FAQ
Short answers to the practical concerns businesses have before deploying digital workers and managed automation.
They can handle defined work such as replies, triage, record updates, task creation, reporting, research, drafts, and follow-ups across approved tools and channels.
It escalates to a human with context attached instead of guessing or taking risky action.
Yes, where approval is required. Public, sensitive, financial, legal, medical, brand, or customer-commitment messages can be routed for review.
CRMs, email, WhatsApp, spreadsheets, Notion, Airtable, HubSpot, Zoho, dashboards, cloud tools, databases, APIs, and custom systems where access is available.
It is more than a chatbot. Digital workers operate inside workflows, tools, approvals, logs, dashboards, and weekly reporting.
The first audit clarifies scope. Many pilots can start in the first month, then expand into the managed AI layer over time.
No. The audit identifies what data exists, what is messy, what needs structure, and what can be useful immediately.
Yes. Starting with one high-value workflow is usually the safest and clearest path.
Monitoring, improvements, reporting, support, worker refinement, workflow updates, and ongoing expansion of the AI operations layer.
Yes. Software, dashboards, integrations, automations, and web systems are supporting infrastructure when the AI layer needs them.
Audit scope depends on the number of workflows, tools, and teams involved. Most first engagements are scoped as a Focused Workflow Audit, a Digital Worker Pilot, or a Full AI Operations Audit after the first conversation.
Expeli turns the findings into a first pilot recommendation, safety and permissions notes, and a roadmap for expanding into a managed AI operations layer or subscription.
Yes. The first step can use limited context, screenshots, sample workflows, exports, or read-only access. Deeper integrations come later when the scope is clear.
Ownership depends on the engagement, but the goal is to keep your business in control of the workflows, accounts, data, and operating knowledge.
Expeli designs role boundaries, approval steps, logs, and escalation paths so mistakes can be caught, reviewed, corrected, and reduced over time.
Yes. Sensitive, public, financial, legal, medical, pricing, or customer-commitment messages can require human approval before they go out.
Access should be scoped to the workflow, sensitive actions should be controlled, and the audit identifies what data is needed, what should be restricted, and where human review is required.
Access is scoped to the workflow, permissions are defined before launch, sensitive actions can require approval, and the audit identifies which systems should be connected, restricted, or left untouched.
No. The preferred path is usually one high-value workflow first, then expansion once the pilot proves where the AI layer creates leverage.
A first pilot often connects one channel, one workflow, one digital worker, clear approval rules, a small reporting loop, and a weekly improvement review.