Backup & Recovery
Protect the records your teams depend on. Schedule backups, inspect captured data, and restore the records you need with a reviewable recovery process.
Recover with a clear record of what changed.
Put your enterprise data to work.
Back up critical records, archive historical data, and give AI controlled access to your enterprise systems. One connected approach to protecting data and putting it to work.
Workflow example
Keep the history. Clear the way for current work.
A support team needs older cases for reviews, but those records do not all need to live in the production application.
Explore data archivingClosed cases and related records
Your rules, applied to the workflow
- Choose the records and relationships
- Set the destination and retention policy
- Validate the archive before source cleanup
Accessible history in your database
The team can retrieve the records it needs, while administrators control retention and any source deletion separately.
The Vivly products
Protect it. Keep it. Put it to work.
Start with the problem in front of you. Connect backup, archiving, and AI access as your data needs grow.
Data Archiving
Move historical records into your own database while keeping them accessible. Define the scope, manage retention, and make room for the work happening now.
Keep your history useful beyond production.
AI Connectivity
Connect AI tools to enterprise data through MCP. Define the objects and fields they can read, and keep access tied to an explicit policy.
Give agents context with clear boundaries.
Disconnected data limits what AI can do.
Vivly connects and governs live and historical enterprise data, then activates it across AI tools and workflows.
Connect.
Bring live systems, historical records, and workflow state together without replacing the tools your teams already use.
- Cloud, database, and on-premises data
- Complete records and relationships
Govern.
Define who can access live and retained data, how long to keep it, and which operations require review.
- Separate source and archive access rules
- Retention, approvals, and audit trails
Activate.
Make enterprise context useful to people and AI through bounded queries and explicit tool policies.
- Source-linked answers and usable history
- Controlled access through MCP
Govern AI access in one place.
Connect the tools your teams use to the systems that hold their context.
AI tools
OpenAI
Anthropic
Gemini
Copilot
DeepSeek
Llama
Any AI tool or MCP server
Enterprise applications
Salesforce
ServiceNow
Five9
Jira
Slack
Zendesk
HubSpot
Any on-prem application
Data and infrastructure
Snowflake
PostgreSQL
SQL Server
MySQL
SAP
Databricks
Any on-prem data source
Our focus
For operations where context and control matter.
We’re focused on financial-services and healthcare BPOs: teams working across sensitive customer data, disconnected systems, and strict access requirements.
Financial-services BPOs
Bring customer records, servicing history, and supporting documents into the workflows your operations teams already use.
Example workflows
- Prepare a case with relevant account history and prior interactions
- Retrieve supporting records for disputes and servicing requests
- Assemble evidence for quality reviews and audits
Healthcare BPOs
Connect fragmented administrative records and interaction history so teams can work with relevant context and controlled access.
Example workflows
- Bring claim history and supporting documents into one review
- Prepare context for member and provider enquiries
- Support administrative handoffs with traceable record history
Start with a workflow your team can review and measure. Define the source systems, permitted data, and human approvals before introducing agents into the process.
Deployment and control
Built around your infrastructure.
Your application, data, and security teams need a shared plan. Start with the architecture and keep the operating boundaries visible.
Choose your environment
Windows · Linux · Docker
Plan your data destination
SQL Server · PostgreSQL · MySQL
Find your deployment guideYour deployment
Run the data workflow in the environment your team manages. Choose the host, database, network path, and operational owner together.
Explicit access
Define source credentials, operator roles, and access to retained data separately. Give AI tools a bounded set of objects and fields to work with.
Reviewable operations
Validate captured records, review recovery plans, and keep the evidence from each run. Treat deletion and source writes as separate operational decisions.
Before we talk
A few practical answers.
Explore the documentation for product workflows and deployment details.
Where should we start?
Choose one operational problem: recovering critical records, moving older data out of the production application, or letting AI answer questions against your systems. Start with a defined source, a manageable data scope, and a result your team can verify.
How are backup and archiving different?
A backup provides a captured state for recovery. An archive keeps selected historical records accessible outside the production application. Their retention rules and recovery processes serve different purposes; an archive should not be assumed to replace a backup.
Where does our retained data live?
Archive and backup workflows use a database in your chosen deployment. The product guides explain the host and database choices, connection requirements, and operational checks. Database access, infrastructure backups, and retention ownership should be agreed with your administrators.
Does archiving automatically delete source data?
Capture and source cleanup are separate steps. Validate the copied records and dependencies first. Any deletion needs its own approved scope, operational prerequisites, and recovery plan; keeping the source records is also a valid archive workflow.
How does AI access stay within scope?
MCP connects the AI client to a defined set of tools. Source identity, object and field policies, and query limits determine the permitted reads. Access to a live source and access to an archived copy must be configured separately; copying a record does not automatically reproduce the source application's sharing model.
What happens in a demo?
Bring a workflow and the systems behind it. We will walk through the relevant product, discuss data and deployment requirements, and define the checks your team needs for a successful rollout. The first conversation does not require production credentials or customer records.
Put your enterprise context to work.
Bring one workflow. We’ll walk through the relevant product, review your source systems and deployment needs, and agree on what a useful evaluation should prove.