Vinera Agents
AI teammates that get work done.
AI that carries on after the chat reply. Agents work inside CRM, Growth, Drive and Secure, pick up the routine steps, and hand every decision back to a person.
A chat window on the side still leaves you the work.
Most business AI stops at an answer. You ask, it replies, and then you do the work yourself: open the record, copy the text, chase the approval. Useful AI knows where the data lives, what the next step is, and who has to say yes.
- Works where you work
- Restated, then confirmed
- Your permissions, exactly
- Follow-ups that happen
- A record of what it did
- Pay for what runs
Send the renewal quote to Harbour Bank.
Nothing is sent until you confirm.
Works where you work
Agents act inside the Vinera modules, on the same records your team sees.
Restated, then confirmed
Anything that sends, changes or submits is read back to you first and runs once you confirm.
Your permissions, exactly
An agent can see and do exactly what the person it works for can see and do.
Follow-ups that happen
Draft the reply, prepare the quote, remind the approver, open the renewal: the steps people mean to do and forget.
A record of what it did
Every action an agent takes is logged against the person who approved it.
Pay for what runs
AI usage is metered in Credits shared across the workspace. One pool covers every agent.
- 1
Start by asking
Use the assistant inside any module to find, summarise and explain.
- 2
Let it draft
Hand over the first version of records, replies and quotes. You review.
- 3
Hand over the routine
Give agents the recurring follow-ups, with confirmation where it matters.
Six capabilities, grown from one core.
Can an agent act without asking?
Anything that changes data or leaves the company is restated first and waits for a person to confirm.
Is my data used to train AI models?
No. Your content is processed to answer your request and is not used for model training.
How is usage charged?
In Credits, shared across the workspace. When they run out AI pauses; everything else keeps working.
Do I need the other Vinera products to use this one?
No. Each product works on its own. When you add another, it joins the same account and data.
Start in minutes. Keep it as you grow.
Open a workspace in minutes and invite the whole team. No seat fees.