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AI agents

AI agents that work from your knowledge and know when to hand off.

Configure how an agent should respond, connect the business resources it may use, and define the situations that need a person instead of an improvised answer.

What changes

Less fragmented work. Clearer customer follow-through.

Ground replies in business context

Connect knowledge bases and operational resources so the agent works from information your team maintains.

Give the agent useful tools

Allow configured agents to support workflows such as finding availability, creating bookings, or checking order context.

Keep judgment with people

Define handoff behavior for requests that need approval, an exception, a specialist, or a more careful response.

How it works

Start with the way your business already works.

  1. 01

    Write the operating instructions

    Describe the agent's role, voice, boundaries, and the situations it should or should not handle.

  2. 02

    Attach resources and capabilities

    Choose the knowledge bases, booking links, and other approved resources available to the agent.

  3. 03

    Deploy with controls

    Connect the agent to supported channels, review its readiness, and keep a human path available.

Where it fits

Useful across the moments customers and operators share.

Use case 1

Answer recurring questions

Use maintained business knowledge for hours, policies, services, preparation guidance, and other repeat inquiries.

Use case 2

Move conversations forward

Help customers find an offering, choose a booking path, or supply the information needed for the next step.

Use case 3

Escalate exceptions

Create a clear human handoff when the request falls outside the agent's instructions or authority.

A practical boundary: AI output can be wrong or incomplete. StrataDesk provides configuration and handoff controls, but businesses remain responsible for reviewing their instructions, knowledge, and customer commitments.

Common questions

What teams ask about ai agents.

Can each team use a different AI agent?

Workspaces can configure agents around different responsibilities and connect them to the resources and channels appropriate for their role.

Can an agent take operational actions?

An agent can use only the tools and resources made available to it. Supported workflows include knowledge retrieval and configured booking or order actions.

How does human handoff work?

The agent can stop automated handling and create follow-up context for a team member when its configured handoff conditions are met.

See the platform in motion.

Start with the interactive workspace demo, then sign in when you are ready to work with your team.

Try the interactive demo