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AI assistants, agents and voice agents, on one team with your people.
Total AI is CloudOffix's natively embedded AI workforce. Design assistants, autonomous agents and voice agents that support employees and customers inside every app, each with defined information, allowed actions and approvals that stay with people.
Specialized AI that works alongside your people
A natively embedded AI workforce for enterprises, configured with AI Builder and governed by your permissions.
AI Builder
Customize AI assistants or autonomous agents for your business by training them on your data, for secure, context-aware, process-specific support. Grant precise access and permissions to keep full control.
AI Builder
Cloudia and AI assistants
Ready from day one, Cloudia offers fast, accurate, context-aware support. Create as many assistants as you need, each working securely within your business data.
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Autonomous AI agents
Agents proactively manage tasks and make data-driven decisions within the parameters you set, streamlining order management, customer interactions and approvals.
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Voice agents
The CloudOffix Voice Agent handles requests from Helpdesk to HR through natural conversations, with instant, accurate, personalized support for customers and employees.
Voice Agent
Who does what when AI joins the team
The aim is the outcome organizations pursue: more satisfied customers and employees, more revenue, lower cost. Every participant has a clear role in getting there.
Prepares and answers
Cloudia and the assistants you create answer questions, gather context and recommend the next step for employees and customers.
- Uses: data within the user's role and permissions
- May: act when the user triggers it
- Stays with people: the decision to act
Runs defined steps
Autonomous agents manage tasks and make data-driven decisions within the parameters you set, such as order handling, customer interactions and approvals.
- Uses: the records and rules you assign
- May: execute allowed actions in the background
- Exception: escalates cases outside its rules
Handles the conversation
The Voice Agent handles requests from Helpdesk to HR through natural conversation, for customers and employees.
- Uses: predefined scenarios and CloudOffix records
- May: answer, record, route and follow up
- Exception: hands over to a person
Decides and improves
People set the goals, approve sensitive actions, handle exceptions and stay accountable for the result.
- Defines allowed actions and approvals
- Reviews AI output where it matters
- Adjusts the next steps as results come in
AI inside every process, on your business data
CloudOffix embeds AI assistants and autonomous agents into every department, so AI can prepare and carry out defined steps across processes, while people stay responsible for decisions.
Because assistants and agents run natively on CloudOffix records and permissions, they do not need a separate integration layer to understand your CloudOffix data. Systems you keep can be connected with defined ownership and allowed actions.
AI that understands your whole business
Total AI works across front-office operations, from sales and marketing to customer service and HR. Instead of AI working in silos, it sees the records, relationships, history and process state behind each step.
Centralized data
Data from every front-office process lives in one platform, so AI can draw connections that stay hidden in isolated datasets and deliver more accurate predictions and recommendations.
Rich, diverse data sources
Access to data from multiple departments lets AI analyze more variables and scenarios, making it more adaptable and accurate.
Contextual understanding
A sales figure isn't just a number; it's part of a story that includes customer interactions, marketing campaigns and HR efforts.
Real-time updates
Data is updated continuously, so AI always works with current information.
Cross-department collaboration
Shared AI insights align teams around cohesive strategies and better decisions.
Multi-AI agent teams
A network of specialized AI agents can work together on a multi-department process. Each focuses on one task, such as handling customer queries, processing orders or managing a defined routine.
Agents exchange insights and adapt to changing scenarios, while handoffs to people, approvals and exception routes are part of the design.
Best practices for AI by industry
Explore how AI participates in journeys specific to your industry.
Understanding AI in CloudOffix
Questions and answers.
What is Cloudia?
Cloudia is CloudOffix's ready-to-use AI assistant. It offers contextual guidance, holds meaningful conversations and takes actions to simplify day-to-day work.
What is an AI Assistant?
A smart digital helper that provides insights, makes recommendations and executes tasks, using consolidated data to deliver personalized, context-aware support.
What is an Autonomous AI Agent?
An AI agent that performs multi-step tasks independently, executing actions based on predefined steps and within the limits you set, and escalating to people when a case needs judgment.
What is the AI Builder?
The CloudOffix tool for creating, customizing and training your own AI assistants or autonomous agents, without technical expertise. It works alongside CloudOffix Agentic App Builder, which builds the applications and process steps those agents participate in.
Can I make and train my own AI assistant?
Yes. With AI Builder you create assistants and agents, customize their capabilities and train them on your business goals, with no coding.
Can I create a team of AI agents?
Yes. Agents built with the AI Builder can collaborate on complex, multi-department processes.
What is the main difference between an AI Assistant and an Autonomous AI Agent?
AI Assistants guide, converse and suggest or take actions alongside users, who trigger them. Autonomous AI Agents operate independently on defined, multi-step tasks, within allowed actions and with escalation to people for exceptions.
Does my AI Assistant have access to all data?
No. Robust authorization controls let administrators limit access by role, department or task, so assistants only see the data they need.
How do I make my AI use accurate business data?
CloudOffix keeps related records, history and permissions together in one secure environment, and connected systems can contribute data with a defined source of truth, so your AI works from consistent operational context.
Turn ideas into real AI use cases.
Start a free trial, or request an AI Workshop to explore where assistants, agents and voice agents could work with your teams across HR, Sales, Helpdesk and beyond.