Tepat Grupa
A custom RAG agent answers apartment owners from project documentation and shows the source it used.
AI agents that handle tasks in your CRM, ERP and inbox
Each agent has one job and access only to the data it needs. It prepares the work and updates your systems, and anything it isn't sure about goes to a person.
When an agent is the right tool
The first pass on every request is the same.
Read it, work out what it is about, find the customer, check the history. The team repeats this many times a day.
The chatbot answers, then nothing happens.
It can reply to a question, but it can't open the ticket, update the CRM or schedule the follow-up.
Leads wait until someone qualifies them.
Enquiries sit in a queue until someone has time to check budget, fit and urgency.
The information for a decision is scattered.
The answer exists, but it is split between the CRM, email threads and a shared drive.
How we build it
Define the job
We agree on one task, what counts as done and what the agent must never touch.
Set the boundaries
It gets only the data and actions that task needs, and a clear point where it hands over to a person.
Connect the tools
CRM, ERP, email, calendars and knowledge sources, through their APIs.
Test on real cases
We run it against past requests before it touches a live one.
Review and widen
Logs show what it did and why. Its scope grows only when the results hold up.
Agents we build
Customer support agent
Answers from your own material, opens tickets and hands complex cases to the team.
Internal knowledge assistant
Staff ask in plain language and get an answer with a link to the source.
RAG AI assistantsLead qualification agent
Checks each enquiry against your criteria, fills in the CRM and flags who to call first.
Document processing agent
Reads incoming documents, pulls out the fields you need and sends them for checking.
Workflow agent in your CRM or ERP
Works on records in your CRM or ERP, prepares the next step and suggests who should take it.
Custom CRM development
What we build with
We choose the model per task and limit the agent's actions to what its role requires.
- OpenAI
- Claude
- Gemini
- LangChain
- Tool calling
- CRM and ERP APIs
Common questions
A chatbot answers questions. An agent can also act: open a ticket, update a record, send a draft for approval. It works within limits you set.
Yes, if the CRM has an API, and most do. The agent reads and writes only the fields it has been given access to.
We plan for that from the start. Actions with consequences go to a person for approval, and every step is logged so it can be checked.
It depends on the task. We have used several OpenAI models in one system, each for a different job. We choose on accuracy, cost and where the data may be processed.
Related services
All servicesRAG AI assistants
Assistants that answer from your company's own documents and show where each answer came from.
AI automation
Automating the work between your systems: enquiries, documents, data and notifications.
Custom CRM development
CRM and operations systems built around how your sales and service work.
Which request does your team handle the same way every time?
Tell us about it. We'll tell you whether an agent fits, or whether a simpler automation would do.