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THE AGENT OPERATING LAYER

AI agents thatfinish the work.

AI agents read the procedure, coordinate your existing tools, ask for approval when it matters, and deliver a recorded outcome.

Procedure-awareHuman-governedBuilt for your systems
Salesforce
HubSpot
Dynamics 365
Zoho CRM
Gmail
Outlook
Slack
Teams
Zoom
WhatsApp
SAP
NetSuite
QuickBooks
Stripe
DocuSign
Drive
SharePoint
Dropbox
Sheets
Notion
Jira
Asana
Trello
Zendesk
ServiceNow
Coupa
Supplier portal
01Intent

A real operational request

02Context

Procedure, data, permissions

03Control

Human approval at the edge

04Evidence

Every outcome recorded

Follow the work. Make the decision.

Explore a supplier delay from the first message to the recorded outcome. Try the approval step yourself.

Manufacturing / Interactive exampleNo connected systems

A delay. A clear next step.

A supplier moves a delivery by three days. Dialogo starts the defined exception workflow.

  • Source: supplier email
  • Request: review production impact
  • Owner: production planner

Receive

Your context makes AI operational.

Each workflow uses the relevant procedure, records, permissions and accountable owner. Explore the context behind the example.

DialogoResolve the delayExample execution context
Procedure

Supplier delay handling

Check inventory, assess the impact, prepare a change. Updating the production schedule requires approval.

Context follows the workflow’s scope.

Governance, security and privacy

You define the boundaries.

Configure who can act, when approval is required and where data is processed. Control is part of the workflow.

Company-controlled infrastructure
Your company authenticationYour identities, accounts and permitted access
Company data
DialogoPolicy + approvals
Local model + run historyInside the configured boundary
Sensitive actions wait for the authorized person.

Keep execution in your company.

In a fully on-premise deployment, models, workflow memory and execution history operate within your company-controlled network.

External modelNot used

Authentication controls access. Data residency depends on deployment, integrations and model routing.

Read the security overview

The controls are in the product.

Actual Dialogo screens. Explore agent controls and the evidence from a Salesforce run.

Observe records without blocking. Enforce pauses configured actions for explicit approval.

Actual governance controls: Observe mode, Active status, Send and Execute approval settings, and scoped tools.
Actual product screen, cropped for readability.

Start with work you know.

Manufacturing, services and operations. Choose a process with a clear outcome and defined human decisions.

WORKFLOW EXAMPLE

Manufacturing

01Signal

A supplier delivery changes after production has been planned.

02Work performed

Dialogo gathers the order, inventory, supplier message, and production plan; finds the affected work; then prepares the safest update.

03Human decision

The planner approves schedule changes before systems are updated.

OUTCOMEPlan reconciled across ERP, email, and production records.
ERPEmailProduction

One workflow. A concrete place to start.

Bring a process your team still coordinates by hand. We’ll work through what it would take to make it executable.

Map a workflow
What to expect in 20 minutes
  • Describe the process and the outcome you need.
  • Identify the systems, access and approval points.
  • Assess the fit and a practical next step.

Inside Dialogo.

Actual product recording / Salesforce

In this recording: a Salesforce request starts the agent; Dialogo queries the connected records and prepares the result. This is a silent visual demonstration.