Build your own AI agents in Offiks.ai, without code. Work Agents carry out tasks following your procedure. Chat Agents answer questions. Every agent gets exactly the rights of a colleague in that role, no more.
You describe the task in plain language. The agent follows your procedure, and exceptions go to the right person.
You decide what it does. You describe the task and the procedure it follows in plain language. Then you give it rights, just like a new employee: which lists and files it may read, what it may change and whom it may notify. It springs into action at a set time, or as soon as something happens: a new record, an incoming email or a status change.
“Check every Friday whether…” In plain language, the way you would explain it to a colleague.
It only sees what it needs, just like a person in that role.
It creates tasks, raises flags and fills in fields. Exceptions go to the right person.
Checks whether everything is secured according to procedure: are the checklists completed, are the signatures in place and are the mandatory documents in the file?
Keeps an eye on sick leave. It flags a missing doctor's note, frequent short-term absence or a return-to-work meeting that still needs to be scheduled.
Checks whether quotes and orders meet the agreed minimum margin. If a margin drops below the standard, an approval task goes to the person responsible first.
Matches every incoming invoice against the purchase order and the delivery. Differences in price or quantity are reported immediately.
Spots quotes that have had no response after a number of days and creates a follow-up task for the salesperson.
Warns in good time about expiry dates and notice periods of contracts with customers, suppliers or tenants.
Monitors inspections, safety certificates, subcontractors' insurance certificates and expiring permits.
Checks whether every customer, personnel or project file contains all mandatory documents and reports what is missing.
Reads a shared mailbox, recognises what each email is about, creates the right record or task and assigns it.
Follows up on outstanding invoices and prepares reminders, so someone only needs to review them.
Categorises incoming complaints, monitors follow-up deadlines and escalates when a deadline is about to expire.
Checks whether everything is ready for a new employee: contract, equipment, access and training.
Flags documents and data whose retention period has expired.
Build different chat agents, each with its own purpose. You give each agent a role, a tone and the knowledge sources it may use. It answers based on your documents and data and shows where the answer comes from. And it only sees what the person asking is allowed to see.
“How many days of leave do I have left?”, “What do the work rules say about working from home?”, “How do I submit an expense claim?”
Customers look up the status of their order, file or request themselves, even outside office hours.
“How do I register a non-conformity?” It answers straight from your quality manual or ISO procedures.
Knows your products, price lists and references and helps salespeople draw up a quote quickly.
Answers the hundred questions of a new colleague, so they don't have to keep interrupting someone.
Helps with passwords, printers and access, and creates a ticket if it can't solve the problem.
“How many open quotes do we have this month?”, “Which projects are running late?” Answers from your own figures, without anyone having to build a report.
Suppliers look up for themselves which orders are open and whether their invoice has been paid.
For real estate: answers questions about the lease, the service charge statement or an ongoing request.
An agent doesn't get a bunch of keys. It gets a badge. In Offiks.ai, every agent is a user with its own rights. You give it access the way you would a new employee: only to what it needs for its task.
The margin guard sees quotes and orders, but no personnel files. The absence agent sees sick leave, but no sales figures.
For each list and file, you decide whether an agent may read, change or create. A control agent can be given read-only rights and simply raise flags.
A Chat Agent only answers with information the person asking is allowed to see. So colleagues never see each other's pay or leave.
What an agent does is recorded in its name. You can see which agent created a task, filled in a field or raised a flag, and when.
If an agent should no longer do a task, you adjust its rights or pause it, just like an employee who changes roles.
Agents work within your Offiks environment, on your own documents and data.
Tell us in one sentence what your agent should do. We'll show you what it looks like in Offiks.ai.
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