Toggl Plan

AI Intake & Triage

Capture requests from chat, email, and forms, then classify intent and extract fields automatically. Tonkean asks follow-ups to fill gaps, validates against policies, and routes by SLA or risk. Straightforward cases complete via automation; exceptions escalate with history and links, so reviewers decide quickly. Rich context lowers back-and-forth, while outcomes feed learning. The result is faster throughput without sacrificing quality, and clearer ownership across queues and teams at scale.

No-Code Builder & Connectors

Design flows in a visual studio using steps, conditions, and reusable blocks. Connect CRMs, ERPs, ticketing, spreadsheets, and custom APIs without writing glue code. Versioning and environments make changes predictable, while templates jump-start solutions for common ops scenarios. Input adapters normalize formats; output actions update systems in order with retries. Builders deliver faster, reduce maintenance, and keep stakeholders aligned as processes evolve and expand.

Human-in-the-Loop

Keep people in control where judgment matters. Approval tasks arrive in the right channel with the exact fields reviewers need. Side-by-side context, history, and links remove digging. Escalations include rationale and owners, reducing delays. Reviewers can request clarifications that flow back to requesters automatically. By blending automation with structured human steps, ops teams resolve edge cases consistently and document decisions for audits without slowing routine work.

Governance & Compliance

Set policies once and apply them everywhere. Enforce approvals, privacy rules, and retention automatically; redact sensitive data where required. Dashboards and audit trails trace actions end-to-end for evidence. Alerting highlights drift before issues escalate. Standardized controls keep regulators, security, and leadership aligned. With change logs and test sandboxes, teams update processes safely while meeting obligations across regions, products, and vendors.

Insights & Optimization

Measure throughput, bottlenecks, and outcomes by queue, owner, or policy. Compare flow variants using experiments, then standardize on what works. Share reports with stakeholders to sustain improvements. Trend views reveal where requests stall; heatmaps expose timing and staffing gaps. Feedback loops refine intents and fields, improving accuracy over time. With reliable data and continuous tuning, operations scale confidently while preserving service levels.