How it works
A custom agent.
Set up by us.
An AI agent really pays off when it knows your processes, remembers what happens and works where your team works. Tabilo handles the whole setup: you tell us what wastes your time, we hand you an agent that’s already at work.
An agent’s card: we decide every item together, while designing the agent.
What we set up
Six pieces. We put them together, you use them.
Skills
We write the agent’s skills around your processes: the steps of a quote, the tone of its replies, the exceptions only you know about. Every skill can be corrected and improved over time.
Memory
We load your price lists, procedures, contracts and customer history. From then on, the memory grows on its own with everyday work, and the agent never starts from scratch.
The shared board
We set up the project management app where your staff and agents work together: accounts for your team, columns, projects. Agents join as members, with their own tasks.
Access from your phone
We make the agent reachable from your phone, with access limited to authorized people. Your team messages it from their phones, at any hour, even with a voice message.
An always-on server
The agent runs in an environment dedicated to your business, on 24/7 and monitored by us. Nothing to install on your computers.
Integrations
Email, calendar, business software, shared folders: we connect the agent to the tools you already use, when its job calls for it. We decide what to connect on the call.
The steps
From the first call
to an agent at work.
Step 1 of 5
Discovery call
Half an hour to understand how you work and where an agent would save you the most time.
Result: The process to start with
Step 2 of 5
Agent design
We define the agent’s job, its skills, what it does on its own and what needs approval. We send you the timeline and costs before we start.
Result: The agent’s card, in writing
Step 3 of 5
Setup
We set up the server, memory, skills, board and phone access. We test the agent on real cases before putting it in front of your team.
Result: An agent that’s on and tested
Step 4 of 5
Launch with your team
We add the agent to the board and show your staff how to hand it work, on the board and from their phones.
Result: Your team working with the agent
Step 5 of 5
Hands-on support
We stay close to the agent for the first few weeks and adjust its skills and rules based on what actually happens.
Result: An agent that gets better on the job
What we need from you
Not much, and only at the start.
- A process that wastes your time today — even just one
- The documents it needs: price lists, procedures, templates
- One point person to follow the launch
After launch
The monthly fee keeps the agent on and looked after.
- Dedicated server, always on and monitored
- Skill updates whenever a process changes
- Support: routine requests within 2 business days, blocking issues within 24 hours
- A full export of your data, if you ever stop
A half-hour call. No commitment.
We’ll look together at how your business works today — and tell you honestly whether an AI agent makes sense for you.