IntelligenceOverview

Operational Intelligence

Watch what happens in your business systems, and let AI Workers act on it, with a person approving where it matters.

Operational Intelligence watches the events coming out of your business systems, such as a payment failing, an invoice going overdue or a lead going quiet. It tells the right people, and lets AI Workers take the next step. A person approves what they do until you trust them to act on their own.

ExampleOverdue invoice, proposed by the dunning worker

Approve: send a payment reminder to Acme Ltd

  • Invoice 1042 entered the "overdue 7 days" segment
  • Drafted a payment reminder
  • Posted it for approval in the finance channel

Approved by Peter, and the reminder was sent.

How it works

Step What it is
Sources The systems that send events in: your payment processor, CRM or your own app.
Segments and stages Who needs what: groups of customers or records in a given state, kept up to date as events arrive.
Triggers Rules that react to an event, such as alerting a channel or starting a worker.
AI Workers Workers that take the next step for each item that enters a segment. Start from a preset, such as dunning, a KYC document chaser or lead follow-up.
Channels Where alerts and approvals go, so the right team hears about them.

People stay in control

  • Proposes only, to start. New workers propose actions, and a person chooses Approve, Send my edit or Reject from the link in your channel.
  • Dry runs. Run dry-run shows what a worker would have done against past events, with nothing sent.
  • Acts on its own, when you’re ready. Switch a worker over once you trust it.
  • Budgets and guardrails. Each worker has a monthly budget, and Handoff guardrails limit how many messages a person receives.
  • A full record. Every item has a Run history with every step the worker took.

Start here