Best-fit workflows
- High-volume support, operations, revenue, and admin workflows
- Processes that require context from more than one system
- Tasks where people still need approval, escalation, or exception handling
Resonance Technology
Service
AI agents for B2B operations
Custom AI agents that retrieve company context, reason over workflow rules, and take approved actions across business systems.
Direct answer: Resonance builds AI agents for teams that need to triage work, draft responses, update records, route exceptions, and coordinate multi-step tasks across CRM, ERP, support, and internal tools.
Who it is for
Systems it connects
- Salesforce
- HubSpot
- SAP
- Epic
- CentralReach
- Slack
- internal APIs
How production reliability is handled
Reliability controls
- Tool permissions and action limits
- Human approval gates for sensitive steps
- Evals for common and edge-case requests
- Logs, monitoring, and fallback paths
ROI metrics
- Manual handling time
- Response and resolution cycle time
- Case or task throughput
- Error and rework rate
Workflow examples
- Classify inbound requests and gather the missing context before a person reviews them
- Draft account, case, or ticket updates from source-system data
- Route exceptions to the right owner with supporting evidence
Anonymized proof: For anonymized deployments, we document before-and-after workflow steps, integration points, eval coverage, handoff rules, and the operational metric the agent is expected to improve.
Common questions
What makes an AI agent production-ready?
A production-ready AI agent has clear permissions, reliable context retrieval, measurable evals, logging, fallback behavior, and human review where the workflow requires it.
The agent should not just answer questions. It should know which tools it can use, what it is allowed to change, when to stop, and when to ask a person for approval.
Can AI agents update CRM or ERP records?
Yes, when the workflow and permissions support it, AI agents can draft or update records through approved APIs and review gates.
Most operational deployments start with retrieval, drafting, and recommended actions before moving into direct writes for lower-risk steps.
AI Strategy Call
Review the workflow you want AI to improve
Share the operational process, bottleneck, or outcome you want to improve. We look for fit, integration risk, review requirements, and the most practical first production use case.