Deliver AI that runs by your clients' rules.
Turn client requirements into an executable rulebook. Factify defines the tools your agents use and enforces approved rules at execution, giving your team a clear foundation for delivery and ongoing change.
The foundation for reliable client automation
Turn discovery into executable rules
Bring requirements from client workshops, documents, and process owners into one approved rulebook. Define permitted actions, approval conditions, and exceptions, with clear ownership before those rules reach production.
100% rule adherence at execution
Deploy agents through Factify's deterministic tools so each action must satisfy the client's approved rules. Out-of-policy actions are blocked. Undefined cases and required approvals go to the responsible person with the context to resolve them.
Update rules without reworking every agent
When a client changes a threshold, procedure, or approval condition, update and approve the rulebook once. Connected tools reflect the new version, reducing the logic your team maintains separately across that client's workflows.
Hand over a system clients can own
Give clients a record of each action, its inputs, source evidence, and rulebook version. Named rule owners and approval history provide a shared basis for handover, troubleshooting, and ongoing governance.
Where Factify fits into client delivery
Onboarding and Eligibility
Validate applications against client requirements for documents, eligibility, and approvals. Hold incomplete cases and route decisions requiring human judgment to the right team.
Procurement and ERP Workflows
Apply client supplier criteria, spending limits, and authorization rules before releasing purchase orders into connected systems. Route exceptions to the designated approver.
Customer Service Automation
Execute refunds, credits, and case routing within approved client rules. Escalate exceptions with the applicable rule and supporting evidence attached.
Sales and CRM Automation
Check approved pricing, discount thresholds, and account conditions before generating quotes or updating records. Keep each action within the client's authorization rules.
Managed AI Operations
Maintain approved rulebooks as client processes change. Keep connected tools current and use action records to investigate issues across the workflows your team supports.
Document and Approval Workflows
Check extracted information and required evidence before a document advances. Apply the client's approval sequence and route missing or conflicting information for review.
