Processes automated end to end, with your team deciding what matters.

Engibots' intelligent process automation platform, designed around each operation and built to evolve with it. Its agents handle what is clear on their own, ask the team when in doubt and never execute anything beyond what was configured.

EngiAIFlow · Intelligent Process Automation

Book 20 minutes See how it works

EngiAIFlow connections screen, with the input channels and the connected systems. — Product screenshot, using demonstration data.

It brings together the experience of more than 50 processes in production in Portugal, Spain, Italy and Belgium, with a return on investment in under 12 months and up to 80% less manual work.

SEE IT IN ACTION

From inbox to ERP in under three minutes

A request that arrives by email and goes all the way to the ERP on its own, a case where the ERP refuses and the team decides, and the configuration and audit trail of each agent.

Recorded in EngiAIFlow with demonstration data. No narration.

WHAT IT DOES

Less repeated work, more control over the operation.

EngiAIFlow orchestrates people, processes and systems. In each process, an artificial intelligence agent interprets what comes in and proposes the next step, within the rules set by the team, and the platform executes in the company's systems.

Much of back-office work is reading, copying and checking. Requests, invoices and statements pass through the same hands every day, and the time is spent on tasks that did not require a decision.

With EngiAIFlow, clear requests go on their own from receipt to the reply to the customer. The team only receives the cases that require a decision, already prepared.

A case in EngiAIFlow, showing what was done and the decision it needs from the team. — Product screenshot, using demonstration data.

Every decision justified

Each decision shows what has been confirmed and what is still to be confirmed, such as the sender's domain or the tax number. No conclusion appears without a justification.

Progressive autonomy

There are three levels, Apprentice, Supervised and Autonomous, and an agent described in words starts as Apprentice. The team raises the level at its own pace, and rules are written in plain language, such as “before replying to the customer, ask for approval”.

Visible learning

What the team confirms is recorded, and each learned item can be reviewed and switched off. When the team links a sender to a customer, later messages from that sender arrive already identified.

Complete processes

It automates the whole flow, including the steps that cut across several systems. Not isolated tasks automated one by one, but the process handled from start to finish.

PROCESSES

The processes EngiAIFlow automates.

A common foundation, with each process designed around the operation and handled by an agent.

Mailbox triage

In a shared inbox, someone has to read every message to decide who handles it.

EngiAIFlow: It reads every message that arrives, identifies the customer and the subject and routes it to the right process or person.
The team: Steps in only on messages without a clear destination.
The result: The shared inbox no longer takes up someone's day.

Orders

Orders arrive by email and are typed into the ERP manually.

EngiAIFlow: It identifies the customer and the items, checks the catalogue and the stock, applies the company's rules, creates the order in the ERP and confirms it to the customer through the same channel.
The team: Steps in when a piece of data is missing or the ERP rejects an item, with the information already prepared.
The result: Clear orders go through on their own, from the inbox to the ERP.

Complaints

Complaints are scattered across mailboxes and people, and some go unanswered.

EngiAIFlow: It classifies the severity, hands the case to whoever decides and replies to the customer through the channel the complaint came in on.
The team: Steps in on every case to decide what to do, with the complaint already classified.
The result: No complaint is left without an owner or an answer.

Bank reconciliation

The bank statement is checked against the invoices manually, line by line.

EngiAIFlow: It reads the statement lines, looks for the invoice that matches each one and proposes the reconciliation, with the reasoning for each proposal.
The team: Steps in on the lines where the match is not clear.
The result: The team only looks at the lines that need attention.

Supplier invoices

Every supplier invoice is checked manually against the order and the goods received.

EngiAIFlow: It reads the invoice and the Portuguese tax authority (AT) QR code, runs a three-way match against the order and the goods received and detects duplicates before the invoice enters the ERP.
The team: Steps in when there are differences or a possible duplicate.
The result: Only invoices with differences reach the team.

Bookings

Booking a delivery, an installation or a technical visit takes several rounds of emails and phone calls.

EngiAIFlow: It reads the request and books the delivery, the installation or the technical visit in the right calendar. It works the same way for appointments at a clinic or services at a garage.
The team: Steps in on requests that fall outside the defined rules.
The result: Bookings close with fewer messages back and forth.

Intelligent RPAs

There are daily tasks in portals and applications with no integration available.

EngiAIFlow: It carries them out with intelligent RPAs, which interpret each page from instructions and keep working when the layout or the field names change.
The team: Defines the tasks and follows each run.
The result: These tasks no longer depend on someone having to do them.

Tailor-made processes

Every company has its own processes, which no off-the-shelf product covers.

EngiAIFlow: It starts from a plain-language description of the process, proposes the steps and the team adjusts them in writing.
The team: Steps in at the start, to set the rules and approve the steps before the process starts.
The result: Automation tailored to the company's own process, without programming.

Collections, direct debits, credit notes, approvals, digital signature, quotes and prospecting are automated on the same foundation, as described in Solutions.

A supplier invoice in EngiAIFlow, with the document next to what was read. — Product screenshot, using demonstration data.

HOW IT WORKS

From request to decision, in six steps.

The process starts

A request or a document arrives by email, WhatsApp, Teams or the API, the process starts at a scheduled time, or an intelligent RPA fetches it from a portal or an application.

The agent reads

It interprets the request with artificial intelligence, applies the company's rules and marks in the document the sentence each value came from.

The platform records and replies

The platform records the result in the ERP or another company system and replies to the customer through the same channel.

The team decides

When in doubt, the case reaches a person with what has already been done and the decision still to be made.

Every correction teaches

The team's corrections guide the cases that follow.

Everything stays in view

What was handled on its own and what went to a person can be reviewed at any time.

A process view in EngiAIFlow, with what was handled on its own and what went to a person. — Product screenshot, using demonstration data.

GOVERNANCE

AI proposes, the platform decides what runs.

EngiAIFlow separates what artificial intelligence reads from what the platform executes. What runs, what goes to a person and what is recorded is decided by the platform, according to what the team has configured.

No value without a proven source

Every value AI extracts from an email or a document comes with the sentence it was read from, and the platform confirms that sentence exists. Without the sentence, the value is routed to a person.
Calculations, schedule availability, bank reconciliation and invoice checking are done by the platform, without AI.
Company rules are managed in versioned rule sets, and each case's history shows the rule applied.

Execution limited to what is configured

AI executes nothing by itself. Only the actions declared for each system are executed, in each process's published version, with no code or free-form commands.
A write to a connected system is never repeated automatically. If the process is interrupted, a person decides whether the write was already made.
Limits such as “above this amount, ask for approval” suspend the case before the step until a person approves.
Credentials are encrypted, never displayed again and never sent to the model. External requests come in with an API key, with a rate limit, and each robot carries out only the tasks assigned to it.

Complete traceability

Each case is completed with the version of the actions and rules it started with, even if another is published in the meantime.
Each case's history records what was done at every step and every human decision, with the change and the reason.
The audit log is not editable in the product and is only visible to those with that permission.
Every run, scheduled or manual, is recorded with the steps performed, the input and output data and the reason for any failure.

Immediate stop and pause

Whoever administers the installation can stop, with a single command, all of EngiAIFlow's external actions, writes, communications and robots, and every incoming channel. A reason is mandatory and is recorded in the audit log, with author and date.
Nothing is lost. Cases wait before the step with an external effect, people keep reviewing and deciding, and when activity resumes the cases proceed in the order in which they stopped.
Pausing a process also suspends its cases in progress, and the others carry on.

INTEGRATION AND SECURITY

It works on the systems you already have.

It connects to the ERP, email and the other tools, without replacing systems and with the control that operations demand.

Input channels

It receives requests from IMAP and Microsoft 365 mailboxes, WhatsApp Business, Microsoft Teams, other systems through the API, and scheduled tasks.

Connection to company systems

EngiAIFlow connects to the ERP, the CRM, banking platforms, cloud repositories and the spreadsheets the operation already uses. It looks up data such as customers, items or stock, and writes to the source systems, which allows the process to be closed without manual intervention. Where there is no API, intelligent RPAs work directly on the systems' interfaces. Actions are configured system by system.

Documents and languages

It reads PDF attachments and, when enabled, scanned documents. Each user works in Portuguese, English or Spanish.

Profiles and permissions

Three predefined profiles, Operator, Manager and Administrator, plus the installation's own profiles, created with “Duplicate” and with permissions set one by one, in a grid. The installation settings, accounts, profiles, keys, robots and deleting cases are separate permissions. Changing an account's profile takes effect on its next request, and deleting a case or changing a profile is recorded in the audit log, in the name of whoever did it. Fields declared sensitive are masked in the case history.

Simulation

In an installation running in demonstration mode, with a simulated ERP, processes are tried out with sample emails and documents, with no effect on live systems.

On your infrastructure or in the cloud

Each company has its own installation. The artificial intelligence model can run locally, so that requests never leave the company, or on Azure OpenAI.

Your data

The artificial intelligence models operate under a no-retention policy for training data, and the company's information is used to run the process and not to improve third-party models. EngiAIFlow works on the data that already exists in the systems, with no migration or duplication of databases. Data is encrypted at rest and in transit, and the implementation follows the applicable European regulatory framework, including the GDPR and the EU AI Act.

End-to-end automation, tailored to your operation.

In a 20-minute meeting, we show you a process similar to yours, live, and point out what can run on its own and what should stay in people's hands.

Book 20 minutes