HOW FIDAVENTO WORKS

From an enquiry
to a clear way forward.

Original, context, suggestion and decision. A workflow in which each step builds on the last.

Public demo · Pilot by arrangement
The symbolic agent breaks a workflow into clear steps while the team reviews how they fit together.
The agent · symbolic illustrationAn incoming request becomes a clear workflow.

From request to decision

How client work comes together.

Synthetic example: a company receives an enquiry about a new order. The scope, budget and timeframe still need clarification.

Next step Draft

Prepare the project meeting

Client
Example Company
Related to
New order
Responsibility
Project team
Still open
Confirm the scope
Based on the enquiry, notes and documents.
Review before using.
1

Record the request

The source and original content are assigned to the appropriate case.

2

Structure the context

The client link, responsibility and missing details become visible.

3

Prepare a draft

The product AI prepares replies and next steps.

4

Human review

Your team checks the content, recipient and any potential commitments.

5

Record the decision

What was accepted or changed, and the follow-up task, remain traceable.

Tested locally. Pilot by arrangement.

The CRM, BusinessAgent and client portal have been tested with synthetic cases. Real email and calendar connections, the end-to-end CRM–portal file and status view, and full operational acceptance remain outstanding.

Discuss a pilot

Start with your working day

Let's find out what makes your day easier.

Show us a recurring workflow. Together, we can work out where Fidavento could help – and which prerequisites are still missing.