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AI-native business operations platform
Stop adding AI to old
workflows.
Rewire them.
Ready-to-use apps, the systems you keep and Agentic App Builder on one foundation, where AI agents and your people work every process together, end to end.
No credit card required15-day free trialGDPR compliant
Run, connect, build and automate on the same shared data.
Enterprise-grade cloud, encrypted at rest and in transit.
Help whenever your teams need it, from onboarding onward.
Try the full platform with your own processes first.
AI everywhere. The same old workflows.
Most companies already use AI somewhere: a chatbot here, an e-mail assistant there. But the process around it still runs on scattered data, manual handoffs and people chasing approvals. AI added to an old workflow mostly makes the old workflow faster, complexity included.
- “I can’t find it.”
- “Who owns the next step?”
- “Where is my customer’s record?”
- “Who approved this?”
- “This is not accurate.”
AI-native workflows need
an AI-native foundation.
An AI agent can only carry a process end to end when it can see the whole picture, knows what it is allowed to do and can actually do it. CloudOffix brings all three together in one place.
Customers, orders, cases, employees, history and where each process stands, in one connected model instead of spread across tools.
- Shared records across every app
- Data from the systems you keep
- Process state agents can follow
The same permissions, approvals and audit trail apply to people and agents, so you decide what AI may see, suggest or do on its own.
- Role-based access for agents
- Approvals and exception routes
- Every action recorded
Agents work where the work happens: they update records, route requests, trigger workflows and follow up, instead of only drafting text.
- Allowed actions in every app
- Workflows people and agents share
- Hand-offs to people when it matters
Assistants, agents, voice agents
and people. One team.
AI takes on the searching, summarising, routing and updating, so your people spend their time on customers, judgment and decisions.
Prepares
Answers questions, summarises history and drafts the next step, grounded in your own records.
AI Assistants AI agentActs
Routes requests, updates records and coordinates follow-up within the actions you allow.
AI Agents Voice agentConverses
Handles calls with customers and employees and carries what was said straight into the workflow.
Voice AgentsDecide
Own relationships, judgment, approvals and exceptions, with AI doing the groundwork.
- Approve what matters
- Handle exceptions
- Build trust with customers
Not AI on one task.
AI across the whole journey.
Every app works on the same records, so work moves from the first step to the result without anyone reconstructing the story. Pick a team and follow one process, step by step.
SalesA new lead becomes a delivered order
- 01
Lead arrives
From the website, a campaign or a call, matched to the account and its history.
Voice agentCloudOffix app - 02
Lead qualified
The agent enriches the record, scores fit and routes it to the right rep.
AI agent - 03
Proposal prepared
The assistant drafts the quote from products, prices and past deals.
AI assistant - 04
Deal decided
The rep negotiates; discounts and approvals follow your rules.
People - 05
Order delivered
The order flows to invoicing and delivery and the customer is kept informed.
CloudOffix appAI agent
MarketingA campaign that follows up while interest is warm
- 01
Audience defined
Segments are built from real customer, deal and event data.
CloudOffix app - 02
Content drafted
The assistant drafts e-mails, pages and posts in your brand voice.
AI assistant - 03
Campaign approved
The marketer reviews, adjusts and approves before anything goes out.
People - 04
Responses handled
The agent scores engagement, answers chats and books meetings.
AI agentVoice agent - 05
Hand-off to sales
Warm leads reach sales with the full story; results feed the next campaign.
CloudOffix appPeople
ProjectA project delivered on time and on budget
- 01
Project kicked off
The signed deal creates the project with scope, budget and team.
CloudOffix app - 02
Plan prepared
The assistant proposes tasks, milestones and assignments from similar projects.
AI assistant - 03
Plan approved
The project manager adjusts priorities and commits the plan.
People - 04
Progress tracked
The agent follows timesheets and deadlines and flags risks early.
AI agentConnected system - 05
Delivered and billed
Milestones are approved and invoiced; the customer sees progress in the portal.
PeopleCloudOffix app
HRA new hire, from application to first day
- 01
Application received
Candidates apply through the careers page and land in the pipeline.
CloudOffix app - 02
Candidates screened
The agent matches CVs to the role and prepares a shortlist with reasons.
AI agent - 03
Interviews held
The voice agent schedules interviews; the hiring team decides.
Voice agentPeople - 04
Offer approved
The offer is prepared from the role and approved by the manager.
AI assistantPeople - 05
Onboarding
Accounts, equipment, training and payroll records are set up for day one.
AI agentConnected system
HelpdeskA customer request, from first contact to resolution
- 01
Request arrives
By e-mail, portal or phone, linked to the customer’s history and open orders.
Voice agentCloudOffix app - 02
Context assembled
Orders, contracts and past cases come together, including records from systems you keep.
AI agentConnected system - 03
Options prepared
The assistant summarises the case and proposes options for the case owner.
AI assistant - 04
Decision
The case owner decides; approvals and exceptions follow your rules.
People - 05
Resolution
Actions are coordinated across teams and the customer is kept informed.
AI agentPeople
Start with what is ready.
Add what is yours.
Your foundation is assembled from four capabilities: run the apps that fit, connect the systems you keep, build what is missing and let AI work across all of it.
Ready-to-use business apps
Sales, marketing, service, projects, HR, invoicing and commerce on one shared data foundation, ready from day one.
Explore the apps 02 · ConnectKeep the systems you rely on
Pre-built connectors, bi-directional sync, an open API and webhooks bring your current tools into one flow.
See integrations 03 · BuildAgentic App Builder
Adapt any app or create new ones for your own processes, reusing the records, permissions and workflows already there.
Meet Agentic App Builder 04 · AutomateAI that works with your teams
AI assistants, agents and voice agents that act on your real business data, with people deciding what matters.
Discover AI BuilderYour whole business, ready to run.
Start with the apps you need today. Every app shares the same records, so every team, assistant and agent works from the full picture.
Sales
Pipeline, quotes, orders and subscriptions, with AI preparing the next best step for every rep.
Marketing
E-mail, automation, events, surveys and live chat, followed up while interest is still warm.
Helpdesk
Tickets, SLAs and a voice agent that answers, routes and updates the case as it goes.
Project
Tasks, agile boards, timesheets and billing, so delivery and finance see the same work.
HR
Recruitment, onboarding, leave, expenses and performance for a better employee experience.
Your own apps
Missing something? Build it with Agentic App Builder on the same platform, data and permissions.
If your business is unique, your software should be too.
Adapt CloudOffix to the way you work, end to end and faster. Agentic App Builder reuses the records, permissions and workflows already on the platform, lets you create the apps and steps your processes need, and wires AI agents and approvals into them.
- 01Customize existing apps or create new ones
- 02Reuse data, permissions and workflows that already exist
- 03Add agentic steps where people and AI work together
Already using all these tools? Great.
Keep the systems you rely on and bring their data into the flow. CloudOffix aligns your data and gives people and agents a real-time view of operations across the whole organization.
- 01Pre-built connectors and bi-directional sync
- 02An open API with custom webhooks
- 03Data consolidation into one operational core
Start fast. Rewire as you grow.
Start with ready apps
Sign up free and run the apps you need today, without a long implementation.
Connect what you keep
Bring in the systems and data your teams still rely on, at your own pace.
Add AI to the work
Turn on assistants, agents and voice agents where they save your teams time.
Rewire priority journeys
Redesign the processes that matter most around people and AI, and build what is missing.
Built for your industry.
Ready for your AI.
Industry solutions, role-based views and journeys such as marketing, service, commerce and onboarding give you a concrete place to start.
IT & Services
Projects, support and billing on one connected flow.
Tech & SaaS
From trial to renewal: one view of every customer.
Recruitment
Demand, candidates, placements and billing together.
Insurance
Engagement, cases and renewals in one system.
Hospitality
Guest experience, bookings and operations connected.
Retail
Demand, inventory and customers on shared data.
Manufacturing
Operational intelligence from the shop floor up.
Legal
Contracts, matters and clients under control.
Life & Health
Clinical, research and patient operations aligned.
Nonprofits & Programs
Funding, participants and verified outcomes.
Happier customers. Happier teams. A stronger business.
When apps, data, people and AI work as one, teams stop chasing information and spend their time on customers and decisions that move the business.
Real businesses.
Real transformation.
American Hospital
Connected its contact center and service operations on one platform, with more operational visibility.
W-Tatil
Replaced spreadsheets with one platform for finance, operations and management, with real-time reporting.
Petroyağ Lubricants
Turned manual HR processes into automated workflows across the whole employee lifecycle.
ConstructionFrom fragmented processes to unified intelligence
Engineering, procurement, HR, finance, quality and safety on one platform.
InsuranceA full digital transformation in insurance
CRM, marketing and helpdesk together for interactions, complaints, subscriptions and compliance.
Built for enterprise confidence.
AI, security and compliance, unified from day one. Every assistant and agent works within the access you define, and every customer runs in its own database, backed up daily.
Grow your business with an AI-native platform.
Resell, implement or white-label CloudOffix, and deliver repeatable industry solutions with Agentic App Builder.
See your business running on CloudOffix.
Start a 15-day free trial, no credit card required, or talk to us about the journey you want to rewire first.