Customer relationship.
Start with a company or contact, work through a deal, assign tasks and use the related documents or payment records available to the team. The employee remains responsible for decisions and communication.
01
Solutions
Supplier procurement.
Record a need, work with supplier offers and a purchasing decision, then use contract and receiving records in the enabled process. Each stage is handled by authorised people.
Internal approval.
A request reaches the people responsible for review. They inspect the context, record the decision and let the next team continue the work. Automation is described only where a specific rule has been verified.
02
Explore related areas
AgentCore / Contact
Discuss access ↗Discuss access
Tell us which organisation you represent and what work you want to coordinate. We will explain current access and the relevant product status.