Agents

Foundation (Passive) AgentsAgents answer only from your approved data sources, and show where every answer comes from.

KnowsOnly the organisational documents and data you give it.
AnswersQuestions about only this data/topic, in the language you need
Gives youThe answer, and the page or data point it came from
NeverGuesses, or allows external data to pollute answers

For example Ask what a government website's guidance says about applying for a specific benefit. The Agent finds the guidance, quotes it, and shows the page it came from.

Professional (Active) AgentsAgents take you through a task and direct you from start to finish; nothing is submitted until you approve it.

Everything Foundation Agents have, plus:

AsksThe questions the task needs, step by step
Plugs intoThe systems your team already uses for processing information
SpeaksIn addition to text provides natural high-quality voice output
Waits forOn approval (or rejection!) delivers information into the process you use

For example While onboarding a new corporate client, the Agent asks for all the KYC details the process requires, collates the response and sends the completed application to a compliance officer to sign off.

Enterprise (Dynamic) AgentsAgents act as well as answer, go out to check and validate inputs, and report back every step.

Everything Professional Agents have, plus:

QueriesInformation from sources and services needed to validate everything
RunsSeveral Agents in a pattern, together to optimise tasks
HandlesTables, images and PDF documents input and output
Backed byEnterprise-level support and infrastructure redundancy
Built forBusiness-critical solutions that meet enterprise standards

For example Quarterly fund reporting is due. One Agent gathers the figures from your systems, another checks them against what the regulator requires, a third produces the PDF report for a person to approve, and every step is recorded.

At Teravera, we build and deploy secure AI agents designed around the specific needs of each business. Rather than force a generic tool onto a regulated workflow, we start with the problem, the data and the compliance obligations that surround it, then build an agent that fits precisely, drawing on the world's leading AI models and wrapping them in the security, governance and human oversight that organisations require. Every agent is grounded in verified data, operates within a secure and contained environment, and is delivered end-to-end, from design and build through to deployment and ongoing support.

Teravera agents are offered at three levels, each building on the one below, so you can start where it makes sense today and scale as your needs grow:

Passive: The foundation. A dependable agent that draws on a set model to deliver core capabilities such as document ingestion, agentic responses, multilingual output and risk mitigation. Ideal for organisations establishing a secure, cost-effective adoption of AI.
Active: The professional level. Adds directed agentic responses, workflow integration and advanced analytics, with model selection tuned to the task at hand. Suited to teams embedding AI into their day-to-day operations.
Dynamic: The enterprise level. The complete platform, selecting the optimal model dynamically for each task and backed by enterprise support, redundancy and disaster recovery. Built for organisations running AI at scale in regulated environments.

A number of Teravera agents are already deployed and running in live environments, including:

ISIN and LEI Issuance: Automates the issuance and validation of securities and entity identifiers, reducing manual effort while maintaining accuracy and full audit traceability.
Fund Administration and Automation: Streamlines fund services and administration workflows, applying secure AI to routine, high-volume processes without compromising oversight or control.
E-Learning: Delivers intelligent, on-demand learning and knowledge support, helping teams access accurate, grounded information drawn only from verified sources.
Corporate Actions and Announcements: Processes corporate disclosures and announcements at scale, providing summarisation, sentiment analysis and structured data extraction with human-in-the-loop validation before publication.

Every Teravera agent is built to the same standard: secure by design, grounded in verified data, and governed by human oversight at every step. Whether you begin with a single agent or deploy across the organisation, you gain the confidence that your AI operates within clear boundaries, meets your regulatory obligations, and delivers accurate, traceable results. From first design to live operation, we build agents your business can trust.

Ready to build your own secure agent? Contact us

Agents

Software - Your data, your agents, your controls Software

Solutions - From strategy to deployment

Design Expertise