CASE · 02On the roadmap
Finance reconciliation
Auto-reconciles bank, card, SII and Buk movements against accounting systems of record, with full audit and exception workflows.
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§ PRODUCT · USE CASES
Operations Xophia is built to run.
Productized, not theoretical.
Each case below is a deployment template: the agents, connectors, policies and KPIs are pre-defined. Pick the one that matches your operation; Xophia adapts it to your stack in days.
Productized scenarios
CASE · 01Available
Sales supervisor agent
Reviews CRM activity, flags pipeline risk, and drafts coaching for sales leaders against governed pipeline data.
Read the case →CASE · 03On the roadmap
Support and ticket triage
Classifies, routes and pre-resolves tickets across email, chat and helpdesk channels using policy-bound agents.
CASE · 04On the roadmap
BI agent / KPI co-pilot
Answers operational questions over a governed semantic layer with traceable SQL — every figure is defendable down to the source row.
CASE · 05On the roadmap
Headless semantic layer
Defines metrics and dimensions once, then exposes them to dashboards, agents and downstream systems through a single governed API.
CASE · 06On the roadmap
Custom MCP gateway
A single Model Context Protocol surface that lets agents safely reach every internal system: ERP, CRM, banking, BI, ticketing, custom APIs.
CASE · 07On the roadmap
Workflow orchestration
Runs deterministic workflows and AI agents on the same engine, with retries, approvals and SLA tracking — n8n-grade execution under enterprise governance.
CASE · 08On the roadmap
Agent dev factory
Internal toolkit to design, version, evaluate and deploy enterprise agents: shared tools, evals, policies, and observability out of the box.
§ ARCHITECTURE & INTEGRATION
Buyer FAQ
The questions that come up first in technical evaluations — answered with specifics, not slideware.
How does Xophia connect to my existing systems?
Through a typed connector library and an MCP-compatible tool registry. Xophia ships connectors for major ERPs (Odoo, SAP, NetSuite), CRMs (HubSpot, Salesforce, Pipedrive), banking and card APIs, accounting and tax systems (including Chilean SII and Buk), and exposes a generic adapter for REST, GraphQL, SQL and Model Context Protocol servers. Custom connectors can be added without forking the platform.
Does Xophia replace my CRM, ERP or BI tool?
No. Xophia is the orchestration and governance layer above those systems. It reads and writes through their APIs and keeps every action traceable back to its system of record.
How is Xophia different from a workflow tool such as n8n, Zapier or Make?
Tools like n8n are useful for technical workflow validation and developer-driven automations. Xophia is the platform an organization deploys to run governed, multi-tenant AI operations in production: agents with scoped tools and memory, role-based access, full audit, observability over cost and decisions, and reconciliation against systems of record. n8n can be used inside Xophia as one of several execution backends.
What is the headless semantic layer, and why is it part of Xophia?
Operational AI is only useful when its numeric answers are defendable. Xophia includes a headless semantic layer where business metrics and dimensions are defined once and exposed to dashboards, agents and downstream systems through a governed API. Every figure an agent returns can be expanded into the underlying SQL and source rows.
Are AI agents safe to act on production data?
Each agent runs under an explicit policy that defines which tools, data sources and write operations it can use, scoped to the calling user and tenant. Every action is logged with inputs, outputs, model decisions and downstream system effects. Approvals can be required for high-impact steps.
Where is data stored and processed?
By default in Xophia's managed cloud with per-tenant isolation, encryption in transit and at rest, and configurable retention. Customers with stricter requirements can deploy the runtime inside their own VPC; in that mode no execution data leaves the customer perimeter.
What authentication and access control does Xophia support?
SSO via SAML 2.0 and OIDC, role-based access control on a per-resource basis (agents, workflows, connectors, data sources), and per-tenant identity isolation. Service accounts use scoped API keys with rotation.
How do you avoid hallucinations on operational data?
Agents do not answer from model memory alone for operational questions. They run typed retrieval against the headless semantic layer and execute tools with structured inputs and outputs. Every numeric or factual claim returned by an agent can be expanded into the underlying tool calls and source rows.
Can humans stay in the loop?
Yes. Workflows and agents support explicit approval steps, configurable per role, per amount threshold, or per data sensitivity. Pending approvals are surfaced in the Xophia console and can be routed to email, Slack or Microsoft Teams.