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LOAN-IXSOFTWORKS
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Agents that understand. Tools that act.

Knowledge, connections and human oversight in one workflow.

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Assistance agentConcept demo

Instructions

Understand the request

Confirm before acting

Tools

Knowledge
CRM
Calendar

Assistant

I would like to schedule a demo.

I checked availability. Shall we confirm Thursday at 10:00?

Human review
Concept demo · no real data

Respond with context. Act within limits.

A clear role. A useful agent.

Context-aware support

Answer questions using your business information and hand off cases that need human attention.

Connected sales

Organize requests, consult the CRM and prepare the next step for your team to confirm.

Assisted operations

Consult tools and prepare tasks with defined permissions and traceability.

Knowledge. Tools. Judgment.

  1. Define the job

    What it can resolve, when to ask and when to hand off.

  2. Connect the sources

    Your documentation and the tools authorized for that use case.

  3. Test the boundaries

    Responses, permissions and confirmations before use.

Let’s design the agent your operation needs.