Unify
Assemble a live customer case view.
S/Runtime pulls only the allowed account, policy, order, contract, and history needed for the current case.
- Least privilege
- Case context
- Source citations
Customer intelligence
Resolve customer cases using only the account context permitted for the current user.
Unify account, order, policy, support, contract, usage, and billing context so customer teams and agents can act faster without exposing sensitive data.
CRM
Support
Billing
Orders
Contracts
Product usage
Recommend
Guide the next best action.
Agents propose answers, credits, escalations, renewals, or handoffs based on policy and business context.
- Policy match
- Risk flags
- Approval requirements
Close
Write back with evidence.
Approved actions update source systems and preserve why the decision was made.
- CRM logging
- Audit trail
- Outcome capture
Set the read, write, and review rules for this workflow.
Each run checks retrieval permissions, sensitive-data policy, tool scope, and approval requirements before it reaches a consequential action.
Consumer privacy and regional data-use policies
Mapped to source permissions, context boundaries, action policy, and audit evidence so teams can prove how AI was used.
Customer information safeguards for financial workflows
Mapped to source permissions, context boundaries, action policy, and audit evidence so teams can prove how AI was used.
PHI handling for healthcare support workflows
Mapped to source permissions, context boundaries, action policy, and audit evidence so teams can prove how AI was used.
Payment data exclusion for commerce and telecom
Mapped to source permissions, context boundaries, action policy, and audit evidence so teams can prove how AI was used.
Case-level audit trails and supervisor review
Mapped to source permissions, context boundaries, action policy, and audit evidence so teams can prove how AI was used.
Measure the workflow against its baseline.
Use completed runs, exceptions, and review outcomes to measure “Handle time” against the agreed baseline.
Use completed runs, exceptions, and review outcomes to measure “First contact resolution” against the agreed baseline.
Use completed runs, exceptions, and review outcomes to measure “Escalation rate” against the agreed baseline.
Use completed runs, exceptions, and review outcomes to measure “Customer follow-up quality” against the agreed baseline.
Architecture session
Bring one consequential workflow. Leave with a governed agent blueprint.
We will map the context, systems, decisions, controls, actions, and success measures together.