Technical overview

A clear boundary around your agency’s AI.

This page outlines how the local system is intended to handle data, connect to existing software, control employee access, increase agent independence, and stay maintainable over time.

Architecture first. Final hardware, models, integrations, and capacity are selected after the agency workflow and environment are assessed.

01Local inference
02Approved integrations
03Role-based access
04Reviewed autonomy
05Managed operations

System boundary

Keep AI processing close to the systems and people it serves.

The system runs on equipment at the agency. Connections, update paths, remote support, and permitted actions are documented before live use.

01

DATA

Model inference stays inside the agency's approved local system.

Models perform inference locally. The implementation documents which sources the system can read, what it can retain, and where outputs are written.

02

INTEGRATIONS

Existing software remains the system of record.

Agents connect to the approved inboxes, files, agency software, CRM, and procedures required for a specific workflow rather than replacing the entire stack.

03

IDENTITY

Employee access follows role and responsibility.

As the rollout expands, individual profiles can limit which information an employee sees and which actions the employee or agent may perform.

Controls

Independence is granted workflow by workflow.

Agent autonomy is not a single switch. Each process advances only after testing, human review, and agency approval.

  1. 01
    OBSERVEMap the real process

    Understand instructions, exceptions, sources, handoffs, and decisions before building.

  2. 02
    ASSISTDraft under review

    The agent prepares work while a person checks every output and correction is captured.

  3. 03
    ACTRun approved steps

    The agent completes only the actions and handoffs explicitly permitted for that workflow.

  4. 04
    OPERATEEarn more independence

    Review can be reduced only after results meet the agreed standard and the agency approves the change.

Operations

Monitor the system, evaluate updates, and preserve a known working standard.

Local does not mean unmanaged. The operating layer should make health, versions, permissions, workflow changes, and support activity visible.

MONITORING

Know whether the system and workflows are healthy.

Track service availability, resource use, failures, and the operational signals chosen for each approved workflow.

MODEL UPDATES

Test the replacement before changing the standard.

New local models are evaluated against the agency’s real tasks before they replace a known configuration.

CHANGE CONTROL

Document what changed and why.

Integrations, permissions, instructions, and autonomy levels should change deliberately rather than drift silently.

REMOTE SUPPORT

Agency-approved access only.

Support access and update paths are selected with the agency and documented as part of the deployment boundary.

LOWER-LEVEL COMPONENTS

Plain architecture first. Product names second.

The management and monitoring layer is being developed as sparkDash. The local agent runtime is Hermes Agent. The agency-facing design remains based on functions, permissions, and verified behavior rather than requiring buyers to learn product names.

Decided during assessment

The detailed design follows the agency’s actual environment.

Technical fit starts with the workflow

Bring one process and the systems it touches.

We will identify the data boundary, integration points, controls, and open questions before discussing a final configuration.

Book a 30-minute call