AI agents

Agents that act – not just answer.

voluro builds production-grade AI agents that run business processes across SAP, Salesforce and Microsoft. They take over the hand-offs between systems – and escalate only the exceptions.

  • Salesforce
  • SAP
  • Microsoft

No chatbots without process context.

Every agent works inside your existing systems, takes on one concrete task – and is built on reusable agent and integration patterns we adapt to your landscape.

How every voluro agent works.

Five steps that stay the same in every process – whether it is an order, a quote or a service case.

  1. Read

    The agent loads context from Salesforce, SAP and your company knowledge – customer, contract, prices, stock.

  2. Decide

    It checks business rules and policies and works out what needs to happen next.

  3. Act

    It creates orders, updates the CRM and prepares communication – through approved interfaces.

  4. Document

    Every action is logged and traceable in the audit trail.

  5. Escalate

    Exceptions and critical actions go to the responsible person, together with a proposed resolution.

Agents for your core processes.

Four entry points along lead-to-cash, order-to-cash and service-to-resolution.

Order Agent. Detects won opportunities in Salesforce, creates the SAP sales order and confirms to the customer.

Interactive visualization showing an AI agent coordinating an order process across Salesforce, SAP and Microsoft systems.
Secure execution

Order Agent

Ready

Ready
  1. Salesforce

    New opportunity · ACME GmbH · € 84,500

    (pending)
  2. Order Agent

    Context loaded · business rules evaluated

    (pending)
  3. SAP S/4HANA

    Sales order #104872 created

    (pending)
  4. Salesforce

    Stage: Proposal → Closed Won

    (pending)
  5. Microsoft

    Confirmation sent to purchasing@acme.de

    (pending)
  6. Completed

    8 actions · 0 manual handovers · fully logged

    (pending)
Monitoring · waiting for activity…

Not everything needs AI.

We use classic automation where rules are enough – and AI where context, language or judgement is required. What has to be deterministic stays deterministic.

What an agent builds on

  • Connected systems – SAP, Salesforce and Microsoft via APIs and events
  • Automated workflows – rule-based wherever that is sufficient
  • AI agents – for context-dependent tasks
  • Human approval for the decisions that matter

Security & governance

Enterprise AI needs guardrails.

AI agents are not uncontrolled AI. Every agent acts with a defined identity and clear permissions, every action is traceable – and a person approves the critical steps.

More on security & governance
  • Identity & auth

    Agents act with their own identity via Entra ID, OAuth and the permissions in SAP and Salesforce.

  • Policy layer

    Defines which agent may perform which action in which system.

  • Human approval

    Critical actions such as special terms or postings only run once approved.

  • Audit trail

    Every decision and every action is documented and traceable.

  • Monitoring

    Costs, errors, tool calls and performance in view – in production, not just in the pilot.

  • Data protection

    Model choice, EU regions and data classification to your requirements.

Common questions about AI agents.

How is an AI agent different from a chatbot?

A chatbot answers questions. A voluro agent carries out a process step: it reads data from your systems, makes rule-based decisions, acts through approved interfaces and documents every action.

Do we stay in control of critical actions?

Yes. Policies define which agent may perform which action. Critical actions require human approval, and everything else is traceable through the audit trail and monitoring.

Which agent should we start with?

The one that costs your process the most manual hand-offs. We establish that in the Process & AI Scan – with a business case, technical feasibility and a clear pilot scope.

Do we have to change our systems?

The agents work within your existing SAP, Salesforce and Microsoft landscape. Which interfaces already exist or need to be added is part of the technical feasibility check.

Which process still costs you too much time?

30 minutes · no obligation · no sales pitch. You get a first assessment of automation potential, architecture and pilot scope.

Review your process in 30 min