Agentic AI Services From Answers to Action

Rudder Analytics builds agentic AI systems: connected agents that share governed data and coordinate work across your business.

Your business contextOrder agentService agentFinance agentData agentOrchestratorApprovalCommerceCRMHelpdeskWarehouseERPYour business contextOrderServiceFinanceDataOrchestratorApprovalCommerceCRMHelpdeskERP

Task flowLogged

Models, clouds and data platforms behind the agents

Agentic AI Development

What Agentic AI Can Do for Your Business

Agents run routine work across your systems and bring people in only where a decision needs them.

See the engine behind the agents
  • Work Done End to End

    Orders, claims and requests move from intake to closed without waiting in a queue.

  • Decisions Made Sooner

    Agents read the numbers daily and bring the cause and the options to the owner.

  • Customers Guided to an Answer

    Shoppers and clients get answers, comparisons and next steps from live data.

  • Control at Every Step

    Each agent acts inside set limits, with approvals and a record of every action.

Why AI Agent Projects Stall

Most agent pilots stall on the same gaps before they go live. Rudder Analytics closes each one in the build.

  1. Data the agents cannot trust

    Agents read copies, so risk teams block the rollout.

  2. Tools without limits

    One unchecked tool call can change a live record.

  3. Work nobody coordinates

    Steps stall between agents, and no one escalates.

  4. No record of what happened

    Without tests and logs, nobody can explain a failure.

  5. No clear owner

    Each team assumes another one runs the agents.

AI Agent Capabilities

What AI Agents Take On

The kinds of agents Rudder Analytics builds, each shown on a typical task.

  • Supplier invoice run

    1. Invoice in
    2. Matched to its order
    3. Payment terms checked
    4. Price gap sent to finance

    Autonomous AI Agents

    Agents that take a goal, plan the steps and finish routine work on their own.

  • Purchase order, by email

    Purchase order read

    Items and prices captured

    Delivery date unclear: supplier asked

    Intelligent Process Automation

    Automation that reads documents and messages and handles the cases a fixed script cannot.

  • Rain shell for Iceland, here by Friday?

    In stock, and it arrives Thursday.

    Added to cart: Rain Shell, $149

    Conversational AI Agents

    Assistants for shoppers and leaders that answer in plain words from live data.

    AI Shopping AgentCustom MCP Server

  • 49.8%Gross margin this weekFloor 51%

    Expedited freight explains 0.9 points

    Decision Support Agents

    AI Signals flags a KPI off target; AI Insights agents trace the cause, inside AI OS.

    AI SignalsAI Insights

    1. Feed changed
    2. Mapping updated
    3. Reports

    148 pipeline tests passed

    Fix ready before the 6 AM reports

    Data Engineering Agents

    When a source changes, agents update and test the pipelines; an engineer signs off.

    AI in Data EngineeringAgentic Schema Evolution

Agentic AI Development Services

From the first use case to an agent platform the business owns.

Agentic AI Strategy and Consulting

Find where agents would move revenue, cost, risk or time, and agree the plan before any build.

  • A review of the data, the systems and the pilots already running
  • Use cases ranked by value, with the business case for the first
  • The plan, cost and timing agreed up front
See the questions leaders ask

Custom AI Agent Development

Agents shaped to the company’s own processes and data, from one task to a whole workflow.

  • Agents for service, operations, finance and data teams
  • Connected to the documents, records and tools each agent needs
  • Language models chosen for each job and its cost
See how each agent is controlled

Multi-Agent Systems and Orchestration

Specialist agents work in parallel under an orchestrator. It plans the work and sends back any result that fails its checks.

  • Shared memory, knowledge and guardrails across the agents
  • Work passed from agent to agent, and on to a person where needed
  • A cost limit on every run
See the engine

MCP Server Development

An MCP server that lets leaders ask questions in their own AI assistant, in plain words.

  • Answers from the company’s own metric definitions
  • Each answer shows the calculation, filters and period
  • Connected to the warehouse and the business systems
Explore Custom MCP Server

AI Agent Integration Services

Agents connected to the ERP, CRM, helpdesk, commerce and data platforms through approved tools and APIs.

  • Updates written back to each system inside set limits
  • APIs, files and event streams, in batch or real time
  • Runs on the client’s cloud and preferred stack
See how agents connect to each system

Managed AI Agent Services

After launch, Rudder Analytics runs and improves the agents, and adds new ones on shared tools.

  • Support from the squad that built the agents
  • Tuning for speed, cost and success rate
  • Owners, budget and a roadmap for the agent platform
See how agents are tested and watched

AI Agents for Every Industry

Agents built on each industry’s own systems and rules.

Agentic AI for eCommerce and Retail

Agents that keep stock, orders and customers moving across the store, the marketplaces and the ERP.

  • Shopping Assistant AgentAnswers shoppers from live stock and delivery dates, and builds the cart.
  • Order Exception AgentFinds late, split or failed orders and prepares the fix for the operations team.
  • Replenishment AgentReads sell-through and supplier lead times, and drafts purchase orders for approval.
Explore eCommerce and Retail Analytics

Agentic AI for Insurance

Agents that move claims, policies and service requests through each step, with a record of every decision.

  • Claims Intake AgentReads each first notice of loss, checks the coverage and routes the claim to the right handler.
  • Underwriting Support AgentGathers application data and prior history into a risk summary for the underwriter.
  • Policy Service AgentHandles routine policy changes and questions, and passes exceptions to a person.
Explore Insurance Analytics

Agentic AI for Financial Services

Agents that watch transactions and speed up the close, inside strict controls.

  • Fraud and Anomaly AgentFlags unusual transactions for review, with the evidence behind each flag.
  • Reconciliation AgentMatches ledger, bank and payment records, and lists each break with its likely cause.
  • Compliance Reporting AgentPrepares regulatory and audit reports from governed data, ready for sign-off.
Explore Finance Analytics

Agentic AI for Manufacturing

Agents that connect the plant floor, the supply chain and the ERP, so planners act sooner.

  • Supply Chain AgentTracks supplier lead times and stock, and flags a shortage before it stops a line.
  • Maintenance Planning AgentReads machine data and work orders, and plans maintenance around production.
  • Quality AgentLinks each defect to its batch, supplier and settings, and drafts the corrective action.
Explore Manufacturing Analytics

Agentic AI for Healthcare

Agents that take routine administration off clinical and billing teams.

  • Patient Access AgentHandles scheduling, reminders and routine questions, and passes clinical ones to staff.
  • Coding and Billing AgentChecks codes and claim details before submission, and flags gaps for the billing team.
  • Capacity AgentReads admissions and staffing data, and warns planners of busy days ahead.
Explore Healthcare Analytics

The Engine Behind the Agents

Governed data feeds one engine. It plans the work, runs specialist agents in parallel and checks every result before it ships.

Streaming & API Batch & files Modeled data Governed data access Loops & write-back Governance
Scroll sideways to explore the full diagram →
Agentic AI solution architecture: the Agentic Intelligence Engine Source systems flow through ingestion lanes into a cloud data warehouse with raw, trusted and ready layers, then a serving layer with governed, read-only data access, watched by operations and governance. Triggers start a run in the Agentic Intelligence Engine: an orchestrator plans the work and assigns it to specialist agents working in parallel (customer, analyst and data engineering agents), which work with guardrails, memory, knowledge and scoped tool calls. A verification agent re-checks each result and sends work back until it passes. Only verified work reaches a person, who approves anything above the limits each owner sets, before actions write back to the systems. 01 · CONNECT Source Systems ERP & financeNetSuite · SAP · Dynamics 365 CRM & salesSalesforce · HubSpot · storefronts Service & helpdeskZendesk · ServiceNow · Gorgias Operations & supplyWMS · MES · carriers Marketing & analyticsGoogle Ads · Meta · GA4 Documents & emailPolicies · contracts · SOPs 02 · INGEST, MODEL & SERVE · DEPLOYED IN YOUR CLOUD AWS · Azure · GCP · private network · encrypted in transit & at rest · role-based access CONTINUOUS PULLSManaged connectorsIncremental API syncChange data capture SCHEDULED BATCHESCustom extractorsPortals · files · EDIReconciled on load NATIVE EXPORTSPlatform transfersAnalytics & ads exportsZero-copy data shares Cloud Data Warehouse One governed source of truth BIGQUERY · SNOWFLAKE · DATABRICKS RAWbronzeAs received,per source TRUSTEDsilverCleaned &conformed READYgoldKPI-readybusiness marts HISTORY Daily snapshots · year-over-year baselines Data modeling · dbtTested, version-controlled SQLConformed keys across systemsRUNS IN YOUR WAREHOUSE Forecasting & MLDemand · riskChurn · segments Semantic layerOne KPI catalog shared byevery screen and agent200+ KPI DEFINITIONS Serving storeColumnar, sub-second readsValidated before every refreshDASHBOARDS · BI Governed data accessRead-only, permission-scopedqueries for every agentAGENTS · TOOLS 03 · OPERATE & GOVERN Operations & Governance OrchestrationScheduled, dependency-aware runs CI/CD & infrastructure as codeReviewed, repeatable deploys Monitoring & alertsFreshness, volume & failures Freshness gateBuilds wait for today's data Data quality testsAutomated checks on every load Access controlSSO · role & module permissions Lineage & auditEvery KPI traceable to source Cost guardrailsBudgets for warehouse & AI Evaluation & tracingRuns scored, tool calls logged 06 · ACT Back to Operations Records & ordersERP & CRM, once approved Cases & repliesHelpdesk & email Answers & cartsStorefront & chat Pipeline fixesReleased after review Alerts & briefingsSlack & email AUDITEDEvery action on recordWho approved it, when,and the evidence behindthe result. 05 · APPROVE HUMAN IN THE LOOP Agents recommend. People decide. Reviewevidence Approveor reject Releasethe action Above its limits, nothing changes without sign-off Limits set by each owner, per agent and action 04 · REASON & VERIFY Agentic Intelligence Engine The agents work from one plan, one memory and one set of guardrails. MODEL-AGNOSTIC COST LIMITS AUDIT TRAIL DETERMINISTICTriggersKPI signals, requests,events and schedules AI AGENTOrchestratorPlans the work andassigns each step AI AGENTVerificationRe-checks each resultbefore it can ship DETERMINISTICHand-offOnly verified workreaches a person SPECIALIST AGENTS · ONE JOB EACH · WORKING IN PARALLEL Customer agentsServe customers from live data Analyst agentsWatch KPIs, trace each cause Data engineering agentsMap source changes, test pipelines WHAT EVERY AGENT WORKS WITH GuardrailsLimits, timeouts, escalation MemoryPast runs and feedback KnowledgePolicies, SOPs, past cases Tool callsScoped APIs and SQL Checked before it ships. Every result carries its evidence: the figures, the sources and the tool calls behind it. GOVERNED DATA · KPI CATALOG ↺ ITERATE UNTIL VERIFIED ASSIGNS RESULTS PREPARED WORK WRITE-BACK
Each run Trigger→ Plan→ Agents work in parallel→ Verify→ Approve→ Act→ Remember
Reference architecture. Tool names show typical choices; each deployment runs on the client's cloud and preferred stack. Rudder Analytics · Agentic AI
How the Agents Earn Trust

Built to Be Trusted With Real Work

A Job Description for Every Agent

Each agent gets a defined role: the systems it may read, the actions it may take and the limits it cannot cross.

  • Read and write access set for each system.
  • Daily task and spend limits.
  • Escalation to a named person above set thresholds.

Business effect: Predictable behavior that leadership can sign off.

Finance analyst agentPrepares month-end variance notes
Can use
ERP, read onlyInternal emailReporting warehouse
Cannot
Write to the ledgerEmail outside the company
Limits
Tasks today310 of 500
Personal dataMasked

Answers Grounded in Your Own Records

Agents read governed sources only: the warehouse, your policies and your past tickets. Every answer shows where it came from.

  • Sources cited with every answer.
  • Spreadsheet exports and stale copies blocked.
  • Personal data masked by default.

Business effect: A support lead can check each answer against the customer record and the returns policy.

Can order #51027 be refunded after 45 days?Asked by a support lead
Answer

Yes, as store credit. Loyalty members get store credit up to 60 days after delivery1. This customer joined the program in 20242.

Sources
  • 1Returns policy, SOP libraryGoverned
  • 2Customer record, data warehouseGoverned
  • Spreadsheet exportBlocked

Tested Before Release, Watched After

Each agent is tested on past cases against targets agreed with the business owner, then monitored for accuracy, cost and speed.

  • Targets set before the build starts.
  • Release only when every target passes.
  • Accuracy and cost reported every week.

Business effect: Risk controlled before any agent scales.

Release check: support agentTested on 2,400 past tickets
Ready
Against the agreed targets
Correct outcomeTarget 95%
Safe actionsTarget 100%
Cost per taskIn budget
Response timeUnder 30 s
Approval rules
Refunds under $200The agent actsRefunds over $200A person approves

Questions Leaders Ask

Asked before the first agent is planned.

Which work should go to an agent first?

Work that repeats, follows written rules and draws on more than one system. Discovery ranks each task by the value it would add to the business.

How long does the first agent take, and what does it cost?

It depends on the systems and the data involved. The plan sets the timeline and the cost before any build starts.

How is an agent's value measured?

Each use case is tied to a clear measure before the build: revenue per head, cost per transaction, risk reduction or cycle time. The agent then reports against it.

What does the business own at the end?

Clear ownership of each agent, its documentation for risk and audit teams, and a roadmap and budget for the agent platform.

Who builds and runs the agents?

One squad of data, ML and backend engineers, AI architects and domain leads. It takes each agent from the data to the approval and owns its reliability, performance and risk.

The Agents That Pay Back First

A strategy call maps where agents fit the business, and which ones to build first.

Revenue per headPreparation work moves to agents, and senior hours go to decisions.
Cost per transaction and riskReviews and checks run the same way every time, with a record.
Cycle timeCases and exceptions reach the right owner with a next step.