Explore digital employees with CaptivaHQ

Digital employees for the way your business works.

Explore role-based AI workflows with CaptivaHQ. Evaluate how a scoped digital employee could prepare work using authorized business context; available actions and Atlas interaction are confirmed during evaluation. Early-stage capability — the workflow shown is illustrative.

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Availability, supported actions and commercial terms are confirmed during scoping.

Illustrative Atlas chat

CaptivaHQ

Atlas, have our sales employee draft follow-ups for this week's new leads.

Jay · Sales & Demand Gen

Example: with authorized CRM records and relevant notes available, a scoped sales workflow could prepare 3 follow-up drafts for this week's new leads, ready for your review.

Approval needed · leaves the company

3 follow-up emails to new leads

Example draft prepared for human review. A person reviews and approves before anything is sent.

Illustrative workflow — shown for demonstration, not a live product session.

We use them on ourselves first.

Our own team works alongside seven role-based AI agents across engineering, projects, sales, product, finance and QA — an internal workflow we're refining in the open. Customer capabilities, data access and supported workflows are evaluated and scoped separately.

Meet the team

Explore seven role-based workflows.

These roles run inside UTS today as AI agents — not human hires. Agree initial roles and a workflow during evaluation.

Illustrative role examples from UTS's internal working model; tasks, access and availability are agreed during evaluation.

Chief AI Officer

AI agent · At UTS: Caio Hermes

Helps prioritize AI opportunities and prepare coordination plans.

Engineering & Architecture

AI agent · At UTS: Cody Hermes

Assists with technical reviews, gap analysis and architecture documentation.

Project Manager & Implementation

AI agent · At UTS: Iris Hermes

Prepares project updates and highlights milestones and blockers.

Sales, Marketing & Demand Gen

AI agent · At UTS: Jay Hermes

Prepares pipeline analysis, follow-up drafts and campaign concepts for review.

Product Strategy & Requirements

AI agent · At UTS: Peter Hermes

Turns supplied ideas and notes into draft requirements and roadmap options.

Finance, Legal & Operations

AI agent · At UTS: Sterling Hermes

Prepares financial summaries and contract-review notes for qualified human review — not legal advice.

QA & Testing

AI agent · At UTS: Teddy Hermes

Helps prepare tests and report findings; independent QA remains required.

Need a different role?

Discuss a custom role for an agreed workflow.

Talk to us

How it works

Define the workflow. Evaluate the work. Review the result.

Define the workflow

Agree one workflow, the roles involved and how you hand them work through Atlas in CaptivaHQ. Which channels — chat or voice — and which actions each role supports are prerequisites we confirm during your evaluation.

Evaluate the work in CaptivaHQ

Evaluate what a scoped digital employee could prepare from the records you select and authorize — for example the call notes, meeting notes, documents or email you choose to connect — in modules such as CRM, projects and scheduling, where supported for your workflow.

A person reviews and approves

Work that leaves your company is designed to require human sign-off. Which actions need approval and how you approve are requirements to configure and validate during your evaluation.

Designed for control

You stay in charge.

Define and validate human-review requirements
Emails, quotes and other outbound work are designed to wait for approval. Approval steps are requirements to configure and test for your workflow — and your own consent obligations for outreach still apply.
Approval rules you define
Who can approve what, and through which channel, are requirements to configure and test before rollout. Voice approval would be used only where validated for your setup.
Works with the data you authorize
Confirm authorized sources, permissions, hosting and data flows before rollout.
Usage agreed up front
Usage is scoped per evaluation stage and agreed with you before each stage starts.

Evaluation stages

Set up for evaluation.

Stage 1

Pilot

One role on one real, agreed workflow.

Stage 2

Expand

More roles and workflows once the pilot is measured.

Stage 3

Production

Custom roles and ongoing operation, scoped separately.

Illustrative scoping stages, not a plan or package. Together we confirm the role, authorized data, supported actions, review requirements and commercial terms before rollout; scope and pricing are agreed during your proof of concept.

Ask about evaluation stages

Explore a workflow for your industry

Healthcare: administrative workflows only — no workloads involving protected health information (PHI). No certification is implied for any industry.

We don't pitch AI. We deploy it.

Put your first digital employee to work with a free, scoped proof of concept.

Request a free proof of concept for one agreed workflow. We confirm authorized data and access, prerequisites and success criteria before starting. Production rollout and additional implementation are scoped separately.

Discuss a free POC