Solution

ERP & CRM Process Automation

Let AI safely operate your business systems using permissioned tools with structured actions, validation gates, and full audit logs.

ERP and CRM automation illustration

What it does

WebKit turns systems into tools. Orchestrator coordinates steps, validates before writes, and escalates exceptions to humans.

Tool-driven actions
Create tickets, update records, reconcile invoices, attach evidence, trigger workflows.
Workflow orchestration
Multi-step pipelines across systems with retries, state, and durable checkpoints.
Validation gates
Rules + schemas + model checks before actions. Confidence thresholds route to HITL.

How it works

From chat to action - without losing control

Start with one workflow, then scale using the same tool layer.

Tool-driven workflow diagram

Feature highlights

Common workflows

Tool-driven actions
Create tickets, update records, reconcile invoices, attach evidence, trigger workflows.
Workflow orchestration
Multi-step pipelines across systems with retries, state, and durable checkpoints.
Validation gates
Rules + schemas + model checks before actions. Confidence thresholds route to HITL.
Permissions & approvals
RBAC mapping to tool actions and human approval gates for high-impact steps.
Observability
Session traces with tool inputs/outputs, timing, costs, and outcomes for governance.
Security
Audit logs, encryption, data scopes, and isolation boundaries - cloud/on-prem/dedicated.

Operational control signals

Tool actions stay safe, accountable, and measurable.

Monitor approvals, action outcomes, and SLA adherence across every workflow and system.

  • Action coverage and success rates per tool.
  • Approval latency and escalation transparency.
  • SLA compliance tied to session traces.
Tool action signal map
Illustrative distribution across approvals and executions.
Tool actions
Tracked
Per-step outcomes recorded.
Approval gates
Enforced
RBAC + HITL checkpoints.
SLA health
Visible
Timing and bottleneck alerts.
Audit trail
Complete
Every change is traceable.

Proof

Operational impact

Automation teams cut manual work while preserving approvals, audit trails, and system safety.

Invoice intake -> validation -> ERP update
Automate checks and post structured updates.
Support ticket triage -> assignment -> resolution
Grounded diagnosis with safe actions.
Case management -> evidence attach -> SLA routing
Reduce manual handoffs and rework.
Customer ops -> lookup -> follow-up tasks
Trigger actions across systems with approvals.
ERP/CRM

Want AI to operate your systems safely?

We will define tool boundaries, schemas, permissions, and approval gates, then automate a workflow end-to-end with traceability.