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Engineered AI for your business workflows

Agentics Engineered

Faster answers for customers. Fewer hours re-keying data between systems. Reports that are ready when you need them. Problems caught before anyone calls. We design, build, and run AI agents that connect to the systems your business already uses, so the results show up in your operating numbers.

9Business systems connected
108Actions it can take or look up
35Scheduled jobs running daily and weekly
4Ways staff reach it: chat, app, email, SMS
We run on it

Meet the DocHub Agent.

DocHub is the platform we built to run ECXSystems: tickets, clients, CRM, and records. Its agent, built on Anthropic's Claude, is how our engineers, dispatchers, and accounting staff get answers and get work done. It reads from the systems below, acts only with permission, and asks before it changes anything.

Where people ask

Team chatMention the agent in any channel or DM
Inside DocHubChat beside the client or ticket you're on
EmailInbound requests handled and audited
SMSLocked down to knowledge-base answers
DocHub Agent
Claude, with ECX's tools, memory, and rules
  • Permission-scoped tools. Each user gets only the tools their role allows, whatever they type.
  • Learns your names. It picks up what the team calls each customer and tells you when it used a learned match.
  • Saved workflows. Staff save a routine once and rerun it with a phrase.
  • Background work. Long reports run as jobs and come back when they're done.
  • Regression-tested. A suite of real questions runs on a schedule to catch wrong or refused answers.

Systems it works with

Ticketing & SLASearch, timelines, queues, time entries
ERP & accountingInvoices, orders, aging, revenue (read-only)
RMM & uptimeDevices, alerts, patches, monitors
Meetings & filesZoom summaries, client libraries, documents
Confirmation before changesRole-based accessPersonal data redactedEvery action loggedNo model training on your data
A day with the agent

Questions that used to take four tabs and twenty minutes.

Imagine what problems your agent can solve.

#dispatchDocHub Agent · online
DM
Dana M.Service desk lead · 8:14 AM
@dochub-agent which of my accounts have tickets at risk of missing SLA today?
AI
DocHub Agent8:14 AM
search_tickets · your 3 accounts · by SLA riskcheck_sla

Four open tickets across three of your accounts are at risk today. Two have already missed first response.

AccountTicketPriSLAWaiting on
Fabrikam#48213 Line 3 HMI login failsP1Breached 22mEngineer
Contoso Health#48202 New hire laptopP3Breached 1h 05mEngineer
Contoso Health#48190 VPN drops for billingP241m leftClient
Northwind#48177 Label printer offlineP22h 10m leftEngineer

Want me to post this list to #dispatch and message the assigned engineers?

JR
Jordan R.Systems engineer · 9:51 AM
Fabrikam can't reach their file shares. What do we know?
AI
DocHub Agent9:51 AM
correlate_alert · Fabrikamdevice_health · FAB-FS01search_tickets · open

FAB-FS01 is online in the RMM, but the file-share check has failed since 9:42 AM: port 445 stops answering while ping and the management page still respond.

CPU has been above 95% for 20 minutes, and a Windows update installed at 9:38 without the restart it asked for. Ticket #48231 opened automatically from the alert and is unassigned.

I can restart FAB-FS01 through the RMM and assign #48231 to you. Go ahead?
Restart and assignCancel
PL
Pat L.Accounting · 11:02 AM
What does Contoso Health owe us past 60 days?
AI
DocHub Agent11:02 AM
get_ar_aging · Contoso Healthget_customer_invoices

Contoso Health has $9,720.00 more than 60 days past due, on two invoices:

InvoiceDatedDays past dueOpen
INV-10482Jul 1100$4,860.00
INV-10531Aug 169$4,860.00

Both are the monthly managed-services invoice. Their last payment, on Sep 3, was applied to June.

Read-only: the agent can't change anything in the ERP. Dollar amounts appear only for staff with accounting access, and never in team chat.
SA
Sam A.Client success · 2:30 PM
Build Northwind's Q3 quarterly review: tickets, hours, SLA, and any devices that need attention.
AI
DocHub Agent2:31 PM
ticket_aggregate · Q3 vs Q2get_account_time_summarylist_sla_violationswarranty_expiring

Northwind, Q3 2026: 142 tickets (down 12% from Q2), 96% of SLAs met, 61.5 engineer hours. Most tickets were printing and user access; both dropped after the August print-server rebuild.

Four workstations go out of warranty by December, so I listed them as a replacement recommendation.

DOCXNorthwind-Q3-2026-Review.docxECX template · 6 pagesXLSXNorthwind-Q3-2026-Data.xlsx4 sheets · rerunnable

Example companies and people are fictional.

Why companies bring us in

Where AI projects get stuck, and how we get them moving.

Buying AI licences is easy. Getting a measurable result from them is where most businesses get stuck. These are the problems we hear most, and what changes when we take them on.

Our systems don’t talk to each other.

Data moves on its own between your ERP, CRM, ticketing, and phone system. Staff stop re-keying, and the agent has one accurate picture to work from.

Tech: API and sync integrations, entity matching across systems
We tried a pilot. It never made it into daily use.

We build for daily use from the first version, around your staff, your data, and the way your team already works.

Tech: regression tests, usage monitoring, staged rollout
We can’t risk our data or our compliance.

The agent works inside your rules. It sees only what each person is allowed to see, and nothing changes without approval.

Tech: role-scoped tools, confirm-first writes, full audit log
We don’t have anyone to own it.

We run it for you as a managed service: monitoring, fixes, model updates, and new workflows as your needs grow.

Tech: health checks, usage and cost tracking, scheduled maintenance
We don’t know where AI would actually help.

You get a short, ranked list of the tasks costing you the most time, with the expected return on each, before anything is built.

Start with the readiness check below
Sound familiar?

Take the readiness check to see where you stand and where to start.

Start the check →
Security and control

Built for businesses that answer to auditors.

We support law enforcement and CJIS-regulated organizations, and every agent we build is held to that standard. Here is what that means for your business.

What we build for you

What we can build for your business.

01 / 06

Business system integrations

API and sync work that connects your ERP, CRM, ticketing, RMM, phone system, and meetings, so data stops moving by hand.

02 / 06

Agents in your team chat

An assistant in Teams, Slack, or Rocket.Chat that looks things up, drafts, and files work in your systems, with approvals.

03 / 06

Connectors for AI tools

Secure connectors (MCP servers) that let Claude, Copilot, or ChatGPT reach your internal data, with scoped and logged access.

04 / 06

Meeting and document processing

Transcripts, emails, and PDFs turned into structured records, tickets, or CRM updates, with a review step.

05 / 06

Reporting automation

Quarterly reviews, management digests, and operational reports built from data you already have, on a schedule.

06 / 06

AI rollout for your staff

Business licences for Claude or Copilot, data controls, an AI use policy, shared prompts and skills, and role-based training.

AI Readiness Check

Is your business ready for an AI agent?

Ten quick questions on the five things that decide whether an AI project succeeds: your data, your integrations, your processes, your controls, and who owns it. You'll see where you stand and where to start, with no login.

10
Questions
5
Areas
~3
Minutes

For owners, operations leaders, and IT. Your answers stay in your browser unless you choose to send them.

Start with the task that costs you the most time.

Tell us the task your team repeats every week. We'll show you what an agent connected to your systems could do with it, and what it would take.