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

Utilyx.app — Design, 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 designer✓Partial✗✗
Conversational AI copilot✓Rare✗✗
OCR & document processing✓Add-onAdd-onPartial
Native GED archiving✓Add-on✗✓
Dynamic PDF generation✓Add-on✗Rare
Multi-database integration✓PartialPartial✗
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

Utilyx.appUtilyx.app
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csm 6 min read2026-07-15

Omnichannel CSM hyperautomation — 2026 trends | Utilyx

Omnichannel CSM hyperautomation with Utilyx: the 2026 CSM trend powered by agentic AI and no-code workflows.

›The 2026 customer service trend

Omnichannel CSM hyperautomation is reshaping CSM in 2026. Organizations that adopt early gain a competitive edge in CSAT, first-response time and customer retention.

Utilyx integrates this trend natively: the agentic AI copilot builds and optimizes customer service workflows without code.

›How Utilyx delivers

The AI copilot understands customer service vocabulary and builds the workflow from a plain-language description. The visual designer lets you adjust anytime. The result: faster deployment, lower TCO, and a dramatically simpler UX.

›Concrete benefits

Teams that adopt Utilyx for CSM report 50% faster first-response, 70% lower TCO, and a 35% reduction in ticket volume thanks to AI-powered self-service and deflection.

›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

Is Utilyx a good fit for CSM?

Yes. Utilyx offers the same customer service management workflows with agentic AI at 70% lower cost, designed for SMBs and mid-market.

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.

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