Vysual agents prepare
- Follow-up drafts from notes or documents you paste in
- Summaries of meetings and documents
- Suggested next steps
- Template documents filled from records, with missing fields listed
Platform
One governed system for relevant customer engagement
Integrate brings customer context into Vysual. Generate turns it into relevant content. Operate coordinates people and agents under rules you control.
- 01IntegrateCustomer contextRecords and imports, with tracked sources
- 02GenerateRelevant contentContent a person reviews before it is used
- 03Your teamReview where requiredYour rules decide what waits for a person
- 04OperateFollow-throughJourneys with visible next steps
People and agents
Agents prepareYour team decides
You set the rules for what an agent may do on its own and what needs a person.
Your team decides
- Which values are verified
- Which steps and messages run automatically and which wait for review
- Whether to use what an agent drafted
- What to do when something is held for review
Capabilities
Where each capability area stands today
Generate, Integrate and Operate are areas of one system, not separate products or plans.
Generate
Generate
Relevant content from customer context, reviewed by a person.
Available
- Follow-ups, meeting summaries, next steps, response options and pre-call briefs from notes or documents you provide
- Template documents filled from records, with ready, AI-drafted and missing fields shown
In development
Drafts that cite the customer record, and one place to find, build and reuse content
Integrate
Integrate
Customer context with tracked sources.
Available
- Spreadsheet imports for products and customers
- Tracked profile fields show source and verification
- Undo a product or customer import as one batch
In development
Live connections to the systems you already use
Operate
Operate
People and agents coordinated under rules you control.
In pilot
- Journeys where required confirmations must be recorded before later steps proceed
- Message rules: send automatically, or hold for approval by an authorized person
In development
A team-wide exception queue, and agents that learn from confirmed knowledge
Available means in the product today. In pilot means being proven with an early customer before general availability. In development means not yet available.
Trust and data
Your security team will have questionsWe welcome them
We'll walk them through how information is sourced, who can see it, how unconfirmed values are kept apart from verified ones, and which actions your rules hold for review.
Arrange a security walkthroughTracked fields show their source
Tracked profile fields can show where a value came from and whether it has been verified.
Unconfirmed stays labelled
Values awaiting confirmation are marked differently from verified ones.
Rules set the boundaries
Where a rule requires confirmation, the step cannot go ahead without it.
Imports can be reversed
Undo a product or customer import as one batch.
Walkthrough
See the platform on one of your workflows
We'll use sample data and be clear about what's available, in pilot and in development.
Book a workflow walkthrough