How it works

An agent built for the workflow, adapted to yours.

oktogonAI does not license a platform for your team to configure. We start from agents built for quoting, order processing and related workflows, and adapt them to your ERP, rules, pricing logic and exceptions, inside your own infrastructure.

Book a Workflow Review See the solutions

Three ways to automate a workflow

What you are actually buying.

Most AI projects are one of the first two. The third is what we do, and the difference shows in who does the work and where it runs.

Buy a platform

What you get: A license to a tool
Where it starts: Configured from zero
Who adapts it: Your team
Where it runs: The vendor's cloud

Build it custom

What you get: Development capacity
Where it starts: A blank page
Who adapts it: A project team you manage
Where it runs: Wherever it is built

oktogonAI

What we do

What you get: A working workflow
Where it starts: An agent built for the workflow
Who adapts it: We do, to your data and rules
Where it runs: Inside your infrastructure

Ready-made

What is built before we arrive, and what is yours.

Every solution has the same split. The workflow logic exists; your data, rules and systems are what a deployment adds.

Already built

Reading emails and documents: PDFs, spreadsheets, scans
Matching each request against your master data
Business-rule checks and confidence scoring
Approval routing and exception handling
Writing results back into your ERP and CRM
A complete log of every action

Configured for you

Your catalog, customers and master data
Your pricing, tolerances and business rules
Your approval thresholds and who signs off
Your ERP, CRM and mailbox endpoints
Your templates, terms and tone
The point where a person takes over

You stay in control

Automate the routine. Keep people in the important decisions.

You decide what the agent can complete automatically, what needs approval and what should always go to a person.

Set rules based on value, customer, confidence, workflow or any condition that matters to your business.

Approval rules · Quote Agent

3 examples

Confidence97%
Standard request
Quote #49262$12,400
Pricing
Contract pricing confirmed
Inventory
Available
Complete automatically
Confidence82%
Price exception
Quote #49277$18,950
Reason
8% discount requested (limit 5%)
Ask for approval
Confidence46%
Product ambiguity
Quote #49279
Reason
Two catalog items match the description
Send to employee

How we start

Start with one workflow. Prove the value. Then expand.

01Find
Choose the workflow worth fixing first.
We map where your team spends time on repetitive operational work.
02Build
Create the agent around your real process.
We test it using actual requests, documents, rules and edge cases.
03Connect
Plug into the tools you already use.
Email, ERP, CRM, files and other systems become part of the workflow.
04Launch
Start with clear boundaries.
Define approvals, exceptions and what the agent can complete automatically.
05Expand
Automate the next workflow.
Once the first agent proves its value, add more processes across the business.

Questions

Questions about how it works.

Is oktogonAI a software product?

Not in the sense of a license you configure. We start from agents built for the workflow and adapt them to your systems, data and rules. There is no platform your team has to learn before anything works.

Do we have to replace our ERP or CRM?

No. The solutions work across the systems your operation already runs (ERP, CRM, email and document storage) and write into them rather than around them.

Where does the solution run?

Inside your own infrastructure, working directly against the systems your data already lives in. The model endpoints it uses, and the data terms that apply to them, are agreed with you before deployment.

What happens when the agent is not sure?

It hands the case to a person with the reason attached. Where that line sits (confidence, customer, transaction value, action type) is configured with you.

Can it cover more than one workflow?

Yes. Every workflow is added to the same system, with the same foundation, the same control layer and the same activity log, until AI runs as one operating system across your operation. Each addition is its own scoped decision.

How is the first project scoped?

Around one workflow, identified in the Workflow Review. The scope is fixed and agreed before work starts; expanding to further workflows is a separate decision once the first has proved its value.

What does the Workflow Review cover?

One workflow, looked at end to end: how the work gets done today, the manual steps, the systems involved, how much of it an agent could realistically take over, and what a first implementation could look like.

Find the first workflow worth handing over.

The review looks at one workflow end to end and tells you whether a ready-made solution fits it.

Book a Workflow Review See the solutions

Start with quotes or orders

Two primary workflows first. Procurement, finance and customer operations once the first one proves value.

See the solutions

Security, stated plainly

Where the agents run, what they can and cannot do, and exactly what we do and do not claim.

Security