The product guide / 04 / Workflows & action

Propel

Agreed direction · scoped workflows

Governed AI assistance and automation for defined business processes, with clear human responsibilities.

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Workflows & action / OnPoint IntelligenceYour progress accelerated.

A request arrives. The manual work starts.

There’s often a lot of handling between receiving a request and dealing with it. Propel starts with a defined process and the right business context, then establishes what AI can recommend, draft or do under agreed rules.

01

Understand the process

Agree the inputs, intended outcome, owner, exceptions and boundaries before automating the work.

02

Assist, then act

Start with recommendations and drafts, adding specific confirmed actions where they are useful and appropriate.

03

Keep people involved

Define approval points, handoffs, monitoring and recovery for the actions you choose to delegate.

Scope & readiness

Propel’s product role is agreed. Specific workflows, system connections and levels of automation are defined and validated for each engagement. Demonstrations do not establish a generally available product.

A demonstrated workflow is not a promise that your systems are connected. Actions, approvals, escalation, logging and recovery must be agreed for each process. Pulse and Propel can be introduced independently; neither is a prerequisite for the other.

Explore the connected family.

01 / Business knowledge

Prism

Your knowledge unlocked.

Give your people and existing AI tools a shared source of business knowledge and reusable skills.

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02 / Customer engagement

Presence

Your engagement amplified.

A proposed set of tools to help you show up, respond and stay connected with customers, in your voice.

Explore Presence
03 / Visibility & insights

Pulse

Your insights surfaced.

A role-relevant view of current work, so you can see what needs attention and make an informed next move.

Explore Pulse
04 / Workflows & action

Propel

Your progress accelerated.

Governed AI assistance and automation for defined business processes, with clear human responsibilities.

Explore Propel

A useful place to begin

What’s getting
in the way?

Start with a frustration, a recurring task or an idea. We can work through the right starting point together.

Let’s talk about your business