iAxion
Book a call
iAxion SmartAgents

AI agents that reason, decide and act within your rules

Generative AI agents embedded in business processes to automate tasks, support decisions and boost operational efficiency. They interpret goals, plan steps and carry out authorised actions, recording every decision.

Request an AI assessment
IntegratedERP, CRM, email, documents and APIs
GovernedBusiness rules and human approval
AuditableA record of every decision
Assistant vs. agent

From an assistant that suggests to an agent that resolves

Conventional assistant

  • Answers questions
  • Suggests the next step
  • Relies on someone to execute
  • Not connected to your systems

iAxion SmartAgent

  • Queries systems and applies the rules
  • Carries out the authorised action
  • Logs, notifies and escalates exceptions
  • Uses the context of the process

An assistant tells you what to do. A SmartAgent checks the ERP, applies the rule, updates the record and tells whoever needs to know.

Example

Supplier invoice matching

Goal

Reduce matching time and prevent duplicate payments.

1Analysis

Reads the invoice received by email, extracts the data and compares it with the purchase order and goods receipt.

2Execution

Posts the invoice to the ERP when everything matches, flags discrepancies and drafts the query to the supplier.

3Governance

Amounts above the limit go to human approval. Every decision is recorded for audit.

How they are built

Anatomy of a SmartAgent

Goal and reasoning

Receives a goal, plans the steps and decides on the action using language models.

System connectivity

Connects to ERP, CRM, databases, email and any service with an API.

Memory and context

Keeps the session history and long-term knowledge of the process.

Role and personality

Tone, role and behaviour defined for each use case.

Rules and limits

Defines what the agent may decide alone and what requires validation.

Decision log

Every action is recorded for review, audit and continuous improvement.

Governance

The right level of autonomy for each process

We start with close supervision and increase autonomy as trust is earned.

Level 1

Suggests

The agent analyses and prepares; a person decides and executes.

Level 2

Acts with approval

The agent executes after human validation.

Level 3

Acts within limits

Autonomy within defined rules and amounts, with exceptions escalated.

Use cases

Agents for every business area

Customer service

Analyses requests, checks policies and performs standard actions; routes exceptions to the team.

Finance

Invoice matching, reconciliations and detection of discrepancies between orders, invoices and entries.

Human resources

Administrative screening against objective criteria, interview scheduling and recruitment pipeline updates.

Legal and compliance

Review of recurring documents and clauses, highlighting exceptions for expert review.

Sales

Lead qualification, CRM updates and preparation of proposals and next steps.

Operations and logistics

Delivery monitoring, status updates and alerts for delays or deviations.

Integrations

Connected to the systems you already use

SmartAgents run on iAxion Hub or in your own cloud (for example Amazon Bedrock AgentCore or Microsoft Azure), with observability, identity management and security policies.

  • ERPSAP, Oracle NetSuite, Odoo
  • CRMSalesforce, Dynamics 365, HubSpot
  • Microsoft 365Outlook, Teams, SharePoint
  • DatabasesSQL, NoSQL, data lakes
  • APIsREST and OpenAPI
  • MCPModel Context Protocol
How we start

From process to pilot in four phases

  1. Understand the context

    Areas involved, operational goals, existing systems and constraints.

    DeliverableEnvironment overview

  2. Map processes

    Repetitive tasks, rule-based decisions, waiting time and rework.

    DeliverableOpportunity list

  3. Prioritise

    Business impact, complexity, data availability and operational risk.

    DeliverablePrioritisation matrix

  4. Design the pilot

    Scope, integrations, rules, governance and success metrics.

    DeliverablePilot plan
Presentation

Discover SmartAgents in detail

Download the presentation covering architecture, autonomy levels, use cases by area and the implementation process.

PDF

Frequently asked questions

Do agents make decisions without supervision?

Only within the limits you set. Critical actions, or those above certain amounts, always require human approval.

Which systems can they use?

Any system with an API or connector: ERP, CRM, Microsoft 365, databases, portals and email. We also support MCP.

What if the agent gets it wrong?

Rules are checked before every action, decisions are logged and, wherever the system allows, actions can be reversed.

How are results measured?

We define metrics before the pilot: cycle time, volume handled, exception rate and errors avoided.

Do we need iAxion Hub?

It is recommended, as it centralises governance, models and costs, but agents can also run in your own cloud.

Contact

Which process would you hand over to an agent?

We run the assessment and identify the use cases with the highest return.