Agentic AI for SMBs

AI that doesn't just assist — it executes

Most AI tools stop at suggestions. Agentic AI goes further: it can plan the next steps, coordinate work, and complete tasks across your workflow.

In Invoxi, Agentic AI is delivered through an AI Agents Army: specialised agents for sales, legal, AP, invoicing, and post-sales — coordinated by an Orchestrator so nothing slips.

Start minimal. Add agents as you grow. Pay only for what you use.

What is Agentic AI?

Agentic AI is AI designed to act like a proactive team member:

Recognises events

Recognises events

A new lead, an overdue invoice, a contract renewal

Decides the next best action

Decides the next best action

Based on rules and context

Executes tasks

Executes tasks

Or prepares them for approval

Tracks what happened

Tracks what happened

So you always have visibility

Agentic AI

Why it matters now

SMBs are under pressure to do more with lean teams:

More channels

More channels

Email, calls, web forms

More compliance

More compliance

Contracts, e-invoicing

More admin

More admin

Quotes, invoices, approvals

Agentic AI helps you run these processes consistently — without adding headcount or buying a bloated enterprise suite.

The benefits of Agentic AI in Invoxi

Agentic AI can monitor your workflow for key moments:

Leads that need follow-up Deals that stall Contracts nearing expiry Supplier invoices waiting approval Customer issues that need a response Invoices that are due or overdue

Fewer dropped balls, better customer experience, more predictable operations.

How Invoxi Agentic AI works

Orchestrator listens for events and assigns work
1

Orchestrator listens for events and assigns work

Specialist agents execute tasks in their domain
2

Specialist agents execute tasks in their domain

You stay in control with approvals, visibility, and an audit trail
3

You stay in control with approvals, visibility, and an audit trail

Meet the Invoxi AI Agents Army

See detailed capabilities
Orchestrator

Orchestrator

Coordinates everything and dispatches tasks to the right agent.

Activities Agent

Activities Agent

Keeps your agenda and follow-ups under control so you don't miss calls, meetings, or emails.

Sales Agent

Sales Agent

Finds leads, moves deals forward, and generates intelligent quotes and proposals.

Legal Assistant

Legal Assistant

Creates and manages contracts, clauses, renewals, and key dates.

AP Automation Agent

AP Automation Agent

Processes supplier invoices with AI assistance, validation, approvals, and document traceability.

AI Invoicer

AI Invoicer

Generates compliant invoices, tracks due dates, and follows up on payments.

Post-Sales Assistant

Post-Sales Assistant

Tracks issues and tickets, improves support workflows, and helps reduce churn.

Common outcomes customers want

Close deals faster with better proposals Get paid faster with consistent invoicing and follow-ups Reduce supplier invoice admin and approval delays Keep contracts and renewals under control Improve customer support response time and retention

Frequently asked questions

Is Agentic AI safe for business workflows?

Invoxi is designed to keep you in control with visibility, approvals, and traceability.

Will Agentic AI replace my team?

It reduces repetitive work so your team can focus on higher-value tasks and customer relationships.

Do I need to enable all agents at once?

No. Invoxi is modular — start minimal and activate only what you need.

Build your Agentic CRM

Start with one agent today and add more as your business grows.