Connect the systems
Link customer data, service delivery and billing.
CONNECTED WORKFLOW AUTOMATION
The missing link.
From request to renewal.
From a customer request to service delivery and renewal, we automate the work between your companies and systems.
BUILT FOR
Service providers / Vendors / Distributors
01 / THE SIMPLE WORKFLOW
Start with the customer.
Connect every next step.
Your processes. Your approvals.
Our automation connecting it all.
A customer makes a request. The workflow connects the quote, approval, delivery and renewal across your systems. An avatar uses your knowledge to explain progress and help when needed.
A clear starting point
Turn a customer request or sales opportunity into a tracked workflow, with the right context attached.
02 / THE SOLUTION ARCHITECTURE
Behind the workflow.
One coordinated solution.
Traceable design.
Intelligent automation.
The solution design links requirements to tested code and deployment. An AI Operations layer coordinates specialist agents, customer knowledge, approved tools and workflow execution, with people in control.
03 / OUR APPROACH
Automation first.
Support alongside.
Starting with WatchGuard and PSA integration work. Built around your business rules, with people in control.
Keep the controls
Trace decisions, respect approvals and track completion.
Support the customer
A voice-and-chat avatar uses your knowledge to explain progress and escalate exceptions.
04 / WHAT WE SUPPLY
Products, pilots
and custom workflows.
Three ways to work with us. All of them run on the same platform, so what one engagement builds, every product reuses.
Revenue Radar
Finds the security products each client has not bought yet, prices the gap, ties it to the renewal date and drafts the proposal for one-click approval. Built on the vendor's own AI platform.
Voice and chat support agents
White-labelled under your brand, speaking or typing, answering your customers from their own data. Escalates to a person with a ticket reference. Never asks for a password.
PSA and vendor integrations
One adapter interface for HaloPSA, ConnectWise and Autotask. Connect with a read-only key, we discover your layout, you confirm five clients. A nightly check catches drift before it reaches a quote.
Pilots and custom workflows
Ninety-day pilots on your real data with a measured result. Fixed-price workflow builds in two to four weeks. Our developers on a call with yours, at the hour that suits your time zone.
05 / HOW WE HANDLE YOUR INTEGRATION
Built to be reviewed.
Safe to connect.
For the integration teams and partner programmes who look before they approve.
No credentials in the browser
Short-lived tokens issued server-side. Signed requests between services. Secrets in environment only, never in code. Request bodies are never logged.
Your rate limits respected
Every call on your behalf is paced per tenant, so your PSA never slows down because of us.
Contract tests, nightly
Each integration has a contract test run against the vendor sandbox every night. A break shows up before you see it.
People in control
Read-only until a workflow earns write access. Every write sits behind an approval. Programme applications are described honestly as in progress until they are approved.
LET'S CONNECT THE DOTS