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Automations and Agents

Automation for the busywork. Agents that ask first.

Automations handle the steps that always happen: the follow-up task, the welcome email, the owner assignment. Agents read your records, notice what needs attention and prepare the work. Anything that needs a person waits in Approvals.

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An automation read as a plain plan: when a Company's Customer Health status changes, if it is At risk, EVORIV creates the task "Review customer health and call the customer" for the Company owner

What automation takes off your plate

  • Rules in plain words

    Every automation reads as a plan: when, wait, if, then. No code and no flowchart.

  • Start from a recipe

    Common outcomes are ready to review and switch on in under a minute.

  • A person decides

    Steps marked Ask a person first, and every email the Sales Agent drafts, wait for approval.

Automations

When this happens, do that.

An automation starts when something changes: a lead is created, a deal moves stage, a task is created, or a customer's Health changes. It can wait minutes, hours or days, check its conditions again, then create a task, send an email, update a field, move the stage, assign an owner, log an activity or enrol a lead in a sequence.

  • Every run is on the record it touched
  • A failed run explains itself in My Work
  • Loop protection stops automations setting each other off

How automations work

An automation read as a plan: when a Company’s Customer Health becomes At risk, create a task for the Company owner
Recipes

Start from a common outcome.

Pick a recipe, fill in the details that matter and switch it on. Each one sets up a complete automation that you read before it runs.

Build and switch on an automation

Recipes in EVORIV
Chase deals waiting on a quote
A follow-up task for the deal owner when a sent quote gets no answer
Follow up every new lead
A follow-up the moment a new lead arrives
Welcome new contacts by email
A welcome email to each new contact
Follow up when a customer becomes At risk
A task for the company owner, with the reason on the customer
Follow up on negative feedback
A task when a customer leaves a low rating (with Support)
Sequences and My Work

Follow-up that happens in order.

A sequence lines up each lead's next email and call. The emails are reviewed and sent from My Work, so nobody receives an email you have not seen. My Work also collects the tasks due today, the customers who replied and the approvals waiting for you.

Build a follow-up sequence

My Work: what needs you today, the tasks due and the customers who replied, and what is coming up next, each with the deal or ticket it belongs to
Sales Agent

AI that prepares the work.

The Sales Agent reviews your open leads and deals: what has gone quiet, what is overdue, what closes soon. It explains what it noticed and proposes the follow-up, the task or the next step. It works on behalf of a person in your workspace and has exactly their access.

  • Switched on per workspace by an admin
  • A personal email, a stage change or a field change always waits for you
  • You choose whether tasks and notes wait for approval too

The Sales Agent

An opportunity with EVORIV's suggestion to review: the Sales Agent read the deal and its open task and prepared a note, which waits for a person's approval
Approvals

AI prepares. You decide.

Approvals shows why EVORIV suggests something, the email exactly as it will arrive or the change it will make, and the recent activity on the record. Approve and send, edit, ask for a new draft or reject. A rejected draft is never sent.

The Support Agent drafts replies to tickets the same way, where Support is enabled during Early Access.

How Approvals work

Approvals: a reply the Support Agent drafted for SUP-1048, why EVORIV suggests it, the email as it would be sent, and Approve & send, Edit, Regenerate or Reject

Questions about automations and agents

Will EVORIV email my customers on its own?
Only when you build an automation that sends an email and switch it on; it then follows the plan you read. Every email the Sales Agent drafts waits in Approvals, and you can mark any automation step Ask a person first.
Do I need to write code or rules?
No. Automations are built from plain choices (a trigger, an optional wait and conditions, and actions) or from a recipe. AI Builder can also draft an automation from a sentence, which you check before it is created.
What does the Sales Agent need?
AI switched on for your workspace and an admin who turns the Sales Agent on, chooses who it works on behalf of and how tasks and notes are handled.
Can automations react to Customer Health?
Yes. A change in a company's Health, its status or one of its parts can start an automation, for example to create a task when a customer becomes At risk.
Keep exploring

AI Builder

Describe a change to your workspace in plain words, read the plan, and apply it.

Read more

Customer Health

A 0 to 100 score per customer, calculated by fixed rules and explained line by line.

Read more

Quotes

Price the deal from your products and send a quote your customer accepts online.

Read more

Let EVORIV do the busywork.

Start with Sales today and switch on your first automation in under a minute.

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