Virsaic Enterprise · Automate

Automate

Turn manual processes into governed, end-to-end automation. Automate orchestrates business, sales and service processes end to end, from job orchestration and two-way digital interactions through to customer journey automation, task and queue management, and document review or approval. Smart web forms close the loop with secure, two-way data capture from customers.

Process orchestration & SLAs Customer journey automation Smart web forms

What’s included

Business process workflow automation

Automate end-to-end business, sales and service processes.

Job orchestration & management

Two-way digital interactions using outbound templates and webforms.

Customer journey automation

Digitise and automate journeys such as onboarding and applications.

Task allocation & queue management

Configure workflow tasks and manage queues by user, team or department.

Document review & approval

Submit documents for review and approval before they’re sent.

Smart web forms

Design dynamic, secure web forms for two-way customer data capture.

Who it’s for

Operations managers, process owners and transformation leads who need to automate a workflow without writing custom integration code.

Where it fits

Automate is Virsaic’s Orchestrate work module: process centre, flow engine and a sandboxed business-rules engine. Featured in Workflow & Process Automation and Services-as-Software.

More Virsaic modules

Reads inbound

Interpret

Standard and AI-enabled OCR turn inbound forms and correspondence into structured data.

Explore Interpret →
Drafts outbound

Communicate

Design, brand and generate every customer document and message, with built-in generative AI.

Explore Communicate →
Checks quality

Assure

Catch document and data errors before your customer does, with automated testing.

Explore Assure →

See Automate for yourself

Talk to us about what’s included on your plan.

Talk to us

Independently assured

BSI Mark of Trust \u2014 ISO/IEC 27001 Information Security Management, certifiedAICPA SOC for Service Organizations

Certification and assurance apply to the CoTé platform and application suite. Request our certificate and SOC 2 report.