What does a complete workflow look like?
An enquiry arrives. Sales creates the customer and opportunity, gathers the missing details, builds a quote within your pricing rules and sends it. It follows up, then passes an accepted order to Operations. Operations checks the terms, opens the job and arranges materials. Finance sends the invoice when completion is recorded and reconciles the payment.
Can a human ask an agent directly?
Yes. Your BDM can finish a call and ask Sales to create the company, log the opportunity and email the quote. Your finance team can ask Ben about an overdue account. People and agents collaborate directly in a shared workspace, with the history and completed work visible.
Do people approve every step?
No. Routine actions can run within agreed and tested limits. A standard quote goes out within your pricing rules. A discount below your margin limit, unusual contract term or spending request above its limit comes to a human with the details attached.
Who looks after the system?
Vaultege handles the design, setup, security, monitoring and improvement. Your team sets business priorities and handle the decisions assigned to them. Your technical account manager keeps a roadmap for expanding the work your AI team can own.