WORKFLOW AUTOMATION
Workflow automation
Move work between tools and people without relying on manual follow-up every time.
Platform pillar
When the business wants the systems built, scope the execution layer separately.
Implementation is commercially separate from the subscription. It exists for businesses that want Vivacity to build the automations, custom agents, chatbots, voice AI, and deeper workflow systems that act on platform intelligence.
Value driver
Implementation
Execution leverage, automation, and systems that turn surfaced priorities into shipped action.
Package fit
Scoped build
Implementation is always custom scoped. It should not be presented as a fixed-price software tier.
Availability
Scoped service
Scope, access, testing and commercial terms are agreed in writing before build work begins.
What it is
Implementation is not just a higher SaaS tier. It is the hands-on build layer for businesses that want the workflows and operating systems delivered, not just identified.
What it drives
It turns surfaced priorities into actual business systems: task routing, lead orchestration, chat flows, agent behaviors, and deeper operational modules.
What sits inside
The high-value parts at a glance.
CUSTOM AI AGENTS
Custom AI agents
Give specific business functions a more specialised execution surface when the upside justifies it.
CHATBOTS AND VOICE
Chatbots and voice AI
Add customer-facing or internal conversational systems where they materially reduce overhead.
DEEPER OPERATING PACKS
Deeper operating packs
Extend the operating layer beyond the standard platform when the workflow depth is business-specific.
Example
Implementation is where the platform turns into working systems.
You receive the agreed workflow, tested against real cases, with review points and a handover. Every build is scoped around the business rather than a fixed product screen.
Illustrative example
01Trigger
A business event arrives, like a new document or enquiry.
02Context
Relevant records are gathered before anything is prepared.
03Prepared
The next step is drafted within the agreed scope.
04Review
A named person approves, edits or stops it.
Illustrative example. Each build is scoped and tested before use.
Availability
Scoped service
Scope, access, testing and commercial terms are agreed in writing before build work begins.
Next depth
What this expands into.
Implementation usually follows the Fit Check or a managed plan, but it can also be scoped standalone when the workflow problem is already clear.
Next step
Find the right next step.
Start with the free online Fit Check. If there is a fit, we agree scope, access and testing before anything is activated, and a person stays in charge of every decision.