Educational example · email received
“Can you step in tomorrow?” ”
Address of interventionMissing
Question prepared, not sent“What address?” ”
AI agent for VSE & SME
BM helps you choose recurring work that the team can really trust.
A precise mission.
With your current tools.
First AI agent, what mission?
Compare missionsSix missions
to decide.
Four conditions to choose.
Open a mission to see its output and limits.
Illustrative scenarios, without calculated score or gain.
Customer requestsFrequency: Every daySources: Email + CRMResponsible: ADVRisk: Customer engagement
Request to specify
Address and deadline not specified
At what address and for what date?
Draft prepared, not sent.
- Source
- Email received + authorized customer file
- Responsible
- ADV
Read the perimeter and its stops
The AI can interpret the received text. A fixed rule is enough for a simple email transfer.
- Starters
- Authorized emails and up-to-date customer file.
- Prepare
- Need summary, missing information and next question.
- Run
- Create a monitoring sheet according to the approved rules; prepare the response.
- Stop and confide
- Ambiguous request or commercial commitment: the ADV qualifies and validates.
Quote trackingFrequency: Every weekSources: Quote + CRM statusesResponsible: CommercialRisk: Customer relations
An internal reminder
Response status to check
Task to configure
Check quote response
Recall proposed, not created.
- Source
- Quote + last known exchange
- Responsible
- Commercial
Read the perimeter and its stops
An agent becomes a lead if the context of the exchanges must be reconstructed. He does not decide on a discount.
- Starters
- Date of sending, due date and last known exchange.
- Prepare
- List of unanswered quotes, after checking the status.
- Run
- An internal reminder may be enough. Customer shipment remains limited to the agreed conditions.
- Stop and confide
- Response received, postponed to negotiation or disagreement: return to sales.
Collection of documentsFrequency: Every weekSources: Expected list + folderResponsible: AdministrationRisk: Personal data
The file to complete
Presence does not constitute validation
- Purchase order
- Received, to check
- Certification requested
- Missing
To request: the certificate.
Additional request prepared, not sent.
- Source
- Expected list + received file
- Responsible
- Administration
Read the perimeter and its stops
The presence of a file does not prove its validity. One form is sufficient if all documents follow a simple format.
- Starters
- List of required documents, files received and access rights.
- Prepare
- Documents compared to the list, missing items reported without inventing their content.
- Run
- Classify the documents and prepare the request for only the missing elements.
- Stop and confide
- Sensitive, illegible or doubtful document: the administration takes over the file.
Invoice remindersFrequency: Every weekSources: Invoices + paymentsResponsible: AccountingRisk: Recent dispute or payment
Stalled follow-up
Unknown settlement
No customer shipments
Internal action prepared: check the latest regulations.
Customer reminder not prepared, not sent.
- Source
- Overdue invoice; regulations not updated
- Responsible
- Accounting
Read the perimeter and its stops
Making payment records accessible can make the workflow testable. It does not grant general permission to collect debts.
- Starters
- In this scenario, the payment status is not updated.
- Prepare
- Variances to check and accounting checklist.
- Run
- No customer reminders until the payment situation is confirmed.
- Stop and confide
- Recent payment, credit note, dispute: accounting decides what happens next.
Internal responseFrequency: A few times a yearSources: Conflicting documentsResponsible: Not designatedRisk: Wrong answer
Response suspended
No reference rule confirmed
Document AValidation required.
Document BSending without validation.
Response not produced.
- Source
- Two contradictory procedures
- Responsible
- To be designated
Read the perimeter and its stops
Clarifying and tidying up the procedure may be enough. If requests become recurring, a sourced response may be studied.
- Starters
- Several versions of a procedure, without authentic document.
- Prepare
- Open questions and sources to be arbitrated by a manager.
- Run
- No response presented as a company policy.
- Stop and confide
- Absent or contradictory source: return to an identified person.
Appointment confirmationsFrequency: Every daySources: Agenda + stable rulesResponsible: HomeRisk: Double booking
Native confirmation
Availability to recheck
Illustrative niche
Tuesday9 a.m. to 9:30 a.m.
Confirmation in the reservation toolTo configure; none appointment confirmed.
- Source
- Agenda + reservation rules
- Responsible
- Home
Read the perimeter and its stops
An agent discusses when the request requires interpretation or several business verifications.
- Starters
- Reference agenda, duration and up-to-date availability.
- Prepare
- Compatible slots and useful information available.
- Run
- Confirm within the validated scope, after a new availability check.
- Stop and confide
- Resource conflict, modified need or missing data: return to reception.
Source unavailable, manager absent, risk uncontrolled: we reframe.
A mission,
limits.
An email without an address: the question is prepared, the commitment awaits.
No commitment.
No confirmed slot, no promised price.
- Validation in TPE
- LeaderValidates the question to the customer.
- Takeover in SME
- Intervention managerReceives the exception and validates the rest.
In this case, the intervention manager takes over. Each mission appoints its own manager.
Measure the
work your team can take over.
The result is judged after verification and review by the team.
| Before | Volume, full time, omissions. |
|---|---|
| Test | Time with supervision, corrections, exceptions taken up by the team. |
Continue, adjust or stop. The gains remain to be established.
Let's start from a
real mission.
An example, its sources, its manager: enough to begin to qualify your need.
Scope your first assignmentBM designs support around your process and tools.
Before choosing.
An agent for a rare task?
Not necessarily. An occasional task, simple to handle by hand, may not justify the connections and supervision of an AI agent. A clear instruction, documentary research or occasional conversational assistance may be sufficient. Frequency must be observed in your activity, without automatically converting every minute into financial savings.
What can he perform?
Only explicitly agreed actions: for example creating an internal file, filing a document or sending a message under approved conditions. Access, recipients and stopping situations are defined before the test. A prepared action proves neither its execution nor its reception. Commitments, disputes and sensitive decisions remain with an authorized person.
Should I change software?
BM starts from your tools and your process. The connection possibilities and available rights are checked before choosing a solution. A native setup or classic automation may be preferable. While a custom layer is useful, its role is to support work between tools, with outputs that your team can pick up.
Are these customer cases?
No. The six situations and their conclusions are illustrations of choice, not customer results or scientific recommendations. They demonstrate no time savings, ROI or level of reliability. A VSE/SME case is verified on its own data and with its team. Actual conditions may lead to another decision.