Kobexa
Enterprise AI agents

AI agents that actually know your business

Kobexa gives your AI agents and apps reliable memory of your organisation's knowledge, documents, and workflows — so they answer accurately, not approximately.

Book a free assessment Explore the AI agent library →
Ops
Can we get PO-8841 out of the supplier's warehouse sooner?
Kobexa
Negotiated with the supplier — they'll release PO-8841 from their Shenzhen warehouse on Thursday, 3 days early.Supplier · Email thread
Ops
Book the freight forwarder for that release.
Kobexa
Booked DHL Forwarding — collection Thursday, sea freight to Port Botany. ETA 18 days.DHL Forwarding · Rate agreement
Ops
Where's the shipment now?
Kobexa
In transit — vessel departed Shanghai, on schedule. ETA Port Botany 28 Jun.CargoWise tracking
The problem

Generic AI doesn't understand your business

General-purpose AI is trained on the public internet — not on your organisation's knowledge. The result is a familiar set of problems.

Stressed professional at a laptop surrounded by scattered, conflicting data windows

Unreliable answers

It produces confident but incorrect responses — an unacceptable risk in accounting, legal, and finance.

Laptop search ringed by disconnected app icons across email, drives and chat tools

Fragmented knowledge

Information is spread across email, documents, SharePoint, Xero, and shared drives, leaving AI unable to locate the right answer.

Person studying a process flowchart dotted with unanswered question marks

Undefined workflows

AI cannot automate what the business hasn't mapped — who handles an enquiry, when quotes are followed up, how overdue invoices escalate. The process must be defined first.

Overwhelming tangle of AI app icons and warning signs around a tablet

Tool overload, no clear direction

Business owners face too many AI options and too little guidance. Without a clear roadmap, it's hard to know which tools are worth adopting and how they should fit into daily operations.

Wooden figures with sticky notes reading not my role and too busy, none taking ownership

No internal owner for AI adoption

AI projects often stall because no one is clearly responsible. Leaders want change, teams are busy, and IT has competing priorities — leaving the rollout uncoordinated and slow.

A small AI pilot tile linked by a fragile bridge to a vast complex production system

Stuck at the pilot stage

A demo on five documents is easy. Running reliably across hundreds of files, multiple users, approvals and monitoring is not — so projects stall in pilot.

As a result, most initiatives stall — never progressing from demonstration to everyday use.

The fix

Kobexa turns generic AI into AI that knows your business

We build AI agents and applications that draw on your company's own knowledge, documents and workflows — connected to the systems you already use.

✓

Grounded, not guessing

Every answer is drawn from your approved documents — and shows its source before anyone acts on it.

✓

All your knowledge, in one place

We connect the files scattered across email, SharePoint, Xero and drives into one layer your AI can actually use.

✓

Secure by design

Built around your existing permissions and approvals — nothing changes about who can access what.

What we can build for you

Agents that do real work in your business

Not chatbots — grounded agents that read, reason and act across the documents and systems you already use, with your team in control.

Answer anything about your business

Staff ask in plain language; the agent reasons across your own documents and systems and answers with the source — not a guess.

Turn documents into data

Agents read contracts, invoices, POs and forms, extract and validate the details, and prepare them in your systems — no manual entry.

Run every follow-up

Agents track quotes, leads, renewals and debtors and chase them at the right time, in your voice — so nothing slips.

Handle inbound enquiries

Replies drafted and triaged from your policies and pricing — your team reviews and sends, every time.

Brief you every morning

A decision-ready summary of what needs attention — reasoned across your systems before you sit down at your desk.

Explore the agent library

30 ready-made agent packs across 10 industries — each built to be grounded in your own business.

Browse the library →
Enterprise context

AI agents with the context of your whole business

We plug your agents into the systems you already run — so they work from your real data, documents and workflows, not generic guesses. Best-of-breed, never locked to one vendor.

ERP & accounting
Microsoft Dynamics 365 Business CentralOracle NetSuiteSAP Business OnePronto XiXeroMYOB
Construction & trades
ProcoreBuildxactTradifysimPROServiceM8
CRM & marketing
Zoho CRMMicrosoft Dynamics 365 SalesSalesforceHubSpotPipedriveHootsuite
And more
Employment HeroMicrosoft Power BICargoWiseZendeskMoodle

Don't see yours? We custom-build AI agents and apps for any platform.

How it works

From "where do we start?" to AI that works

1

AssessFree

We map your workflows and find the 2–3 places AI saves the most time or money — before building anything.

2

Build

We build the AI into your existing systems, grounded in your own documents, with your approvals built in.

3

Run

We don't stop at a demo. We get it into daily use, then support and improve it as you go.

Book a free assessment
AI agent levels

Start safe. Automate when ready.

Our agents are designed in three levels, so your business can begin with low-risk assistance, move into workflow automation, and only enable autonomous actions when the process is tested, approved, and controlled.

1 Level 1 · Assistant Low risk

Assistant Agent

Drafts, summarises, and supports staff — without changing your systems.

Assistant Agents help your team work faster by reading information, preparing drafts, summarising documents, and suggesting next steps. They do not update records, send messages, or take action without a person involved.

Best for: businesses that want to explore AI safely and reduce repetitive thinking work without changing existing processes.

Common examples

  • Draft customer email replies for staff review
  • Summarise long documents, contracts, reports, or customer messages
  • Extract key points from meetings, calls, or enquiries
  • Prepare first drafts of proposals, responses, FAQs, or internal notes
  • Search approved company knowledge and provide source-based answers
2 Level 2 · Workflow Medium risk

Workflow Agent

Prepares records, creates tasks, and supports business workflows — with human approval.

Workflow Agents go beyond drafting. They help prepare CRM records, create tasks, fill forms, extract structured data, organise documents, and prepare draft updates inside your business systems. The agent does the repetitive preparation work, while your staff remain in control of final approval.

Best for: businesses that already have clear processes and want to reduce manual data entry, follow-up gaps, and admin workload.

Common examples

  • Extract purchase order details from PDFs and prepare a draft sales order
  • Read customer enquiries and create draft CRM lead records
  • Identify overdue quotes and create follow-up tasks
  • Extract invoice data and prepare an approval checklist
  • Classify customer emails and route them to the right team
3 Level 3 · Autonomous Higher risk

Autonomous Agent

Takes approved actions under clear business rules, controls, and audit trails.

Autonomous Agents take limited actions on behalf of the business when the rules are clear — sending approved follow-ups, updating records, triggering workflows, notifying staff, and escalating exceptions. Suitable only once the process is tested, the data is reliable, and approval rules are clearly defined.

Best for: businesses that want AI to operate inside repeatable workflows with guardrails, permission controls, and monitoring.

Common examples

  • Send quote follow-up emails when no reply is received after an approved period
  • Notify customers about shipment updates based on confirmed tracking data
  • Create follow-up tasks automatically when a lead reaches a certain stage
  • Escalate overdue invoices or missing documents to the right staff member
  • Update CRM status when approved conditions are met
  • Trigger internal alerts when orders or requests need action

See what AI could do inside your business

Book a free assessment. We'll map your workflows and show you the 2–3 places AI will save you the most time — no cost, no obligation.

Book a free assessment

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