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Text & workflow agents

Agents that answer the question and do the work.

Chatbots that actually help, knowledge assistants that answer from your own documents, support agents that resolve tickets, and workflow agents that take actions across your systems — built around the jobs your team repeats.

What we build

Four kinds of text and workflow agent.

Most businesses start with one, then connect the others as the value proves out.

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Website & chat agents

A chatbot that has read your business — not a decision tree. It understands questions phrased any way, answers properly, and can book a slot, capture a lead or hand off to a person when needed.

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Knowledge & RAG assistants

An assistant that answers from your own documents — policies, manuals, product info, past tickets — and stays grounded in that content, so staff and customers get the right answer instead of a guess.

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Customer-support agents

An agent that triages incoming queries, answers the routine 80%, raises or resolves tickets, and escalates the genuinely tricky ones to your team with the context already gathered.

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Workflow & action agents

An agent that lives inside your systems, watches for a trigger, and takes the steps across your tools — creating records, updating fields, firing a workflow — using AI judgement for the messy cases.

Where text and workflow agents pay off

An internal knowledge assistant your team actually uses

Every business has knowledge locked in documents, drives and the heads of a few long-serving staff. A knowledge agent reads that material and answers staff questions in plain language — how do we handle this refund, what is the policy on that, where does this form go. New starters get up to speed faster and your experienced people stop being the help desk for everyone else.

Customer support that resolves, not just deflects

A support agent reads each incoming message, understands the intent, and handles the common cases end to end — checking an order, explaining a process, updating a detail, resolving the ticket. The exceptions get escalated to a human with the context already collected, so your team spends its time on the queries that genuinely need a person.

A website agent that converts as well as answers

Most website chat is a glorified FAQ. A website agent answers the real question, then moves the conversation forward — booking a call, capturing a qualified lead, pointing the visitor to the right product. It works around the clock, so an enquiry at 11pm gets a useful answer instead of a contact form.

Agents that take actions in your systems

The real shift is when an agent stops answering and starts doing. Connected to your CRM, help desk, database or ops tools, it can create and update records, look information up, raise and close tickets, and trigger workflows — handling the judgement-heavy cases that a fixed rule would trip over. That is where a chatbot becomes an agent.

Back-office workflow automation with judgement

Onboarding a customer, processing a request, routing an exception — these are workflows with a handful of "it depends" steps that block simple automation. A workflow agent runs the routine path automatically and uses AI for the decisions, so the process happens the same way every time without someone holding the checklist.

Start where the questions repeat. The best first text agent is usually the one answering the question your team gets ten times a day, or the workflow with two annoying exceptions that stop you automating it. Tell us which is yours.

Prefer a voice agent?

If the job is on the phone — answering calls, booking and routing — a voice agent is the better fit.

See voice agents →

More from YesAI

Text and workflow agents are one part of the YesAI range. See the full set of AI services on the main site.

Visit yesai.au ↗

Questions

Text & workflow agents, answered.

What is a text agent or workflow agent?

A text agent is an AI agent you interact with in writing — on your website, in a chat window, or inside a messaging or support tool. A workflow agent works behind the scenes inside your systems, taking actions across your tools when something happens. Both go beyond a scripted chatbot: they understand requests in plain language and can actually do the work.

How is this different from a normal website chatbot?

A normal chatbot follows a decision tree and answers from a fixed script — step outside it and it stalls. A text agent reads your actual knowledge, understands questions it has never seen phrased that way, and either answers properly or takes the next action, such as creating a ticket, looking up an order or booking a slot.

What is a RAG or knowledge assistant?

RAG stands for retrieval-augmented generation. In plain terms, it is an agent that answers from your own documents — policies, manuals, product info, past tickets — rather than guessing. It retrieves the relevant material first, then answers, so the responses are grounded in your content and stay current as your documents change.

Can an agent take actions in our systems, not just answer?

Yes. Connected to your tools through their APIs, an agent can create and update records, look things up, raise or resolve tickets, trigger a workflow and pass the result back. The judgement steps that simple rules cannot handle — odd phrasings, exceptions, missing fields — are exactly where the AI earns its place.

Is our data kept secure?

Yes. Agents run on infrastructure you control or that we manage on your behalf, with credentials stored in a secrets manager and never in plain text. An agent only connects to the systems a given job needs, and we document exactly what each one can see and do.

Put an agent on the question your team repeats most.

Describe one support query, one knowledge gap, or one workflow with annoying exceptions. We will tell you whether a text or workflow agent can take it on, and what it would take to build.

☎ Call (03) 9999 7398