Utilyx.app — 设计、自动化并 编排 您的业务流程。

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Utilyx.app 将可视化流程设计器与会话式 AI 相结合。绘制您的工作流，生成您的档案，连接您的 API 和数据库，生成您的 PDF —— 所有操作都在一个平台上完成，适配各行各业。

一个平台，六大超能力

Utilyx.app 的每个模块都彼此契合 —— 从设计到执行，直至最终文档。

您自动化的核心

下一代流程设计器。每个节点都可执行，每个分支都可测试。在设计时即可可视化数据的真实流转。

通过对话驱动您的 BPM

我们的 AI 助手将您的意图转化为可执行的流程。只需简单对话，即可提出需求并获得：

OCR 与合规验证

自动化您来文文档的数据录入与管控。Utilyx.app 读取您的发票、订单和合同，提取关键数据，并在集成前验证合规性。

为每种业务提供解决方案

Utilyx.app 通过预配置且完全可定制的流程适配您的领域。

银行与金融

以合规性和可追溯性数字化整个客户旅程。

  • Account opening & regulatory KYC
  • Credit application (mortgage, consumer, SME)
  • Automated credit assessment and approval
  • Customer complaint management
  • AML transaction monitoring & reporting
  • Loan origination & disbursement workflow
  • Card issuance & activation workflow
  • Account closing & compliance check
  • Internal audit & control workflow
  • FATCA/CRS reporting & documentation

保险

从承保到理赔结案，加速每一个环节。

  • Auto / home claims reporting & management
  • Underwriting and contract issuance
  • Reimbursements & certificates management
  • Renewal and cancellation
  • Fraud detection & investigation workflow
  • Policyholder onboarding & digital signature
  • Beneficiary & policy amendment workflow
  • Reinsurance treaty documentation
  • Complaint & mediation file management
  • Agent commission & reconciliation

汽车

经销商、售后与车队：编排您的运营流程。

  • Vehicle order and delivery
  • Workshop / after-sales appointment booking
  • Warranty and recall management
  • Fleet tracking and maintenance
  • Spare parts order & inventory workflow
  • Trade-in valuation & purchase workflow
  • Vehicle registration & document processing
  • Customer satisfaction survey & follow-up
  • Leasing contract & end-of-term inspection
  • Accessory order & installation scheduling

房地产

开发商、中介与物业管理方：简化文档管理。

  • Lease application and file preparation
  • Rental management and invoicing
  • Digital move-in inspection
  • Condominium / syndicate management
  • Property listing & visit scheduling
  • Mortgage file assembly & bank submission
  • Tenant exit & damage assessment
  • Rent review & indexation workflow
  • Building permit & construction tracking
  • Co-ownership vote & general assembly

分销与物流

从采购订单到交付，让您的供应链可靠运行。

  • Purchase order processing
  • Stock management and replenishment
  • Picking and delivery tracking
  • Returns and credit notes management
  • Supplier onboarding & compliance check
  • Warehouse inbound & quality control
  • Cross-docking & transit workflow
  • Customs clearance & import documentation
  • Cold chain temperature log & alert
  • Last-mile delivery proof & POD

人力资源与行政

自动化您的内部和行政流程。

  • Employee onboarding & integration
  • Leave, expense reports, mission orders
  • Appraisals and annual reviews
  • Public procurement & administrative desk
  • Recruitment & candidate tracking
  • Offboarding & knowledge transfer
  • Training request & certification tracking
  • Payroll variable input & validation
  • Internal mobility & job posting
  • Occupational health & safety incident

Healthcare & Medical

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

  • Patient admission & discharge workflow
  • Medical records digitization & archiving
  • Lab sample tracking & result delivery
  • Insurance claim & pre-authorization
  • Appointment scheduling & reminders
  • Medical device maintenance & tracking
  • Prescription & medication workflow
  • Surgical planning & operating room booking
  • Patient consent & GDPR/HIPAA compliance
  • Quality incident & adverse event report

Education & Training

Schools, universities and training centers: automate academic administration.

  • Student enrollment & registration
  • Diploma & certificate issuance
  • Tuition payment tracking & reminders
  • Exam grading & transcript generation
  • Teacher assignment & scheduling
  • Alumni network & document requests
  • Scholarship & financial aid application
  • Internship agreement & convention
  • Course catalog & syllabus approval
  • Student complaint & disciplinary case

Legal & Compliance

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

  • Case file assembly & management
  • Contract drafting & approval workflow
  • Notarial deed preparation & archiving
  • Litigation tracking & deadline reminders
  • Regulatory compliance audit workflow
  • Power of attorney & mandate management
  • Intellectual property & trademark filing
  • Corporate secretarial & board minutes
  • Due diligence & M&A document room
  • Legal billing & time tracking

Retail & E-commerce

Stores, marketplaces and brands: orchestrate commerce operations.

  • Product catalog & pricing approval
  • Customer return & refund workflow
  • Supplier purchase order & receiving
  • Loyalty program & voucher management
  • Store opening & compliance checklist
  • Marketing campaign approval & tracking
  • Inventory count & stock adjustment
  • Price change & promotion workflow
  • Customer review & feedback management
  • Multi-channel order fulfillment

Construction & BTP

Builders, contractors and engineers: manage worksites and documents.

  • Building permit application & tracking
  • Worksite progress report & validation
  • Subcontractor onboarding & compliance
  • Material order & delivery scheduling
  • Safety inspection & incident report
  • Handover & acceptance protocol (PV)
  • Change order & variation request
  • Invoice validation & payment milestone
  • Equipment rental & return workflow
  • Environmental impact & waste tracking

Telecom & IT Services

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

  • Customer onboarding & line activation
  • Ticket routing & incident management
  • Service request & SLA tracking
  • Contract renewal & churn prevention
  • Field technician dispatch & scheduling
  • Billing dispute & resolution workflow
  • Network incident & outage management
  • Equipment installation & acceptance
  • Number portability & migration workflow
  • SLA credit & compensation calculation

12 个模块，统一体验

只启用您所需的功能。每个模块都与其他模块原生互通。

BPM Designer
可视化流程建模
AI Copilot
基于聊天的生成
JobArchive
归档与索引
JobExplorer
全文检索
JobPDF
动态 PDF 生成
Mail Connect
邮件集成
Office Online
协作编辑
Data Management
关联表与数据库
E-Signatures
电子签名
Mobile App
移动端访问
Monitoring
实时监控
JobShare
外部协作

4 步从想法到自动化

  1. 建模. 可视化绘制您的流程，或向 AI 描述。
  2. 配置. 连接您的数据、表单、API 和业务规则。
  3. 部署. 一键发布。如需要可先进行仿真。
  4. 驾驭. 持续跟踪、归档并优化。

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International compliance

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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 Greater China & APAC (zh).

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您需要了解的一切

使用 Utilyx.app 需要懂编码吗？

不需要。无代码可视化设计器让您通过拖放即可建模复杂流程。AI 甚至可以根据简单的文字描述生成流程。

该工具适配摩洛哥的环境吗？

是的。Utilyx.app 支持阿拉伯语、法语和英语，并与本地行政流程（CNSS、AMO、DGI）以及投资者单一窗口保持一致。

3 天 Free Tutorial 如何运作？

您将获得一个引导式环境来探索关键功能。无需信用卡。结束后，您可以申请 3 个月的测试访问。

我可以连接现有系统吗？

完全可以。Utilyx.app 拥有原生连接器（REST API、webhooks、SQL/NoSQL 数据库、办公套件）以及自定义集成框架。

我的数据安全吗？

平台包含细粒度权限管理、多次失败尝试后自动锁定、日志记录以及每个操作的完整可追溯性。

覆盖哪些行业？

银行、保险、汽车、房地产、分销与物流、人力资源以及公共行政 —— 均提供可定制的预配置流程。

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Utilyx.app
Utilyx.app
Intelligent Process Automation