Tool switching
Staff move between CRM, email, spreadsheets and business apps to complete one task.
IT Automation
AI business agents connected to the systems you already use
Connect approved business tools so an agent can look up information, complete routine steps and keep records consistent, with permissions and audit trails defined up front.
System integrationsPermission-based actionsHuman oversight
Remote services are available across Canada where suitable. Ontario is our initial focus, with on-site work by arrangement within approximately 150 km of Hamilton.
An agent that works across approved tools
Integrations are limited to the systems and actions agreed during scoping.
01
Request received
An authorised user asks for information or initiates a routine process.
02
Lookup and action
The agent reads from approved systems and carries out permitted steps.
03
Record and review
The action is logged and sensitive or unusual requests are flagged for review.
Problems we help solve
Practical outcomes for the work that slows you down
Manual record keeping
The same information is entered in more than one place, creating inconsistencies.
Approval bottlenecks
Routine requests wait for a person who is busy with higher-value work.
Features and capabilities
What is included in a scoped engagement
API integrations
Supported systems are connected through documented APIs or approved integration platforms.
Scoped actions
The agent can read or change only the records covered by the agreed permissions.
Audit logging
Where supported, actions are recorded so changes can be reviewed after the fact.
Custom AI solutions
Workflows that need more than an off-the-shelf tool can be designed around the process.
Industries and use cases
Where this service can help
These are relevant use cases. We distinguish potential fit from verified client experience and only reference work where evidence exists.
Operations teams
Routine requests, status checks and record updates can move between systems more reliably.
Finance and administration
Approved lookups and document handling can reduce repetitive entry, with review steps kept in place.
Field and logistics teams
Scheduling, job status and location details can be shared between supported tools.
How it works
A clear process from discovery to ongoing support
Map the workflow
We document the task, the people involved, the systems used and the decisions that need human judgement.
Choose the simplest fit
A rule-based workflow, a chatbot or an AI agent is selected based on the task, data sensitivity and total cost.
Implement with controls
We connect approved systems, define escalation paths and test failure handling before launch.
Review and refine
Where included, we review conversations, automate further steps and adjust the scope as the business changes.
Complementary services
Related ways Proxen can help
FAQs
Frequently asked questions
Can the agent change data in our systems?
Only where the integration supports it and permissions are expressly approved. Read-only access is an option.
What systems can be integrated?
This depends on available APIs, the plan or licence, and security requirements. We confirm feasibility during scoping.
How is access controlled?
Access uses scoped credentials and the least permissions practical. Credential handling is agreed with your team.
Is a custom build always required?
No. We compare off-the-shelf automation platforms with custom work and recommend the simpler option where it fits.
Book a consultation
Tell us what you need ai business agents & integrations to do for your business
We will review the scope, systems involved and practical next steps. No obligation, and any fees or third-party costs will be discussed before work begins.