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One dashboard. Every agent, every task, every decision visible and in your control

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Knowledge & CRM

Business Memory Agent

Transforms years of unstructured company data — emails, documents, attachments — into structured business intelligence. Automatically recovers CRM contacts, maps supplier relationships, and builds a searchable service knowledge base.

  • Cleaned, confidence-scored CRM contact records

  • Supplier profiles with products, pricing, and lead times

  • Service knowledge base (issue → resolution pairs)

  • Deduplication report and flagged records for review

CORE ACTIONS

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Procurement

RFQ Procurement Agent

Automates the end-to-end request-for-quotation process. Reads procurement requirements, ranks suppliers from historical data, and drafts ready-to-send RFQ emails.

  • Ranked supplier shortlist with transparent reasoning

  • Ready-to-send RFQ email drafts per supplier

  • Duplicate and blacklist flags before shortlisting

  • Confidence-scored recommendations with price history

CORE ACTIONS

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Finance

Invoice Matching Agent

Eliminates manual invoice reconciliation by comparing supplier invoices against purchase orders and delivery notes line by line. Detects mismatches by type and severity, surfacing only exceptions for human review.

  • Line-level match status per invoice (Matched / Discrepancy)

  • Discrepancy report with severity classification

  • Structured finance export (CSV / JSON)

  • Full audit trail for compliance

CORE ACTIONS

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Service Operations

Ticket Response Agent

Processes incoming technical support tickets by searching the service knowledge base, drafting accurate responses, and escalating to human engineers when safety, complexity, or low confidence requires it.

  • Ticket classification and issue category

  • Probable solution with traceable source reference

  • Response draft ready for approval

  • Escalation flag with confidence score

CORE ACTIONS

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Communications

Email Routing Agent

Reads incoming emails, summarises them in plain language, classifies by business category, assigns urgency, recommends an owner, and drafts a reply — eliminating inbox overload across the team.

  • Plain-language summary per email

  • Category and urgency classification (Low / Medium / High)

  • Owner recommendation and reply draft

  • Unanswered email backlog alerts

CORE ACTIONS

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Sales Intelligence

Lead Generator Agent

Discovers candidate companies via Apollo, verifies product relevance by reading their public websites, enriches the right contacts through Clay, and delivers a scored, tiered shortlist. The sales director approves — nothing is sent automatically.

  • Tier A / B / C scored lead list with product relevance scores

  • Enriched contact profiles (verified email, title, LinkedIn signals)

  • AI-generated personalisation context per contact

  • Shortlist staged for approval before any outreach

CORE ACTIONS

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Financial Intelligence

Sales & Expense Analyst

Processes raw sales and expense data, calculates KPIs, generates visualisations, and produces a narrative financial report — enriched by the shared entity graph to make every insight business-specific, not generic.

  • KPI dashboard (revenue, margin, expense ratio)

  • Trend visualisations across products, customers, periods

  • Narrative financial report with entity-linked insights

  • Report delivered as READY_FOR_APPROVAL

CORE ACTIONS

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Intelligence & Strategy

Market  Intelligence Agent

The only Peakcontrol agent that actively searches the web. Monitors economic conditions, industry developments, and competitor moves then translates signals into specific, actionable suggestions contextualised to the client's suppliers, customers, and margins.

  • Weekly market brief with relevance-scored signals

  • Specific action suggestions with urgency level

  • Linked agent identified for execution upon approval

  • All sources cited — no claim without a URL and date

CORE ACTIONS

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