Customer Operations
Handle intake, triage and follow-up
Classify requests, pull the customer context, draft replies, create tasks and escalate the exceptions to the right person.
Custom Agentic Automation
Take a recurring job off your team's hands.
If the same process keeps your team copying information, checking details and chasing the next step, that is the job we automate. Xorventa connects the information, tools and decisions involved in one clearly defined workflow.
The offer
Custom-scoped, by appointment.
Starts from $2,500 setup + $499/mo. One bounded first-workflow pilot; larger scopes are quoted separately.
Is this a fit?
- A job your team repeats on a schedule or every time a request arrives.
- Inputs and tools you can name: the emails, documents or systems involved.
- A person who owns the decision at the end.
- A first scope small enough to build, watch and then extend.
See the work
A request comes in. The work is prepared. A person decides.
- Request
A supplier invoice arrives by email.
- Prepared
The fields are read and checked against your policy, the mismatch is flagged, and the next action is drafted.
- Needs your approval
The person who owns the decision approves, changes or rejects it — and sees what was found.
Illustrative example of a custom-scoped workflow — not a shipped self-service capability.
Use cases
Where custom AI automation helps a company.
Three examples of the kind of work an engagement covers. Each is custom-scoped — what yours does is defined with you, not chosen from a list.
Back Office
Move documents through decisions
Read structured documents, extract the fields, compare them to your policy, flag what is missing and prepare the next action.
Operations
Coordinate recurring workflows
Monitor deadlines, gather the inputs, assemble the update and notify the owner before work stalls.
Looking for a website assistant rather than a custom workflow? Xorventa Assist answers your visitors from the business information you approve, and is available today.
Method
How an engagement runs.
- Map the job
The triggers, the data, the tools, the decision points and the people who own the outcome.
- Agree the permissions
What the workflow may do on its own, what it only drafts, what it must never do, and when it escalates.
- Build and improve
Ship one narrow workflow, watch how it behaves, then tune and extend it.
Controls
Designed for responsible automation.
A person makes the decisions that matter: a risky or irreversible step pauses for review before the workflow continues. The workflow acts only inside the permissions, tools and rules you define, working from your approved business information rather than generic guesses. And your team can see what it did, what it found and where it needs help.
Resources
Related white papers
White paper
The SMB Gap in the AI Agent Market
The AI agent market keeps aiming at enterprise teams. Small businesses need automation that starts smaller and expands safely.
Start with one workflow that wastes too much time.
Xorventa can help identify a practical first automation, define control boundaries, and build a useful loop before expanding the system.