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Seamless Workflows
UNOY connects email, documents, and enterprise systems into one continuous operational flow.
Requests, proposals, complaints, approvals, and billing preparation — managed as clear, structured workflows instead of email chains and tool silos.COIA orchestrates in chat. Work Agents handle the routine. You approve the results.
Sales & Follow-ups
Lead in → CRM/Status → Proposal → Follow-up – without manual chasing
Documents & Approvals
Request documents → coordinate approvals → prepare a complete data package for handover
Customer Service & Complaints
Inquiry in → draft response + To-Dos + Updates/Reminder – fully traceable within the case
Back-office operations slow down when information is missing, responsibilities are unclear, and everything gets stuck in email threads.
UNOY turns this into structured workflows: Start → Intake → Processing → Approval → Handover → Done.
Many tools generate text. UNOY completes the process.
Simple Tasks
Sorting information, summarizing content, creating to-dos - handled automatically.
Complex Tasks
Proposals and responses are prepared and ready for decision - you review and approve.
Exceptional Cases
Handled together with COIA - with clear options, escalation paths, and informed decisions.
1. Define the Goal
“Handle this request.”, “Create a proposal.”,
“Prepare the billing.”
2. COIA plans
COIA defines the workflow and asks for missing information when needed - often through structured forms.
3. Work Agents execute
Work Agents prepare drafts, lists, tasks, and handovers.
4. You decide
You review the critical points and approve - with everything documented and traceable.
COIA – Your central AI-Orchestrator.
COIA keeps track of cases, statuses, tasks, and handovers - ensuring nothing gets lost and response times remain consistent.
Pre-built back-office agents for common workflows - ready to use immediately and fully customizable as your needs evolve.
Data Management Agents
Capture lead and customer data · collect and organize documents · prepare structured data packages
Workflow Agents
Status and task management · handovers · escalations · SLA logic · approval processes
Communication Agents
Draft responses · follow-ups · reminders · updates for clients and partners
Finance Agents
Service tracking · billing preparation · handover to accounting or ERP systems
No IT team. No programming skills required - your expertise is enough.
Buy
Start instantly with ready-to-use workflows (inquiries, proposals, follow-ups).
Build
Define your own service standards, proposal logic, and handover processes as custom Work Agents.
More than data. COIA understands your case.
Short Brain
What information is still missing? What is the next step? Who needs to approve?
Mid Brain
Customer and case context: history, documents, communication, and decisions.
Long Brain
Your standards: templates, proposal logic, service rules, escalation paths, and text modules.
UNOY connects email, documents, and enterprise systems into one continuous operational flow.
API Integrations
Microsoft Office, Google Workspace, email systems, and third-party platforms.
External Systems
ERP ↔ CRM, HR ↔ Payroll.
Data Import & Export
Excel, CSV, XML, Imports/Exports.
More than “a reply.” Instead: response or proposal + to-dos + status + follow-ups + structured handover.
From intake to final handover: routine handled automatically, decisions remain human.
Roles, approvals, and full audit trails - ensuring work remains reliable and accountable.
The result: streamlined productivity, seamless workflows, and outcomes that truly matter.
Typical Use Cases:
We start with a legal quick win (e.g., case creation or a claims workflow) and then scale your standards, playbooks, and additional Work Agents.
View Case Studies
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Bring intelligence into every step of your work — experience UNOY in action.
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