End-to-end automation
We’ve deployed UnleashX across a genuinely wide range of use cases, rather than relying on a single narrow bot.
The reviewer describes complex use cases and identifies voice calling and operations automation for reconciliation.
THE AI WORKFORCE PLATFORM
UnleashX is an AI workforce platform: you hire pre-built AI employees, or build your own, and each one owns a complete job across voice, WhatsApp, chat and email, finishing it inside your systems of record. Start with pre-built AI specialists or create a workforce around your processes. Connect your systems, set the rules and put AI to work, with your people in control.
















HIRE A PRE-BUILT WORKFORCE
Choose from the existing AI employee catalog, then configure the knowledge, systems and operating rules for your business.
Explore all workforces
Prospect outreach, lead qualification and meeting coordination.
Explore Peter
Cart recovery conversations, customer objections and follow-up.
Explore Sarah
Candidate screening, interview scheduling and hiring follow-up.
Explore JamesPortraits are AI-generated personas, not human employees.
Pre-built is a starting point, not a promise of instant production deployment. System access, configuration and evaluation are agreed before release.
BUILD YOUR OWN WORKFORCE
Have a workflow of your own? Define specialist roles, connect the tools they can use, and decide when a person steps in.
Explore build capabilitiesTWO WAYS TO START. ONE PLATFORM.
Whichever path you choose, the work needs shared context, permissioned actions and a clear human owner. Here’s how a lead follow-up can move through the process.
CRM record + follow-up history
Voice + WhatsApp
Consent + permitted next action
Calendar confirmation + CRM update
THE CATEGORY SHIFT
UnleashX brings customer conversations, system actions and human decisions into one coordinated process. The measure isn’t whether AI responded. It’s whether the next step actually happened.
A new conversation starts from scratch.
Customer history, intent and decisions stay with the work.
An answer creates another task for your team.
Workers coordinate the next step across connected systems.
Exceptions wait in a queue without an owner.
A person receives the case, its context and the decision needed.
One customer process. Connected from first contact to recorded outcome.
Read our workforce frameworkCUSTOMER REVIEWS ON G2
THE PLATFORM
Adapt pre-built specialists or design your own workforce. Define the roles, connect the systems and manage how the work gets done on the same platform.
Define the outcome, approved knowledge, tools and decisions that need a person.
Your rules. Your systems. Your decisions.Explicit boundaries at every stage
BUILT AROUND YOUR INDUSTRY
A renewal isn’t a repayment. A service request isn’t a sales lead. Start with the systems, decisions and exceptions your teams handle every day.
ILLUSTRATIVE JOURNEY
An eligible account approaches its due date.
Explore banking & financeCheck payment status, history and permitted contact rules.
Understand intent and agree the appropriate next step.
Record payment, promise-to-pay or the reason for escalation.
A verified payment, a recorded promise-to-pay, or an assigned exception.
Promise-to-pay fulfilment · reconciliation accuracy · unresolved exceptions
Suggested evaluation criteria, not reported customer results.Compare recorded dispositions with payment events and audit contact-rule adherence.
Review owners: Collections operations + compliance.
Lending / core banking · Payments · CRM
Contact windows, consent and frequency limits set by your compliance team.
A dispute or hardship request goes to the collections team with context.
DEPLOYMENT ARCHITECTURE
Your systems remain the source of truth. The workforce reads context and takes approved actions through the access you define.
Voice / WhatsApp / Chat / Email / System triggers
Approved knowledge, customer history and the current state of work.
Specialist roles, workflow steps and permissioned system actions.
Approvals and exceptions with the information needed to act.
Available connections are confirmed against your systems and approved access.
CRM · support desk · dealer management
Customer identity, interactions and case records.Core banking · lending · policy admin · ERP
Approved account and operational data.Payments · scheduling · notifications
Permissioned actions and confirmed results.Knowledge base · documents · warehouse
Relevant, approved context for the work.IAM · SSO · observability · SIEM
Access, operational telemetry and security review.Agree the deployment boundary. Hosting environment, data residency, retention, model access and identity requirements are confirmed during technical scoping. The design review also defines write verification, retry limits and who owns a failed action.
Review deployment requirementsFROM PILOT TO PRODUCTION
A demo shows what is possible. A production plan establishes what must be true before your workflow takes on real customer work.
Agree the process, eligible cases, business owner and success criteria.
Workflow briefConfirm system access, data boundaries and approved actions.
Access & data mapTest normal cases, exceptions and failures against agreed criteria.
Evaluation recordStart with limited traffic. Review quality before expanding.
Rollout & rollback planTiming depends on workflow scope, available APIs, data readiness and your approval process. Agree the schedule after these dependencies are mapped, not before.
Illustrative acceptance tests. Actual thresholds and release decisions are agreed for your workflow.
Route for human review; do not apply the offer.
Evidence: Rule decision + handoffDo not report success; retry safely or escalate.
Evidence: Tool result + final recordAsk for clarification or route to a person.
Evidence: Source + response traceReview our published information security standards, then confirm the access controls, data handling and operational responsibilities for your deployment.
Read security standards Use the readiness checklistTHE UNLEASHX PERSPECTIVE
Practical frameworks for choosing the right scope of AI, setting release criteria and measuring business value.
Choose the right level of responsibility, from assisting a person to coordinating a process.
Explore the framework 02 / OPERATING GUIDEA readiness checklist for system access, evaluation, human ownership and controlled rollout.
Read the checklist 03 / MEASUREMENT GUIDEConnect workflow performance to time saved, cost, revenue and customer outcomes.
Read the guide