The case as recorded.
The agent reads cases, contacts, tasks and handover state through read-only tools. It sees only what the workspace exposes.
RSI Agent / Product
RSI Agent is a case-handover and CRM agent for Australian public-service and community-service teams. It reads the case record, proposes the next step and changes nothing until an officer approves.
Service teams pass cases between contact officers, case workers and reviewers. Each handover depends on what was said, what has been checked and what is still open. RSI Agent keeps those facts linked to their sources and puts every proposed change in front of the person responsible.
The public prototype is a service CRM with fictional cases, contacts, organisations and tasks. Its case agent uses Claude with tool use to read records and propose tasks, notes and case updates. Before any integration, a pilot would start with one service team and one recurring handover.
The agent reads cases, contacts, tasks and handover state through read-only tools. It sees only what the workspace exposes.
Each proposed task, note or field update is shown as the precise change and the reason for it.
Nothing is written until the officer approves. A declined proposal goes back to the agent as a decision, not as an error.
Handover approval and record updates stay behind an exact-version human review. The agent cannot approve its own work.
The public demo runs the case agent in replay mode: three prepared tasks follow a recorded plan through the same tools, proposals and approval steps as the live agent. No model is called, so the demo has no running cost, and the panel always says which mode is running.
In live mode, each step goes to Claude Opus 5.5 through the Claude Messages API with tool use. The instructions and nine tools are fixed on the server: five read-only tools and four that can only create proposals. The API key never reaches the browser, requests are size- and rate-limited, and the instructions are prompt-cached. Paid processing is locked off in this release. A future owner-approved release would also require invited sign-in, a shared AUD 20 monthly allowance, a reviewed cost envelope, provider limits and your live-processing permission. Signing in or changing environment flags does not enable paid calls.
Configured, with boundaries
Useful customisation starts with qualification criteria, workflow stages, field mappings, source priority, reviewer roles, response style and escalation rules. Each change should have an owner, a version and an acceptance check.
Implementation that compounds
The commercial thesis begins with a scoped implementation. Repeated needs can become reusable components, while customer documents and confidential instructions remain separate.
We will measure whether onboarding and support become more repeatable before expanding into a general platform.
Change the assumptions below. These are local planning illustrations, not observed customer outcomes or a price quote.
This includes the example monthly fee. It excludes tax, financing and other costs. A positive result does not validate the assumptions.
The defaults are generic planning inputs, not RSI AI pricing or a customer result. No model call or enquiry is made by this calculator. Invalid inputs are corrected to the displayed allowed range.
Start with one recurring enquiry or handover, the person responsible for it and the point where the next action becomes difficult to decide.
Explore a synthetic maintenance job pack as a related evidence-review workflow. Inspect a source, change a sample record and see how the local check responds.
Enable JavaScript to inspect synthetic cases and try the local review controls. The whitepaper explains the development thesis in text.
Local rules check synthetic records. No model is called, no customer file is uploaded and no external message is sent.