMGoogle AdsLinkedIn
Talk about your sales

Operations

Watches open orders and jobs, spots what is late and drafts the fix.

  1. Trigger

    Every morning, or a carrier update arrives

  2. AI step

    Pull open orders and jobs

  3. AI step

    Check against promised dates

  4. AI step

    Draft customer updates and replans

  5. Person signs off

    Ops manager signs off the hard calls

Tools it usesClaudeERPPower Automate
Talk about your operations

Finance

Chases late payers, matches supplier bills and writes the month-end commentary.

  1. Trigger

    An invoice lands or a payment goes overdue

  2. AI step

    Match to order and delivery

  3. AI step

    Flag differences and draft the chaser

  4. AI step

    Draft month-end variance notes

  5. Person signs off

    Finance director approves

Tools it usesClaudeXeroQuickBooksOutlook
Talk about your finance processes

Customer service

Reads every enquiry, sorts it, drafts the reply and logs the job.

  1. Trigger

    An email, web form or chat arrives

  2. AI step

    Classify by type and urgency

  3. AI step

    Look up the account and history

  4. AI step

    Draft the reply and create the ticket

  5. Person signs off

    A person approves before it sends

Tools it usesClaudeHelpdeskCRM
Talk about customer service

Free initial conversation, 30 minutes

Which agent would make the biggest difference?

Tell us where your team loses the most time, and we'll show you what an agent could take on.

Book a free call