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    Ofelia Agentic

    AI agent in Slack and Teams that answers questions from company documents and runs HR, IT or procurement workflows with approvals.

    What it does

    Ofelia Agentic is an AI assistant that works directly inside Slack and Microsoft Teams. It answers questions from your own documents and policies, guides employees step by step through procedures and triggers entire processes – with approvals, handoffs and updates in connected systems such as Jira, Salesforce, SAP or Confluence. Written procedures serve as the template for the workflow: when you change the document, the process changes too. Human approval steps, a log of every agent action and role-based permissions are built in.

    Who it suits

    Mid-sized and large companies that want to automate recurring processes in HR, IT, procurement, finance or operations, such as onboarding, access requests or purchasing. You start with the assistant without any system integration and add workflows step by step.

    Data protection for businesses

    Ofelia advertises EU data residency and ISO 27001 certification. According to its privacy policy, the vendor does not voluntarily transfer personal data outside the EU and acts as a processor under customer contracts; it does not mention a separate data processing agreement. The vendor does not say whether inputs are used to train AI models – clarify this before rollout. The Enterprise plan connects models from OpenAI, Mistral and Anthropic.

    Limits

    Pricing is available only on request, and the vendor does not mention a free trial of the agent. The website is available in English, French and Spanish, not German. Connecting your own systems takes setup effort.

    For businesses

    Looking for help with integration?

    Choosing a tool is the easy part. We bring AI into your existing workflows – with interfaces to CRM, ERP and shop, sound data protection and an onboarding so your team actually uses it.

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