Preparing quotations
RFQs, product lookup, pricing, approvals and CRM.
Service
AI Agents
Multi-step AI systems that can interpret information, use approved tools, retrieve company data and perform defined actions inside a controlled workflow.
Representative work
Where this capability can be useful
- RFQ processing
- Sales assistance
- Support assistance
- Internal task orchestration
Business problems
Start with the process
Answering customers
Email, support questions, order enquiries and knowledge lookup.
Implementation boundary
The tool follows the work
An agent is useful when the work involves several steps—not simply one prompt and one response.
Scope, access, validation and human approval are established against the customer’s systems and operating requirements.
Project context
Describe the process and systems involved.
Finch can assess where AI, software, integration, rules and human control belong.