Case-based orchestration
Bring the trigger, working context, rule results, approvals and downstream actions into one execution case.
Agent workflow platform
Orchestrate work across systems without turning governance into an afterthought.
Coveniq combines agent reasoning, deterministic rules, human review and SaaS actions inside a traceable execution model designed for professional services and business operations.
Core capabilities
The building blocks of controlled automation.
Each workflow is configured around a defined business process, the systems and data it is permitted to use, and the decisions that require accountable human review.
Agent reasoning with boundaries
Use agents to classify, summarize, compare and prepare actions while limiting the tools, data and write permissions available to each role.
Rules and policy gates
Represent thresholds, required evidence, exception categories and mandatory reviewers as visible workflow logic.
Human approval states
Pause execution at material decisions, route the complete case to the responsible reviewer and continue only after an authorized response.
SaaS integrations
Read from and write to approved CRM, ERP, email, document, project and ticketing systems through scoped credentials.
Run monitoring
Track run status, elapsed time, failures, approvals, retry behavior and completed actions from a tenant-level operating view.
Evidence and audit history
Retain the inputs, rule results, agent output, reviewer response and system action associated with the case.
Role and credential separation
Separate user access, workflow service credentials and administrator responsibilities within the customer tenant.
Versioned workflow releases
Promote changes through controlled versions so teams can identify which rules and instructions governed a specific run.
Reference architecture
A control layer between requests and system actions.
Coveniq does not replace the customer’s systems of record. It coordinates approved context and actions across them, with execution boundaries and review states defined for the workflow.
Inputs and context
Forms and portals
Email and documents
CRM and service records
ERP and financial records
Knowledge and policy sources
Coveniq controlled workflow layer
Trigger and case creation
Agent preparation and reasoning
Rules, thresholds and routing
Human approval and exception handling
Execution record and monitoring
Approved outcomes
Create or update SaaS records
Draft communications
Assign work and owners
Produce evidence packs
Escalate material exceptions