AI agent platforms and products: piazza blu to sovanta

piazza blu supports e-commerce companies from AI consulting through to the implementation of agents and workflows. The Cologne-based agency also develops its own platform, ATLANTE, for this purpose. According to the provider, this reads out the existing service landscape with read-only access and maps its state. The approach connects the technical inventory with the planning of specific AI applications. For a selection, it should therefore be clarified which systems ATLANTE can capture and which later agent actions are developed in addition.

Agent action / service

Explicitly offered implementation of agents and workflows; ATLANTE records the existing service landscape.

Integration

Clarify specific target systems in the project.

Controls and approvals

According to the provider, ATLANTE reads out the service landscape with read-only access.

Assessment

Worth considering as a project partner for retail companies with a grown shop and service landscape.

Question for your conversation

Which parts of our service landscape does ATLANTE capture, and which agent actions are specifically implemented from this?

• piazza blu, dein Digital Commerce Dienstleister ↗
• piazza blu, dein Digital Commerce Dienstleister ↗

Placetel AI supplements telephone availability with automatic appointment booking. The agent asks about the request, checks available time slots and enters the agreed appointment in a connected calendar. The product page names Google Calendar and Outlook as well as a subsequent confirmation. Companies define the conversation instructions and booking rules. The offer is of interest to businesses that want to add a clearly defined process such as consultation, callback or service booking to an existing telephony environment.

Agent action / service

Checks calendar availability and books an appointment during a phone call.

Integration

Google Calendar and Microsoft Outlook.

Controls and approvals

Booking rules and instructions are configurable; clarify further approvals before selection.

Assessment

suitable for service providers and sales teams with telephone booking enquiries.

Question for your conversation

How does the solution map our different appointment types, responsibilities and time buffers?

• Placetel AI Terminvereinbarung ↗
• Unternehmen und Standort ↗

Plancraft offers an AI reception for trade businesses, whose currently described focus is on call answering and contact management. The agent records requests, recognises existing customers and creates new contacts with the details from the conversation. Summaries support later handling in the office. In conjunction with plancraft, information can be used in the context of projects and orders. Further communication channels and appointment coordination are listed on the product page as upcoming extensions. The business itself decides on the next steps.

Agent action / service

Matches phone calls to existing contacts and creates new customer contacts automatically.

Integration

plancraft contact management and project/order context.

Controls and approvals

The business decides on the further handling of the requests recorded.

Assessment

Worth considering for trade businesses that need structured first contacts and customer data maintenance.

Question for your conversation

How are duplicate contacts prevented, and which data from a conversation then appears in the project?

• KI-Empfang by plancraft – Digitaler Empfang für dein Handwerksbüro ↗
• Impressum der Handwerkersoftware plancraft ↗

praedicto develops agents with access to company systems and at the same time offers its own AI platform. Projects can be implemented on this platform or as a standalone application. The scope of services includes the selection of suitable tasks, prototypes, knowledge bases and automations. The platform combines research and data analysis with the creation of office files. For autonomous functions, the team defines with the client which steps are permitted without a query and where humans approve.

Agent action / service

Develops agents with system access and automated workflows.

Integration

Own Praedicto platform or standalone application; specific business systems depending on the project.

Controls and approvals

Action limits and human approvals are defined.

Assessment

Worth considering for companies with custom agents and an AI workplace as a conversation partner.

Question for your conversation

Which actions may the agent carry out without approval?

• KI-Beratung & Umsetzung – Praedicto ↗
• Impressum – Praedicto ↗
• Praedicto – KI-Beratung und sichere KI-Plattform aus Heidelberg ↗

PraxiPal sets up the AI receptionist Luna for medical and therapeutic facilities. With connected practice software, she can check, book and reschedule available appointments. Without this connection, the scope of services differs accordingly. The website also describes the recording of prescription requests and the prioritisation of incoming requests. PraxiPal handles integration, configuration and support after activation. In the introductory conversation, the specialty, appointment types, existing software and special requirements are recorded so that the telephone flows fit the practice's rules.

Agent action / service

Checks availability and books or reschedules appointments directly in the connected PVS.

Integration

PVS integration depends on the chosen product and the practice software.

Controls and approvals

The practice determines the rules; supported configuration and optimisation after launch.

Assessment

Worth considering for practices that need a supported introduction of a telephone reception.

Question for your conversation

Which functions are available with our PVS in Telefon Pro, and which remain reserved for the team?

• Luna. Die KI-Rezeptionistin für Ihre Praxis ↗
• Impressum ↗

PraxisConcierge records calls in medical facilities and sorts them by request, such as appointment request, prescription or callback. With selected practice management systems, callers can book appointments directly. The provider also describes the transfer of communication information to the digital patient file and the supplementing of requests with existing patient data. The team then processes the collected cases by telephone, e-mail or SMS. Reminders and planned contact with patients are offered as further processes.

Agent action / service

Books appointments where PVS integration is supported and documents communication in patient records.

Integration

Selected PVS; e-mail, SMS and telephone feedback.

Controls and approvals

Sorted cases for handling by the practice team; PVS functions only with supported systems.

Assessment

Worth considering for practices that need structured patient enquiries and a link to patient records.

Question for your conversation

What data does PraxisConcierge read and write in our PVS, and how are the accesses traced?

• PraxisConcierge: KI-Telefonassistent für Arztpraxis & MVZ ↗
• Impressum - PraxisConcierge ↗

Precoro integrates specialised agents into purchasing. The intake agent creates a purchase requisition from a message and matches it against catalogue, contracts and rules. A matching agent assigns invoices to the corresponding orders. Decisions are logged with a justification and a confidence score and can be overridden. The German product page still labels automatic purchasing, approval and payment agents as announced. Companies should therefore test the steps already available against their own procurement process.

Agent action / service

Creates purchase requisitions from messages and assigns invoices to matching orders.

Integration

Precoro procurement data, suppliers, contracts and orders; ERP connectors depending on the project.

Controls and approvals

Policy-driven execution, overridable decisions and exportable decision logs.

Assessment

Worth considering for purchasing teams with many recurring requisitions and invoice matching.

Question for your conversation

Which of the agents required are already available in production, and which are still on the roadmap?

• Precoro AI Crews ↗

PSI Technics combines industrial process automation with its own mupudia AI suite. The product mupudia GAIN offers specialised agents for business workflows, including procurement, order processing and quality processes. Knowledge management and search complement the automation. The company from Winningen also supports data analysis and integration into existing processes. For a selection, businesses should look at a complete case and check which actions the agent carries out itself and at which points a confirmation remains necessary.

Agent action / service

mupudia GAIN enables ticket creation, approvals and e-mail drafts directly in the assistant.

Integration

mupudia GAIN within the mupudia AI suite; business systems depending on the project.

Controls and approvals

Role-based access control; on-premises, hybrid or cloud operation.

Assessment

Worth considering for companies with agents in the mupudia AI suite as a conversation partner.

Question for your conversation

Which actions does a mupudia GAIN agent carry out in our specific business system?

• PSI Technics – KI, Automatisierung & Prozessoptimierung ↗
• Impressum | PSI Technics GmbH ↗
• mupudia GAIN – Enterprise AI & Wissensmanagement | PSI Technics ↗

Qauf bundles several specialised agents for B2B sales in the German-speaking market. A research agent searches for suitable companies and contact persons, and further agents assess signals, prepare cover letters and conversation guides or remind of next steps. Contacts found are kept in a separate pipeline; existing lists can be imported. In the workflow described, making contact remains a task for staff. The product should therefore be classified as a research and sales assistant with tool access, not as a fully autonomous salesperson.

Agent action / service

Researches contacts and buying signals and consolidates the leads found in the company’s own sales pipeline.

Integration

Own contact management and pipeline; import of existing contact lists.

Controls and approvals

In the documented workflow, staff take care of sending and calling.

Assessment

relevant for individual B2B sales staff who want to combine research and conversation preparation.

Question for your conversation

How can the work of several individual accounts be reconciled with our shared CRM pipeline?

• KI-Agenten für B2B-Vertrieb ↗
• Unternehmen und Standort ↗

Qlik uses agents in data integration and data management. They create pipelines, generate data quality rules and support the creation and maintenance of data products. A further agent classifies data holdings and documents terms in the catalogue. The German offer page links these functions with Qlik Talend Cloud and the MCP server. For teams with extensive data flows, what matters above all is which changes to the generated code remain traceable and how automatically created quality rules are checked for business suitability.

Agent action / service

Generates data pipelines, creates data quality rules and manages data products.

Integration

Qlik Talend Cloud, MCP, AWS, Snowflake and Databricks.

Controls and approvals

Control over generated code, governance and insight into reasoning logs.

Assessment

Worth considering for companies that regularly build and operate data pipelines.

Question for your conversation

How can proposed quality rules be tested against known error cases before they are adopted?

• Agentic Data Engineering ↗

quoroAI sets up telephone assistants and supports their calendar integration. The assistant offers free times from Outlook or Google Calendar and books only after the caller's express confirmation. If a calendar cannot be reached or a necessary detail remains uncertain, it instead records a request for the team. Existing appointments can be changed after the booking data has been matched. The offer is thus of interest to businesses looking for a supported booking process with defined limits and exceptions.

Agent action / service

Books, reschedules and cancels appointments in approved calendars.

Integration

Outlook/Microsoft 365 and Google Calendar; individual industry software by arrangement.

Controls and approvals

Booking requires an explicit yes; unclear details or missing calendar access lead to a handover.

Assessment

suitable for businesses that want to commission the setup and ongoing support of telephone booking.

Question for your conversation

Which booking attributes are checked before an existing appointment may be changed?

• Betreuter KI-Telefonassistent ↗
• Unternehmen und Standort ↗

remberg integrates AI agents directly into its maintenance software. They structure fault reports, prepare work orders and transfer technicians' feedback into orderly documentation. The existing asset, order and spare part data provide the context for this. In addition, custom agents can be configured for specific flows. Technical and safety-relevant decisions remain with specialist staff. The offer is particularly interesting for companies that already organise their maintenance in remberg or want to introduce a corresponding system.

Agent action / service

Preparation of reports and orders as well as structured documentation in the CMMS.

Integration

Direct integration into remberg with assets, orders, parts and tickets.

Controls and approvals

Humans review and approve; technical decisions remain with the technician team.

Assessment

Relevant for maintenance teams with many reports and documentation tasks.

Question for your conversation

Which fields does the agent edit, and how is a change made visible before approval?

• Agentic CMMS: KI-Agenten für die Instandhaltung ↗

With LEA Dynamic Intelligence, Reply offers an agent solution for operational supply chain and warehouse processes. It is embedded in the LEA software from Logistics Reply and combines specialised agents with a model for their authority. The service description refers to real execution situations such as changing priorities and limited resources. When selecting, the relationship to the existing warehouse and supply chain software should be the main focus; general agent development is therefore not automatically documented for every target system.

Agent action / service

The LEA agents can create tickets, update ABC classifications and check, book and change ramp appointments.

Integration

Native integration into LEA Reply.

Controls and approvals

The AI Agent Authority Model assigns autonomy levels to organisational maturity and defined guardrails.

Assessment

Suitable for review for companies with specific warehouse and supply chain processes.

Question for your conversation

Which agents are available for the LEA version in use, and which actions need an approval?

• LEA Dynamic Intelligence | Logistics Reply ↗

Resmio supplements its reservation system for restaurants with an AI telephone assistant. The agent checks current table availability and transfers reservation requests into the digital reservation book. If the times requested are booked, it can suggest alternatives. It works with the restaurant information stored and is also reachable outside opening hours. For comprehension problems and other matters that cannot be resolved, fallback routes can be defined, for example a different business number or a recorded message. The business continues to see reservations in the existing system.

Agent action / service

Checks table availability and enters telephone reservations in the resmio system.

Integration

resmio reservation book and existing phone number.

Controls and approvals

Configurable fallback routes for comprehension problems, forwarding or message recording.

Assessment

Worth considering for restaurants with resmio as an additional reservation channel.

Question for your conversation

How does the telephone assistant take into account table combinations, blocked times and reservations from other channels?

• Telefonassistent für Restaurants » Mehr Zeit für Gäste » resmio ↗
• Impressum » resmio ↗

Rinqo sets up telephone agents that take hotel enquiries and, after a corresponding system integration, look up availability. The hotel page names open interfaces from Apaleo and Mews for this. Travel period, room category, number of people and contact details are recorded and passed on to reception. Binding hotel bookings and changes in the booking system remain with the team in this flow. Complaints and special requests can be forwarded. Call transcripts are available in the dashboard so that staff can check the details and complete the enquiry.

Agent action / service

After setup, queries availability via PMS interfaces and hands over structured reservation requests.

Integration

Apaleo and Mews via open interfaces; existing telephony and own dashboard.

Controls and approvals

Reception confirms hotel bookings; no changes in the booking system; forwarding and call transcripts.

Assessment

Worth considering for hotels that want system queries and deliberate manual booking approval.

Question for your conversation

How current is the availability retrieved, and how is each enquiry tracked until confirmation by reception?

• KI-Telefonassistent für Hotels, rinqo ↗
• Impressum, rinqo ↗

RSG AI sets up telephone agents for companies and, for hotels, describes the integration with the existing property management system. The agent is meant to check room availability, handle bookings and answer recurring questions. The offer includes configuration for the respective business and the connection to existing telephony. Multilingual conversations are provided for. For a hotel project, the PMS interfaces actually supported, the binding booking rules and the handover of special guest requests in particular must be defined together.

Agent action / service

Develops and configures telephone agents with PMS queries and booking flows.

Integration

Integration of existing telephone systems and PMS after individual setup.

Controls and approvals

Clarify approvals and permissions before selection.

Assessment

Worth considering as an implementation partner for hotels with a specific need for telephone booking automation.

Question for your conversation

What write permissions does the agent receive in the PMS, and how are special rates and group enquiries handled?

• KI-Telefonassistent für Hotels – 24/7 Reservierung | RSG AI ↗
• Impressum | RSG AI ↗

Safina takes telephone requests and can check free times in connected calendars. The provider distinguishes between a direct appointment booking with an invitation and sending a booking link by SMS. This allows the flow to be adapted to the level of commitment desired. For comparison, it should be clear whether a call already creates a booked appointment or only leads to later self-booking. The direct booking function is of interest to smaller teams with clear calendar responsibilities.

Agent action / service

Checks calendar times and books directly on request; alternatively, the assistant sends a booking link.

Integration

Google Calendar and Microsoft calendar.

Controls and approvals

Direct booking and sending a link are different configurable flows.

Assessment

suitable for smaller service businesses with frequent telephone enquiries.

Question for your conversation

Which appointment types are booked directly, and when do callers merely receive a link?

• Safina KI-Telefonassistent ↗
• Unternehmen und Standort ↗

Agentforce links AI agents with the actions and business processes of a Salesforce environment. The documentation distinguishes prebuilt and custom actions that, for example, trigger a flow or call Apex code. Order status, returns and sales e-mails are described, among other things, as cases. For the selection, what is decisive is which existing CRM processes are actually connected and how far an agent may intervene in customer cases. The scope of functions depends on the specific configuration.

Agent action / service

Agentforce carries out defined actions such as flow calls, Apex functions or order processing steps.

Integration

Salesforce Flow and Apex; additional applications via specifically developed actions.

Controls and approvals

Clarify approvals and permissions before selection.

Assessment

obvious platform option for companies whose service and sales processes already reside in Salesforce.

Question for your conversation

Which existing flows can be used, and which new actions or permissions are required?

• Agentforce-Funktionalität kennenlernen ↗

SAMD Solutions develops agents for inboxes, technical documentation and service cases. They read information from several systems, recognise missing details and prepare tasks or replies. The provider brings experience from electronics, embedded software and machine data. Custom agents also run in the aiyomo platform for insurance brokers. The company describes permission checks before actions, an action log and confirmation by humans before consequential changes.

Agent action / service

Agents read mailboxes, search inspection reports, create tasks and consolidate information on faults.

Integration

Microsoft 365, Teams, Zoom, CRM, ERP, databases as well as machine and sensor data via interfaces.

Controls and approvals

Confirmation before sending, changing or deleting; permission checks and audit; pseudonymisation before external models.

Assessment

Worth considering for industrial companies with service and documentation processes as well as insurance brokers.

Question for your conversation

How are machine messages and technical reports turned into a service case and approved before a change?

• SAMD Solutions | Individuelle Agenten für Büro und technische Abläufe ↗
• SAMD Solutions | Impressum ↗

Samedi offers a telephone assistant that takes patient enquiries and arranges appointments in its own calendar. Confirmed bookings appear there in real time. The product page also describes the handling of appointment changes and cancellations as well as the structured recording of important patient data. Practices decide whether the assistant asks for a preferred appointment or offers the next free appointment. The offer thus supplements the existing appointment organisation with a voice channel, whose specific rules should be coordinated with the previous booking processes before launch.

Agent action / service

Transfers confirmed telephone bookings to the samedi calendar in real time.

Integration

samedi calendar and associated appointment management.

Controls and approvals

The practice determines the flow of appointment proposals and the booking logic.

Assessment

Worth considering for existing samedi users with many telephone appointment requests.

Question for your conversation

Which appointment types, changes and cancellation deadlines are approved in the telephone assistant?

• KI-Telefonassistent für Arztpraxen, MVZs und Krankenhäuser ↗
• Impressum - samedi ↗

With Joule Agents, SAP offers prebuilt agents for business processes and, with Joule Studio, an environment for custom agentic solutions. The agents carry out multi-step tasks in SAP and connected non-SAP systems. SAP describes, among other things, procurement flows and the use of business process context. For companies with an SAP landscape, existing data models and process rights are essential selection questions. Prebuilt agents and custom development should be shown separately in the offer.

Agent action / service

Joule Agents use tools and coordinated work steps for processes in SAP and non-SAP systems.

Integration

SAP applications, SAP Business Data Cloud and documented MCP and A2A connections.

Controls and approvals

SAP describes central governance and authorised, traceable actions with human oversight.

Assessment

particularly relevant for extending existing SAP business processes.

Question for your conversation

Which agents are available for the SAP versions in use, and what adjustments does the specific process need?

• Joule Agents und Joule-Assistenten ↗
• SAP SE Impressum ↗

SAS combines agents with data, analytical models and business decision logic. With Viya and the Agentic AI Accelerator, multi-step flows can be created, deployed and monitored. Via the Viya MCP Server, agents can prepare data, run models, evaluate results and trigger decision processes. Fields of use named range from supply chains to risk checks. The platform is therefore of interest above all where an agent is meant to build on existing analytics and clearly defined business rules.

Agent action / service

Prepares data, runs analysis models and triggers defined decision processes.

Integration

SAS Viya, SAS Agentic AI Accelerator, Viya MCP Server and existing data and decision models.

Controls and approvals

Guardrails, explainability, auditability and human oversight.

Assessment

Worth considering for companies with existing SAS models and rule-bound business decisions.

Question for your conversation

Which model calls and follow-up actions may agents trigger within our existing decision rules?

• SAS Agentic AI ↗
• SAS Deutschland ↗

ScaleTalk offers both a self-service platform and supported projects for AI phone agents. Companies choose templates and set up tools for calendars, call forwarding and API calls. The agent can book appointments, qualify prospects and send call outcomes to other systems by webhook. Companies' own documents and website content serve as the knowledge base. Existing phone numbers are connected via SIP, or new German numbers are provided. For custom projects, ScaleTalk describes design, testing and ongoing operation by a project team.

Agent action / service

Calls APIs during the conversation, books appointments and sends results by webhook.

Integration

API requests, webhooks, SIP trunk; Microsoft Bookings in a published customer example.

Controls and approvals

Own tests and administration in self-service; project-based testing for supported implementation.

Assessment

Worth evaluating for companies with API-based phone processes and varying set-up needs.

Question for your conversation

Which actions may be carried out during the call, and how are they tested before launch?

• ScaleTalk – KI-Telefonassistent für Unternehmen ↗

ScaleWise implements specialised agents and custom AI applications for companies. The cloud solution on offer includes agents for customer service, accounting, HR and sales with API integration into CRM, e-mail and ERP. For further tasks, the company develops its own applications and automated workflows. n8n, Make and Zapier are named as technical routes. Implementation includes testing, introduction and handover. Companies should separate the functional scope of a preconfigured agent from additional developments needed within the offer.

Agent action / service

Implements specialised agents with CRM, e-mail and ERP integration.

Integration

n8n, Make, Zapier and CRM, e-mail and ERP APIs; DATEV, SAP, Lexware and Salesforce in the integration portfolio.

Controls and approvals

Testing, documentation, training and handover are offered.

Assessment

Worth evaluating as a conversation partner for companies with specialised agents and custom AI apps.

Question for your conversation

Which agent actions are preconfigured and which have to be developed individually?

• KI-Implementation | ScaleWise ↗
• Impressum | ScaleWise ↗

Scheer PAS combines workflows, data, APIs and AI agents in one platform. The offer is aimed at companies that want to build agents into existing processes and coordinate their execution across several systems. The platform includes integration functions, API management and the connection of AI models. MCP serves as the link to agent tools. Human control and observability are part of the architecture described. Before choosing, the provider should demonstrate a complete process with error handling and the intended checkpoints.

Agent action / service

Orchestrates AI agents and workflows across connected APIs and systems.

Integration

API management, AI model connection and MCP; clarify specific ERP or CRM systems in the project.

Controls and approvals

The platform describes observability, governance and human control of autonomous processes.

Assessment

Worth evaluating as a platform provider for companies with integration needs across several applications.

Question for your conversation

How are agent actions, classic process steps and human approvals logged in one shared process?

• Scheer PAS: Agentic Process Orchestration ↗
• Scheer PAS: Agentic Process Orchestration auf Deutsch ↗

SEEBURGER extends its Business Integration Suite with agents that use existing integration functions as tools. They can classify information in the process context and carry tasks forward across several steps. Teams define goals, limits and expected results. The platform also shows which tools were used and which processing steps were carried out. The offer is particularly relevant as a basis for discussion when many enterprise systems are already connected and exceptions have so far been handled manually across several applications.

Agent action / service

Agents use existing integration logic and MCP-connected services to continue multi-step processes.

Integration

SEEBURGER Business Integration Suite, reusable integration logic and MCP.

Controls and approvals

Defined goals and limits as well as traceable tool use and processing steps.

Assessment

Worth evaluating as a platform provider for companies with existing integration processes and frequent exceptions.

Question for your conversation

Which existing integrations may an agent call, and how can we limit its permitted actions per process?

• Agentic AI in der Business Integration Suite ↗
• SEEBURGER: Impressum ↗

SendRad offers an AI sales agent for enquiries via WhatsApp, Instagram and Messenger. The product answers incoming messages, asks questions to qualify them and can book a suitable appointment in Google Calendar. Following up on conversations that are still open is also part of the process described. The focus is on sales dialogues that begin via social channels or messengers. When choosing, it should be checked which handover rules apply if a contact needs individual advice or a binding quotation.

Agent action / service

Qualifies messenger enquiries, follows up and books consultation appointments.

Integration

WhatsApp, Instagram, Messenger and Google Calendar.

Controls and approvals

Rules determine booking and notification; employees can take over a thread with its context.

Assessment

of interest for consulting and service offers with incoming messenger leads.

Question for your conversation

How is a contact with an individual price or contract request handed over to our team?

• KI-Vertriebsagent ↗

Serrala offers specialised AI agents for tasks in accounts payable and accounts receivable. In incoming invoice processing, they support account assignment, matching and the handling of exceptions. The product page also describes agents that investigate unallocated payments and suggest suitable allocations. Depending on the product, the offer can be used in the cloud or in SAP. Finance teams should record precisely which steps are only prepared and for which posting or payment transactions automatic execution has been agreed.

Agent action / service

Agents reconcile invoice and order data, supplement details and analyse unallocated payments.

Integration

Cloud or SAP integration depending on the product.

Controls and approvals

Clarify approvals and permissions before selection.

Assessment

Worth evaluating as a product provider for mid-sized and larger finance departments with many reconciliation cases.

Question for your conversation

Which suggestions remain subject to review, and which account assignment, posting or payment steps are actually executed automatically in our product?

• Agenten für Kreditoren- und Debitorenprozesse ↗
• Serrala: AR Automation mit Agentic AI ↗
• Serrala: Impressum ↗

ServiceNow describes an agent environment in which roles, tasks and executable tools are put together. These include flow actions, scripts and record operations alongside knowledge retrieval. The documentation mentions IT operations such as the handling of incidents and requests. The offer is thus aimed at companies that want to add AI steps to ServiceNow processes. Which actions are available depends on the release in use and the configured applications.

Agent action / service

Agents use flow actions, scripts, subflows and record operations to handle ServiceNow cases.

Integration

ServiceNow flows, records, scripts and knowledge sources.

Controls and approvals

Check roles, agent settings and specific approval paths in the release in use.

Assessment

suitable for extending existing IT service and internal service processes in ServiceNow.

Question for your conversation

Which changes to incidents or requests may the agent carry out, and how are exceptions handed over?

• KI-Agenten erstellen ↗

Serviceware combines AI agents with the workflow functions of its service platform. The agents are meant to handle related service processes across departmental and system boundaries and to react to new events. The provider describes a step-by-step introduction: at first, agents obtain feedback from service staff; later, their scope for action can be extended. This makes the transition from supported to more automated processes the central point of selection. Which specific tickets or orders may be completed without further enquiry must be defined for the process concerned.

Agent action / service

Agents control multi-step service processes within the platform and its workflows.

Integration

Serviceware platform with workflow functions; clarify specific target systems in the project.

Controls and approvals

Step-by-step extension of autonomy after initial feedback from service staff.

Assessment

suitable for companies that want to connect agents with central service management.

Question for your conversation

How is the switch from suggestion mode to independent execution technically approved?

• Agentic AI & Automatisierung ↗

With the Eigen Engineering Agent, Siemens offers an AI solution for tasks in automation engineering. The agent works in the TIA Portal and takes the existing project context into account. It can create or modify PLC code and handle tasks in visualisation and device configuration. Its introduction was announced as available in April 2026. The area of application is therefore mainly engineering. For use, supported project versions, validation and the technical acceptance of the changes are decisive.

Agent action / service

Editing of PLC code, HMI visualisation and device configuration in the engineering project.

Integration

TIA Portal with project structures, blocks and parameters.

Controls and approvals

Validation of results before review by the engineer.

Assessment

Relevant for industrial engineering teams with TIA Portal projects.

Question for your conversation

Which changes can the agent carry out in our TIA version, and how is approval given before they are adopted?

• Siemens bringt Eigen Engineering Agent auf den Markt ↗

simpli.bot combines the AI sales assistant Eva with the design of the sales process. The Bielefeld company addresses businesses whose prospects need a conversation or an appointment before buying. Eva picks up incoming enquiries, qualifies prospects and guides them to making an appointment. The introduction includes working out the conversation flow together and improving it on the basis of real cases. The company's own sales team then takes over the advice or the closing with the information prepared.

Agent action / service

Qualify prospects in dialogue and arrange consultation appointments.

Integration

WhatsApp is named as a communication channel; clarify calendar and CRM integration before choosing.

Controls and approvals

Joint design of the conversation process and regular review during the introduction.

Assessment

Worth evaluating for companies with their own sales team and many incoming advisory enquiries.

Question for your conversation

How does Eva hand qualification information and appointment bookings over to our sales team, and when does a person take over?

• KI-Vertriebsmitarbeiterin für Anfragen, Qualifizierung und Termine | simpli.bot ↗

Simplifai offers an agent tailored to claims processes. It takes in reports, requests missing information and prepares cases for claims handling. The product description extends to payment and closing processes; which of these actions are permitted depends on the deployment. As control options, Simplifai names logs and human intervention. The link to the German market is evidenced by the partnership with PTA for insurers in Germany. For interested parties, a clearly delimited type of claim and defined handover points are a sensible starting point.

Agent action / service

Supplements claims with missing information and supports processing, payment and closure.

Integration

Integration into claims processes; clarify specific insurance and payment systems in the project.

Controls and approvals

The provider describes audit trails and the option to intervene during the process.

Assessment

specialised candidate for insurers with recurring claims processes.

Question for your conversation

Which payments or closing decisions must remain with our claims handlers?

• AI Agent for Insurance Claims | Simplifai ↗
• PTA und Simplifai gehen strategische Partnerschaft ein ↗

With Sina, Sinalis offers a phone agent for medical practices. It takes in enquiries, assigns appointments and handles postponements or cancellations in the connected calendar. Prescription requests, callbacks and other matters are forwarded to the responsible person and documented in the practice workflow. The website names T2Med, samedi, GDT and Close as existing integrations. Outbound reminders and planned contact attempts are also described. Set-up is carried out together with the practice so that appointment types and conversation rules fit the existing operation.

Agent action / service

Books, reschedules and cancels appointments; documents cases and forwards prescription and callback requests.

Integration

T2Med, samedi, GDT, Close and calendar tools.

Controls and approvals

Joint configuration of practice-specific rules; escalation processes for relevant matters.

Assessment

Worth evaluating for practices with suitable interfaces and a need for inbound and outbound phone processes.

Question for your conversation

How are contact lists, appointment rules and escalations approved for outbound reminder calls?

• Sinalis | KI-Assistent für Patientenkommunikation ↗
• Impressum | Sinalis ↗

With sona, Sipgate offers phone agents for small and medium-sized companies. They can book appointments, check orders and change data in connected systems. The product page shows, for example, an address change with a contact query and a stored field value. Tools are connected via MCP, APIs or webhooks. Existing phone systems can be used by forwarding; with sipgate, the integration takes place in the existing routing. Companies decide when the agent takes over and which knowledge and conversation flows it uses.

Agent action / service

Books appointments, checks orders and updates approved fields in connected systems.

Integration

cal.com; MCP, APIs and webhooks for HubSpot, Zoho, Pipedrive, Shopify and Zendesk, for example.

Controls and approvals

Predefined playbooks and configurable operating hours in the routing.

Assessment

Worth evaluating as a platform for SMEs with specific phone and data maintenance tasks.

Question for your conversation

How do we limit write permissions for address changes and verify the caller's identity?

• sona , Gute Gespräche. Einfach gemacht. ↗
• Impressum: sipgate GmbH, Gladbacher Str. 74, Düsseldorf ↗

Smao offers a platform for phone agents and is also aimed at IT system integrators that want to offer the solution under their own brand. Calls are handled on the basis of approved information. Results can be passed on in structured form to CRM, calendars, ticketing systems or other processes. As an example, the provider names the classification of IT service requests followed by ticket creation. Cloud operation and projects on the customer's own infrastructure are offered separately. A handover to employees is provided for unclear cases.

Agent action / service

Classifies service requests and creates or hands over structured cases to ticketing systems and workflows.

Integration

CRM, ticketing systems, calendars, SIP trunk and call diversion; specific interfaces after selection.

Controls and approvals

Approved knowledge, role permissions and human takeover in case of uncertainty.

Assessment

Worth evaluating for IT system integrators and service organisations with structured follow-up processes.

Question for your conversation

How are ticket categories, permissions and feedback from our service system taken into account in the agent?

• KI-Telefonassistent: Dein Team arbeitet. smao antwortet. ↗
• Impressum | smao GmbH, Berlin & Lörrach ↗

Smart KI Solutions combines phone, website, e-mail and operational processes in its own platform. The agents on offer classify enquiries, prepare tickets, book appointments and maintain customer information. For quotations and replies, drafts with human review are provided. The company from Quickborn tailors the solutions to its customers' existing processes. It describes in particular detail how calendar, CRM, service handling and a knowledge base that is extended under control work together.

Agent action / service

Agents book, reschedule or cancel appointments, update CRM data and prepare support tickets and offer PDFs.

Integration

Microsoft 365, Outlook, Google Calendar, Teams; CRM and ERP integration per project.

Controls and approvals

Human approval of knowledge entries and quotation drafts; activities in the central dashboard.

Assessment

Worth evaluating for SMEs with connected enquiry, appointment and service processes.

Question for your conversation

Which actions does the agent write directly into our CRM, and which initially remain a draft awaiting approval?

• Smart KI Solutions | KI-Agenten und Unternehmensplattform ↗
• Smart KI Solutions | Impressum ↗

In Commerce Studio, SNAIC offers agentic workflows for product data. Retailers and manufacturers can ask questions via an AI chat, change classifications or trigger new processing steps. The solution structures items, variants and components and creates channel-specific content. ERP and PIM are connected for the data flow. Human approvals are provided before data and content are adopted. In addition, the Kiel company takes on data modelling, configuration and, where required, ongoing data and content processes.

Agent action / service

The AI agent changes product assignments and starts the generation of product descriptions within the commerce workflows.

Integration

ERP, PIM, sales channels and internal data sources via APIs and mapping.

Controls and approvals

Quality gates, human approval, roles and permissions, monitoring and traceable processing.

Assessment

Worth evaluating for retailers and manufacturers with many product variants and several sales channels.

Question for your conversation

Which changes may the agent prepare in the PIM, and how is approval organised for each sales channel?

• SNAIC | Commerce Studio mit Agenten für Produktdaten ↗
• SNAIC | Commerce Studio mit Agenten für Produktdaten ↗
• SNAIC | Impressum ↗

sovanta develops SAP agents and shows specific use cases in its own directory. These include the automatic creation of structured ServiceNow incidents from SAP Joule, the analysis of SAP error logs and the clarification of unpaid payment reminders. The AI Factory supports implementation from requirement to deployment. Companies can thus choose an existing use case as a starting point. Before commissioning, they should check which adjustments to data, permissions and business processes are necessary for their own landscape.

Agent action / service

Develops agents that, among other things, create ServiceNow incidents and involve contact persons to clarify payment reminders.

Integration

SAP Joule, SAP S/4HANA, SAP CPI and ServiceNow depending on the agent.

Controls and approvals

Clarify approvals and permissions before selection.

Assessment

Worth evaluating as a development partner for companies with SAP and adjacent service or finance processes.

Question for your conversation

Which accesses does the selected agent need in SAP and ServiceNow, and how is the correct handover between the two systems checked?

• SAP-Agenten und individuelle Agentenentwicklung ↗
• sovanta AI Factory und Agent Call ↗
• sovanta: Impressum ↗