Faster Workflows with AI Features
Workflow Automation & Agentic Tasks
Agentic AI can perform sequences of actions on behalf of your users. The key is designing clear guardrails so the automation is trustworthy and users stay in control.
What this looks like in practice
Within a single application: A CRM where incoming leads are automatically enriched, scored, and routed to the right rep with a draft outreach email ready to review.
Across applications and services: An agentic application that evaluates whether or not KYC checks need to be performed on a new customer added to a CRM system, that performs those checks via a third-party KYC service when they are required, and that automatically inserts the results of those KYC checks, including risk scores, into the new customer record in the CRM system, without human intervention.
Conversational Interfaces & In-App Assistants
Give users a way to ask questions, get help, or take action in plain language. In-app AI assistants can guide users through complex workflows, surface relevant information from your data, and reduce the need to search documentation or contact support.
What this looks like in practice
A project management tool where users can ask “What are the open blockers on this sprint?” and get a direct answer drawn from live data.
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