It starts with your data. We move business records into a database you own, on-premise or in your own cloud, with every relationship, email and file kept intact. Retention rules and legal hold apply before anything moves. For Salesforce, that is Vivly Archive.
Then we connect it. Connectors bring in your CRM, service desk, ERP and databases, and unify them into one knowledge graph, so a customer, a case or a contract means the same thing in every system. Each source still decides who can see what.
Then the work gets done. Agents read, propose, act and verify across those systems, with the access of the person they work for. You choose which steps need an approval, and every step is recorded. Claude, ChatGPT and other AI tools connect through MCP under the same rules.