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Agents and workflows: where the platform ends and extensions begin

Use agents for knowledge and drafting. Add business-system actions through a separately defined integration.

Editorial analysis and illustrative technical scenarios. They do not define the features or integrations included in a UTOMAI subscription. See Private AI On-prem pre-launch information.

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A team can use AI to consult a manual, compare supplied documents or prepare a reply inside a workspace. A workflow that receives an email, reads an ERP and writes an approved update involves a different scope. Both can be valuable; they require different configuration and operating decisions.

Adopt the platform first

Start with models, approved knowledge, agent instructions and access for the relevant colleagues. Test the tasks they already perform. This gives the company a shared environment and a clearer view of where an integration would save real work.

Define each external action

An extension needs a named system, permitted inputs and outputs, a responsible owner and review rules. Reading an order is different from changing one. Preparing a reply is different from sending it. These distinctions belong in the proposal and in the checks before activation.

The integration may use workflow tools or custom software selected by the delivery team. A tool logo on a website does not establish that its connectors, licences or operations are included in the platform fee. Those choices follow the agreed requirement.

Keep the commercial scope clear

UTOMAI provides the private AI platform, with dedicated cloud or on-premise deployment. Syncronika can assess custom workflows, ERP/CRM connections and bespoke agents as additional services. The company should know what it can use at activation and what requires a separate project.

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