AI TOOL PROFILE
Convey: AI Automation Platform
- Productivity
- DevOps Platform
- Operations managers
- Non-technical business users
- Mid-market companies
- Enterprise organizations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Operations managers, Non-technical business users, Mid-market companies, Enterprise organizations
- Key use cases
- Invoice Processing, Order Entry, Reservation Request Management
- Integrations
- Excel, PowerPoint, Google Workspace, API access
- Official website
- Visit convey official website
How AI is used
Convey is an AI automation tool designed to let non-technical users build "AI Workers" that can perform digital tasks. Instead of writing code, users train these workers by explaining a process through voice, text, or by sharing their screen to demonstrate a workflow.
The platform supports various business functions, including Sales, Procurement, Accounting, and HR. AI Workers operate from dedicated computers and can navigate web browsers, read unstructured data, and interact with business software.
For enterprise environments, the tool includes security measures such as SOC 2 Type II certification and a zero data retention policy, meaning customer data is not used to train the underlying AI models.
Buyers should confirm that while the platform is designed for non-engineers, the level of automation depends on the specific plan's execution time allocation and the number of available worker seats.
Key Features
Natural Language Training
Supports setting up AI Workers using voice, screen sharing, or text descriptions.
Dedicated Worker Environments
Each AI Worker operates from its own dedicated computer with specific skills and knowledge.
Browser Navigation
Workers can navigate user interfaces, handle MFA, and interact with custom internal applications.
Unstructured Data Processing
The platform is designed to read and extract information from unstructured data sources.
Enterprise Security
Includes SOC 2 Type II certification, zero data retention, and SSO support.
Human-in-the-Loop
Provides an inbox for workers to request human input when they encounter issues they cannot resolve.
Use Cases
Invoice Processing
Automating the retrieval of invoices from shipping portals and processing them into accounting systems.
Order Entry
Extracting order information from PDF email attachments and entering the data into order management systems.
Reservation Request Management
Handling inbound reservation requests and processing them through internal workflows.
Integrations
- Excel
- PowerPoint
- Google Workspace
- API access
FAQ
What is a Convey AI Worker?
- An AI Worker is an autonomous agent trained to perform specific business tasks, such as data entry or report generation, by interacting with a user's systems.
Do I need to be a developer to use Convey?
- No, the platform is designed for non-technical users to build automations using natural language, voice, or screen recordings.
How does Convey handle data security?
- Convey is SOC 2 Type II certified and uses a zero data retention policy, ensuring customer data is not used for training AI models.
How is the pricing structured?
- Specific prices are not listed, but billing is based on the number of AI Workers, human seats, and monthly execution hours.
Source category: Productivity
Source subcategory: DevOps Platform
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