Operational blueprint · illustrative scenario, not a customer story
- Every step with its trace
- Sensitive data protected before any AI
- A human gate where it matters
How it works
From inbox to right action: the AI agent classifies, replies and escalates in seconds.
Manual email is a bottleneck
Entire teams spending hours reading, classifying and responding to emails that could process themselves.
AI agents that manage your inbox
BiVelio connects your email to intelligent workflows with agents that classify, route, respond and create tasks automatically.
From email received to case resolved in 4 steps
Email arrives in the inbox
BiVelio receives the email via Gmail or SMTP integration. The message is processed in real time.
AI classifies and extracts data
The agent identifies sender, query type, urgency, language and key data from the content.
Case created and owner assigned
A case is automatically generated in your CRM or management system linked to the contact, with SLA, priority and assigned owner.
Automatic response sent
The agent generates a personalized response and sends it to the client. If human intervention is needed, it escalates with full context.
Example impact with email automation
Illustrative estimates of the impact automating email with BiVelio can have.
More automations you can see in action
End-to-end financial automation
From the received invoice to the reconciled payment: every step with its trace and human approval before money moves.
See caseAutomatic bank reconciliation
Transactions cross-checked against invoices, matching with a confidence level and ambiguous cases stopped in front of a person.
See caseFrom email to task, without copy-paste
Operational emails become tasks with context, owner and deadline — no copy-pasting, no inventing what the email doesn't say.
See case
Keep exploring BiVelio
Sibling pages that dig into the same topic from a different angle. Useful to see how BPM, automation, AI and operating blueprints fit together.
- /casos/email-a-task
Case · Email to task
Turn emails into actionable tasks and cases automatically.
- /casos/automatizacion-financiera
Case · Financial automation
End-to-end finance processes powered by AI agents.
- /industrias/consultoras
Consultancies
Consultancies juggling teams, deliverables and clients in parallel.
- /casos
Use cases
Operating blueprints: what BiVelio automates, what stays in human hands and with what trace.
