xFlo plugs into the tools your teams already use, so agents can read what they need and act where you allow it. Nothing to replace and nothing to migrate.
Connecting is the first layer of the platform. What xFlo does with a connection depends on the role that system plays in your business.
Agents look things up and take action in the tool itself, at the moment it is needed: find the contact, check the calendar, draft the email, raise the invoice. Anything that sends or changes something is shown to a person first.
For the systems at the centre of your operation, such as your job or project system, xFlo keeps an up-to-date copy of the data inside the model. Reports and agents then work from one joined-up picture. Our engineers set this up with you.
People connect their own accounts. An agent working for you sees what you are allowed to see, and no more. No shared passwords.
Each skill is given access to the systems it needs and nothing else. Looking something up is one thing; sending or changing something always goes past a person.
What an agent does in a connected system is recorded against the person it was working for, so you can always look back.
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Most businesses have at least one system nobody else has heard of. It is usually the most important one.
Job management, scheduling, trade-specific software, your own databases. If it holds the data your business runs on, our engineers build the connection with you.
A connection we build for you works exactly like the ones in the catalogue: personal sign-ins where the system supports them, approvals before anything is sent, and a record of what was done.
Bring your list of systems. We will show you which connect straight away, which we would build with you, and what xFlo can do once they are joined up.
