EVOQ AI

AI that gets work done

EVOQ AI brings AI into the applications, systems, and processes where your work happens.

How can I help you today?

Ask a question or describe what you need…

Find informationSummarize activityPrepare work

Get answers across your applications

Find information, summarize activity, and get help with the next step.

Turn information into action

Let AI work with the information and processes available across your workspace.

Meet EVOQ AI

EVI guides the work.
Agents perform the work.

Get answers, find what matters, and take the next step with EVI. Use AI agents to handle specific tasks across your EVOQ apps.

Which opportunities need follow-up this week?

I found 3 opportunities that need follow-up this week, including Northgate Logistics and Beta Inc.
Here are the next actions.

Draft follow-up emailsSchedule callsOpen deals
EVI

AI. Assist. Act.

EVI is your AI assistant across EVOQ. Ask questions, find information, understand what's happening, prepare work, or get help with the next step.

AI agents

Give work to a specialist.

AI agents handle defined tasks that require multiple steps, decisions, or actions. They work with information across EVOQ apps, then return results or take approved actions.

Explore AI agents

How you work with AI

AI that adapts to how you work. 

You ask

“Which opportunities need follow-up this week?”
EVI

EVI works on it

  1. 1Finds the relevant records
  2. 2Ranks what matters most
  3. 3Suggests the next step

You get

Answeror next step

EVI finds the relevant information and gives you an answer or prepares the next step.

AI across the systems you use

Your work extends beyond EVOQ applications.

EVOQ AI can work with information and actions made available through your connected systems.

EVI can use that information to answer questions and prepare work. AI agents can use it to perform defined tasks across the applications and systems available to them.

See how it works

EVOQ applications

CRM

Customer information

ServiceOps

Service history

Projects

Project details

Connected systems

ERP

Order and product data

Finance system

Invoices and payments

EVI

EVI

Finds information across your systems and prepares the next step.

Search across systems
Combine relevant data
Prepare work or ask an agent

Finance agent

Reviews the information, prepares follow-up actions, and completes the task.

Identify outstanding invoices
Check recent service activity
Prepare customer follow-up

Follow-up prepared

Ready to review and send.

See EVOQ AI at work

A signal comes in. EVI and an agent take it from there.

EVOQ AI identifies what needs attention, understands the relevant information, and helps move the work forward. Select a signal or a tab to see how.

EVOQ AI · Work console
What needs attention?
Live

Signal

3 opportunities need follow-up

No activity has been recorded for 7 days.

EVIWorking

Understands the situation

Reviews account activity, previous conversations, and opportunity status.

Agent · Sales agent

Prepares personalized follow-up actions.

Works with CRM records, engagement history, and open proposals for each account.

Result

3 follow-ups ready for review.

Each follow-up is drafted with the relevant context and a suggested next step.

AI for every industry

Turn patient and practice information into action.

Review patient, appointment, treatment, and follow-up information to identify what needs attention and prepare the next step.

Healthcare
Patient summaryRecent visits, treatments and upcoming appointments
Follow-up needed3 patients require attention this week
Care planDraft next steps for the care team

AI works differently when the information, processes, and decisions are specific to your industry.

Explore all industries

EVI and AI agents work with the context of your industry to:

Find informationIdentify what needs attentionPrepare the next action

Get started

Ready to see AI at work?

Bring AI into the applications and systems where your work already happens.