Agents that answer, qualify and book

An agent is only useful if it can do something. OK Next builds agents that take actions inside your systems — check availability, qualify a lead against your criteria, look up an order, write the conversation back to your CRM, and hand off to a person the moment they should.

CHANNELS
WhatsApp, voice, web widget
LANGUAGES
English and Italian
DELIVERED BY
Automato AI

01 — WHAT THIS IS

An agent here is a language model with tools, memory and guardrails, running on a channel your customers already use. OK Next builds across three: WhatsApp Business, realtime voice, and an embedded web widget. All three can share one brain.

Each gets the same treatment. A defined scope of what the agent may do. Retrieval over your real documents, so it answers from your policies. Tool calls into your CRM and calendar. Conversation state that survives a customer coming back three days later. Transcripts you can read.

OK Next also writes down what an agent must refuse. Payment authorization, legal commitments, and any judgment call your team is paid to make belong with a person, and the handoff is designed for it.

FIG. 01

One turn: state, scope, retrieval, model, tools, reply — with the transcript written every time and a defined path to a person.

02 — WHAT WE BUILD

01Conversation scopeWhat the agent handles, what it escalates, and what it is forbidden to say.
02Channel deploymentWhatsApp Business, voice, or an embedded web widget — or all three on one brain.
03RetrievalOver your documents, policies, catalog or knowledge base, with the source it answered from.
04Tool integrationsCalendar booking, CRM writes, order lookup, ticket creation.
05Human handoffFull conversation context passed to a person, with escalation rules you set.
06Transcripts and loggingEvery conversation readable, so you can see what the agent actually said.
07Multilingual handlingWhere you need it, including English and Italian.
SIMULATIONAGENT TURN

  1. INBOUND

    Are we eligible to join?

  2. RETRIEVAL · MEMBERSHIP CRITERIA

  3. AGENT

    Registered businesses can join. One question first.

  4. AGENT

    Are you registered as a business, or as a sole operator?

  5. INBOUND

    A business.

CRM · WRITE

LEAD
QUALIFIED
TYPE
BUSINESS
APPOINTMENT
WRITTEN

ESCALATIONNOT TRIGGERED

FIG. 02

Simulated interface. Every value in it is a placeholder. One turn: the agent retrieves the criteria before it answers, writes the qualification into the CRM, and leaves the escalation rule untriggered.

03 — HOW IT IS BUILT

  1. 01

    Scope

    The process as it runs today, written down, with the manual steps and handoffs named.

  2. 02

    Build

    Short cycles against a staging URL you can open at any time.

  3. 03

    Instrument

    Logs, alerting and an admin view, so a failure surfaces to a human.

  4. 04

    Operate

    Monthly operation, or a clean handover to your team. Both are quoted at scoping.

04 — HOW WE SCOPE THIS

Which channel do these conversations arrive on today, and who answers them?
What may the agent decide on its own, and what has to reach a person?
Which documents hold the answers it should be quoting from?
Which systems does it have to read from and write to during a conversation?

05 — THE OTHER FOUR

Business process automation
Dashboards and internal tools
Applied AI systems
Custom software and platforms

Tell us what needs building.

Describe the process, who does it now, and the systems it touches. OK Next reads it and replies within one business day.