Permissions by role
Set which data and actions a worker needs for its responsibilities.
The Delegate.ai platform
Software and AI workers.
Working as one.
Bring business applications, digital workers and processes together—connected to the systems your teams already use.
One connectedway of working.
ApplicationsYour business software
PersonasYour AI digital workers
ProcessesThe work between them
Existing systems ↔ Delegate.ai ↔ Your people
Applications, workers and processes
Explore the platform
Everything connects to the work.
Select a capability to see how it fits into your business.
The software behind your operations.
Use industry-specific ERP and business applications, or add the modules your current systems are missing. Connect the screens, records and workflows your teams depend on.
- Industry-specific applications
- Additional modules built for your requirements
- Connections to the systems you already use
Give responsibilities to a Persona.
Personas are AI digital workers with defined responsibilities, business context and access to the tools needed for their work. Put them to work alongside your team.
- Roles such as procurement, finance and operations
- Business knowledge and process instructions
- Permissions and human handoffs defined by role
Keep the whole process moving.
Coordinate tasks across applications, workers and people. Define the business rules, approval steps and exceptions that determine what happens next.
- Multi-step business workflows
- Tasks, approvals and escalation paths
- Recurring work and event-driven processes
Work across the software you have.
Connect business data and actions through the integration approach supported by each system. Agree what can be read, changed and handed back before work goes live.
- APIs and available system connectors
- System-specific automation where appropriate
- Clear data ownership and integration boundaries
Meet your Personas
A role. A responsibility.
A digital worker.
A Persona starts with a job to do. Give it the relevant business knowledge, connect its tools, and define the decisions it can make and the work it should bring to a person.
- Business context: instructions, records and the knowledge needed for the role.
- Clear responsibilities: the tasks and outcomes the worker is expected to support.
- Defined authority: permissions, approvals and exception handling.
Illustrative Persona
Procurement
Coordinator
Keeps purchasing work moving, from a material requirement to a reviewed request.
Works withInventory · suppliers · purchase requests
Can prepareRequirement checks and purchase drafts
Hands overApprovals and purchasing exceptions
Configured around your business rules.
Build what’s missing
Your requirements.
Your next business application.
When a process lives in spreadsheets, email or disconnected tools, turn the requirement into a connected module. Carry your business rules and know-how into software your teams and Personas can use.
01 / Understand
The business requirement
Processes, users, records and business rules.
02 / Build & validate
The missing module
Screens, data, workflow and system connections.
03 / Put to work
People + Personas
A connected application with defined responsibilities.
Your people stay in control
Autonomy with clear responsibilities.
Define the conditions for action and make exceptions visible. People remain part of the operating model.
Approvals where they matter
Route decisions to the appropriate person using the agreed process.
A record of the work
Follow actions, handoffs and outcomes so your team can review what happened.
Exceptions brought forward
Bring incomplete information and decisions outside the agreed rules to a person.
Platform questions
Make the fit clear.
Does Delegate.ai replace our current ERP?
It can work alongside your existing ERP and operational systems. You can start with a specific process or missing module, or explore relevant Delegate.ai industry software. The fit depends on your requirements and current systems.
What is a Persona?
A Persona is an AI digital worker with a defined role. Its responsibilities, knowledge, tools and permissions are configured for the work it is expected to do. Approval and exception paths determine when a person is involved.
Can we keep our business rules and approvals?
Yes. Rules, validations, responsibilities and approvals are part of the process design. We establish which actions can run automatically and which must be reviewed, then validate the workflow with your team.
How do you connect to our software?
We assess the interfaces and permissions your systems support. The approach may use APIs, available connectors or system-specific automation. The integration scope and limits are agreed for each process.
Let’s put it to work
Let’s connect it to your business.
Tell us which systems you use and which processes you want to improve.