Utilyx.appDesign, automate and orchestrate your business processes — without coding.

Utilyx.appDesign, automate and orchestrate your business processes — without coding.

Utilyx.app Utilyx.app is an AI-powered BPM platform to design, automate and orchestrate business processes — with a no-code visual designer, conversational AI copilot, intelligent document processing (OCR), dynamic PDF generation, GED archiving and multi-database integration. It is multilingual (Arabic with RTL, French, English, Spanish, German, Russian, Chinese) and built for regulated industries worldwide: banking, insurance, automotive, real estate, distribution, HR and public administration, with compliance for international standards (GDPR, ISO 27001, eIDAS) and regional regulations.

No-code BPM powered by AI, built for regulated industries.

One platform, six superpowers

Every block of Utilyx.app fits together — from design to execution, all the way to final documentation.

The heart of your automation

A next-generation process designer. Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.

Drive your BPM through conversation

Our AI copilot turns your intentions into executable processes. From a simple chat, ask and get:

OCR & compliance verification

Automate data entry and control of your incoming documents. Utilyx.app reads your invoices, orders and contracts, extracts key data and validates compliance before integration.

A solution for every business

Utilyx.app adapts to your domain with pre-configured and fully customizable processes.

Banking & Finance

Digitize the entire customer journey with compliance and traceability.

2026 trends: Hyperautomation & agentic AI 2026, Agentic AI for KYC/AML, Intelligent credit decisioning.

Insurance

From underwriting to claims settlement, accelerate every step.

2026 trends: AI claims: 75% faster settlement, AI underwriting & issuance, Parametric insurance & triggers.

Automotive

Dealerships, after-sales and fleet: orchestrate your operational flows.

2026 trends: AI dealership: BDC, F&I, delivery, Fleet predictive maintenance & SAV, EV servicing digital workflow.

Real Estate

Developers, agencies and property managers: simplify document management.

2026 trends: PropTech & property management, Agentic AI for developers, Smart buildings & condominium.

Distribution & Logistics

From purchase order to delivery, make your supply chain reliable.

HR & Administration

Automate your internal and administrative processes.

Healthcare & Medical

Hospitals, clinics and labs: secure patient journeys and medical records.

Education & Training

Schools, universities and training centers: automate academic administration.

Legal & Compliance

Law firms, notaries and compliance teams: manage cases and documents.

Retail & E-commerce

Stores, marketplaces and brands: orchestrate commerce operations.

Construction & BTP

Builders, contractors and engineers: manage worksites and documents.

Telecom & IT Services

Operators, ISPs and IT services: automate provisioning and support.

Energy & HVAC

Heat pump, ventilation and DHW manufacturers: orchestrate lead-to-cash, partner installer network, commissioning, after-sales service and recurring maintenance contracts.

2026 trends: Agentic AI lead-to-cash PAC, Installer automation HeatPump, Recurring revenue PPF & AI.

12 modules, one unified experience

Activate only what you need. Each module natively talks to the others.

BPM Designer
Visual process modeling
AI Copilot
Chat-based generation
UseArchive
Archiving & indexing
UseExplorer
Full-text search
UsePDF
Dynamic PDF generation
Mail Connect
Email integration
Office Online
Collaborative editing
Data Management
Linked tables & databases
E-Signatures
Electronic signature
Mobile App
On-the-go access
Monitoring
Real-time supervision
UseShare
External collaboration

From idea to automation in 4 steps

  1. Model. Draw your process visually or describe it to the AI.
  2. Configure. Connect your data, forms, APIs and business rules.
  3. Deploy. Publish in one click. Simulate first if needed.
  4. Steer. Track, archive and optimize continuously.

Built for every market

Utilyx.app is available worldwide with localized interfaces in 7 languages (Arabic with RTL, French, English, Spanish, German, Russian, Chinese) and compliance with international and regional standards.

International compliance

Whether you operate in Paris, Dubai, Madrid, Berlin, Shanghai or Casablanca — Utilyx.app speaks your language and complies with your regulations.

Utilyx.app currently targets the following markets: Global / International · France & Francophone Europe · Morocco & MENA (Moyen-Orient et Afrique du Nord) · Spain & Latin America (LATAM) · DACH (Deutschland, Österreich, Schweiz) · Russia & CIS · Greater China & APAC. This page is served for Global / International (en).

BPM, GED & Workflow Glossary

Key terms to understand process automation, document management and AI-driven workflows.

BPM (Business Process Management)
A discipline that models, automates, monitors and optimizes business processes end-to-end. Utilyx.app is a BPM platform.
GED (Gestion Électronique des Documents)
Electronic document management — digitize, classify, index, search and archive documents. Utilyx.app includes a native GED module (useArchive).
OCR (Optical Character Recognition)
Technology that extracts text from scanned documents, PDFs or photos. Utilyx.app reads invoices, orders, contracts and IDs automatically.
Workflow
A sequence of automated steps that move data and tasks between people and systems. Utilyx.app designs and executes workflows visually.
No-Code / Low-Code
Approaches that let non-developers build applications and processes via drag-and-drop, without writing code.
SAE (Système d'Archivage Électronique)
Electronic archiving system that guarantees document integrity, legal retention and traceability over time.
AI Copilot
A conversational assistant that generates processes, forms and rules from natural language. Utilyx.app integrates an AI copilot.
Hyperautomation
Combining AI, BPM, RPA and integrations to automate as many processes as possible — a 2026 Gartner trend.
Dematerialization
Replacing paper documents and manual processes with digital workflows. Mandatory for DGI e-declarations in Morocco.
KYC (Know Your Customer)
Regulatory process to verify customer identity — used in banking. Utilyx.app automates KYC workflows.

How Utilyx.app compares to other BPM platforms

Utilyx.app combines features that are usually split across multiple tools.

FeatureUtilyx.appTraditional BPMRPA toolsSimple GED
Visual no-code designerPartial
Conversational AI copilotRare
OCR & document processingAdd-onAdd-onPartial
Native GED archivingAdd-on
Dynamic PDF generationAdd-onRare
Multi-database integrationPartialPartial
Trilingual AR · FR · EN (RTL)RareRareRare
Moroccan compliance (CNSS/DGI)
AI-driven process generation

Everything you need to know

Do I need to know how to code to use Utilyx.app?

No. The no-code visual designer lets you model complex processes by drag and drop. The AI can even generate the process from a simple text description.

Which countries and languages does Utilyx support?

Utilyx is built for the international market. The platform ships in 7 languages — Arabic (RTL), French, English, Spanish, German, Russian and Chinese — and serves MENA, Europe (GDPR), LATAM, DACH, CIS and APAC. Pricing is available in EUR, USD and MAD. France, Spain, DACH and MENA are our primary reference markets.

How does the 14-day Free Tutorial work?

You get access to a guided environment to discover key features. No credit card required. At the end, you can request a 14-day test access.

Can I connect my existing systems?

Absolutely. Utilyx.app has native connectors (REST APIs, webhooks, SQL/NoSQL databases, office suites) and a framework for custom integrations.

Is my data secure?

The platform includes fine-grained rights management, automatic lockout after failed attempts, logging and full traceability of every action.

Which industries are covered?

Banking, insurance, automotive, real estate, distribution & logistics, HR and public administration — with customizable pre-configured processes.

BPM · Workflow Automation · GED · OCR · AI Copilot · No-Code · Low-Code — France, Europe, MENA, LATAM, DACH, APAC, Worldwide

All articles
csm 6 min read2026-07-15

NPS & CSAT satisfaction surveys — auto-trigger workflow | Utilyx

Auto-trigger NPS/CSAT surveys after resolution, capture feedback via form or app, route detractors to escalation and promoters to testimonial requests — in one no-code workflow.

Why satisfaction surveys need a structured workflow

NPS and CSAT surveys only drive improvement if they trigger automatically, capture responses reliably, and route detractors to recovery action before they churn. In most companies, surveys are sent manually in batches, responses live in a slide deck, and detractor follow-up is inconsistent.

Utilyx models satisfaction measurement as an executable workflow: auto-trigger after resolution, multilingual capture, conditional routing of detractors to escalation and promoters to testimonials, and a live dashboard.

The automated NPS/CSAT workflow

  • Auto-trigger: when a case is closed, the workflow sends an NPS or CSAT survey via the customer's preferred channel — email, in-app, SMS — in their language (7 languages supported).
  • Capture: the customer rates via an embedded form or app widget; the score and verbatim are recorded on the case and customer record.
  • Conditional routing — detractors: scores 0-6 (NPS) or 1-2 (CSAT) auto-route to a recovery workflow — the case is reopened, a senior agent or manager is assigned, and a follow-up call is scheduled within 24 hours.
  • Conditional routing — promoters: scores 9-10 (NPS) auto-trigger a testimonial or review request routed to marketing, with consent capture.
  • Dashboard: the live NPS/CSAT dashboard rolls up scores by team, product and channel. usePDF generates periodic satisfaction reports for executive review.
  • Trend analysis: the workflow tracks score evolution per customer and segment, flagging declining accounts for proactive outreach.

Concrete benefits

Teams using Utilyx lift response rates by 35% thanks to timely, in-context surveys, and recover 30% of detractors through automated escalation within 24 hours.

The no-code visual designer lets a CX manager own the survey and routing logic without developers, and the AI copilot builds the conditional routing from a plain-language description — 60% faster deployment at 70% lower TCO.

The workflow in real time

Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.

Automated process
Exécution en temps réel
DemandeDemandeur
FormulaireDonnées
ValidationIA
RoutageCondition
ApprobationManager
PDFusePDF
ArchivageuseArchive
NotificationEmail

Frequently asked questions

When are NPS/CSAT surveys triggered?

Surveys are auto-triggered on case closure, sent via the customer's preferred channel in their language (7 languages supported) — no manual batches.

What happens to detractor scores?

Detractor scores (NPS 0-6 or CSAT 1-2) auto-route to a recovery workflow: the case is reopened, a senior agent or manager is assigned, and a follow-up call is scheduled within 24 hours.

Can promoters be routed to testimonials?

Yes. Promoter scores (NPS 9-10) auto-trigger a testimonial or review request routed to marketing, with consent capture.

Ready to automate your processes?

Utilyx lets you design, automate and orchestrate your workflows visually — with an AI copilot, OCR, PDF generation and legal archiving. Start in minutes, not weeks.