For your customers
Collect enquiries about documents, orders and invoices and route them to the right person. Access to individual customer data must be defined before sharing personal information.
Administration
A point of contact for people seeking information and a workspace for your team: requests, knowledge, tasks and analysis of available data, with tasks and access to define.
Your team’s AI workspace
The internal place to work with people, knowledge and agents.
In everyday work
Compare this month’s receipts with the previous month using these data. Show the differences and flag missing information.
A bridge to external channels
When the process needs it, agents connect the workspace to supported external channels. The team retains visibility and responsibility.
Agents handle customer requests. In the workspace, your team consults information, prepares work and analyses what is happening. One platform, with tasks and access defined for each role.
Collect enquiries about documents, orders and invoices and route them to the right person. Access to individual customer data must be defined before sharing personal information.
The team consults available documents, prepares invoice and order data and compares periods. Accounting data connected or supplied to the workspace can become summaries for review.
Collected conversations and requests can become material to consult and analyse in the workspace. Reading them does not mean being able to reply to customers or use the external agent’s actions: data and capabilities need separate assignments.
An example to configure
“Compare this month’s receipts with the previous month using these data. Show the differences and flag missing information.”
The output to prepare
A summary of the available data, with references to check and a chart where useful. In the workspace you can request a PDF report or an Excel export. Missing information remains visible.
Analysis can lead to a proposal: update a FAQ, clarify an instruction or improve a reply. People review and decide what changes; analysis does not modify the customer-facing agent on its own.
Examples depend on available data and connections. System actions, scheduled reports and specific controls are validated for the chosen configuration. Automatic action approvals are on the roadmap.
Explore access and controlsFeatures
Correct fields, detected exceptions and review time compared with the initial process.
Supplier invoices, master data and classification rules agreed with the administration team.
A structured draft with extracted fields and missing information highlighted.
The team checks amounts, duplicates and references before posting. Payments and final accounting entries require authorisation.
Related sectors
FAQ
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Explore the platform’s capabilities and assess how your team can use them.

The mobile app extends the AgenVIO workspace: follow agent conversations and step in as a human operator when needed. For clients and authorised team members, on iOS and Android.