Lead qualification
Collect relevant enquiry context and route it to the right person. Agree qualification criteria and leave commercial commitments with an authorised team member.
AI agent development for business workflows
LCR Technologies develops AI agents and connected software for businesses in South Africa. Start with an operational problem: repeated intake, requests that need routing, or information people struggle to find.
A useful first project has a named workflow owner, accessible information and a clear outcome. Define what the agent may do, when it must stop and where a person remains responsible.
Which workflow could be a useful first fit?
These are possible starting points to scope, not promises of results or completed client examples. Begin with one recurring job whose outcome your team can check.
Customer-support triage
Help customers find approved answers and submit a useful request. Define escalation when information is missing or an action needs review.
Document intake
Extract and organise information for a review queue. Treat uncertain values and missing documents as exceptions, not completed decisions.
Internal knowledge
Help staff find supported answers from approved sources. Keep source permissions, evidence and a route to a responsible person part of the workflow.
Chatbot, workflow or agent?
Start with the customer’s job, not the technology label. On WhatsApp or the web, choose the simplest approach that can deliver a useful, verifiable outcome.
High enquiry volume alone does not call for an agent. Consider how much the task varies, the reliability of the information and the consequences of a mistake.
Use the chatbot-versus-agent decision guide to compare the options.
Chatbot: answer, collect and hand over
Help people find approved answers and reach the right team. Define questions it must not answer.
Workflow: follow known steps
Use fixed rules to check or route a request. A connection to a business system does not by itself require an agent.
Agent: choose bounded next steps
Consider an agent when steps genuinely vary and simpler software falls short. Define tools, approvals, stopping rules and recovery before it acts.
What needs to be defined before development?
Information and access
Identify approved sources, their owners and who may see each record. Agree how stale, missing or conflicting information is handled.
Permitted system actions
List the exact reads and changes required. Verify interfaces, permissions and test access before agreeing integration scope. A system mentioned in a guide is not a compatibility promise.
Approvals and exceptions
Name the person who can approve consequential actions. Define escalation, stopping rules and recovery when a tool fails or a request falls outside the agreed boundary. Keep higher-risk decisions human-led.
Acceptance evidence
Agree examples of correct outcomes and unacceptable behaviour, including missing information and denied access. Check the resulting business-system state, not only the agent’s reply.
Data retention, model-provider handling and specialist reviews must be agreed for the actual project. This page does not establish suitability for a regulated use case or guarantee compliance.
Plan a first release your team can operate
Use these stages to agree the engagement and its deliverables. They are scoping decisions, not a fixed package or a commitment to a delivery duration.
- Define the workflow. Record the current process, owner, intended outcome and exclusions.
- Verify the dependencies. Check source access, integration feasibility and approval responsibilities.
- Build a bounded first release. Focus on one useful journey with explicit action limits and a human fallback.
- Evaluate and hand over. Review acceptance evidence and agree operating instructions, access and ownership before release.
Agree ongoing responsibilities explicitly
Decide who monitors failures, reviews answer quality, updates sources and responds when a provider or connected system changes.
Separate implementation from model and platform usage, hosting, maintenance and support. Agree coverage, response expectations, handover and change control in the project scope. Ongoing operation and service levels are not automatically included.
Tell us which workflow you want to improve
Share the current workflow, systems involved, approximate volume, risk constraints and desired outcome. A short description is enough to start; do not send passwords, customer records or sensitive documents.
The initial assessment can be completed anonymously. Sending an enquiry or requesting follow-up requires your name and email.
Prepare your next decision
Assess fit
Plan integrations and controls
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