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Vinera · AI SERVICE

Vinera Agents

AI teammates that get work done. Agents work inside CRM, Growth, Drive and Secure on the same records your team sees, pick up the routine steps, and hand every decision back to a person — anything that sends, changes or submits is restated and waits for confirmation.

Agents act inside the Vinera modules, on the same records your team sees — not in a separate toolRestated, then confirmed: anything that sends, changes or submits is read back to you firstAn agent can see and do exactly what the person it works for can see and do, not moreFollow-ups that actually happen — draft the reply, prepare the quote, remind the approver, open the renewalEvery action logged against the person who approved it; metered in Credits, no per-agent licence

A chat window on the side changes nothing

Most business AI stops at an answer: you ask, it replies, and then you still do the work yourself — open the record, copy the text, chase the approval. The useful kind knows where the data lives, what the next step is, and who has to say yes.

What you get

Works where you work. Agents act inside the Vinera modules, on the same records your team sees, rather than in a separate tool you have to keep in sync.

Restated, then confirmed. Anything that sends, changes or submits is read back to you first. Nothing happens until you confirm.

Your permissions, not more. An agent can see and do exactly what the person it works for can see and do.

Follow-ups that happen. Draft the reply, prepare the quote, remind the approver, open the renewal — the steps people mean to do and forget.

A record of what it did. Every action an agent takes is logged against the person who approved it, which is what makes delegation reviewable rather than mysterious.

Pay for what runs. AI usage is metered in Credits shared across the workspace. No per-agent licence.

How you start

  1. Start by asking — use the assistant inside any module to find, summarise and explain.
  2. Let it draft — hand over the first version of records, replies and quotes. You review.
  3. Hand over the routine — give agents the recurring follow-ups, with confirmation where it matters.

That order is deliberate. Teams that begin by delegating actions tend to lose trust the first time something unexpected happens; teams that begin by asking questions learn where the agent is reliable before anything is at stake.

Start

Start free, or book a 30-minute call.

Part of Vinera — one account, one data layer, one AI core.

Stack we typically reach for

Runs inside Vinera CRM · Growth · Drive · SecurePermission-scoped to the delegating userAppend-only action logMetered in Credits, shared across the workspace

Frequently asked about Vinera Agents

Can an agent act without asking?
Not for anything that changes data or leaves the company. Those actions are restated and wait for a person to confirm. Read-only work — finding, summarising, explaining — runs without a prompt.
Is our data used to train AI models?
No. Your content is processed to answer your request and is not used for model training.
How is usage charged?
In Credits, shared across the workspace — there is no per-agent licence. When Credits run out AI pauses; everything else keeps working.
What stops an agent seeing something it shouldn't?
It inherits the permissions of the person it works for. An agent acting for a salesperson sees that salesperson's records and no more, and every action it takes is logged against the person who approved it.
Do I need the other Vinera products to use this one?
Agents work inside the other modules, so they're most useful once you're running at least one. Each product works on its own and joins the same account and data when you add it.

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Dive Deeper

Talk to us

Start with the problem. The solution comes after.

A 30-minute call with a solution architect. No spec needed — just tell us where the business is stuck. Systems that don't talk. Data that won't behave. An overseas office with no one running IT. A DR plan on paper that no one has tested. A first AI use case you want to try for real. If we fit, we'll show you the next step. If not, we'll tell you straight.