Digital colleagues, trained for the role.
AI workers trained on your business: your processes, your knowledge, your guardrails. Each works in its own secure cloud workspace, with scoped access to the systems your team already runs on. They run the routine, make the everyday judgment calls, and bring you the decisions that matter.
Not a replacement. An accelerator.
Not a workflow tool. A trained colleague.
Workflow tools follow the path you draw, and break the moment reality steps off it. A Zaelo agent is trained on your business: your processes, your knowledge, your guardrails, your regulations. It runs the steps that can’t be missed, makes the judgment calls a trained colleague would, and asks you when it shouldn’t decide alone.
- Follows the path someone drew
- Breaks the moment reality deviates
- Automates a task
- Knows the process, and the why behind it
- Handles the deviation, or escalates it with context
- Holds a role, trained on your knowledge, your guardrails, your regulations
A real role is process and judgment. Some of the work has to run exactly right, every time. That part runs like clockwork. The rest takes a colleague who can think, and who knows when to ask.
It doesn’t just do what it’s told. It notices things.
“Meridian hasn’t opened our last three updates and their champion just left. Worth a check-in call? I’ve drafted one.”
“This invoice matches the PO, but it’s the third this month from a supplier that used to bill quarterly. Flagging it before I prepare the entry.”
“Three tickets tonight describe the same bug in different words. That’s one incident, not three. Escalating it as one.”
None of these were in a playbook. That’s the difference between following steps and holding a role.
Software gets installed. A colleague gets trained for your role.
Our agents are trained on your role, your processes, and your tools. We shape one around how you actually work, and have it live in days, not months.
Behind every agent is a knowledge engine built from your business: your processes, your tone, your rules, your regulatory lines. So the work it produces sounds like you, follows how you actually operate, and never crosses a boundary you set.
Even the repetitive, tedious work needs judgment. Train an agent to handle it properly and you free your team for the work that actually moves the needle.
Live in three steps, and you stay in charge of all of them.
We scope the role
We sit with you and map the role: the routine, the judgment calls, and the steps that can’t be missed. Then we define exactly what the agent should own, and where a human stays in charge.
We train it on your business
The agent gets its own cloud workspace and scoped credentials, then it’s trained on how you operate: your processes, your tone, your rules, the regulations it must respect. We connect it to the systems it needs.
It goes to work, with you watching
The agent executes. It asks for approval on anything that matters, flags edge cases, and keeps a full audit trail of everything it does.
You stay in control.
Agents act, but they don’t act blind. Every meaningful action runs through approval gates you define. You get notified, you sign off, and you see exactly what was done, and why.
Send a first reply to Acme Co.?
Sent to Acme Co.
The agent sent your approved reply and logged it.
Paused for changes
Nothing was sent. The draft is back with the agent, with your note attached.
Tap a choice, nothing is sent without you.
Start with one role. Prove the value. Then expand.
A few of the roles we’re training agents for today, each shaped around how you work.
HR Assistant
- Screen CVs against role criteria
- Draft offer letters & agreements
- Answer policy questions
- Onboard new starters, keep records current
- Catches the offer letter that contradicts the new policy
Customer Success
- Categorise & route inbound email
- Draft and send first responses
- Surface at-risk accounts
- Prep renewal summaries, keep the CRM clean
- Notices an account going quiet before it churns
First-line Support
- Triage tickets by priority & skill
- Draft responses, resolve the routine ones
- Close and tag
- Escalate the rest to a human
- Spots when a “routine” ticket isn’t, and escalates it
Personal Assistant
- Manage inbox & calendar
- Schedule and reschedule
- Prep daily briefings, draft replies
- Chase outstanding actions
- Sees the clash coming before it hits your calendar
Invoicing & Finance Ops
- Read invoices, match to POs
- Flag discrepancies
- Prepare entries for approval
- Chase late payments, reconcile
- Flags the invoice that adds up but doesn’t look right
Real Estate
- Qualify & respond to enquiries
- Book viewings into calendars
- Prep listing copy & brochures
- Chase documents, keep portals in sync
- Notices a listing going stale and suggests the next move
Twenty years of making businesses more productive.
We’ve spent over 20 years delivering productivity solutions to businesses across many sectors. That experience taught us one thing above all: one size does not fit all.
Since AI arrived, we’ve worked alongside our clients to cut through the hype and the magic demos, and find where this genuinely remarkable technology delivers real solutions, not just impressive-looking ones.
Built properly, not bolted on.
Its own identity and permissions
Every agent has scoped credentials and access, governed like any other team member.
A knowledge engine that’s yours
Trained on your processes, your data, your voice, your guardrails. Not a generic chatbot.
Human-in-the-loop by design
Approval gates, notifications, and a full audit trail on every action.
Isolated and secure
Each agent runs in its own cloud workspace, sandboxed from everything it doesn’t need.
Tell us what eats your team’s time.
We’ll show you what an agent could take off their plate. Start with one role, prove the value, then expand.