SHEET 01Product OverviewPLATFORM

The enterprise AI agent platform built for real work.

assistents combines deep enterprise context, intelligent reasoning, and governed execution to deliver AI agents that don't just answer questions, they run processes, take actions, and produce auditable outcomes across every department.

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  • Conversational Agents
  • Agentic BI
  • Canvas
  • Workflow Builder
  • AI Gateway
  • 300+ Integrations

Read → Reason → Act · one governed, audited run

12+Industries in production
97%Agent task accuracy with audit trails
4 wksAverage time to production deployment
SHEET 02How It's DifferentCAP-01..03

What separates enterprise agents from chatbots

Most enterprise AI tools retrieve information and generate text. assistents agents reason through multi-step business processes, take governed actions, and produce auditable outcomes.

Definition

Enterprise AI Agent

An enterprise AI agent is software that combines deep business context, governed decision-making, and multi-step execution to perform complex business processes autonomously within defined policy boundaries, unlike chatbots that only generate text responses.

CAP-01Governed

Deep enterprise context, not document retrieval

Agents connect to every major enterprise app and map relationships across your ERP, CRM, HRIS, and collaboration tools — not just individual documents.

CAP-02Governed

Governed execution on every action

Every agent action is permission-checked and policy-enforced. Alignment models verify intent-to-action consistency at every step.

CAP-03Governed

Complete traceability and decision logs

Every response includes source citations. Every action is logged with full decision history. Your team always knows what happened and why.

As built

Generic AI tools

  • Retrieve information from a single source
  • Generate text responses to questions
  • Stop at the answer, no action taken
Proposed

assistents agents

  • Deep enterprise context, not document retrieval
  • Governed execution on every action
  • Complete traceability and decision logs
SHEET 03Conversational Agents3 MODES

One AI interface. Three ways to operate.

Ask questions, execute workflows, or deploy autonomous agents, all from one conversational interface grounded in your enterprise context. Start with Agentic Business Intelligence to validate your data, then scale to action-capable and autonomous agents.

Operation modesLive
Mode 1 — Ask & Analyze panel visual
SHEET 04Agent Workflows by DepartmentFIELD

See agents in action across your organization

Each example shows how agents combine context retrieval, domain reasoning, and governed execution for a specific department workflow.

Department workflowsLive
Finance — Invoice Compliance tab visual
SHEET 05Production RecordPROOF

Every capability earned in real enterprise environments

12+Industries in production
97%Agent task accuracy with audit trails
4 wksAverage time to production deployment

Years of enterprise engagements across 12 industries and 6 continents. From a national retail chain with 700+ stores running voice agents to financial services firms deploying agents with full auditability. These production experiences directly shaped every capability in assistents.

SHEET 06Embedded Everywhere3 SURFACES

Meet your teams in the tools they already use

The Conversational Agent integrates natively with your existing workspace, no context switching required.

Workspace UI

Full-featured web and desktop interface for analysts and managers running daily operational workflows.

Collaboration Channels

Native integration with Slack, Microsoft Teams, and other collaboration tools where your teams already work.

Embedded via APIs

APIs and SDKs for embedding agent intelligence into custom products, internal tools, and existing applications.

Built for
  • Finance & Procurement leaders
  • Sales & Revenue operations
  • Customer Support teams
  • HR & People operations
  • Marketing & Growth teams
  • Compliance & Risk stakeholders
SHEET 07Getting Started3 STEPS

Deploy production agents in three steps

Start with one workflow, prove reliability, then scale across departments.

  1. STEP 01

    Connect & Configure

    Connect initial enterprise systems and configure the Context Engine to build your live data graph.

  2. STEP 02

    Validate with Agentic BI

    Start with Agentic Business Intelligence in read-only mode to validate context quality and business definitions.

  3. STEP 03

    Scale to Production

    Deploy action-capable and autonomous agents as confidence and governance maturity increase.

SHEET 08Agent LibraryAGT-01..06

Pre-built agents for the departments that run your business

Each agent comes pre-configured with domain knowledge, system connectors, and governance rules. Deploy as-is or customize for your processes.

AGT-01

Agentic Business Intelligence Agent

Connects to structured data sources. Answers analytical questions in natural language with charts, tables, and source citations.

For
Finance, Strategy, Operations, Marketing
Edge
Reads structured and unstructured data simultaneously across systems.
AGT-02

Revenue Intelligence Agent

Monitors CRM pipeline, scores deal health, identifies risks, surfaces next-best-actions, and keeps account data current.

For
Sales, RevOps
Edge
Combines CRM, engagement signals, and communication data for risk scoring.
AGT-03

Procurement Guardian Agent

Automates vendor compliance, three-way matching, contract term enforcement, and spend anomaly detection.

For
Finance, Procurement
Edge
Applies policy logic and exception workflows with full audit trails.
AGT-04

Compliance Monitor Agent

Continuously scans for policy violations, regulatory gaps, and data exposure risks across connected systems.

For
Legal, Compliance, Risk
Edge
Cross-references live operations against policy documents in real time.
AGT-05

Customer Health Agent

Aggregates engagement signals across support, usage, NPS, and communications to predict churn and recommend retention actions.

For
Customer Success, Account Management
Edge
Explains why an account is at risk, not only that it is.
AGT-06

Operations Coordinator Agent

Routes requests, manages escalation chains, tracks SLAs, and keeps cross-functional workflows moving across systems.

For
Operations, IT, HR
Edge
Executes, tracks, and escalates multi-step operations end-to-end.
SHEET 09Agentic Business IntelligenceTRACE

Ask your data anything. Get answers you can act on.

Agentic Business Intelligence connects to your structured and unstructured data sources, understands your business context, and answers complex analytical questions in natural language, with visualizations, citations, and governed access controls.

Query

Which customer segments had declining revenue last quarter?

01Question
  • Parse intent: segment-level revenue trend analysis
  • Metrics: quarterly revenue by customer segment
  • Time range: previous quarter vs. prior quarter
02Model
  • Select revenue attribution model
  • Map segment taxonomy across CRM + billing
  • Plan cross-system join strategy
03Data
  • Stripe: Revenue transactions table
  • HubSpot: Pipeline & segment data
  • Zendesk: Support churn signals
04Action
  • Create churn investigation task → assigned to RevOps team
Insight

Enterprise segment revenue declined 18% QoQ. Mid-market grew 6%. SMB flat.

Sources
  1. stripe.revenue_transactions (Q3–Q4 2025)
  2. hubspot.deals.segments (pipeline mapping)
  3. zendesk.tickets.churn_tags (escalation signals)
  • 01Read-only by design — teams validate safely before enabling actions
  • 02Cross-system from day one across databases, documents, and communication sources
  • 03Builds trust through source citations and consistent business definitions
  • 04Typically delivers immediate time savings on recurring analysis requests

Recommended starting point: connect data, define semantic terms, validate known answers, then graduate to action-capable agents.

How does it handle sensitive data?

Every query respects the permissions of the underlying data source. Finance data stays with finance. Audit logs capture every query.

How is accuracy handled?

The agent provides source citations and indicates when data is ambiguous or insufficient — it never guesses.

Can recurring reports be automated?

Yes. Queries can be saved and scheduled to email, Slack, or shared reporting channels.

SHEET 10Use CasesFIELD

Deployment stories across industries and departments

Explore detailed deployment stories powered by Conversational Agents across industries and departments.

View all Conversational Agent use cases
UC-01

Customer Service Automation

Deploy AI agents that resolve tier-1 support requests end-to-end — across chat, email, and messaging channels — with full context from your CRM, knowledge base, and order history.

Voice AI
UC-02

Employee IT & HR Helpdesk

Automate internal support for IT tickets, HR policy questions, benefits inquiries, and onboarding tasks. Agents pull answers from internal wikis and escalate to the right team when needed.

UC-03

Intelligent Lead Qualification

AI agents engage inbound leads in real time, qualify them against your ICP criteria, enrich contact data, and route high-intent prospects to the right rep — before they bounce.

Agentic BI
SHEET 11Specification NotesFAQ

Frequently asked questions

How is assistents different from chatbots?

Chatbots generate text responses from a single knowledge source. assistents AI agents reason across multiple enterprise systems, take governed actions, produce auditable outcomes, and operate autonomously within policy boundaries — combining deep business context with multi-step execution.

How long does it take to deploy AI agents?

Most teams go from initial setup to production deployment in about 4 weeks. The first week focuses on connecting systems and configuring the Context Engine, followed by validation with Agentic BI, and then scaling to action-capable and autonomous agents.

Can AI agents work with on-premise systems?

Yes. assistents supports cloud, on-premise, and hybrid deployments. The Context Engine connects to 300+ enterprise systems including on-premise ERPs, databases, and legacy applications through pre-built connectors and open APIs.

What governance controls are built in?

Every agent action is permission-checked and policy-enforced. The platform includes alignment verification, approval gates, escalation triggers, complete audit trails, and role-based access controls. Agents never bypass defined policy boundaries.

What departments can use AI agents?

assistents serves Finance, Sales, Customer Support, HR, Marketing, Compliance, Procurement, and Operations teams. Pre-built agents come configured with domain knowledge for each department, and custom agents can be created for any business process.

SHEET 12Sign-offREADY

Stop demoing AI. Start deploying it.

See how assistents puts AI agents into production across Finance, Procurement, Sales, Support, HR, and Marketing, with the governance your enterprise requires. 48-hour turnaround on workflow mapping.

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Platform
Conversational · Voice · Document · BI
Governance
300+ integrations · full audit trail
Lead time
Workflow map in 48 hours · 4 weeks to prod
Sheet
12 of 12 · Product

See what you'll pay

Transparent pricing aligned to delivered operational value.

Pricing details

From pilot to production in 4 weeks

Get a workflow map, pilot scope, and ROI hypothesis within 48 hours.

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