AI Automation
Agent-assisted workflows with human approval before anything external.
- Modules
- 6
- Journey steps
- 4
- Integrations
- 4
- Indicative build
- 8–14 weeks
How to read this page: Concept specification: this page documents a system TECH360 can build. It is not a delivered client project, a verified case study, a working demonstration or a measured outcome.
B · Problem & target users
What this system is designed to replace
- Repetitive triage work consumes staff time and is done inconsistently.
- Automations that touch customers have no approval trail.
- Model output is trusted without a recorded human decision.
Target users
- Operations teams
- Approvers
- Platform administrators
C · Objectives & intended benefits
Design intent, not measured outcomes
- Route work items to a governed agent with a bounded toolset.
- Require a named human approval before any external action.
- Record every agent run, tool call and decision for audit.
These are goals the build is designed to serve. No efficiency, revenue or conversion result is claimed.
D · Product overview
What the system is, and where it runs
An automation layer that connects the CRM, messaging and back-office tools: AI agents draft, classify and route work, while approval gates hold anything commercial, legal or financial.
Operator console
Run queue, approvals and cost view.
Workflow service
Deterministic steps around model calls.
Audit viewer
Run history with inputs, outputs and approvals.
Platforms listed describe the intended build. A specific engagement may narrow or extend them after scope approval.
E · Module inventory
Modules in the specification
- Workflow designer and run monitor
- Agent queue with leases and retries
- Approval gate policy
- Knowledge base and memory store
- Structured agent logging
- Cost and usage tracking
Capabilities the system is designed to provide
- Automate repeatable steps with an auditable execution record
- Require admin approval before quotes, invoices or handover messages send
- Retry safely with idempotent jobs instead of duplicate sends
- Report failures instead of silently dropping work
F · Screen gallery
No verified product screenshots for this concept
This project has not been built, so there are no application screenshots to show. The image on this page is a generated concept visual, not a capture of working software. Presenting it as a product screenshot would misrepresent the system, so this section says so explicitly.
G · User journey
The intended path through the system
Step 1
Intake
A work item is created with its data class and required approvals.
Step 2
Propose
The agent produces a structured proposal with cited inputs.
Step 3
Approve
A human approves, edits or rejects; the decision is recorded.
Step 4
Act
Only an approved action executes, with a rollback note.
H · Roles & permissions
Who can do what
| Role | Access boundary |
|---|---|
| Operator | Run queue and proposals. |
| Approver | Decide proposals within a value threshold. |
| Administrator | Agent configuration and budgets. |
I · Architecture & API
Service boundary and HTTP surface
| Endpoint | Purpose |
|---|---|
| POST /api/runs | Create a run with an explicit data class. |
| POST /api/runs/:id/decision | Record a human decision with reason. |
| GET /api/runs/:id/audit | Full run history for permitted roles. |
Endpoints are the intended contract. Authorisation is enforced server-side per role, never only in the interface.
J · Data entities
Core entities and relationships
| Entity | Relationship |
|---|---|
| AgentDefinition | Declares tools, autonomy level and owner. |
| Run | Belongs to one agent; records inputs and outputs. |
| ToolCall | Belongs to one run; records request and result. |
| Decision | Belongs to one run; records approver and outcome. |
K · External integrations
Provider-dependent integration points
- LLM provider (free-tier or self-hosted)
- n8n-compatible webhooks
- SMTP
- WhatsApp Cloud API
- Model provider gateway
- Internal APIs as scoped tools
- Notification channels
- Cost telemetry
Each integration is configured and accepted against the specific provider account before go-live.
L · AI & automation
Opportunities and their human gate
Triage and classify inbound work items.
Human gate: Operator confirms classification before routing takes effect.
Draft structured replies for review.
Human gate: Approver sends; the agent cannot send externally.
M · Security, privacy & accessibility
Controls the build is specified to enforce
- Agents receive least-privilege tools per definition.
- Prompt and completion content is redacted before logging.
- Budgets and rate limits are enforced per agent.
Accessibility is treated as an acceptance criterion for keyboard, focus and contrast on every screen. No certification or audit result is implied.
N · Testing & quality assurance
What would have to be proven before handover
- Deterministic workflow tests with a stubbed model.
- Approval-gate tests proving an unapproved action cannot execute.
- Prompt-injection regression cases.
O · Deployment & hosting
Where and how it would run
- Queue-backed worker deployment
- Secrets in a managed secret store
- Cost and error dashboards
P · Maintenance & scalability
Keeping it maintainable
- Model versions are pinned and upgradeable
- Run retention policy
- Rollback runbook per action type
Q · Optional advanced features
Out of the initial scope, available later
- Multi-agent hand-off with explicit state
- Evaluation harness for prompt changes
- Per-tenant budgets
R · Related
Related solutions and next step
What this page does not claim: No autonomous action outside approved policy is claimed. Live inference requires a configured provider key; unavailable providers fail closed.
Claims policy: this page is checked against a forbidden-claim list (6 patterns, including invented percentage results, “case study” and guarantee language) by the repository test suite.