Consulting

AI Agent Consulting - We Build Agents That Deliver Real Work, Not Just Conversations

Launch content-grounded AI assistants with governance baked in. We co-design pilots, deploy them in weeks, and leave you with the playbooks to scale across sales, support, and operations.

Waybeam consultants reviewing DPIA-ready analytics with a holographic AI copilot

66%

of companies see higher productivity after shipping AI agents

Source: pwc.com

73%

of execs say governed agents are this year's competitive edge

Source: pwc.com

83%

of employees want AI to elevate - not replace - their work

Source: blog.workday.com

research insights

Important moments from the consulting research

We translated gaps, differentiators, and EU buyer expectations into the structure of this page so stakeholders instantly see what matters.

Strategic partner gap

Waybeam's site talked about speed and governance but not the consulting muscle EU buyers expect. This page reframes the brand as the team that guides AI agent rollouts end-to-end.

European trust mandate

Regulated EU/UK teams need proof of GDPR-ready hosting, DPIA support, and human-in-the-loop guardrails. We lead with those controls across the copy and CTA.

Outcome-first storytelling

Research calls for specific ROI stats instead of hype. Every section cites adoption data, deflection rates, or lead lifts sourced from pwc.com, blog.workday.com, and microsoft.com.

Multi-team blueprint

Customers don't want point-solution bots. We show how pilots scale across sales, support, education, retail, compliance, and IT using one governed platform.

Outcomes

Key benefits Waybeam delivers

Grounded in pwc.com, blog.workday.com, and microsoft.com research plus hands-on pilots.

Productivity boost

Teams running content-grounded agents complete more work with smaller squads - 66% of companies reported measurable productivity gains within months (pwc.com).

Cost & decision speed

57% of adopters cut costs while 55% make faster calls when agents gather insights and escalate only when needed (pwc.com).

Competitive edge

73% of executives believe AI agents will separate winners from laggards this year, especially where compliance and multilingual reach matter (pwc.com).

Employee experience

83% of workers say AI unlocks more meaningful work when it handles repeat Q&A and data entry, letting people focus on strategy (blog.workday.com).

How it works

Agents tailored to your data, tools, and guardrails

Modern AI agents aren’t glorified chatbots - they plan next steps, cite knowledge, and execute approved actions.

No-code customization

Launch assistants by answering guided prompts or dragging approved flows - no bespoke engineering sprints required (ampcome.com).

Natural training

Define roles in plain language, upload policies, and let the agent plan next steps while staying grounded in cited data (ibm.com).

Data integration

Securely connect CRMs, calendars, ticketing tools, and proprietary databases so agents always work from live company context (microsoft.com).

Multichannel deployment

Embed on the web, in chat, kiosks, or voice surfaces - the same governed brains handle sales, support, and operations 24/7 (microsoft.com).

Workflow diagram

A live depiction of the Waybeam agent orchestrating email, calendar, CRM, document, and database actions with guardrail shields and citation callouts.

Diagram showing a Waybeam agent connecting to email, calendar, CRM, document, and database systems

Approach

From pilot to scaled programme

A transparent five-phase engagement that balances speed, compliance, and enablement.

Phase 01

Discovery & strategy

Week 0-1
  • Map use cases, KPIs, and guardrails with support, sales, IT, and compliance stakeholders.
  • Audit knowledge bases and decide which data sources fuel the first pilot.
  • Produce an AI Agent Blueprint with scope, risks, and approval path.
  • Review available content, set data boundaries, and confirm we avoid storing personal data unless it’s absolutely required for the chosen workflow.
Phase 02

Rapid pilot

Weeks 2-4
  • Ingest curated docs, configure persona + tone, and wire a first backend integration.
  • Launch a sandbox so your reviewers can test responses with citations.
  • Tune escalations, confidence thresholds, and audit logging.
Phase 03

Governed launch

Week 5
  • Soft-launch on a focused surface (e.g. after-hours web chat or internal helpdesk).
  • Train your owners on dashboards, moderation controls, and DPIA-ready documentation.
  • Track sentiment and escalate uncertain queries to humans automatically.
Phase 04

Measure & iterate

Weeks 6-8
  • Review weekly transcripts, deflection rates, and conversion metrics in shared scorecards.
  • Expand content coverage, tweak guardrails, and automate new workflows with approvals.
  • Transfer playbooks so your team can manage ongoing improvements independently.
Phase 05

Scale across teams

Month 3+
  • Clone the proven pattern for sales, support, HR, or field ops with localized personas.
  • Roll out multilingual coverage and track EU market-by-market impact.
  • Offer ongoing advisory or quarterly governance reviews based on your needs.

Trust & compliance

Designed for EU governance from day one

We co-write DPIAs, set retention windows, and keep every answer traceable so your legal, risk, and IT teams stay in control.

Governance dashboard art direction

A split-screen UI showing toggles for PII redaction, retention timeline, zero-trust access policies, plus a live log of agent actions - styled like Waybeam's interface.

Data residency & privacy

Run the stack on EU or in-country hosting. Enforce auto-redaction, retention windows, and consent messaging aligned to GDPR & upcoming AI Act expectations.

Audit-ready operations

Every answer links to its source and every action (ticket creation, CRM update) is logged, giving compliance teams instant evidence for DPIA packs.

Security controls

Encryption at rest/in transit, zero-trust access controls, and optional on-prem deployments satisfy enterprise checklists.

Responsible AI

Human-in-the-loop workflows, bias reviews on uploaded data, escalation failsafes, and transparent messaging keep agents aligned with Trustworthy AI principles.

Working together

A collaborative operating model

We embed with your teams rather than drop PDFs.

  • Joint squad: we set up a blended team with your sales/support ops, IT security, and compliance so every gatekeeper has a voice from day one.
  • Transparent build: open workshops, live QA rooms, and shared dashboards show exactly how the agent behaves before go-live.
  • Enablement-first: we train your owners on tuning content, reviewing analytics, and running safe experiments so you avoid vendor lock-in.
  • Integration partnership: Waybeam engineers pair with your developers to connect CRMs, ITSM, or custom APIs inside approved change windows.

Vision & future impact

AI agents already reshape frontline work. The next wave emphasises multi-agent ecosystems, continuous planning, and humans steering higher-level strategy.

Multi-agent ecosystems

Expect specialised agents to collaborate - support triages, inventory bots check stock, and sales concierge agents sync notes - so workflows stay live around the clock (blog.workday.com).

Continuous planning

Budgeting, reviews, and QA move from quarterly cycles to rolling AI-assisted cadences, helping teams pivot using real-time signals (blog.workday.com).

Human oversight at scale

Governed analytics and DPIA-ready logs keep humans accountable even as agents handle more of the repetitive, data-heavy work (pwc.com).

Future scene art direction

Multiple AI holograms collaborating with humans around a conference table, symbolising multi-agent teamwork and oversight.

Catalogue

Sample AI agents we can ship

Pick one to start - our blueprint lets you reuse governance, analytics, and automations across the rest.

Website lead qualifier

Problem: After-hours visitors leave unaddressed and pipeline stalls.

Team: Marketing & sales teams

Data: Product pages, pricing FAQs, case studies

Actions: Capture contact info, schedule meetings, log to CRM

Guardrails: No custom quotes, escalates sensitive pricing questions.

KPIs: +20% qualified leads, faster pipeline alerts

E-commerce product guide

Problem: Shoppers need instant compatibility, sizing, and stock info.

Team: E-commerce ops & CX

Data: Catalogue DB, inventory feeds, policies

Actions: Check stock, add to cart, start returns

Guardrails: No payment handling, escalates uncertain inventory responses.

KPIs: Higher conversion & CSAT, lower abandonment

Support troubleshooter

Problem: Tier-1 agents drown in repetitive diagnostics.

Team: Customer support & engineering

Data: KB articles, runbooks, ticket history

Actions: Collect logs, walk through fixes, create tickets

Guardrails: Never shares unsafe steps, escalates complex cases.

KPIs: 30-45% deflection, faster MTTR

IT helpdesk assistant

Problem: Employees wait hours for VPN/password help.

Team: Internal IT

Data: IT policies, device inventories, AD

Actions: Trigger password resets, log tickets, check access

Guardrails: Secondary verification before sensitive changes.

KPIs: Lower ticket volume, higher employee NPS

HR onboarding partner

Problem: New hires ask repetitive policy questions.

Team: HR & L&D

Data: Handbooks, onboarding checklists

Actions: Guide tasks, schedule orientation, submit PTO

Guardrails: No legal advice, routes sensitive cases to HR.

KPIs: Faster onboarding completion, consistent answers

Education & training coach

Problem: Learners struggle outside live sessions.

Team: Students & training admins

Data: Course materials, LMS announcements

Actions: Answer syllabus questions, send reminders, flag risk

Guardrails: Blocks cheating, routes wellbeing concerns.

KPIs: Higher completion, better engagement

In-store digital concierge

Problem: Retail shoppers can’t always find staff for answers.

Team: Store associates & CX

Data: Store inventory, maps, promos

Actions: Check availability, ping associates, add to cart

Guardrails: No payments, respects privacy on shared kiosks.

KPIs: More assisted sales, shorter wait times

Internal knowledge base

Problem: Staff waste time hunting policies across wikis.

Team: All employees

Data: SharePoint, Confluence, SOPs

Actions: Retrieve snippets, link to forms, route unanswered

Guardrails: Role-based visibility limits sensitive info.

KPIs: Higher self-service rate, reduced email backlogs

Field service coach

Problem: Technicians need hands-free support onsite.

Team: Field engineers & ops

Data: Manuals, incident logs, inventory

Actions: Guide steps, log updates, order parts

Guardrails: Safety prompts enforced, escalates unclear steps.

KPIs: Higher first-time fix, fewer safety incidents

Compliance & audit aide

Problem: Reg teams answer endless GDPR/Audit questions.

Team: Risk, legal, project leads

Data: Policies, prior findings, regulations

Actions: Quote policies, link evidence, log advice

Guardrails: No bespoke legal opinions, flags sensitive asks.

KPIs: Faster reviews, consistent guidance

Next steps

Tell us about your initiative

Share a quick brief using the form. You can also email contact@waybeam.ai or call us into your next internal workshop - we usually reply within one business day.

  • • Invite IT/security so we can fast-track trust questions.
  • • Ask about a no-obligation pilot proposal tailored to your stack.
  • • Request security whitepapers or DPIA templates in the follow-up email.
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FAQ

Answers for your stakeholders

Share these with colleagues who want clarity before green-lighting the engagement.

How does consulting relate to the Waybeam platform?

You get both. Our team configures the Waybeam platform, integrates it with your stack, and trains your team - so you’re not left stitching tools together solo.

We already have an AI or IT team - how do you collaborate?

We pair with your experts, co-build integrations, and hand over playbooks. Think of us as the retrieval-based agent specialists who accelerate your roadmap without stepping on toes.

Can you support GDPR reviews and security questionnaires?

Yes. We sign DPAs, provide architecture docs, help with DPIAs, and configure retention + consent exactly how your legal team expects.

How long do engagements take and how do you price them?

Pilots typically run 8-10 weeks with flat-rate pricing. From there we can support on a retainer, time & materials basis, or enable your team to run with it solo.

Will the agents integrate with our CRMs, ticketing systems, or custom apps?

Absolutely. We have native connectors for Salesforce, HubSpot, Zendesk, ServiceNow, and build secure API hooks for bespoke systems.