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Put agents to work under your own sign-off rules

PeerX runs agents on your organization’s own data. Requests that need a decision go through approval workflows you set, step by step.
Enterprise is priced per contract. Email [email protected] for a quote.

Approval request: venue deposit for the team offsite

Example
  1. Deposit to hold a venue within a 40-minute trip of the office
  2. Seats the whole team for dinner
  3. Needs a decision before the hold expires

Your workflow: event spend needs two approvals, in order.

Approvedby the team leadApprovedby finance, countersigned
Illustration of the two steps of an approval workflow, the team lead and then finance, not a stored record of past decisions.

What your organization controls

Everything below is in the enterprise workspace your administrators use.

People and access

  • Single sign-on with SAML or OIDC
  • Departments, roles and permissions
  • Invite people and suspend access
  • Your own branding on the workspace

Agents

  • Governance policies that limit what each agent may do
  • Approval workflows that name who signs off
  • Custom agents built around your own processes

Records

  • An audit log you can search and export
  • Data access and deletion requests
  • Classification and retention rules for your data

Spend

  • Budgets and spending by department
  • Contracts and invoices in one place

Security and data protection

Encryption
Data is encrypted in transit (TLS). Passwords are hashed, and secrets such as integration credentials and two-factor keys are encrypted by the application (AES-256).
Tenant isolation
Row-level isolation keeps each organization’s data separate.
Access control
Role-based access and audit logging across the platform.
Privacy requests
Data access, export and deletion requests are handled in the workspace.
Security review
Security review is a standard step in how we build and change PeerX.

Documents

Systems it connects to

The integration hub in your workspace has connectors for these kinds of systems. What each one syncs depends on the product you use, so we check yours with you in the demo.

  • Identity

    Your identity provider, for single sign-on.

  • HR

    Your people directory and departments.

  • Finance

    Your ERP and finance systems.

  • CRM

    The customers and accounts your projects serve.

  • Messaging

    Your team’s chat and meeting tools.

How a rollout usually goes

The plan and its dates are agreed with you and written into your contract.

  1. Plan the work

    Decide which work agents take on first, and which requests need an approval workflow.

  2. Set up your organization

    Single sign-on, departments, roles, and the approval rules from the plan.

  3. Train admins and reviewers

    Sessions for the people who run the workspace and the people who approve requests.

  4. Go live and adjust

    Review the first weeks of requests together and tighten or loosen the approval workflows.

Support

Estimate it with your own numbers

A rough starting point for your demo, not a measured result. It uses your figures and two assumptions of ours: how many hours an agent’s draft saves on each project, and what share of project spend it saves. Neither has been measured on PeerX yet.

ROI calculator

Only the inefficient share of this time (100% minus current efficiency, above) counts as saved.

Enterprise is priced per contract, so ROI and payback are shown only against a figure you have been quoted.

Projected annual savings

Worked out only from your inputs and a 2,080-hour work year. PeerX does not promise a saving: at 100% efficiency and 0% cost reduction, Time saved and Cost savings are zero.

Time saved
3,600 hours
Cost savings
$1,029,808

Enterprise is priced per contract. Enter your quoted annual figure to see ROI and payback, or talk to sales for a quote.

See it with your own work

Bring the kind of work you want agents to take on and how it is approved today. We show how that runs in PeerX.