Optix — Your Enterprise Agentic AI
From prompt to execution—Optix automates your business workflows with precision, security, and adaptability.
The Brain Behind Optix: Agentic Workflows
Agentic workflows are the intelligence framework that allows Optix to think, act, and adapt. Rather than performing
one-off commands, Optix uses a plan–execute–reflect cycle to ensure that tasks are completed accurately and
efficiently.
Make a Plan (Planning)
When you give Optix an instruction—like “Gather this month’s sales data and prepare a report”—it first breaks the task into smaller steps. It determines which portals to access, which fields to retrieve, and the correct order of execution.
Execute Actions with Tools (Tool Use)
Optix logs into your business systems, navigates the interfaces, extracts or inputs data, and triggers the necessary workflows. It acts like a skilled digital employee, following the plan exactly.
Reflect on Results (Reflection)
Once actions are completed, Optix verifies the results. If something doesn’t match expectations (e.g., missing data, login error), it updates its plan and re-runs the task until it’s correct.
How Optix Works
Just describe your task in plain language. No code. No training. Example: “Log into the carrier portal, download all pending claims, and compile them into a spreadsheet.”
Optix opens a secure browser environment and executes each step, showing you exactly what it’s doing in real time through Watch Mode.
Once completed, you receive the outputs—fully validated. For critical actions, Optix asks for your approval before proceeding.
Core Capabilities & Use Cases
Core Capabilities
Logs into multiple portals, fetches data, and compiles reports.
Moves data between CRMs, ERPs, HR systems, and more.
No technical skill required to issue commands.
Adjusts to changing conditions mid-task.
Isolated instances per client, with encryption and compliance baked in.
Key Use Cases
Consolidate multi-bank data into one accurate report.
Navigate carrier systems and process claims automatically.
Update pipelines, sync orders, and keep sales data current.
Collect competitor pricing, availability, and trends in real time.
Automate background checks, certifications, and onboarding forms.
Security & Control
Watch Mode Oversight
Action Confirmation
Isolated Deployments
Compliance-Ready
Business Value / ROI
Save Time
Boost Accuracy
Scale Without Hiring
Focus on Growth
Why Optix is Different
- Built specifically for B2B enterprises.
- Tailored per client for security, compliance, and workflows.
- Scales from individual tasks to enterprise-wide process automation.
- Combines simplicity for the end-user with deep technical precision under the hood.