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ServiceHub

Stop grinding through repetitive back-office work. ServiceHub turns it into governed AI-agent workflows — authored visually, generated from a plain-language prompt, or started from a template — that run on demand or on a schedule you set. Human oversight goes exactly where you want it: approval gates, always-review steps, confidence thresholds and spend controls are configuration, not code. The architecture is data-driven end to end, so a new tool, a new connector or a new document format arrives as configuration rather than a release. Agents draw on 47 built-in tools and read what your systems already produce: Excel, CSV, HTML, PDF and scanned images. And every run records what the agent actually did, tool by tool — not merely what it reported. Build the next workflow yourself, today.

Three ways to build a workflow

Start wherever suits the person doing the work.

Draw it

The Visual Workflow Builder lays out steps, approvals and branches on a canvas, and checks the design is runnable before you submit it.

Describe it

Type what the process should do in plain language and get a working draft to refine — grounded in your own workflows, not a generic template.

Start from a template

Begin with a proven workflow and adapt it, rather than from an empty canvas.

Governance you configure, not code

The question is never "can an agent do this?" — it is "what happens when it gets something wrong?"

Human oversight as a first-class step

Approval gates and always-review steps are step types you place on the canvas, not custom code bolted on afterwards.

Confidence thresholds and branching

A step can complete on its own when it is confident and escalate when it is not. Branch conditions route the work by what the data actually says.

Spend controls

Per-workflow credit charges and balance checks stop a runaway process before it becomes an invoice.

Every run is auditable

What the agent did, not what it claimed

Each run records the tools it actually invoked and what they returned. A step that reports success without doing the work is caught, not believed.

Deliverables attached to the task

Generated workbooks, reports and posters are captured against the task record, so the evidence sits with the approval.

Reads the documents you already have

Excel, CSV, HTML, PDF and scanned images — including photographed ledgers, transcribed and reconciled without a manual re-key.

The flagship

New Business Flow Setup

Visual Workflow Builder

Describe a business flow in plain language or build it on a visual canvas — ServiceHub reviews and runs it.

The Builder is where a new workflow is born. Author it your way: describe what you want in plain English and let the platform draft the steps, or shape it directly on a visual drag-and-drop canvas — add steps, branch on conditions, and preview any step’s real output before it ever sends. The platform checks the flow is ready to run, routes it through human review, then provisions it live. Every step can run deterministically or be handed to an AI agent, with oversight set per step from always-review to autonomous.

  • Author from a prompt or on a visual drag-and-drop canvas
  • Branch on conditions; preview any step’s output before it sends
  • Each step: deterministic or agentic, your choice
  • Human oversight per step — always-review to autonomous
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Ready Approved Describe in pla...Generate workflow🤖Readiness checkHuman review & ...Provision & deploy🤖Live workflow

Hover any step for details. Each step runs deterministically or as an AI agent.

How it works

From plain language to a governed, running workflow

  1. 1

    Author

    Describe a flow in plain language, or build it on a visual drag-and-drop canvas — branch on conditions and preview any step before it runs.

  2. 2

    Govern

    Run each step deterministic or agentic, and set human oversight per step — from always-review to fully autonomous.

  3. 3

    Run

    Every run is tool-truth verified, preview-before-send, and fully audited. Trust you can see.

Examples, not a catalogue

ReconciliationHub — the first vertical built on ServiceHub

Not a second platform — a use case assembled from the capabilities above, proven first in construction: cement and ready-mix ledgers reconciled between manufacturers, distributors and their customers, with GST and TDS handled the way Indian ledgers actually state them. The engine is verified against real counterparty workbooks at formula level, and its format training is taught and proven against your own worked example — not inferred at runtime. A new goods line or counterparty format is added as data, not a release. Growing into ReconciliationHub.

Vendor–customer ledger reconciliation

Agentic

Match a vendor ledger against a customer ledger invoice-by-invoice, classify the differences (including GST and TDS), and show the arithmetic behind every figure. Matching is deterministic — a model reads a scanned page, never decides a match. The same account reconciles identically whether it arrives as a spreadsheet or a scan, checked on every build. Differences are flagged, never corrected in your data — a finance reviewer approves before the open items are emailed to the counterparty.

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Approved Bring both ledgersReconcile invoi...🤖Finance review ...Email open items🤖Reconciled
  • Reconciliation
  • GST / TDS
  • Finance

A finance reviewer approves the reconciliation before any follow-up is sent — and a closing balance the platform cannot corroborate is reported as not established, never a zero that reads as agreement.

Teach it a new ledger format

Agentic

A new counterparty ships a ledger the system has never seen. Upload a sample with your own description and a known-correct example — the platform learns the format, proves it against your example, pauses for your review, and an approved format reconciles from the very next run.

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Proven Needs review Re-run with guidance Approved Sample + your d...Learn the format🤖Fully proven?Review & guideApply & go live🤖Next run reads it
  • Self-service
  • Format training
  • Reconciliation

Only a fully-proven learning auto-approves; anything less pauses for a human, who can correct it with a comment and re-run.

Execution flows teams have built

The same engine, pointed at the rest of the back office. Every workflow is customized per business — these illustrate the range, from customer feedback and scheduled outreach to document extraction and confidence-gated agent decisions, each one authored, governed and audited the same way.

Confidence-gated feedback

Agentic

An agent reviews incoming feedback, acts and thanks the sender when it is confident — and escalates to a human when it is not.

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Confident Unsure Feedback submittedAgent reviews🤖Confident?Act & thank🤖Escalate to humanResolved
  • Feedback
  • Confidence-based
  • Auto-reply

Acts on its own above its confidence bar; hands off to a person below it.

Calendar schedule to WhatsApp

Agentic Daily 8:00 AM

On a daily schedule, fetch a Calendly schedule, render it as a visual poster, and push it to WhatsApp.

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Daily 8:00 AMFetch Calendly ...🤖Generate poster🤖Send to WhatsApp🤖Delivered
  • Calendly
  • Poster image
  • WhatsApp

Scheduled branded greeting

Agentic Daily 8:00 AM

Each morning, compose a good-morning email with an inspirational quote and a branded, multilingual poster, and send it to selected customers.

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Daily 8:00 AMCompose greetin...🤖Email customers🤖Sent
  • Email
  • Branded poster
  • Multilingual

Document extraction to report

Agentic

Read student documents from Google Drive within an upload-time range, extract their data, consolidate one report, and write it back to Drive.

100%
Documents in DriveRead documents🤖Extract data🤖Consolidate report🤖Write to Drive🤖Report ready
  • Google Drive
  • Extract
  • Consolidated report
Answers, not a brochure

Questions people ask about ServiceHub

How work actually gets automated: authoring a workflow, deciding how much human oversight each step needs, running it, and reading the evidence afterwards.