Who this suits
Operations managers who need an assistant to use business tools, rather than only answer questions.
When a simpler option is a better fit
A fixed form and deterministic routing rule are simpler when the task has no ambiguity or need to interpret language.
Implementation approach
Select a narrow task such as preparing a sales handoff
Connect approved product information and a read-only CRM lookup
Let a salesperson approve the drafted next action before any update
Illustrative operating rules
Capability boundary and a scoped agent example showing tools, permissions, and human decisions
Illustrative design example. Adapt these rules with the responsible team before implementation.
| Record or decision | Illustrative rule | Accountable owner |
|---|---|---|
| Customer question | Retrieve approved product facts and cite the source | Product owner |
| CRM lookup | Read only the assigned contact and open opportunity | Sales operations |
| Discount request | Draft a recommendation without changing price | Sales manager |
Dependencies and access
- A task owner and representative questions
- Approved source documents and access boundaries
- Test accounts for each permitted tool
Limits and exceptions
An unavailable tool must produce an explicit failure and a human task. An instruction inside retrieved text must never expand the agent's permissions. Keep tool calls and approval decisions in a reviewable log.
Scope and cost drivers
Budget for retrieval, tool development, evaluation, model usage and operational review. More write permissions increase the testing scope even when the conversation looks simple.
Acceptance and measurement
Measure correct task completion, unsupported actions prevented, human corrections and tool failures separately. A fluent answer alone is not an accepted result.
Questions before starting
What must be ready before implementation?
A task owner and representative questions; Approved source documents and access boundaries; Test accounts for each permitted tool.
Discuss the scope and availability
Tell CraftDuka about the task, your current systems and the people who will use it. Our team is based in Nairobi and serves Kenya and East Africa. We will assess the fit and availability before agreeing a project.