AI Agents & Automation
AI agents that do real work inside your business.
We design, build and run AI agents and automations that handle support, sales, documents and back-office work — connected to your existing tools, governed by your rules and secured from day one.
- AI and automation services
- 15
- AI and automation services
- From kickoff to working pilot
- Weeks
- From kickoff to working pilot
- Of agents logged and auditable
- 100%
- Of agents logged and auditable
- Customer data used to train public models
- 0
- Customer data used to train public models
How it works
The AI & Automation flow, end to end.
Every engagement follows the same proven path — from what you have today to measurable results.
01 · Stage
Triggers
- Emails & chats
- Forms & documents
- CRM & ERP events
- Schedules
02 · Stage
AI agent
- Understands the request
- Retrieves your knowledge
- Plans the steps
- Calls approved tools
03 · Stage
Guardrails
- Least-privilege access
- Human approval steps
- Full audit log
- Quality evaluations
04 · Stage
Actions
- Answers customers
- Updates CRM records
- Processes documents
- Delivers reports
01 — AI & Automation
AI Agents
02 — AI & Automation
Automation
Workflow Automation
Connect your tools and eliminate repetitive manual steps.
Intelligent Document Processing
Extract data from invoices, contracts and forms automatically.
CRM & Sales Ops Automation
Keep CRM data clean and pipelines moving automatically.
Finance & Back-Office Automation
Automate invoicing, reconciliation and approvals.
HR & Onboarding Automation
Smooth onboarding, offboarding and employee requests.
03 — AI & Automation
Generative AI
RAG Knowledge Assistants
Accurate answers from your documents, with sources.
Generative AI Applications
Custom GenAI apps for content, analysis and decision support.
LLM Integration & APIs
Secure, scalable integration of large language models.
AI Reporting & Analytics
Automated reports and plain-language questions over your data.
How we work
A proven delivery model, from first assessment to lasting results.
- Step 01
Discover
We map workflows, data and systems to find the use cases with the clearest return.
- Step 02
Pilot
A working agent or automation is delivered against one high-impact workflow, measured against a baseline.
- Step 03
Harden
Security, permissions, evaluation and human-in-the-loop controls are added before scale-up.
- Step 04
Scale
Proven automations are rolled out across teams, monitored and continuously improved.
Our principles
What you can expect from every ai & automation engagement.
- Outcomes, not demos
- Every project starts with a measurable baseline — hours saved, response times, conversion.
- Your data stays yours
- Data remains in your environment and is never used to train public models.
- Humans in control
- Approval steps, audit trails and clear escalation paths for sensitive actions.
- Model-agnostic
- We choose the right model and platform for each task, not a single vendor.
FAQ
AI & Automation questions, answered.
Which models do you use?
We select from leading commercial and open models based on task, cost and data requirements.
Which help desks do you integrate with?
Zendesk, Freshdesk, HubSpot, Intercom, Salesforce Service Cloud and others.
Will messages be sent without review?
Only if you choose. Most teams start with human approval.
Which platforms do you use?
We work with leading integration platforms and custom code where needed.
What document types are supported?
Invoices, receipts, contracts, forms, claims and most business documents.
Which CRMs do you support?
Salesforce, HubSpot, Zoho, Pipedrive and Microsoft Dynamics.
Let's talk about what NPLUS Global can do for you.
Tell us about your goals. A specialist will get back to you with practical next steps.