Show me a practical example.
Your BDM finishes a call and asks the sales agent to create the company, log a lead, build a quote and email it. The agent checks for an existing customer, uses the agreed pricing, records the quote and schedules a follow-up. An accepted order can then start an operations workflow.
Does someone have to prompt it every time?
No. Configured workflows can begin when an email arrives, a record changes or an agreed schedule runs. The agent performs the permitted steps and brings a human into the loop when an exception or decision requires it.
What do you check before connecting?
We check supported integration methods, licensing, access controls and which information and actions the workflow needs. We agree what can run autonomously and what needs human approval, then test the connections before rollout.
Who maintains the connections?
Vaultege handles setup, security, monitoring and maintenance. Your technical account manager keeps improvements aligned with your business as systems and procedures change.