Voice is a convenient way for employees to express what they need. A configured workflow can also start from an event or a schedule. The execution rules are defined for the relevant process.

Business Execution Governance

Your strategy.
One direction
for your AI agents.

Q: Does Helpiner replace our CRM or ERP?

Helpiner works with your existing systems through configured integrations. Your CRM or ERP remains the business system; Helpiner prepares and carries out the connected actions according to the agreed process.

Q: Can Helpiner govern any external agent?

The scope depends on the integration and the controls available through it. Governance applies to the actions and workflows configured in Helpiner. The scope for an external agent must be assessed during solution design.

Q: Does every action need human approval?

Approval requirements depend on the configured process and the type of action. During implementation, agree which steps need user confirmation or approval by a responsible person and which can run automatically.

Direct how AI agents across your company support your goals. Helpiner translates leadership priorities into specific rules, decisions and actions across sales, service and other teams.

Schedule DEMO From strategy to execution

For business leaders. In partnership with IT. A shared direction for your digital workforce.

Your company definesStrategy. Priorities. Company policies.Leadership defines what the business should achieve.

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HelpinerBusiness Execution GovernanceShared direction · execution rules · approvals

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Agents across departmentsSales. Service. Support. HR.Different roles. Shared goals. Governed execution.

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CRMERPEmailDocuments

clients

Business Execution Governance

A way to translate strategy and company policies into everyday AI work: which priorities agents should pursue, how they should work and under which conditions they may act.

A new leadership responsibility

AI will do more of the work.
Who will set its direction?

Sales introduces its agents. Service adds its own. HR follows. Each team can move faster — while leadership needs their work to support the same strategy and keep pace with change.

01 / DIRECTION

Put priorities into everyday execution.

Service revenue, margin protection or customer care: translate goals into instructions and conditions for the relevant agents and workflows.

02 / COORDINATION

Give departments a shared framework.

Agents can perform different tasks. Shared knowledge, rules and approvals define how they should work together and when to hand work over.

03 / CHANGE

Carry business changes into execution.

When leadership priorities change, update the relevant instructions, knowledge and workflows. After validation, connected agents apply the changes in their subsequent work.

More agents should mean a greater ability to execute your strategy.

Value for leadership

Give strategy a path
to the next action.

Helpiner connects business intent, agent behaviour and execution in your enterprise systems.

Leadership sets the direction

What should your digital workforce help achieve?

Commercial priorities become part of proposals and next steps.
Company policies apply during work across connected processes.
Clear rules define where agents act autonomously and where people decide.
Execution records and system data provide a basis for reviewing results.

IT enables governed execution

How does direction become a working solution?

Shared management of roles, instructions, knowledge and connected tools.
CRM, ERP and other integrations scoped to the process.
Configured permissions, information requirements and approval steps.
Validation of changes with process owners before rollout.

What you govern

Leadership sets the direction. Helpiner translates it into execution rules.

A strategic goal needs specific execution rules: who acts, what they must find out, how they decide and who is responsible for the outcome.

Who can use it?

Users, roles and the functions available to each team.

What can it do?

Allowed actions and the conditions attached to them.

Which systems can it reach?

Connected tools, systems and the data needed for the task.

Which rules must it follow?

Business instructions, required outputs and approval steps.

What must it know?

Company knowledge, documentation and relevant context.

What must it ask?

Required details to collect from the employee before proceeding.

When does it start?

A user request, an event or a schedule in the configured workflow.

Who reviews the result?

The responsible person, approval and records of completed actions.

Illustrative example · One priority, multiple teams

Leadership wants more service contracts.What changes in the agents’ work?

The same business priority informs different tasks in sales, service and support. Once the relevant rules and integrations are configured, each agent contributes through its own role.

Leadership decision

For new installations, systematically offer a suitable service contract. Exceptions to pricing rules require approval from the responsible manager.

Interactive illustration of a possible configuration. It is not connected to live agents or systems.

Helpiner · From priority to departmental execution

Sales agentChecks the need for a service contract while preparing a proposal and prepares a suitable option.

Service agentChecks contract status during a service case and records an opportunity for ongoing care.

Support agentConsiders the contracted support scope and hands off a commercial opportunity under the configured rules.

One leadership goal → role-specific instructions → connected actions in CRM and ERP.

How it fits

A shared management layer for enterprise AI work.

Leadership sets goals and policies. In Helpiner, these inform roles, instructions, knowledge and workflows. Agents apply them when working with employees and acting in connected systems. Voice brings this way of working to people in the office and in the field.

The scope of governance follows the actions, integrations and workflows configured in Helpiner. Existing identity, security and system controls remain part of the implementation.

Business requirements

Process owner, instructions, data requirements and approvals.

Helpiner coordination

User roles, agent instructions, company knowledge and workflows.

Connected execution

Actions through configured tools, APIs and integrations.

Results and execution records

The outcome of the task and records of approved actions.

As priorities change

When strategy changes, agents’ work must follow.

A new margin priority, customer segment or service standard: as agent numbers grow, carrying changes across the business becomes more important. Helpiner brings their execution rules into a shared environment where the relevant instructions, knowledge and workflows can be updated.

Next quarter, we want to grow without unnecessary discounts. Exceptions require a business justification and approval.

Update proposal instructions, required inputs and approval steps. After validation, the new requirements apply in the affected workflows. Your company defines the specific boundaries and permissions.

Start with one process

Start with a leadership priority.
Validate it in a real process.

Choose one goal and the processes that influence it. With process owners and IT, define agent rules and agree pilot measures — such as proposals including service contracts, pricing exceptions or customer data completeness.

Choose a business priority

For example, service contract growth, margin protection or customer care.

Translate it into rules

Required details, roles, available actions and approval conditions.

Configure and test

Test complete and incomplete requests, access restrictions and approval steps.

Evaluate the result

Review agreed business measures, data quality and rework.

FAQ

Before you get started.

How does this relate to AI governance?

Business Execution Governance focuses on the execution of specific work: required information, business instructions, approval and the resulting action. It complements identity, security and wider AI governance in your company.

Does Helpiner replace our CRM or ERP?

Can Helpiner govern any external agent?

Does every action need human approval?

Is voice required?

Lead the digital part of your business

Who sets the direction for your AI agents?

Let’s choose one strategic priority and show how it can shape agents’ work across your processes. Together with leadership, process owners and IT.

Schedule DEMO

Your strategy.
One direction
for your AI agents.

AI will do more of the work.
Who will set its direction?

Put priorities into everyday execution.

Give departments a shared framework.

Carry business changes into execution.

Give strategy a path
to the next action.

What should your digital workforce help achieve?

How does direction become a working solution?

Leadership sets the direction. Helpiner translates it into execution rules.

Who can use it?

What can it do?

Which systems can it reach?

Which rules must it follow?

What must it know?

What must it ask?

When does it start?

Who reviews the result?

Leadership wants more service contracts.What changes in the agents’ work?

Leadership decision

A shared management layer for enterprise AI work.

When strategy changes, agents’ work must follow.

Start with a leadership priority.
Validate it in a real process.

Choose a business priority

Translate it into rules

Configure and test

Evaluate the result

Before you get started.

How does this relate to AI governance?

Does Helpiner replace our CRM or ERP?

Can Helpiner govern any external agent?

Does every action need human approval?

Is voice required?

Who sets the direction for your AI agents?

Microsoft partner

ISO Certification

SAP partner

Your strategy.One directionfor your AI agents.

AI will do more of the work.Who will set its direction?

Put priorities into everyday execution.

Give departments a shared framework.

Carry business changes into execution.

Give strategy a pathto the next action.

What should your digital workforce help achieve?

How does direction become a working solution?

Leadership sets the direction. Helpiner translates it into execution rules.

Who can use it?

What can it do?

Which systems can it reach?

Which rules must it follow?

What must it know?

What must it ask?

When does it start?

Who reviews the result?

Leadership wants more service contracts.What changes in the agents’ work?

Leadership decision

A shared management layer for enterprise AI work.

When strategy changes, agents’ work must follow.

Start with a leadership priority.Validate it in a real process.

Choose a business priority

Translate it into rules

Configure and test

Evaluate the result

Before you get started.

How does this relate to AI governance?

Does Helpiner replace our CRM or ERP?

Can Helpiner govern any external agent?

Does every action need human approval?

Is voice required?

Who sets the direction for your AI agents?

Microsoft partner

ISO Certification

SAP partner

Your strategy.
One direction
for your AI agents.

AI will do more of the work.
Who will set its direction?

Give strategy a path
to the next action.

Start with a leadership priority.
Validate it in a real process.