Seamless Access
A unified entry point into OCTO processes for both people and systems—removing complexity while enabling direct, controlled interaction with automation.
OCTOagent: Activate agents
to get work done faster
Easily launch agent-driven processes,
monitor progress, and receive fast, accurate results.
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Connect users and systems through controlled automation
OCTO Agents provide seamless access to OCTO’s process automation capabilities—connecting people, applications and systems through a dynamic, flexible, and controlled operating environment.
Agents remove friction between users, systems, and services, enabling rapid execution
while ensuring every agentic action remains visible, governed, and auditable.
Agents act as the connection layer between users
Such as prospects, customers, brokers, and knowledge workers—and OCTO, allowing predefined tasks to be executed efficiently. Through OCTO Agents, users gain controlled, direct access to systems, services, and data that would otherwise be complex or inaccessible.
OCTO Agents process-enable legacy systems
Introducing operational agility without compromising control. Core systems of record remain the guarantors of integrity and compliance, while OCTO Agents empower them with flexible process capabilities.
Each Agent connects to governed OCTO processes
Ensuring that the right (AI) technologies are applied where they add measurable value (see OCTOai), while maintaining control, transparency, and operational robustness.
OCTO Agents can operate fully autonomously or involve humans for decision-making in hybrid models
—delivering the right balance between automation and human oversight.
Key benefits of OCTOagent
Check out our ready-to-use Automation Accelerators with OCTOagent built in
Choose from pre-built accelerators like Digital Mailroom and Email Triage,
or build your own to speed up deployment, shorten time to value, and realize results sooner.
See available Accelerators
How OCTOagent drives connected execution
1. TRIGGER OCTO Agents from any entry point into a single-governed process
OCTO Agents accepts requests from any source — whether initiated by a user through a desktop interface, a self-service portal, or triggered automatically by a system or application — and normalizes input into a single, standardized processing format
Accepts inputs from multiple channels: desktop clients, web portals, external systems, APIs, and automated triggers (action dependent).
Normalizes every request — regardless of origin, format, or initiator — into a consistent, process-ready input.
Ensures every interaction, human or system-initiated, enters OCTO's governed automation environment in the same controlled way.
Modern organizations operate across a complex mix of interfaces and systems. A knowledge worker may trigger a process directly from their desktop. A customer or broker may submit a request through a self-service portal. A backend system may fire an automated event via API. OCTO Agents are designed to handle all of these entry points seamlessly.
Regardless of how and from where a request is being triggered, OCTO Agents normalizes the input and routes it into the appropriate OCTO governed process — creating a single, consistent entry point that eliminates fragmentation and ensures equal treatment across all channels.
This normalization step is what makes scale possible: no matter how diverse the sources, every process starts from the same controlled, standardized foundation — ready for orchestration.
2. EXECUTE: Let agents work for you — with humans in control whenever it matters
OCTO Agents puts automation to work on your behalf. Agents execute tasks autonomously, following governed OCTO processes — while keeping humans in the loop whenever a decision, exception, or approval requires it.
- Agents run predefined tasks automatically, without manual intervention.
- Humans can step in at any point — to review, approve, or override — based on business rules or context.
- Supports fully automated, hybrid, and human-in-the-loop models, adapting to the complexity and risk of each task.
Once a request enters the process, OCTO Agents take over. They work through the defined steps autonomously — interacting with systems, applying logic, and progressing tasks without requiring users to stay involved.
But automation doesn't mean loss of control. At any moment, the process can surface a task to a human: a decision to validate, an exception to resolve, an approval to confirm. This human-in-the-loop capability is built in by design, not added as an afterthought.
The result is a model that adapts to your reality: fully automated where possible, human-guided where necessary — always governed, always visible.
3. DELIVER: Delivering results to the right place — wherever that may be
Once execution is complete, OCTO Agents deliver the outcome to the right destination — a user's desktop, a self-service portal, a connected system, or an external platform — closing the loop on every request.
Return results directly to the channel where the request originated — or to any other configured destination.
Update connected systems, triggers downstream processes, or notifies users automatically.
Every outcome is fully traceable — capturing who triggered it, what was executed, and every decision made along the way.
Just as an OCTO Agent accepts requests from anywhere, it delivers results anywhere. A task initiated from a portal is resolved back to that portal. A system-triggered process updates the source system automatically. A knowledge worker who submitted a request from their desktop receives the outcome directly — without switching tools or chasing status updates.
This return loop is what transforms automation from a background operation into a tangible, user-facing experience. People see results where they work. Systems stay synchronized. And nothing falls through the cracks.
With full traceability from entry to delivery, every interaction is visible, auditable, and accountable — giving your organization the confidence to scale connected execution broadly, without ever losing control.
OCTOagent the better RPA
OCTO Agents connect desktop users and applications to a centralized library of governed automation processes—moving beyond the limitations of traditional RPA.
Rather than relying on isolated desktop scripts, every action is executed within controlled, auditable processes,
ensuring consistency, and enterprise-grade governance across all user interactions.
What this means for you
Connect people and systems through OCTO Agents to move from fragmented tasks to fully orchestrated, outcome-driven processes. Work happens faster and more consistently, without disrupting your core systems of record. Every interaction—whether triggered by a user or a system—is governed, visible, and auditable, ensuring control without slowing you down. The result: increased agility, higher productivity, and AI that delivers measurable business impact at scale.
Take your automation further with more OCTO competencies
OCTOai is an OCTO platform competency designed for governed AI at scale — bringing trusted, governed AI into business-critical processes with safety and control. It gives you the flexibility to swap, upgrade, and orchestrate any AI model, system, or service without disruption, while maintaining transparency, governance, and process integrity.
OCTOidp, also known as DocProStar, is an OCTO platform competency for documents and dossiers, providing advanced document and media handling for accurate, automation-ready inputs. It supports consistent processing across sources and formats while improving data accuracy and context by connecting extraction with existing data sources.
