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
Bring customer information together, prepare relevant content and coordinate follow-through. Use the capabilities available today, with review boundaries and company configuration appropriate to your workflow.
- 01GatherCustomer contextRecords and imports, with tracked sources
- 02PrepareRelevant contentContent a person reviews before it is used
- 03Your teamReview where requiredYour rules decide what waits for a person
- 04Follow throughFollow-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
Choose a useful starting point. Availability is shown for each capability; these headings are not finalized commercial packages.
Content and preparation
Content and preparation
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
Business context
Business context
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
Governed follow-through
Governed follow-through
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. Setup may be required; self-service purchase is not available yet.
Grow your capacity
Different ways to put Vysual to work
Start with the help you need. We'll agree which capabilities, configuration and support fit your business. These describe ways of working, not finalized package names.
On demand
Help when you ask
Start with a note, document or selected record. Prepare a follow-up, summary or supported template document for your team to review and use.
Available tools and configured templates
Proactive
Help with what comes next
Configured workflows can keep the next step visible. Our direction is to surface relevant drafts, recommendations and exceptions before your team has to ask.
Selected workflows in pilot; broader assistance in development
Company-managed configuration
Help configured for your company
Vysual works with you to configure software and AI around agreed company workflows, sources and review boundaries. We maintain the configuration within an agreed service scope; your team owns its relationships and consequential decisions.
Scoped engagements, discussed in a walkthrough—not self-service
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