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AI Agent Services
An AI agent is more than a chatbot: it can reason within defined instructions, use approved tools, and take authorized actions. Sun Life Tech designs agents with narrow permissions, clear ownership, logging, escalation, and human approval where risk requires it.
Clear Definitions
The right architecture depends on what the system must understand, which tools it may use, and whether it is allowed to act.
Answers questions or conducts a conversation from defined knowledge and instructions.
Follows a predetermined workflow when a trigger and conditions occur.
Helps a person research, draft, summarize, or decide; the person performs the work.
Reasons within defined instructions, interacts with approved tools, and takes narrowly authorized actions.
Agent Categories
Website inquiries, qualification, categorization, CRM updates, reminders, and appointment routing.
ExploreFAQ support, intake, request classification, approved knowledge retrieval, and escalation.
ExploreCall answering, intake, routing, and appointment support with defined handoffs.
ExploreRecurring requests, handoffs, status tracking, reminders, and operational reporting.
ExploreSearch across approved policies, SOPs, documentation, and internal knowledge with source boundaries.
ExploreMeeting summaries, briefings, action items, scheduling support, and research assistance subject to review.
ExploreCollect approved source data and produce recurring operational summaries for human review.
ExploreReview events, identify patterns, and alert people; it does not replace EDR, SIEM, MDR, or human incident response.
ExploreAgent Security
Every agent should have a named owner, approved data sources, least-privilege access, safe failure behavior, logging, and a clear escalation path.
Agent Education
A practical guide to tools, permissions, human controls, risks, and suitable use cases.
Read guideCompare capabilities and understand why product boundaries overlap.
Read guideUnderstand goal-oriented behavior, planning, memory, tool use, and boundaries.
Read guideLearn why untrusted content and tool permissions matter for connected agents.
Read guidePlace approval gates around high-impact actions while automating lower-risk work.
Read guideCompare human, assistant, agent, and hybrid delivery models without devaluing people.
Read guideLearn how source-grounded retrieval, permissions, citations, and verification work.
Read guideSee controlled maintenance, intake, knowledge, voice, and resident workflows.
Read guideExplore lead, CRM, voice, listing-support, and Fair Housing-aware workflows.
Read guideThe Problem
When calls go unanswered or website requests wait hours for a reply, trust drops and opportunities are missed.
Prospects call after hours (or during rush hours) and never get a callback.
Website forms and chats come in, but follow-up is inconsistent or delayed.
Even great teams can’t reply instantly—especially on nights and weekends.
Booking, reminders, routing, and reporting become constant busywork.
The Solution
We build practical agents that handle front-line work: collecting the right details, organizing requests, and moving each conversation toward the right team or response.
Calls and website requests get a fast, consistent response—every time.
Collect details, answer common questions, and support scheduling.
Automate reminders, handoffs, and updates so requests don’t disappear.
Products
Start with the agent that stops the bleeding first—then expand as you see results.
Website chat + fast follow-up that qualifies leads and drives bookings.
Answer calls, route requests, and book appointments—without missed opportunities.
Automate handoffs, reminders, and task follow-through so nothing stalls.
Clear alerts and risk summaries that help you respond faster with less noise.
Turn activity into clarity: weekly summaries, ROI snapshots, and insights your team can act on.
See how AI agents fit real workflows across industries: inbound calls, scheduling, admin handoffs, and reporting.
Social Proof
(Placeholder) We’ll publish more case examples as client deployments mature.
Example: website requests get a response quickly, even after hours, with the right details captured and handed off.
Example: the AI receptionist answers routine questions and routes calls so the team stays focused.
Example: owners see what channels and scripts are converting—then iterate.
Free Audit
Send a quick note and we’ll review your call handling, response process, and scheduling workflow to find the fastest improvements.
Tell us what you want to improve. We’ll respond with practical guidance for your business.
We’ll review your call handling and response process, identify quick wins, and recommend the best-fit agent to deploy first.
We’ll reply with practical guidance for your business.