Perfox Automations

Automate any business process. In minutes, not months.

Perfox turns your repetitive work — approvals, handoffs, follow-ups, data syncs — into automations run by a team of agents. Build them by describing them in chat, or design them visually. Either way, they ship with guardrails, citations and you in the loop.

Get started See how it works

live in production·SOC 2 Type II·human in the loop

TriggeragentExecuteagentVerifyagentNotifyagent

Two ways to build

Describe it, or design it. Your choice.

Two builders, one automation engine. Start in whichever feels natural — switch between them any time; they edit the same automation.

“When a refund over $500 comes in, verify it against policy, get manager approval, then update the CRM.”

Draft ready

Drafted your automation — 6 steps · 2 branches · 1 approval gate. Review below or keep refining in chat.

webhookverify policy⏸ approvalupdate CRM

Chat Builder

Tell Perfox what you need

Describe the process in plain language. Perfox drafts the complete automation: triggers, steps, branches and approval gates. Review it, tweak it in chat, and set it live.

Plain-language buildDrafts the full flow, not fragmentsRefine by conversation

⚡ Trigger — refund > $500

Verify against policy

⏸ Manager approval

Update CRM

sandboxv12

Design Studio

Compose it on the canvas

A visual, no-code studio for when you want full control. Drag triggers, actions, branches and human-approval steps onto the canvas. Test safely in the sandbox with real data, version every change, and roll back in one click.

Drag-and-drop flowsSandbox test runsVersioning & one-click rollback

How an automation runs

Agents run it. You govern it.

Automations aren’t brittle scripts — each one is executed by your agent team, so it can read documents, make grounded decisions and recover from the unexpected.

Triggered

A schedule fires, a webhook lands, an email arrives, or an agent spots a signal worth acting on.

Executed

Specialist agents work the steps — calling your apps, transforming data, drafting content — handing off to each other as the flow branches.

Verified

Every output is checked against your policies and cited to its source before it moves downstream.

Delivered — or escalated

The result lands in the right system and the right inbox — or pauses at an approval gate when policy says a human decides.

Built for real processes

Handles the processes that break other tools.

Branches & parallel paths

Split flows on conditions, run steps in parallel, merge results, add waits and retries.

Human-approval gates

Insert a “you decide” step anywhere. The flow pauses, notifies the approver, and resumes on their call.

Grounded decisions

Steps can consult Perfox memory — your policies, docs and past tickets — and cite what they relied on.

Connects to everything

60+ native integrations across helpdesk, CRM, data warehouse and messaging, plus an open API and webhooks.

Full observability

Replay any run step by step: which agent did what, what it cited, where it paused. Test runs before every deploy.

Enterprise guardrails

RBAC, audit logs, rate limits and circuit breakers that halt calls to failing services before problems cascade.

Templates

Start from a template. Live today.

Pre-built automations for the highest-volume processes — open one in the Design Studio or ask the Chat Builder to adapt it.

Refund approval flow

template

Verify claim against policy

Escalate over threshold

Refund

Update CRM & notify customer

Lead routing

template

Enrich new lead

Score it

Assign the right rep

Draft intro email for approval

Order-issue resolution

template

Detect delayed or damaged order

Resolve per playbook

Proactively message the customer

Report chase

template

Watch for reports past SLA

Follow up automatically

Summarize & deliver when complete

2.4M

tasks resolved every week

70%*

lower cost per automated process

Minutes

from description to running automation

100%

of runs auditable, step by step

* pilot data

Automate your first process today.

Describe it in chat or sketch it in the studio — your agents take it from there, with you in the loop.

Get started Talk to sales