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Wardlow
Agents
Working with agents
Customer story · Saltmarsh Logistics
1,900 hours a month back for the payables team.
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New
Wardlow raises a $32M Series A to put agents to work in operations
Our Series A
Our Series A
Read the announcement
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Platform
Agents your team can see, steer and stop.
Wardlow runs routine operations work inside your systems. Guardrails decide what an agent may do alone, Handoff brings a person in when it can’t, and the Run Log records every step.
Wardlow
Overview
Agents
Approvals
Guardrails
Run Log
Connections
Today
4 agents · 2,181 runs · 15 handoffs waiting
Pause all agents
Agent
Runs today
Handoffs
Limits in use
Remy
1,284
9 waiting
62%
Tessa
642
3 held
41%
Milo
37
2 waiting
18%
Vera
218
1 for review
27%
Platform
Agents your team can see, steer and stop.
Wardlow runs routine operations work inside your systems. Guardrails decide what an agent may do alone, Handoff brings a person in when it can’t, and the Run Log records every step.
Today
2,181 runs · 15 handoffs
Pause all
Remy
9 waiting
62%
Tessa
3 held
41%
Milo
2 waiting
18%
Vera
1 for review
27%
How it fits together
Four parts, one loop.
How it fits together
Four parts, one loop.
01 · Agents
Remy, Tessa, Milo and Vera do the routine work: read, check, draft, act.
02 · Guardrails
Limits, approval rules and policies decide what each agent may do alone.
03 · Handoff
When a case falls outside the limits, a named person decides, with the full context.
04 · Run Log
Every step, input and decision is recorded, replayable and exportable.
01 · Agents
Remy, Tessa, Milo and Vera do the routine work: read, check, draft, act.
02 · Guardrails
Limits, approval rules and policies decide what each agent may do alone.
03 · Handoff
When a case falls outside the limits, a named person decides, with the full context.
04 · Run Log
Every step, input and decision is recorded, replayable and exportable.
Inside the limits, the agent finishes the work. Outside them, a person decides. Either way, it’s on the record.
Guardrails
Decide what an agent may do before it does it.
Guardrails are plain rules your operations lead sets and signs off. There are no prompts to tune.
Guardrails
Decide what an agent may do before it does it.
Guardrails are plain rules your operations lead sets and signs off. There are no prompts to tune.
Amount limits
Refunds, credits and payments up to a number you set, per agent and per case.
Action permissions
Each agent gets only the actions its job needs: read a ticket, draft a reply, issue a refund. Nothing else.
Approval rules
Route anything above a limit to the right person: a team lead for refunds, the controller for payments.
Your policies
Written policies, such as refund terms or screening rules, become checks the agent runs before it acts.
Always-human topics
Legal threats, safety issues and complaints to a regulator go straight to a person, every time.
Tested before go-live
Every guardrail is replayed against last month’s real cases before an agent acts alone.
Amount limits
Refunds, credits and payments up to a number you set, per agent and per case.
Action permissions
Each agent gets only the actions its job needs: read a ticket, draft a reply, issue a refund. Nothing else.
Approval rules
Route anything above a limit to the right person: a team lead for refunds, the controller for payments.
Your policies
Written policies, such as refund terms or screening rules, become checks the agent runs before it acts.
Always-human topics
Legal threats, safety issues and complaints to a regulator go straight to a person, every time.
Tested before go-live
Every guardrail is replayed against last month’s real cases before an agent acts alone.
Run Log
Every step, on the record.
The Run Log answers “why did it do that?” Open any run and replay it step by step.
Recorded at every step
The input: the ticket, invoice or document the agent read
The data it looked up, and where it found it
The rule or policy it applied
The action it took, or the draft it proposed
Who approved it, and when
How long each step took
Searchable, exportable in open formats, and kept 7 years by default.
Run Log
Every step, on the record.
The Run Log answers “why did it do that?” Open any run and replay it step by step.
Recorded at every step
The input: the ticket, invoice or document the agent read
The data it looked up, and where it found it
The rule or policy it applied
The action it took, or the draft it proposed
Who approved it, and when
How long each step took
Searchable, exportable in open formats, and kept 7 years by default.
Run 3,412,907
Remy · 7 min 42 s · 1 human decision
Read
Ticket #48213 arrives: “I was charged twice for order 7731.”
09:14:02
Check
Finds both charges in the payments system; the order shipped once.
09:14:09
Draft
Drafts a $640 refund and a reply to the customer.
09:14:16
Guardrail
$640 is above the $500 refund limit. The run pauses.
Rule: refunds above $500 need a support lead
09:14:16
Handoff
Dana Whitfield, support lead, approves in team chat.
09:21:40
Logged
Refund issued, customer answered, every step saved.
09:21:44
Run 3,412,907
Remy · 7 min 42 s
Read
09:14:02
Ticket #48213: “I was charged twice for order 7731.”
Check
09:14:09
Both charges found; the order shipped once.
Draft
09:14:16
A $640 refund and a reply drafted.
Guardrail
09:14:16
Above the $500 limit. The run pauses.
Handoff
09:21:40
Dana Whitfield, support lead, approves.
Logged
09:21:44
Refund issued, every step saved.
Run 3,412,907
Remy · 7 min 42 s · 1 human decision
Read
Ticket #48213 arrives: “I was charged twice for order 7731.”
09:14:02
Check
Finds both charges in the payments system; the order shipped once.
09:14:09
Draft
Drafts a $640 refund and a reply to the customer.
09:14:16
Guardrail
$640 is above the $500 refund limit. The run pauses.
Rule: refunds above $500 need a support lead
09:14:16
Handoff
Dana Whitfield, support lead, approves in team chat.
09:21:40
Logged
Refund issued, customer answered, every step saved.
09:21:44
Run 3,412,907
Remy · 7 min 42 s
Read
09:14:02
Ticket #48213: “I was charged twice for order 7731.”
Check
09:14:09
Both charges found; the order shipped once.
Draft
09:14:16
A $640 refund and a reply drafted.
Guardrail
09:14:16
Above the $500 limit. The run pauses.
Handoff
09:21:40
Dana Whitfield, support lead, approves.
Logged
09:21:44
Refund issued, every step saved.
Handoff
When a person needs to decide, they get the whole case.
No forwarded threads and no starting from scratch.
6 min
median time for a person to decide a handoff, across customers in 2026
Handoff
When a person needs to decide, they get the whole case.
No forwarded threads and no starting from scratch.
6 min
median time for a person to decide a handoff, across customers in 2026
Where it arrives
In team chat or the Wardlow queue, to the person or rota you choose.
What comes with it
The original request, what the agent checked, its draft, and the reason it stopped.
How fast
Set a response target per case type. An unanswered handoff goes to a backup after 30 minutes by default.
What happens next
Approve, edit or reject in one click. The agent finishes the work and logs your decision.
Where it arrives
In team chat or the Wardlow queue, to the person or rota you choose.
What comes with it
The original request, what the agent checked, its draft, and the reason it stopped.
How fast
Set a response target per case type. An unanswered handoff goes to a backup after 30 minutes by default.
What happens next
Approve, edit or reject in one click. The agent finishes the work and logs your decision.
Integrations
Your systems, your permissions.
Agents sign in to your tools with their own accounts, so your access rules and audit trails still apply.
Integrations
Your systems, your permissions.
Agents sign in to your tools with their own accounts, so your access rules and audit trails still apply.
CRM
Read accounts and contacts; log notes.
Helpdesk
Read, tag, route and answer tickets.
ERP
Match invoices, purchase orders and receipts.
Payments
Look up charges; issue refunds within limits.
HR system
Check employee and approver records.
Identity provider
Single sign-on and user provisioning.
Data warehouse
Export the Run Log; read reference data.
Team chat
Deliver handoffs and approvals.
Read shared inboxes; reply from shared addresses.
CRM
Read accounts and contacts; log notes.
Helpdesk
Read, tag, route and answer tickets.
ERP
Match invoices, purchase orders and receipts.
Payments
Look up charges; issue refunds within limits.
HR system
Check employee and approver records.
Identity provider
Single sign-on and user provisioning.
Data warehouse
Export the Run Log; read reference data.
Team chat
Deliver handoffs and approvals.
Read shared inboxes; reply from shared addresses.
Read-only first. Write access is granted one action at a time, and you can revoke it in one click.
API and webhooks
Start runs from your own systems and receive every result as an event.
Rollout
From kickoff to live in 21 days.
A deployment engineer works with your team throughout. You decide when each step is done.
Rollout
From kickoff to live in 21 days.
A deployment engineer works with your team throughout. You decide when each step is done.
Week 0
Kickoff
Pick the first workflow and the targets the pilot must hit, such as cost per case or response time.
Week 1
Connect
Read-only access to the systems the workflow touches. We pull last month’s cases to test against.
Week 2
Set and test the guardrails
Your lead sets limits and approvers. We replay last month’s cases until the results match how your team would have handled them.
Week 3
Shadow mode
Agents draft, your team approves. Accuracy is reported by case type every day.
Day 21
Live
Agents act within their limits. Weekly Run Log reviews continue through the 60-day pilot.
I had a board asking for AI and a compliance team asking what could go wrong. Wardlow gave me an answer for both: the agent does the routine work, and a person signs off every exception in chat.
87%
of routine borrower questions resolved without a hand-off
6 min
median time for a team lead to approve an exception
Freya Whitcombe
COO
Larkspur Lending
Map your first workflow with us.
Bring the process and the systems it touches. We’ll show where an agent fits and where it should stop.
30 minutes · A deployment engineer on the call
Map your first workflow with us.
Bring the process and the systems it touches. We’ll show where an agent fits and where it should stop.
30 minutes · A deployment engineer on the call
Wardlow
Wardlow
Wardlow
Agents that do the work. People stay in charge.
Floor 4, 612 Bryant Street, San Francisco, CA 94107
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© 2026 Wardlow, Inc.
Crafted
by Jeeth