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Work automation platform

Fewer tasks. More time.

AGENTIVIA is not an assistant you ask questions. It is a platform where entire teams of agents work on your behalf: they monitor your CRM, your ERP, SAP and your inbox, act as soon as something needs doing — and a director reports back to you on everything, on a single screen.

A 30-minute call, no commitment — including a review of your operations.

Hours saved Every week, on everything
that repeats in your business
Nothing for you to maintain Setup, updates
and monitoring included
Hosted in Switzerland Your data stays here,
never resold
Your software connected CRM, ERP, SAP, accounting,
calendar and email
Without anyone asking

The work is already done.

The director's dashboard in AGENTIVIA: today's figures, four teams of agents — Sales, Finance, Customer support, Logistics — and the reports they have delivered.

As many teams and agents as you need, run from a single screen — under your name.Demo screen and messages, for illustration only.

The platform

Several teams of agents, one platform.

Everything goes through a director: your single point of contact. It takes every request, hands it to the right team, and gives you one report back. You run everything from its dashboard, without ever opening ten tools.

The director's dashboard: tasks for the day and the week, active routines and watches, the four teams and their reports. The app's home page: tasks completed, success rate, time worked, work done without you, and activity over the last five weeks, day by day. The Finance team expanded: its lead, its agent builder, the accounts-payable agent and its recent activity in the ERP. App settings: holiday mode, appearance, company folder, working style, ERP and CRM connection, language.

Everything that matters on one screen. What was done today and this week, the status of each team, and the reports they delivered. You open the app and you know where the business stands.

App screenshots taken with demonstration data.

A director

Your single point of contact. It takes every request, hands it to the right team and gives you one report back.

Under your name

The app carries your logo and your colours. Your staff use it like an in-house tool, not a supplier's product.

Documents

Quotes, invoices, presentations, spreadsheets and contracts produced directly, ready to send.

Routines

Recurring tasks run by themselves, on schedule, without anyone having to remember.

Library

Notes, documents and company knowledge, stored and retrieved by the agents.

Unlimited teams

Sales, finance, support, logistics… Each team has its lead, and creates the specialist agent it is missing by itself.

The difference

What a consumer AI assistant does not do for you.

A general-purpose chat assistant answers a question, and stops there. AGENTIVIA installs a tool that knows your business, acts on your behalf and is maintained over time.

A consumer AI assistant

An assistant that chats

  • Does not know your business: your prices, rules and customers have to be explained again.
  • Is not connected to your business software: not your ERP, your CRM or your accounting.
  • Answers, but does not execute: you still copy, send and file.
  • Waits to be asked: nothing happens until someone writes to it.
  • Each employee improvises their own instructions, alone, with no consistency.
  • No dedicated contact when something goes wrong.
AGENTIVIA

Teams that work

  • Company memory. Prices, procedures, documents and your brand's tone are written once, then applied by every agent.
  • Connected to your tools. CRM, ERP, SAP, accounting, calendar, email, files: the agents genuinely read and write there. Your data stays hosted in Switzerland.
  • They act. The appointment is booked, the quote sent, the order recorded, the reminder gone — without you.
  • They work on their own. Routines run on schedule, at night, at weekends, while you are on holiday.
  • In your colours. The app carries your name, your logo and your colours. Your staff use it like an in-house tool.
  • Nothing for you to maintain. Hosting, updates, monitoring and adjustments are included. Nothing to install on your computers, no server to manage, no versions to keep track of.
Comparison between a consumer AI assistant and the AGENTIVIA platform
What really matters Consumer AI assistant AGENTIVIA
Knows your business To be explained again in each conversation Instructions and documents built in once and for all
Acts in your software Not without development work on your side CRM, ERP, SAP, accounting, calendar, email, point of sale
Works without you It waits for a question Scheduled routines, day and night
Several specialists A single generalist assistant Teams per department, a lead per team, a director above them
Your own branding Someone else's interface Your name, your logo, your colours
Setup and configuration Up to you Handled for you, to your rules
Maintenance and updates Decided by the vendor Included — nothing for you to do
Where your data lives Usually outside Switzerland Hosted in Switzerland, never resold
Who configures, who fixes You We do — you describe, we install and monitor
When something breaks Online support A contact in Switzerland who knows your setup

General comparison with consumer chat assistants in their ordinary use, as of the date this page was last updated. Your data is hosted in Switzerland. The text needed to carry out a task is sent to the AI model selected for your project, which may be located outside Switzerland; this is defined and documented in every quote.

Beyond the agents

Everything that repeats can disappear from your days.

Describe your day-to-day: we identify the processes that can be automated, quantify the time recovered, then deliver a working, monitored solution.

01

Email & messaging

Inbox sorted, requests ranked by priority, replies written in your brand's tone and quotes sent without intervention.

Smart triageRepliesQuotes
02

Appointments & scheduling

Availability checked in your calendar, bookings created, confirmations and reminders sent. Taken slots are excluded before anything is offered.

Synced calendarRemindersRescheduling
03

Documents & admin

Quotes, invoices, contracts and minutes drafted, filled in and archived automatically. Data extracted from your PDFs lands in the right place.

GenerationExtractionArchiving
04

Connected tools

CRM, ERP, point of sale, accounting, Drive, Slack: your software finally talks to each other. Information flows by itself, with no re-entry or copy and paste.

CRM & ERPSynchronisationCustom API
05

Reporting & oversight

Dashboards updated continuously, weekly reports that send themselves, alerts as soon as an indicator goes off track.

DashboardsReportsAlerts
06

Internal processes & HR

Onboarding, leave requests, expense claims, supplier orders: approval flows move forward by themselves and everyone is notified at the right time.

ApprovalsOnboardingNotifications
07

Order taking

Orders recorded by form, message or phone, stock checked, confirmation sent and delivery note generated in your systems.

MultichannelStock checkTracking
08

Calls & phone reception

For businesses that need it: a natural voice picks up, qualifies the request, answers and transfers to the right person.

24/7 switchboardQualificationTransfer
09

Custom automation

Your business has its rules, its exceptions and its vocabulary. We design automation that fits exactly the way you work.

Free auditDesignMonitoring
Custom

If a task repeats in your business, it can disappear.

We start with a free audit of your day-to-day, then quantify the time you get back before we propose anything at all.

Request a free audit
Plans

One setup, then a maintained tool.

Every plan includes setup to your company's rules, then a subscription covering hosting, maintenance, updates and monitoring. Scope and volumes are defined in the quote.

Plan 02

Contact Pack

Calls and WhatsApp together, for businesses whose customers mostly come through those channels.

Setup 1 200 – 2 500 CHF
Subscription 450 – 800 CHF/month
  • Phone reception included
  • WhatsApp agent included
  • Unified calendar, no double booking
  • Context shared across channels
  • Custom rules & team alerts
Discuss the pack
Plan 03

WhatsApp agent

It replies to messages continuously, in your brand's tone.

Setup 600 – 1 000 CHF
Subscription 200 – 350 CHF/month
  • Replies within seconds
  • Appointment booking by message
  • Confirmations & reminders
  • Conversation memory
  • Your team notified when needed
Discuss this plan
Plan 04

Phone reception

An agent that answers every incoming call, gives information and books appointments.

Setup 900 – 1 500 CHF
Subscription 350 – 550 CHF/month
  • Calls answered 24/7
  • Appointments booked in your calendar
  • Automatic confirmations
  • Prices, opening hours & frequent questions
  • Complex requests transferred
Discuss this plan

Indicative prices in Swiss francs, VAT not applicable. Custom quote based on your needs, the tools to connect and usage volumes.

Impact

Time, converted into francs.

Every hour spent on a repetitive task is an hour taken from your real work. Measure what a team of agents gives back.

Your situation today

Move the sliders — the results recalculate live.

30
5 min
18 CHF/h
10

Time freed up each month

55 hours

Value recovered each month

2 190 CHF/month

That is 26 280 CHF a year. While your agents process, your team works.

Indicative estimate, calculated from the values you enter. It is neither a guarantee of results nor a contractual offer.

How many hours will you spend this week on what a machine would do?

Book a 30-minute call. We review your operations, quantify the time you could recover and show you your agents in action — no commitment.

Book a free demo

Or write directly to thib.drx@agentivia.ch