A Mojeep Business Agent is an employee-facing role that helps a team use permitted knowledge and business records to answer a question or prepare an action. Its primary user is an authorized employee rather than a customer contacting an external service channel. Unlike a fixed automation, the conversation can clarify a request before selecting an appropriate registered tool.
Start by defining the job: which information the employee needs, which tools may be used, and which changes require approval. A tool existing in the platform does not mean it is enabled for every agent. Organization policy and the current user context must permit the operation. Review the agents product and knowledge base before selecting a bounded first workflow.
From an employee question to a reviewable action
Authorized employee → clear request → permitted knowledge and context → approved lookup or tool → result or approval request → human decision when required. For example, an employee asks about a customer. The agent searches eligible records, summarizes available interactions, and proposes a specific update. If the enabled update tool requires approval, the change waits for the responsible approver. A suggestion is not a commitment on behalf of the business.
Knowledge and business context
Permitted tools can retrieve a customer profile or interaction timeline, search customer and account records, and look up product or price information through specific functions. This context helps an employee understand a request before acting. Available fields depend on the role and tool. This is neither unrestricted database access nor access to another organization. Connect the workflow to CRM and identify the records the team actually needs.
Tools, automation, and approvals
Reading and changing information are different operations. Begin with lookup tools, then add specific supported actions when needed. Execution depends on tool enablement, permissions, and approval policies, with execution records available for review. Use automation to connect events to configured steps. Do not assume an agent can freely invoke any workflow or integration. Check integrations before promising an external action.
Where does agent authority stop?
The role does not grant administrative authority, permission changes, or the ability to bypass approval decisions. Missing evidence, conflicting records, and unauthorized changes require employee verification or referral to the responsible person. Start with a task such as summarizing customer context or finding an approved policy, then test answer quality and refusal of prohibited actions. Readiness depends on your organization configuration; this page explains capabilities without asserting they are enabled for every account.
Start with a suitable workflow
Define the task, tools, and knowledge source with your team, then test permissions and handoff before rollout. Request a demo to discuss a configuration for your organization or review pricing.
Frequently asked questions
Can a Business Agent change any business record?
No. It can use only enabled and permitted tools, and some changes require human approval. A rejected action must not be presented as completed.
Is the Business Agent a separate platform?
It is an agent role within Mojeep configured for employee tasks and organization context. Available tools depend on configuration and permissions.