WhatsApp Agenttriage, FAQs and handover
live AI AGENTS
Digital agents for real tasks in your operations.
Makers builds agents that respond, qualify, research, organise tasks and trigger next steps, always with boundaries, context and human oversight.
Agents that help you operate, sell and serve customers with human oversight.
Human handover Approvals Logs Integrations Operational context
aos · agents · assisted operations
operational workspace Customer service, sales and research agents
human in control what an agent can do
AI agents applied to concrete work, rather than vague promises.
An agent combines instructions, context, authorised tools and operating rules. It creates value when the task, boundaries and review point are well designed.
Respond
Give consistent answers based on approved knowledge, history and tone guidelines.
Qualify
Identify intent, urgency, profile and the next information needed before proceeding.
Research
Gather information, organise sources and deliver a useful summary for human decisions.
Summarise
Turn scattered conversations, documents or interactions into operational context.
Route
Pass conversations, requests or cases to the right person with history and priority.
Create tasks
Create follow-ups, reminders, tickets or internal actions when enough context is available.
Integrate systems
Connect CRMs, forms, channels and knowledge bases within controlled workflows.
Makers agents
Four ways to use agents in your business.
The choice depends on the channel, the level of orchestration and the degree of customisation needed.
Ready-made channel agent
WhatsApp Agent
Customer service, triage, qualification, assisted replies and handover in WhatsApp conversations.
When WhatsApp is already your main channel. Social + leadsInstagram Agent
DMs, comments, social research, follower triage and organised opportunities.
When social interactions need to become a pipeline. OrchestrationAOS
Coordination of agents, tasks, approvals, artefacts, timelines and internal tools.
When your operations need structure and traceability. BespokeStudio for bespoke agents
Design and development of agents, integrations, dashboards and workflows tailored to your operations.
When the process is too specific for an off-the-shelf solution. control, boundaries and audit
Useful agents need clear boundaries.
Makers designs agents to work within defined context, rules and responsibilities. Automation does not replace judgement: it brings the right information to the right person and reduces repetitive work.
Human handover
Sensitive conversations, critical requests or exceptions are handed to your team with a summary and history.
Approval before action
External messages, system changes and risky decisions can be held pending validation.
Logs and traceability
What was requested, generated, approved and executed remains visible for later review.
Boundaries and security
Tools, permissions, accessible data and permitted responses are defined for each workflow.
use cases
Where AI agents make sense within B2B operations.
Respond to, summarise and route requests.
FAQs, initial triage, data collection and human handover for exceptions.
Qualify leads and prepare next steps.
Identify intent, fit, urgency and history, then create follow-up for review.
Organise campaign interactions.
Comments, DMs, assisted replies and identification of real opportunities.
Create tasks and coordinate workflows.
Internal requests, recurring routines, approvals and system updates.
Gather data and synthesise evidence.
Research into companies, profiles, sectors and commercial signals, with organised sources.
Document, prioritise and escalate cases.
Ticket summaries, classification, history and routing to specialist teams.
how to choose
An existing product, AOS or a bespoke project?
The right choice depends on process maturity, the channels involved and the need to integrate with existing tools.
When the entry point is clear.
Use WhatsApp Agent or Instagram Agent when the main problem sits in a specific channel and the aim is to improve replies, qualification and routing.
- The channel already receives enquiries
- Repetitive, recurring workflows
- Simple handover to your team
When there are multiple agents, tasks and approvals.
Use AOS when your business needs to coordinate AI-assisted work with timelines, artefacts, permissions and integration across teams.
- Several workflows running in parallel
- Approvals and logs matter
- Integration with your CRM or internal systems
When your operations need a bespoke design.
Use Studio when the agent needs to fit your business-specific rules, data, systems or interfaces.
- Proprietary process
- Specific integrations
- Dedicated dashboards or back office
faq
Frequently asked questions about AI agents for businesses.
What is an AI agent in the Makers context?
It is an operational component that uses AI, business context and authorised tools to perform specific tasks, such as responding, qualifying, researching, summarising or creating next steps.
Do agents work on their own without human review?
That is not the Makers approach. Autonomy depends on the risk of the task. Sensitive workflows may require approval, handover or review before any external action.
How are security, data and permissions handled?
Design starts by defining which data the agent can access, which tools it can use, which actions it can suggest and which actions need human validation.
Can agents integrate with a CRM, forms or internal systems?
Yes. Agents can connect to existing systems where there is a suitable API, database, form, webhook or technical workflow. The integration must respect permissions and audit requirements.
How long does implementation take?
It depends on the channel, process complexity and integrations. A channel agent tends to be more straightforward; a bespoke agent requires discovery, workflow design, testing and ongoing improvement.
Does an agent replace a team?
It should not be presented that way. An agent reduces repetitive tasks, organises context and speeds up assisted work, while people remain responsible for decisions.
next step
Would you like to design agents for your operations?
Start with Makers products or talk to us to understand which approach makes most sense: a ready-made channel agent, AOS or a bespoke project.