Workflow AI Agent
Swimlanes that move work end to end
LLM agents, a workflow engine, API orchestration and RPA connectors — triggered by schedule, webhook, email, file upload, or API call.
Event intake
Scheduled, webhook, email, file upload, manual, or API call creates a case.
Classify & route
Intent, urgency, and entity extraction decide the path.
API & RPA actions
CRM, ERP, HRIS, and custom APIs via governed connectors.
Policy checks
Limits, dual-control, and data residency rules enforced mid-flow.
Side effects
Create records, send notices, update statuses — with full audit.
Approval gates
Managers approve only when thresholds are hit — not every step.
Exception desk
Ambiguous cases land in a queue with the agent’s working notes.
Keep operations moving without busywork
Customer Support
Automate support operations end to end.
- Ticket Routing & Triage
- SLA Escalation Automation
- Customer Onboarding Workflow
- Refund & Return Processing
- Survey & Feedback Routing
- Case Status Updates
- Knowledge Base Sync
Sales & Marketing
Keep deals and campaigns moving.
- Lead Routing & Assignment
- CRM Data Enrichment
- Quote-to-Contract Automation
- Campaign Approval Workflow
- Renewal & Upsell Triggers
- Deal Desk Automation
- Marketing Asset Distribution
Finance & Collections
Streamline approvals and back-office finance.
- Invoice Processing & Matching
- Purchase Order Approval
- Expense Report Automation
- Collections Workflow
- Vendor Onboarding
- Budget Approval Routing
- Month-end Close Checklist
HR & Operations
Run people processes without the manual follow-up.
- Employee Onboarding Workflow
- Leave & Time-off Approval
- Offboarding Automation
- IT Access Provisioning
- Performance Review Routing
- Shift Scheduling Automation
- Compliance Task Tracking
What changes after go-live
Cycle time
Routine cases finish without waiting for a person to click through five systems.
Consistency
The same policy path every time — fewer “depends who handled it” outcomes.
Visibility
Every step is logged: who decided, which tool wrote, what evidence was used.
Handoffs
Humans jump in with context packed — not a cold ticket and a blank screen.
Connect to CRM, ERP and tools you run
Microsoft 365, Google Workspace, Salesforce, HubSpot, SAP, Dynamics 365 — plus custom APIs when you need them.
Microsoft 365
Google Workspace
Salesforce
HubSpot
SAPDynamics 365
Jira
Slack