For high-volume internal processes such as reports, quotes, onboarding, documents and lead qualification.
Main output: an AI agent integrated with existing systems, with dashboards and defined autonomy levels.
Expected result: less manual work, shorter cycle times and processes less dependent on individual people.
What it is
A Rayo Agent is software that works for you on a specific process, autonomously and continuously. Not a dashboard to watch: something that does things for you.
Unlike RayoChat, which is aimed at end customers, Rayo Agents operate in the back office and internal processes: data collection, reports, integrations between systems, advanced qualification, configurators, extractions.
The difference compared to classic automation tools is the ability to reason. An AI agent doesn't just follow a fixed sequence of steps: it evaluates the input, decides how to proceed, handles exceptions and communicates in natural language with other systems. That makes it useful on processes with high variability that traditional automation couldn't cover.
Examples of agents we build
Lead qualification agent It analyzes incoming requests, compares them against the ideal customer profile, assigns a score and routes them to the right salesperson. It reduces the time salespeople spend filtering out irrelevant requests.
Product configurator It guides the customer through technical specifications and generates personalized quotes in real time, with no need for an available technician. Used with concrete results in manufacturing and technical services.
Automated reporting agent It collects data from multiple sources (CRM, e-commerce, Google Sheets), processes it and sends a summary report every week via email or Slack. Management gets the information it needs without querying different systems.
Document extraction agent It reads incoming emails, PDFs, invoices or contracts and extracts the key information, automatically populating your CRM or ERP. Suitable for companies with a high volume of incoming unstructured documents.
Onboarding agent It guides new employees through procedures, answers operational questions and reduces the load on senior staff in the first months. Useful during rapid growth or with high staff turnover.
Monitoring and alerting agent It monitors KPIs, inventory thresholds, contract deadlines or anomalies in the data. It sends proactive notifications when something needs attention, instead of waiting for someone to check.
Technology
We build on an open source stack (LangChain, LlamaIndex, PostgreSQL, Docker) and integrate with the systems you already use: Google Workspace, HubSpot, Salesforce, Notion, email, Slack, and proprietary APIs.
Zero vendor lock-in: the code is yours, the data stays where you want it. We can deploy to the cloud (AWS, GCP, Azure) or on-premise, based on your security and data-sovereignty requirements.
Agents are built on modular architectures: each component is replaceable without rewriting everything. That means when a better model becomes available, or when your needs change, the system can evolve without starting from scratch.
How it works
- Process analysis: we identify the process to automate and define the specifications
- Prototype: a working agent in 2-4 weeks
- Test & integration: connection to your systems and a validation period
- Deploy: production release, cloud or on-premise
- Monitoring: a control dashboard and ongoing support
When it makes sense to invest in an agent
AI agents deliver the greatest return on processes with three characteristics: high volume (at least a few dozen executions a week), high repeatability (the core logic is defined, even if each case has variations), and high cost if performed manually (hours of work by skilled people).
If a process is run once a month by one person in 10 minutes, it's probably not worth the investment. If it's run 200 times a day by 3 people, almost certainly yes.
Frequently asked questions
How long does the first agent take? The working prototype is typically ready in 2-4 weeks. Deployment to production, with testing and integration into your systems, takes another 2-4 weeks. In total, a month and a half is a realistic horizon for most cases.
Do we need an internal technical person to manage it? No. The agents we build have monitoring dashboards designed for non-developers: readable logs, clear alerts, the ability to update parameters without code. For structural changes to the agent, we take care of it.
How does it integrate with our systems? We work via APIs, webhooks, database reads, or direct integration with platforms like HubSpot, Salesforce and Google Workspace. If your system has an API or a way to export data, we can almost always connect to it.
What happens if the agent makes a mistake? Agents are designed with defined autonomy levels. High-impact operations (sending emails to customers, modifying critical data, initiating transactions) require human confirmation. Low-risk ones are executed autonomously. This distinction is set together during the process analysis.
FAQ
Frequently asked questions
What are Rayo Agents?
They are custom AI agents that carry out specific business processes such as reports, data extraction, quotes, onboarding, lead qualification and integrations between systems.
When does it make sense to invest in an AI agent?
It makes sense when the process has volume, repeatability and significant manual cost. If it runs many times a week and requires skilled people, it's a good candidate.
Can an AI agent integrate with existing systems?
Yes. Rayo works with APIs, webhooks, databases, Google Workspace, CRM, ERP and custom systems, choosing modular architectures without unnecessary lock-in.