Getting started

Start with one useful workflow.

Choose a clear outcome, bring the relevant context and inspect the first run before expanding.

Choose how to begin

A demo and an evaluation are different requests.

A subscription, any free offer or paid-plan trial must use the terms shown for that specific offer. A sales-assisted evaluation is scoped with your team.

Product demo

Bring a workflow and see how records, agents and review points fit together.

Request a demo

Assisted evaluation

Discuss scope, setup, success criteria and commercial terms before an evaluation begins.

Request an evaluation

Subscription and plan details

Review the current offer, included usage and billing terms before registration.

View plan details →
Your first useful workflow

Make setup deliberate.

  1. Agree the outcome

    Choose one task and define the output you will inspect.

  2. Prepare company context

    Add company foundation, knowledge and the records the workflow needs.

  3. Map data and ownership

    Review imports, fields, duplicates and which system owns each record.

  4. Connect required services

    Authorize only the channels and services needed for this workflow.

  5. Configure policy and budget

    Assign roles, review points and the applicable usage budget.

  6. Run and inspect

    Use a synthetic example; review a normal path, rejection and connection or budget exception.

  7. Expand with evidence

    Use your own baseline to decide the next workflow.

Before you start

Keep the commercial terms in view.

Confirm price, currency, billing period, billing unit, included usage, overages, tax treatment and any trial or evaluation terms. Payment details and cancellation rules belong to the selected offer.

Discuss plan details →
Your next step

See your customer workflow, connected.

Bring one real workflow to the conversation. We’ll show how the records, agents and review points fit together.