Built for
- Lightweight automation tools
- Individual teamsAutomating tasks between apps
- Enterprise integration platforms
- IT-led programmesOrganisation-wide integration
- Konnectify
- Ops, IT and revenue teamsPutting AI agents to work across their systems
AI agents that finish the work.
They read the request, decide what to do, act in your apps and ask for approval where you require it. Every step is logged.
Free plan availableLive in days
Teams at these companies run workflows and agents on Konnectify
Why most AI stalls
Most AI stops at the answer. Your work doesn't.
A chat assistant can draft the reply. It can't check the account in your CRM, change the plan in billing and close the ticket, and no one would let it without controls. That gap is where most AI projects stall.
Lightweight automation tools | Enterprise integration platforms | Built for AI agentsKonnectify | |
|---|---|---|---|
| Built for | Individual teamsAutomating tasks between apps | IT-led programmesOrganisation-wide integration | Ops, IT and revenue teamsPutting AI agents to work across their systems |
| Time to first result | MinutesFor simple tasks | Weeks to monthsOften with specialist implementers | DaysIncluding multi-system agents |
| How AI is controlled | VariesControls depend on the tool and plan | Deep, specialist-runGovernance configured by specialists | You choose, per jobEnforced guardrails, approvals at any level, every action in Event Logs |
Time to first result
- Lightweight automation tools
- MinutesFor simple tasks
- Enterprise integration platforms
- Weeks to monthsOften with specialist implementers
- Konnectify
- DaysIncluding multi-system agents
How AI is controlled
- Lightweight automation tools
- VariesControls depend on the tool and plan
- Enterprise integration platforms
- Deep, specialist-runGovernance configured by specialists
- Konnectify
- You choose, per jobEnforced guardrails, approvals at any level, every action in Event Logs
Customer story
Hear it from a team running agents on Konnectify.
“The switch to Konnectify was a breath of fresh air. Outstanding Customer Support with Effortless Setup.”
One job, three levels
Rules where you need certainty. AI where you need judgement.
Run a job as a fixed workflow, add AI only to the steps that need judgement, or give the whole job to an agent. Add human approval at any level. Every level uses the same connected apps.
The job: A customer asks to change their plan.
- Level 1Workflow
A workflow runs the same fixed steps every time, with no AI deciding anything.
Every plan-change ticket is logged in Salesforce and routed to the account's CSM in Slack. Same steps, every time.
- Who decides
- Your rules
- Best for
- High-volume, predictable work where you want certainty
New plan-change ticket Rule
Log the request on the account Rule
Route to the account's CSM Rule
- Level 2AI workflow
An AI workflow keeps the steps fixed but uses AI for specific decisions or content.
AI reads the request and classifies it (downgrade, cancellation or billing question) and drafts the reply. Routing stays fixed.
- Who decides
- Your rules, with AI on specific steps
- Best for
- Work with messy inputs but a fixed process
- New plan-change ticket Rule
- AI classifies: downgrade, cancellation or billing AI
- AI drafts the reply AI
- Route to the account's CSM Rule
- Level 3AI agent
An AI agent works toward a goal you set, deciding which of its permitted tools to use.
The agent checks the account, billing and policy, decides what to do, and asks for approval when policy requires it.
- Who decides
- The agent, within the tools and instructions you give it
- Best for
- Work that needs judgement across several systems
- New plan-change ticket Rule
- Agent checks Salesforce, Stripe and the plan policy AI
- Agent decides the change and drafts the reply AI
Update the subscription, reply on the ticket AI
Anatomy of an agent
Brief an agent the way you'd brief a new hire.
Give it the job, the knowledge and the tools, then choose what starts it. Or describe what you need and Copilot sets it up for you.
Plan change agent
Acme · Customer success
InstructionsKnowledge baseToolsModelTriggersChat widget
Setting upInstructions
Its role, its rules, and what it must never do.
Knowledge base
Your policies, files, websites and app data, so it works from your facts.
Tools
Actions in your apps, from 200+ integrations. Only the ones you allow.
Model
Choose a model from OpenAI, Anthropic or Google. Use Konnectify's included AI, or connect your own provider account.
Triggers
Start it from an app event, a schedule, a webhook, an API call, or a message in Slack or WhatsApp.
Chat widget
Put the agent on your website or help centre, with streaming replies.
Copilot
Describe the agent in plain language; Copilot builds the first version.
Control and visibility
You decide what it can do. You see everything it did.
Agents can only use the tools you give them, can't change the fields you define, and stop for approval wherever you require it. Every action, approval and reason is recorded.
Scoped tools
Plan change agent can:
- Find accounts
- Check and change plans
- Reply to tickets
- Cancel subscriptions
- Delete customers
Find accountsAn agent can only call the actions you've added. If it isn't in the toolbox, it can't happen.
User defined fields
Approval channel#cs-approvals
Alerts channel#cs-alerts
GroupBilling
Escalation channel#cs-escalations
Reply fromsupport@acme.example
Set by you · the agent can't change these
Fix values the agent can't change, such as the sender address or the approval channel.
Approvals in Slack or Teams
#cs-approvals
Plan change agentAPP09:41
Move Acme Inc from Growth to Starter?
- Requested by
- jane@acme.example
- Renewal
- Open, due Nov 2
- Change
- $499 → $199 / mo
SSam approved· 09:42
Require sign-off at any level, in the tools your team already uses.
Event Logs and reasoning trail
Activity Logs
Execution IDTriggerStatusExecuted At
2143d1-6a…SuccessOct 23, 09:52
0eec9c-0a…SuccessOct 23, 09:41
- Find account · Acme Inc
- Open renewal, so it asked for sign-off
- Approved by Sam
- Plan changed · Growth → Starter
11ca76-83…Awaiting approvalOct 23, 09:38
See every action, the data it used, who approved it, and why the agent chose each step.
Your data is never used to train AI models.
How agent controls workUse cases by team
Start with one job your team does every day.
Trigger
Outlook Mail
AI agent
Supplier invoice agent
Action
PDF Parser
Action
QuickBooks Online
Approval
Sign-off
Action
Teams
Supplier invoice agent
AI agent ApprovalReads supplier invoices arriving by email, matches each to its purchase order, creates the bill, and asks finance to approve anything over your threshold.
Live in days
Live in days, on the stack you already run.
200+ integrations
Deep coverage where mid-market teams run: CRM and sales, support and ITSM, finance and billing, HR and identity.
Any API
Connect anything else with webhooks and API calls.
POST/hooks/new-order 200
{ "order": "A-1042", "total": 1890 }
Copilot
Describe the workflow or agent; Copilot builds the first version.
When a deal closes, create the invoice
Missing a connector?
On Enterprise, our team builds it within 5 working days.
Day 1
Day 2
Day 3
Day 4
Day 5
Start on the free plan.
Arani Devaraj
VP Operations and IT, Azentio
Customer story · Azentio
“The speed of deploying these integrations and automations has transformed our Enterprise IT team’s ability to deliver changes faster and with greater impact.”
“Konnectify has helped Azentio seamlessly connect our enterprise tech stack, including ORION (Finance ERP), Salesforce, SAP Concur, and other business-critical systems, into a unified, intelligent ecosystem.”
Ready for your security review.
SOC 2 Type II, GDPR, HIPAA and ISO 27001. Your data is never used to train AI models, and you can run agents on your own model provider account.
SOC 2 Type II
GDPR
HIPAA
ISO 27001
Building a SaaS product? Offer your customers integrations and workflows inside your product, under your own brand.
Explore Konnectify EmbeddedKonnectify is an AI agent and integration platform that lets mid-market and enterprise teams run governed AI agents and workflows across 200+ business applications. You choose how much AI decides for each job, and where people approve.
Bring one process. See it running.
In a demo, we'll map one of your processes to a workflow, AI workflow or agent, using the apps you already run.
Plan change agent
AI agent · Human-in-the-loopToolboxOnly the tools you allow
ZendeskSalesforceStripeSlack Event Log Completed
- Human-in-the-loop approval in Slack → Approved
- Stripe · Update Subscription
- Salesforce · Create Task
- Zendesk · Add Comment to Ticket