Integration & Orchestration – Make Agents Useful

Connect AI agents to your stack with the right scopes, handoffs, and observability – so outputs land where work happens.

We design for outcomes first: define KPIs, then connect only the data and systems required with least-privilege read/write access. Guardrails and observability (logs, evaluation checks, alerts) keep outputs traceable and reversible – while lightweight automations remove swivel-chair work and surface clear “what changed” narratives for decision-makers.

Essentials

This is the core plumbing: the right connections, owned handoffs, and visibility so agent work is safe, auditable, and actually lands where teams operate.

Connections That Matter

CMS / CRM / ITSM / BI (read/write with least-privilege)

Mapped Handoffs

Approvals, SLAs, and clear owners

Observability

Logs, evaluations, and audit trails for confidence

What We Do

A tight, scoped implementation: map rules and owners, trigger work where people already are, and make performance measurable from day one.

Scope systems, data rules (PII, retention), and approval lanes

Configure triggers/webhooks where teams already work

Set up dashboards for quality, velocity, and exceptions

Orchestration Blueprint

A simple five-step path that balances speed with control—discover the flow, wire minimal scopes, formalize approvals, observe, then go live and tune.

Discover

Map processes, tools, and decision points

Connect

Grant minimal scopes; define read/write boundaries

Handoffs

Who approves what, when, and in which system

Observe

Journals, metrics, evaluation checks, alerts

Go-Live

Run on real work; review weekly; tune & scale deliberately

Systems We Commonly Wire

Typical integrations we set up first; if yours isn’t listed, we’ll scope it in discovery and keep scopes minimal.

Content & Web

WordPress, Headless CMS, DAM

Sales & Marketing

HubSpot, Salesforce, Ads & Social APIs

Ops & Support

Zendesk, Freshdesk, Jira / ServiceNow

Data & BI

BigQuery, Snowflake, Postgres, Power BI, Looker

Packages & Pricing

Start lean; expand as adoption grows.

Implementation Pack

Scoped system connections, handoffs, and observability

Fixed-scope proposal after a short discovery

Optional add-ons: extra systems, deeper evaluations, custom dashboards

Outcomes You Can Expect

Operational wins you’ll feel quickly: fewer manual hops, faster draft-to-publish, and compliance-ready traceability.

Fewer swivel-chair steps and manual copies

Faster cycle times from draft → approved → published

Auditable flows that withstand governance reviews

New to Virtual Employees?

Have a quick question or want a structured scoping call?