For businesses that run processes for their customers
Every customer process, run from one place.
Describe how you onboard a client, approve a loan or finish a job. Uncog AI turns it into a workflow your team and your customers work through together, and keeps your contacts and calendar up to date from your inbox.
What Uncog AI Does
Design a Process in a Chat
Describe what you gather from a customer: the forms, the documents and who signs off. Uncog AI builds the workflow with you, or you can start from an example.
Give Every Step an Owner
Each step goes to the right person on your team. My Work shows them what is waiting, and the board shows every case, stage by stage.
A Portal for Your Customers
Customers fill in forms and upload documents through a secure link. They don’t need an account, and you don’t need to chase attachments by email. Reminders go out automatically.
An Inbox That Updates Your CRM
Connect Gmail or Microsoft 365, and Uncog AI finds the people, companies and dates in your email. It keeps your contacts and calendar current. Anything it isn’t sure about waits in Review for a person to confirm.
Contacts, Companies and Calendar
Keep everyone you deal with in one place. Every meeting, deadline and key date is linked to the people it involves.
See Where Cases Stall
Insights show how long cases spend in each stage, and whether they are waiting on the customer or on your team.
How It Works
Describe It
Tell Uncog AI how the process runs today. Review the steps it proposes, then publish.
Start It for a Customer
Pick a contact. Your team gets their steps, and the customer gets a link to their portal.
Watch It Move
Documents come in, steps are completed and approved, and every case finishes on the version it started on.
Careful With Your Data
- Mailbox access is read-only. Uncog AI never sends, drafts, labels or deletes your email.
- Email is read to find updates and then discarded. The message body is never stored.
- You choose how much is automatic. Every change from email is marked with where it came from, and you can have a person approve every one.
- Files customers upload are scanned for malware before your team opens them.