Support intake
Trigger:
An email describes a problem in the sender's own words.
Agent:
The agent classifies it, creates the ticket in Zammad with the right category and priority, attaches known solution articles and acknowledges receipt.
Requests arrive unstructured, someone sorts them and carries out the same step in another system. An AI agent takes over that step: it creates the ticket, starts the workflow and writes the result back - with clear limits, logging and approvals where it matters.
The situation
An assistant that finds knowledge is half the job. The work happens where a request has to become an action in a system.
An email, a PDF, a call asking for a callback: every request is phrased differently, and before anything happens a person has to read and classify it.
Open a ticket, book an appointment, complete a record, trigger a workflow. Always the same steps, just in a different system with different values each time.
Whatever was copied wrongly or forgotten only shows up in the follow-on process. By then it can hardly be traced.
Use cases
Trigger:
An email describes a problem in the sender's own words.
Agent:
The agent classifies it, creates the ticket in Zammad with the right category and priority, attaches known solution articles and acknowledges receipt.
Trigger:
An enquiry names requirements across several services.
Agent:
The agent pulls the matching building blocks from your catalogue, drafts a quote and submits it for approval - nothing is ever sent without a human.
Trigger:
A new employee or customer needs access.
Agent:
The agent triggers provisioning through existing automation (n8n, Ansible, API), checks the status and reports deviations instead of glossing over them.
Trigger:
Information sits in one system and is missing in another.
Agent:
The agent reconciles, fills missing fields by defined rules and flags conflicts for clarification instead of overwriting blindly.
Trigger:
Someone wants a conversation but only gives rough time windows.
Agent:
The agent checks calendars, proposes slots and books after confirmation - including the context of what it is about.
Trigger:
The same question against the same data every week.
Agent:
The agent pulls the numbers via API, sanity-checks them and files the report - flagging values that fall outside the expected range.
How it works
Not a model roaming freely through your systems, but a controlled chain with defined tools on your existing interfaces.
The agent reads the request and maps it to a known task. If nothing fits, it asks or hands over to a human - it does not improvise.
Via RAG or direct queries it pulls what it needs to decide: customer data, history, rules. Permissions apply as with the internal assistant.
From a fixed list of allowed actions it picks the right one and fills the parameters. What is not on the list does not exist for the agent.
For critical steps - money, external effect, deletions - the agent stops and puts the proposal to a human. You define the threshold.
The action runs through your API. Request, context, chosen tool, parameters and result land in the log with a trace ID.
The agent reports the result - including failures. Silent errors are the most expensive failure mode, so they surface.
Anything with an API. These systems we integrate in projects or operate ourselves; where an interface already exists we use it rather than building a parallel world.
Basics: AI agents: How agents work technically - without the sales lens. →
Guardrails
The rule is the requester's passed-through identity: someone who may not open a ticket in a queue cannot do it through the agent either. One service account with every permission creates a union of rights and is only defensible if the agent does nothing beyond what everyone may trigger anyway. Both are logged: who triggered the action and under which identity it ran.
Permissions, identity and approvals →Since 2 August 2026 the transparency duties apply: an action triggered by the agent must also remain recognisable as such. After the Digital Omnibus, the high-risk duties under Annex III apply from 2 December 2027; most business agents fall under transparency and documentation. Approvals and logging are therefore part of the architecture. The classification of your case is for your legal advisers.
The EU AI Act for businesses →Through your existing APIs or the open Model Context Protocol (MCP). An MCP server built once for your ticket system keeps working when you swap the model. The agent gets a tool catalogue with defined parameters instead of full access; every run is recorded as a trace in Langfuse.
MCP in the enterprise →Risks
The concern about agents is legitimate. It can be answered with architecture, not with optimism.
| Risk | Countermeasure |
|---|---|
| The agent performs an action nobody wanted | It only knows explicitly defined tools. What is not implemented cannot be called - there is no generic system access. |
| Wrong parameters, right action | Parameters are validated against a schema before the API sees them. Invalid values trigger a question, not an attempt. |
| Excessive permissions | When a user triggers the agent, it acts with that user's passed-through identity (on-behalf-of) and inherits their rights. For runs without a triggering user, such as nightly jobs, it gets its own technical account with minimal rights per task. It never gets admin rights. |
| Nobody notices what happened | Every action is logged with trace ID, timestamp, trigger, executing identity and result. The log lives in your system and is part of the handover. |
| An error repeats endlessly | Retries are capped, loops break, and the case lands with a human instead of in an infinite loop. |
| Prompt injection via incoming content | Content from emails or documents is treated as data, not as instructions. Tool selection and approval logic never depend on the sender's text. |
Scope and investment
Delivery timeframe: 6–10 weeks
Introduce one workflow with defined tools, verified permissions and controlled actions into production.
Included
Outcome and verification
Quoted separately
Delivery timeframe: 4–6 weeks
Deliver another use case on an existing suitable agent stack.
Included
Outcome and verification
Quoted separately
Limits
We would rather build a smaller system that holds than a large one nobody switches on.
| Chatbot | Workflow | Agent | |
|---|---|---|---|
| What it does | Answers from existing content. Changes nothing. | Runs a chain of steps: open a ticket, send mail, write a record. | Decides for itself, within set boundaries, which tools to use and in which order. |
| Who determines the path | Nobody - there is no path, only an answer. | You, in advance. The sequence is hard-wired; at most the model fills in fields. | The model, at runtime. You set the boundaries, not the route. |
| What a mistake costs | A wrong answer. Annoying, but reversible. | The sequence breaks or runs through with wrong values. Reproducible and therefore fixable. | A wrong action in the target system - and it was not predicted. That is why approval belongs here. |
Might fit better
Not every workflow needs an open-ended agent project. These offers define pilot, price and optional ongoing operations for recurring intake patterns.
Assess one process, its data, systems, risks and the right automation path before implementation.
from €3,900 excl. VATClassify documents, extract and validate content, and hand results to downstream systems.
Validate orders from email, PDF or spreadsheets against master data and prepare them for ERP or CRM.
Classify, prioritise and route requests and prepare response drafts.
When knowledge should be found rather than actions executed.
ViewWhen website visitors should be routed to the right offer.
ViewAnswers to the most important questions
Reviews & projects
From a knowledge base with an AI assistant and local AI integration to data sovereignty and ongoing operations.
AI Platform
We were looking for a secure yet easy-to-use alternative to the large American providers and came across WZ-IT. WZ-IT advised us on choosing the right models and implemented the integration for us. Beforehand, we were able to try everything out calmly on a test instance. Today WZ-IT runs Open WebUI for us on our own domain, with a convenient Microsoft login and open-source models hosted by a German provider. Our team can now work productively with AI without resorting to external tools or shadow AI. Working together is straightforward, and questions are answered quickly and clearly. With WZ-IT we also have a partner at our side for further AI projects. (translated)
Carl-Frederic KornHead of E-Commerce & Online Marketing, Krüger Dirndl GmbHKnowledge Management & AI
The knowledge from many years in the solar industry lived in the head of our former managing director, and it still lives in the heads of our employees today. We wanted to secure it, not as a folder full of notes, but in a way that lets us ask questions in daily work and get reliable answers. WZ-IT advised us from the start and weighed different approaches and knowledge management systems against each other with us before we decided. What was built is a custom knowledge base with an AI assistant that brings together conversations, notes, documentation and manuals: from the platform through onboarding our team to support in operation. Conversations are transcribed and facts are extracted; we review and correct everything ourselves before it is stored, because we do not want to trust an AI blindly. The system runs in our own environment, and the data stays with us. What surprised us was how efficient it was: WZ-IT used existing open-source software and extended it specifically for our requirements, instead of selling an expensive custom build from scratch, as is often usual with IT service providers. Timo and Robin understood our actual problem, preserving knowledge during the generational handover, and implemented it step by step: from the proof of concept through setup and validation with our own data to productive operation, explaining everything clearly along the way. Next, we want to extend this to the knowledge of our employees, so that this does not depend on individual people either.
Joshua von AmelnManaging Director, solarwerkstatt berlin GmbHInternational

WZ-IT designs, develops and operates infrastructure and software for clients in Germany and internationally. We deliver projects remotely and continue supporting them in ongoing operations after go-live.
Enquiry
Describe the process the agent should support or execute.
The conversation is free and non-binding.
WZ-IT's advice on our Azure migration was technically sound and completely non-binding right from the intro call - we took away a great deal.
Jakob ÖschlbergerInno7 GmbH

WZ-IT's advice on our Azure migration was technically sound and completely non-binding right from the intro call - we took away a great deal.