Utilyx.appDiseña, automatiza y orquesta tus procesos de negocio — sin programar.

Utilyx.appDiseña, automatiza y orquesta tus procesos de negocio — sin programar.

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.

BPM no-code potenciado por IA, diseñado para sectores regulados.

Una plataforma, seis superpoderes

Cada bloque de Utilyx.app encaja — desde el diseño hasta la ejecución, hasta la documentación final.

El corazón de tu automatización

Un diseñador de procesos de nueva generación. Cada nodo es ejecutable, cada rama es testable. Visualiza el flujo real de tus datos mientras diseñas.

Conduce tu BPM mediante conversación

Nuestro copiloto IA transforma tus intenciones en procesos ejecutables. Desde un simple chat, pide y obtén:

OCR y verificación de cumplimiento

Automatiza la entrada de datos y el control de tus documentos entrantes. Utilyx.app lee tus facturas, pedidos y contratos, extrae los datos clave y valida el cumplimiento antes de la integración.

Una solución para cada negocio

Utilyx.app se adapta a tu dominio con procesos preconfigurados y totalmente personalizables.

Banca y Finanzas

Digitaliza todo el recorrido del cliente con cumplimiento y trazabilidad.

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

Seguros

Desde la suscripción hasta la liquidación de siniestros, acelera cada paso.

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

Automoción

Concesionarios, postventa y flotas: orquesta tus flujos operativos.

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

Inmobiliaria

Promotores, agencias y administradores de fincas: simplifica la gestión documental.

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

Distribución y Logística

Del pedido a la entrega, haz fiable tu cadena de suministro.

RR. HH. y Administración

Automatiza tus procesos internos y administrativos.

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.

Energía & Climatización

Fabricantes de bombas de calor, ventilación y ACS: orqueste el lead-to-cash, la red de instaladores partners, la puesta en marcha, el servicio postventa y los contratos de mantenimiento recurrentes.

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

12 módulos, una experiencia unificada

Activa solo lo que necesitas. Cada módulo se comunica nativamente con los demás.

BPM Designer
Modelado visual de procesos
AI Copilot
Generación por chat
UseArchive
Archivado e indexación
UseExplorer
Búsqueda de texto completo
UsePDF
Generación dinámica de PDF
Mail Connect
Integración de correo
Office Online
Edición colaborativa
Data Management
Tablas y bases de datos vinculadas
E-Signatures
Firma electrónica
Mobile App
Acceso desde cualquier lugar
Monitoring
Supervisión en tiempo real
UseShare
Colaboración externa

De la idea a la automatización en 4 pasos

  1. Modelar. Dibuja tu proceso visualmente o descríbeselo a la IA.
  2. Configurar. Conecta tus datos, formularios, APIs y reglas de negocio.
  3. Desplegar. Publica en un clic. Simula primero si es necesario.
  4. Dirigir. Supervisa, archiva y optimiza continuamente.

Diseñado para cada mercado

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

Ya opere en París, Dubái, Madrid, Berlín, Shanghái o Casablanca — Utilyx.app habla su idioma y cumple con sus normativas.

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 Spain & Latin America (LATAM) (es).

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

Todo lo que necesitas saber

¿Necesito saber programar para usar Utilyx.app?

No. El diseñador visual no-code te permite modelar procesos complejos mediante arrastrar y soltar. La IA incluso puede generar el proceso a partir de una simple descripción de texto.

¿La herramienta está adaptada al contexto marroquí?

Sí. Utilyx.app soporta árabe, francés e inglés, y se alinea con los flujos administrativos locales (CNSS, AMO, DGI) así como con la Ventanilla Única del Inversor.

¿Cómo funciona el Free Tutorial de 3 días?

Obtienes acceso a un entorno guiado para descubrir las funciones clave. No se requiere tarjeta de crédito. Al final, puedes solicitar un acceso de prueba de 3 meses.

¿Puedo conectar mis sistemas existentes?

Por supuesto. Utilyx.app dispone de conectores nativos (APIs REST, webhooks, bases de datos SQL/NoSQL, suites ofimáticas) y un framework para integraciones personalizadas.

¿Mis datos están seguros?

La plataforma incluye gestión de permisos detallada, bloqueo automático tras intentos fallidos, registro y trazabilidad completa de cada acción.

¿Qué sectores están cubiertos?

Banca, seguros, automoción, inmobiliaria, distribución y logística, RR. HH. y administración pública — con procesos preconfigurados personalizables.

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

All articles
csm 7 min read2026-07-15

SLA & customer escalations — predictive alert workflow | Utilyx

Define SLAs per channel, track them in real time, get predictive alerts at 80% consumption, and auto-escalate to managers before breach — all without coding.

Why SLA & escalation management needs a structured workflow

Customer service SLAs are promises — response within 2 hours on email, 30 seconds on chat, 24 hours for resolution. Without structured tracking, teams discover breaches only after they happen, react too late, and escalate inconsistently.

Manual escalation to managers relies on email or chat pings that get ignored under load. Utilyx models SLA management as an executable workflow with per-channel SLA definition, real-time tracking, predictive alerts at 80% consumption, and automatic escalation before breach.

The automated SLA & escalation workflow

Le workflow est structuré en arbre de décision avec 3 branches (P1 critique, P2 standard, P3-P4 basse priorité) et 8 étapes de bout en bout. Chaque action est horodatée dans la sous-table d'audit sla_audit. SLA penalties can reach €50K/year for B2B contracts — predictive monitoring stops breaches.

  • Step 1 (Start — Case intake): the case lands with mandatory fields case_id, contract_ref, sla_tier (P1-P4), channel, priority, customer_id. The SLA clock starts on intake (timestamped).
  • Step 2 (SLA engine): the workflow looks up the SLA matrix per contract_ref + sla_tier + channel via sql-query against contract_sla_table — response_target, resolution_target, business_hours_calendar, penalty_clause.
  • Step 3 (Predictive alert — 80% branch): when case clock reaches 80% of response or resolution target, the workflow sends a predictive alert to the assigned agent + team lead via call-connector (Slack/Teams) with case_id, remaining_time, sla_tier. Branch A (P1): alert also pages the on-call manager. Branch B (P2): alert to agent only. Branch C (P3-P4): silent log only.
  • Step 4 (Auto-escalation — 95% branch): at 95% consumption, the case auto-escalates. Sub-branch A (P1): escalation to customer service director + account manager (B2B) with full context. Sub-branch B (P2-P3): escalation to team lead. Sub-branch C (P4): re-assignment to backlog queue.
  • Step 5 (Breach handling): if the SLA breaches, the workflow computes the service credit owed per penalty_clause (e.g. 5% of monthly fee per breach, capped at €50K/year). The credit is logged in penalty_ledger subtable and routed to finance for approval.
  • Step 6 (Recovery): the case is re-prioritized, re-assigned to a senior agent, and a recovery message is sent to the customer in their preferred language (7 languages).
  • Step 7 (Reporting): the SLA dashboard rolls up monthly compliance rates per contract, sla_tier, channel and agent. usePDF generates the monthly SLA compliance report for executive review with breach count, root cause and penalty total.
  • Step 8 (Archive): the complete SLA file (case, alerts, escalation chain, credit, report) is sent to useArchive with index fields contract_ref, case_id, sla_tier, breach_date for audit and B2B contract governance.

Concrete benefits

Teams using Utilyx reduce SLA breaches by 55% thanks to predictive alerts that trigger before the deadline, not after. Mean time to escalate drops from hours to seconds, and penalty exposure on B2B contracts drops by up to €50K/year thanks to predictive monitoring.

The no-code visual designer means SLA rules are owned by the customer service manager, not IT — 60% faster to deploy at 70% lower TCO. The AI copilot builds the SLA matrix and escalation chain from a plain-language description, and the per-contract penalty calculation eliminates manual credit tracking.

Dashboards & governance

The real-time SLA dashboard gives agents, team leads and executives a shared view of consumption and risk per contract, tier and channel. usePDF generates monthly SLA compliance reports for governance and B2B contract reviews.

Per-channel and per-priority SLA definitions mean a single workflow covers premium and standard service tiers without separate configurations, and the penalty_ledger subtable gives finance an audit-ready record of every service credit owed.

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

Can SLA alerts trigger before a breach?

Yes. The workflow sends predictive alerts at 80% SLA consumption and auto-escalates to the manager at 95% — before the breach happens.

Are SLAs configurable per channel?

Yes. The visual designer lets you define response and resolution targets per channel (email, chat, phone, social) and per priority (P1-P4), with business-hours calendars.

Does the workflow calculate service credits on breach?

Yes. When an SLA is breached, the workflow computes the service credit owed per contract terms and triggers the credit workflow automatically.

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.