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

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

Trusted by teams handling high volumes of customer interactions: real results from AI agent adoption

Globus Bank: AI agent implementation results for dialog automation and reduced support handling time
  • +40% conversations handled

  • 0% context loss

  • -25% average conversation time

VARUS: AI platform implementation results and automation of 50% of incoming e-commerce requests
  • 50% of tickets automated

  • 95%+ SLA compliance

  • x2 support capacity without increasing headcount

Foxtrot: ConnectiveOne implementation results for optimizing first-line retail support operations
  • 28% of inquiries automated

  • 0% missed messages

  • −30% to average response time

ConnectiveOne helps enterprise brands transform routine customer support into an efficient AI-powered ecosystem. With Agentic Workflows, companies go beyond traditional chatbots and deploy intelligent AI agents capable of handling complex tasks across internal CRM and ERP systems. This enables consistent KPI performance, lower contact center operating costs, and a seamless customer experience — without increasing support headcount.

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

Start with prebuilt AI workflows and customize routing, automation, and control for your unique business processes

Intelligent Request Routing & Assignment

Triage and routing

classify, prioritize, assign to the right queue

Refund Processing Automation

Refund workflow

collect evidence, validate policy, draft resolution, request approval

Compliance Monitoring

Compliance monitoring

detect policy risk, create audit notes, alert manager

Customer Retention

Customer retention

identify signals, intervene, notify leadership

Easy AI Training

Knowledge gap detection

spot missing answers, propose article updates

AI Automation for Orders & Delivery

Order and delivery automation

check status, message customer, open task if blocked

AI-Powered Billing Support

Billing support

reconcile data, propose next steps, escalate edge cases

AI Chatbot Monitoring

Automated chatbot monitoring

detect loops, fix intents, route to human when needed

Flexible workflow configuration allows businesses to adapt AI automation to operational processes of any complexity and scale. With ready-to-use automation workflows, ConnectiveOne integrates seamlessly with internal CRM and ERP systems, enabling AI to handle repetitive operations — from intelligent ticket routing and delivery status checks to refund processing and compliance monitoring. The result is scalable customer service automation, SLA consistency, and significantly lower cost per customer interaction in the contact center.

Tools, approvals, and transparent reporting for every process.

Build with speed. Scale with control.

Icon — Ready-to-Use Templates

Quick-Start Templates

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

Icon — Visual Workflow Builder

Visual Workflow Builder

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

Icon — Tools & AI Integrations

Tools and integrations

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

Icon — Control & Security Features

Guardrails and approvals

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

ConnectiveOne AI Agent Architecture in the Visual Builder: Logical workflow orchestration, knowledge base integration, and human-in-the-loop control.

No code

Agent Panel

Audit-ready

Role-based access

Monitor every AI decision and measure the ROI

Transparent analytics for CX management

ConnectiveOne Analytics Dashboard: Monitor automation KPIs, support resolution costs, and team productivity in real time.

Turn conversation chaos into clear, actionable metrics. Monitor automation quality, track support KPIs, and measure the real business impact of AI with transparent, data-driven insights.

Icon — Report Templates

Analytics Report Templates

  • Operations overview
  • Team performance
  • Conversation topics and drivers
Icon — Custom Reports

Custom dashboards

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

Icon — Drill-Down Analytics

End-to-End Drill-Down Analytics

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

Icon — Data Export

Export

CSV or direct connection to your data warehouse

Icon — KPI Tracking

Key Business KPIs

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

Modern customer service automation is impossible without accurate data. ConnectiveOne combines omnichannel HelpDesk analytics with AI performance metrics to show exactly how AI agents handle incoming customer requests. A unified dashboard gives operations leaders full visibility into AI efficiency, helps measure reductions in support costs, and clearly demonstrates how AI agents reduce workload across contact center teams.

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.