- 00 · Define business trigger & rules(Executive & Team Oversight · Your team’s action / approval)
Your leadership defines the target bottleneck, SOP rules, and monetary/risk approval limits.
- 01 · Provision scoped API & data access(Executive & Team Oversight · Your team’s action / approval)
Your IT administrator grants least-privilege API keys or VPC database read/draft credentials.
- 02 · Ingest & parse incoming request(HamiSoft AI Agent Layer )
Agent receives emails, WhatsApp messages, PDFs, or webhooks and extracts structured entities.
- 02a · Clarify ambiguous external input(Executive & Team Oversight · Your team’s action / approval)
If a client or vendor file is unreadable or missing mandatory pages, the coordinator is alerted.
- 03 · Query live ERP, CRM & RAG memory(Enterprise Systems (ERP / CRM / DB) )
System fetches real-time inventory, customer credit limits, contract clauses, and historical records.
- 04 · Run policy, pricing & compliance audit(HamiSoft AI Agent Layer )
Agent cross-checks extracted data against company rules, calculating margins and flagging risks.
- 04a · Review flagged exceptions(Executive & Team Oversight · Your team’s action / approval)
When a request falls outside standard policy, your manager reviews the side-by-side diff.
- 05 · Prepare structured execution payload(HamiSoft AI Agent Layer )
Agent generates the exact ERP order, pro-forma invoice, compliance dossier, or CRM update.
- 06 · Stage transaction in sandbox / queue(Enterprise Systems (ERP / CRM / DB) )
Payload is staged in your system of record with full citation links and audit metadata.
- 07 · Execute & monitor downstream status(HamiSoft AI Agent Layer )
Routine approved tasks execute automatically; agent tracks webhooks, delivery, and follow-ups.
- 08 · Commit final system-of-record entry(Enterprise Systems (ERP / CRM / DB) )
ERP/CRM commits the transaction, updates ledgers, and emits official confirmation.
- 08a · 1-Click Executive Sign-Off(Executive & Team Oversight · Your team’s action / approval)
For high-value commitments, your authorized manager clicks Approve before final release.
- 09 · Audit performance & adjust guardrails(Executive & Team Oversight · Your team’s action / approval)
Inspect full telemetry, ROI metrics, and revoke or refine agent permissions anytime.