All AI Employees

Tara

Customer Workflow Agent

Complex forms, business rules, and approval workflows stop users before they finish. Tara converts natural language into validated actions - so users complete what they came to do, without the friction.

50%+Faster task completion
60%Fewer abandoned tasks
75%+ Accurate data on first submission
Tara: Customer Workflow Agent For Enterprise Apps
01 - WORKFLOW

Where the problem lives today

/01

Enterprise applications are built for power users - not occasional ones

Enterprise application users had to navigate complex forms, business rules, required fields, approvals, and workflows. For occasional users, the experience was frustrating and error-prone.

/02

Users abandoned tasks or submitted incomplete data

Many users abandoned tasks, submitted incomplete data, or relied on support teams to complete routine transactions.

/03

Rigid forms can't handle variation

Rigid forms were especially limiting when each customer, product, or workflow needed slightly different handling.

/04

Support teams absorbed what the application couldn't handle

Every abandoned task or incomplete submission that reached the support team was a routine transaction the application should have completed on its own - adding volume, delay, and cost to a process that should have been self-service.

"The application existed. The workflows existed. But when rigid forms couldn't handle each customer, product, or workflow variation - users abandoned tasks, submitted incomplete data, and relied on support teams instead."
02 - AI EMPLOYEE ROLE

What Tara does

Tara allows users to describe what they need in natural language, then converts that intent into validated actions across forms, rules engines, APIs, and approval workflows - guiding users through the process in real time.

Understands User Intent in Natural Language

Allows users to describe what they need in natural language - no form navigation, no required field hunting, no workflow memorization.

Converts Intent into Validated Actions

Converts natural language intent into validated actions across forms, rules engines, APIs, and approval workflows - applying the right rules for each user, product, or workflow variation.

Guides Users Through Missing Information

When information is missing or incomplete, Tara guides users through what is needed - reducing abandonment and incomplete submissions.

Explains Next Steps

Explains next steps to users in plain language - so occasional users always know where they are in the process and what comes next.

Completes Qualified Transactions in Real Time

For qualified transactions, Tara completes the action in real time - no support ticket, no manual follow-up, no delay.

Handles Workflow Variation Across Users and Products

Adapts to different handling requirements based on customer, product, or workflow type - so rigid forms are no longer the limiting factor.

Works Inside Your Existing Systems

Tara connects to the forms, rules engines, APIs, approval workflows, and enterprise application platforms your team already uses.

03 - CONTROLS

Your team stays in control

Product and business teams can control the following:

Allowed actions and user permissions
Workflow instructions and validation rules
Testing scenarios and escalation paths

"Technology teams maintain integration, security, and data governance boundaries."

04 - RESULT

Measured impact

50%+
Faster task completion time
60%
Fewer abandoned tasks
75%+
Accurate data on submission

Lower form abandonment and support dependency

Faster adoption of complex enterprise workflows

Improved end-user satisfaction in high-friction applications

05 - Expansion

What's Next

Once Tara proves herself on customer workflow guidance, the same governed approach extends across other SaaS and enterprise application workflows. Onboarding automation, in-product support, guided configuration, self-service billing management, compliance workflow completion - and countless other processes that still depend on people to handle work that is largely repetitive and rule-based, rather than focusing on higher-value product decisions.

PUT TARA TO WORK

Your support team shouldn't be completing routine transactions your application couldn't finish.

See how Tara converts natural language into validated actions across forms, rules, and approval workflows - so users complete what they came to do without the friction.