EVOQ AI
EVOQ AI brings AI into the applications, systems, and processes where your work happens.
Ask a question or describe what you need…
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.
Ask a question or describe what you need…
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
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.
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 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 agentsHow you work with AI
You ask
EVI works on it
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
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 worksEVOQ applications

Customer information

Service history

Project details
Connected systems
ERP
Order and product data
Finance system
Invoices and payments
Finds information across your systems and prepares the next step.
Finance agent
Reviews the information, prepares follow-up actions, and completes the task.
Follow-up prepared
Ready to review and send.
See EVOQ AI at work
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.
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
Review patient, appointment, treatment, and follow-up information to identify what needs attention and prepare the next step.




AI works differently when the information, processes, and decisions are specific to your industry.
Explore all industriesEVI and AI agents work with the context of your industry to:
Get started
Bring AI into the applications and systems where your work already happens.