Everything you need to delegate safely to AI agents
Smarties steps in at three points: before, to triage what comes in; during, to govern what your agents do; after, to report, roll back and learn.
Smarties · Before
Triage what comes in
Smart triage
Emails, documents and forms are classified and prioritized on arrival, with over 99% accuracy on our first agent in production.
Routing to the right agent
Each task goes to the agent with the role and access to handle it, and to no other.
Rules before AI
Simple cases are handled by your rules, without AI: faster, more predictable and free. AI only handles the rest.
Smarties · During
Govern what agents do
Per-agent permissions
Each agent gets only the access it needs: read-only, draft, act. Keys and passwords stay inside Smarties, never inside the agent.
Human in the loop
Emailing a client, paying an invoice, deleting a file: you decide which actions wait for your go-ahead. Approve in one click.
Full audit trail
Every read, action and refusal is logged with its context. Find out in seconds who did what, and why.
Local or cloud AI
By default AI runs on hardware in Quebec. For heavier tasks, switch on a cloud engine agent by agent.
Smarties · After
Report and improve
Reports
A clear summary of what each agent did, what is waiting for your decision and what was refused.
Rollback
Not happy with an action? Undo it where the tool allows it: draft withdrawn, filing restored, label removed.
Continuous training
Your approvals and corrections feed the triage and the agents: every decision makes the next one better.
Smarties · Tasks
Recurring tasks, prepared in advance
Automatic collection
The task gathers its inputs: emails, Drive or Dropbox files, QuickBooks reports. Every input is frozen with its hash.
Proposal with evidence
The exact list of actions, the checks (totals, duplicates, period complete) and each value’s origin: read, rule, suggested or manual.
Firm approval and client request
The firm always approves. The client, if you turn it on, receives a draft from your mailbox; the reply is matched to the run.
Delivery, report, rollback
Files dropped in the right place under the right name, a run summary, and a rollback approved like a proposal.
Foundations
What holds it together
Orchestration
One gateway for all your agents: Smarties chains steps and keeps two agents from stepping on each other.
Connectors
Gmail, Microsoft 365, QuickBooks, Google Drive, Dropbox, OneDrive. Portal steps (AccèsD, Revenu Québec, CRA) become guided manual actions with proof.
Law 25 built in
Consent, incident log, limited retention and data export: the compliance tools are ready from day one.