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Enterprise workforce platform

Manage the service connections your AI agents rely on.

Manage provider accounts, phone lines, messaging routes and credentials in Connections. Use Integrations to define which business records and actions an AI agent can access through those services.

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Business information connects an AI role with systems and people.
AI roles · Connected work · Your people
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When connection setup and ownership are unclear

An example to discuss for your workflow. The systems, permissions and operating scope are agreed for your deployment.

How the work could change

Before a voice workflow starts, an administrator checks the selected provider, phone routing and required access. The workflow owner then tests the intended conversation and handoff.

What your team defines

Start with one repeatable job and make the result clear.

  • Identify the service and owner
  • Configure the required access
  • Check the intended workflow

How your team sets it up

Communication pathways

Connect the approved voice or messaging provider for the workflow.

  • Provider setup
  • Phone and channel configuration
  • Routing settings

Business-system access

Keep service connections, credentials and their owners visible to administrators; define AI agent access to business records and actions in Integrations.

  • Connection configuration
  • Managed credentials
  • Scoped access

Readiness & operation

Check service connectivity, authorization and required setup, then test the business task that will use the connection.

  • Connection health
  • Authorization state
  • Operational review

Put the AI agent in the business process

Design

Define an AI agent's business role, knowledge and tools in Agent Studio.

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Coordinate

Coordinate AI agent delegation and approval boundaries in Team Canvas.

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Run the process

Run AI agent tasks, system actions and human decisions in Workflow Studio.

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AI WORKFORCE ORCHESTRATION FOR ENTERPRISES

Bring one business process.
See how AI agents can help.

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