Agentic workflows that plan, act, and improve

ConnectiveOne lets you build agentic workflows that understand context, choose the next best action, and execute multi-step tasks across your tools, with guardrails and human approvals when needed.

Multi-step execution

a sequence of actions with built-in logic, validation, and traceability for every decision.

Tool use across your stack

HelpDesk, knowledge base, and communication channels are already part of the platform, with no external dependencies.

Guardrails, approvals, and audit trail

approval checkpoints, full visibility into decision logic, and role-based access.

Measurable outcomes

automation rate, cost per resolution, and compliance performance in one dashboard.

Trusted by teams handling high volumes of customer inquiries

  • +40% conversations handled

  • 0% context loss

  • -25% average conversation time

  • 50% of tickets automated

  • 95%+ SLA compliance

  • x2 support capacity without increasing headcount

  • 28% of inquiries automated

  • 0% missed messages

  • −30% to average response time

Deeper analysis and flexible quality programs

Агентні робочі процеси виходять за межі фіксованих дерев рішень. Вони інтерпретують контекст, планують кроки, викликають інструменти, перевіряють результати та ескалують, коли впевненість низька.

1

Зрозуміти контекст

Інтегруйте історію розмов, справи, клієнтську історію та бізнес-правила.

2

Планування

Виберіть найкращий шлях і створіть покроковий план дій.

3

Діяти з інструментами

Виконуйте дії через інтеграції: CRM, система обробки заявок, виставлення рахунків, база знань.

4

Перевірити та навчатися

Перевірте результати, логіку рішень і вдосконалюйте робочі процеси з часом.

Рівень автоматизації

KPI

Час до першої відповіді

KPI

Рівень вирішення

KPI

Рівень ескалації

KPI

Прохідність комплаєнсу

KPI

Вартість за вирішення

KPI

Use cases you can launch today

Begin with proven processes, then flexibly adapt the steps, tools, and controls to suit your specific tasks

Обробка звернень

Triage and routing

classify, prioritize, assign to the right queue

Обробка звернень

Refund workflow

collect evidence, validate policy, draft resolution, request approval

Обробка звернень

Compliance monitoring

detect policy risk, create audit notes, alert manager

Обробка звернень

Customer retention

identify signals, intervene, notify leadership

Обробка звернень

Knowledge gap detection

spot missing answers, propose article updates

Обробка звернень

Order and delivery automation

check status, message customer, open task if blocked

Обробка звернень

Billing support

reconcile data, propose next steps, escalate edge cases

Обробка звернень

Bot monitoring

detect loops, fix intents, route to human when needed

Tools, approvals, and transparent reporting for every process.

Build with speed. Scale with control.

Templates

Ready-to-use templates. Launch new AI workflows in minutes.

Visual builder

Business teams can make changes independently, without waiting for developers.

Tools and integrations

Actionable AI. Connect your CRM and payment systems to let AI agents handle real operations. Automate everything from start to finish.

Guardrails and approvals

Control & Security. You decide where human oversight is needed. Set mandatory approvals for critical operations to ensure total AI transparency.

Багатоканальна панель оператора

No code

Agent Panel

Audit-ready

Role-based access

Monitor every AI decision and measure the ROI

Transparent analytics for CX management

Track outcomes, compare trends, and inspect the conversations and actions behind every metric.

Report templates

  • Operations overview
  • Team performance
  • Conversation topics and drivers

Custom dashboards

Custom Reports. Build personalized dashboards with the filters you need.

Drill-downs

Go from a chart to specific conversations, actions, and approval decisions in one click

Export

CSV or direct connection to your data warehouse

KPIs

  • Automation rate
  • Time to first response
  • Resolution rate
  • Escalations
  • Compliance
  • Cost per resolution

Drive automation with data-driven insights

Role-based access, approvals, and audit-ready logs built in.

How is an agentic workflow different from traditional automation?

Traditional automation follows fixed steps based on rigid rules. An agentic workflow interprets context, chooses the best path, and calls the right tools. Every action remains under control, with approval checkpoints, an audit trail, and full visibility into the decision logic.

Do we need additional integrations?

Most tools are ready to go. CRMs, helpdesks, payment systems, and messengers connect instantly. Need a specific custom system? We’ll have it ready in 1–3 days.

What level of control and transparency do we get?

Full visibility into every AI decision. The platform logs every action and the logic behind it. Define custom user roles for your team and start immediately with our plug-and-play setup - no complex on-premise deployment required.

Are templates available?

Yes. Templates are available for triage, returns, compliance, escalation, and more. Copy them and adapt them to your workflows.

Can we export data to BI tools?

Yes. Export to CSV in one click or connect directly to your data warehouse.