FP Agent | Deployable AI Agent for Web, Messaging, and Voice
Deployable Agent Omnichannel Knowledge Grounded Human Handoff

FP Agent

Deploy an enterprise-grade agent across web, messaging, and voice that resolves requests, captures demand, and routes to humans when required. The FP Agent is designed for operational control: knowledge grounding, policy guardrails, escalation logic, and measurement.

This is not a chat widget. It is a deployable capability: defined scope, controlled data boundaries, reliable handoffs, and an operating cadence to improve performance over time.

Capability model

The FP Agent is built around four layers: channel deployment, knowledge grounding, action orchestration, and governance. Each layer is configurable and measurable.

1. Channel layer

Deploy consistently across web, messaging, and voice without fragmenting the experience.

  • Website embed and in-product chat
  • WhatsApp, Messenger, Instagram DM
  • Voice flows for inbound and outbound calls
  • API for custom channels

2. Knowledge layer

Ground answers in approved sources so the agent stays accurate and aligned.

  • Docs, FAQs, web pages, structured Q and A
  • Source curation and coverage mapping
  • Answer constraints and tone rules
  • Ongoing knowledge maintenance

3. Action layer

Turn conversations into outcomes: leads, bookings, tickets, and routed tasks.

  • Lead capture and qualification
  • Scheduling and calendar connected flows
  • Routing to CRM, helpdesk, Slack, email
  • Workflow automation via webhooks

4. Governance layer

Control is a design requirement. We implement boundaries, approvals, and escalation so the agent behaves predictably at scale.

  • Policy: data boundaries, prohibited topics, compliance rules
  • Escalation: confidence thresholds and human handoff
  • Quality: evaluation rubrics and test prompts
  • Auditability: transcript logging and outcomes reporting

Measurement system

Leaders need more than anecdotes. We instrument outcomes and track performance over time, by channel and use case.

Adoption

Sessions, repeat users, channel mix, coverage.

Deflection

Resolved without human intervention, by topic.

Demand capture

Qualified leads, bookings, conversion rate.

Risk

Escalations, exceptions, policy triggers.

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Core capabilities

Everything required for production-grade deployment: channel coverage, knowledge grounding, human handoff, and integrations.

Omnichannel deployment

Deploy across digital channels with consistent tone, rules, and reporting.

  • Web embed and in-product chat
  • WhatsApp, Messenger, Instagram DM
  • Voice for inbound and outbound
  • API for custom surfaces

Knowledge grounded answers

Train on approved sources and constrain outputs for accuracy and brand control.

  • Docs, web pages, and structured Q and A
  • Coverage mapping and gap identification
  • Constrained answers for high risk topics
  • Ongoing knowledge refresh cadence

Human handoff

Escalate smoothly when the agent should defer, keeping context intact.

  • Confidence thresholds and escalation triggers
  • Live takeover with transcript context
  • Routing by queue, topic, and priority
  • Audit trail for compliance and QA

Lead capture and qualification

Convert conversations into structured demand captured in your systems.

  • Dynamic qualification questions
  • Structured extraction: name, email, company
  • Routing to CRM and sales workflows
  • Booking workflows with scheduling

Scheduling and routing

Move from intent to action: bookings, tickets, and follow up tasks.

  • Calendar connected booking flows
  • Ticket creation and triage
  • Handoff to human teams with context
  • Follow up automation via webhooks

Integrations and automation

Connect the agent to the tools your teams use every day.

  • Zapier and webhook integration layer
  • CRMs, calendars, email, Slack
  • Custom API endpoints
  • Event logging and reporting

Deployment approach

A structured rollout that delivers value quickly and improves performance through real usage. Each phase ends with measurable outputs and a clear iteration backlog.

Phase 1: Define and configure

Confirm scope, success metrics, and boundaries. Configure knowledge and capture workflows.

  • Define the agent job: support, sales, scheduling, internal enablement
  • Curate knowledge sources and map coverage
  • Set guardrails, escalation, and handoff rules
  • Design lead capture and routing flows

Phase 2: Launch and optimize

Deploy to channels, instrument outcomes, and iterate from transcripts and performance data.

  • Deploy web embed and connect messaging channels
  • Enable voice flows if required
  • Review transcripts and improve coverage
  • Track outcomes: deflection, leads, bookings

Phase 3: Scale and govern

Expand scope safely across teams, products, and regions with standards and reporting.

  • Standardize prompt and evaluation system
  • Operationalize knowledge refresh cadence
  • Add integrations and workflow automation
  • Executive reporting and oversight cadence

Recommended starting scope

Most teams start with one high-volume use case and one demand capture workflow, then expand.

Support

Top questions, policy answers, routing, deflection.

Sales

Qualify, capture, schedule, handoff to humans.

Internal

Enablement copilot for teams and SOPs.

Voice

Inbound handling and appointment reminders.

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Try the agent

This is a live embed. Use it to test tone, coverage, and lead capture behavior.

FP Agent

Suggested tests: “Qualify me as a lead and book a call,” “What channels can you run on,” or “What are your handoff rules.”

For production, we tailor scope, knowledge sources, lead capture, integrations, and escalation rules to your risk profile.

Pricing

Choose the plan that matches deployment scope. Most deployments start with one channel and one primary use case, then expand.

Note: We offer implementation packages for knowledge setup, guardrails, lead capture, and integrations. Most teams choose an implementation sprint before broad rollout.

Deploy the FP Agent with control

We configure knowledge grounding, lead capture, scheduling, escalation rules, and integrations—then establish an operating cadence to improve performance over time.

FAQ

Common questions from teams deploying an agent into customer and internal workflows.

How do you prevent hallucinations

We ground responses in approved sources, constrain answers for higher-risk topics, and implement escalation rules when confidence is low.

What is a typical starting deployment

Most teams start with one primary use case (support or lead capture) on web chat, then add messaging channels, voice, and deeper integrations.

Can this integrate with our CRM and calendar

Yes. We typically connect lead capture to your CRM and scheduling to your calendar via webhooks, Zapier, or direct API integration.

How do we measure performance

We track adoption, deflection, demand capture, booking conversion, escalations, and topic coverage. Reporting is reviewed on a cadence.

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