Lightbulb Custom AI Agents
Build a searchable reference library or give a specialist agent one clear job. Set the sources it can consult, the actions it may take and the decisions your team owns.
Project terms and handover
You can commission this work independently of Lightbulb Partners Agent. Before building, we agree who may access your data, how ownership and licensing work, and how your team will test and accept the handover.
How we scope an agent
Start with the specialist’s work.
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Agree on its remit
A finance agent might reconcile a payment. An adviser operations agent might assemble a review pack. Each needs a specific question, a clearly defined output and someone accountable for it.
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Give it the right context
Choose the policy version, records and source systems it may consult. We define which actions it may take and when incomplete or conflicting information needs a reviewer.
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Test the decision boundary
Your team supplies representative examples and we agree on expected results. Testing covers the ordinary cases and the exceptions that should stop the agent.
Illustrative workflow
What should an agent do with a $120 difference?
Invoice INV-1042 lists CAD 4,800. A payment of CAD 4,680 has arrived. In this fictional example, the finance agent assembles the records for the person who can resolve the difference.
Gather the permitted records
Find the invoice and the matching payment in the records the finance team has approved for this workflow.
Show the difference
Show the invoice amount, payment and $120 variance side by side. The records establish the arithmetic. The reason for the short payment still needs checking.
Hand the case to finance
The reviewer checks the source records and decides whether to query the payment or approve an adjustment.
Other applications
From finding an answer to preparing the work.
Search an internal knowledge library
Let a service team ask a question across approved manuals, procedures and supplier bulletins. Each answer links back to its source and flags a gap when the material does not settle the question.
Prepare a supplier research brief
Compare dated specifications with a buyer’s requirements and show the passages behind each finding. Flag contradictory or missing terms so a specialist can resolve them before a proposal goes out.
Coordinate work across specialists
A new customer request can require service history from operations and a payment check from finance. Separate agents prepare their permitted pieces of the case for a named person to decide the next action.
Project handover
Know what the agent is ready to do.
The proposed handover includes the agent’s instructions, permissions, acceptance tests and a guide for the person who owns the workflow. We agree on access, data handling and ownership before the build.
If staff and clients also need a shared place to manage the case, we can scope that interface alongside the agent.
Project enquiries
Which task would you trust an agent to prepare?
Send one example of the work, the sources your team relies on and the decision that must stay with a person. We’ll use it to define the agent’s scope and what a successful test would look like.