Tealfabric

Product

Tealfabric runs the process across your systems

Orders, jobs, shipments, and cases cross POS, ERP, CRM, ticketing, and email. When work lives in spreadsheets and inboxes, cycle times slip and ownership disappears.

Tealfabric is a governed operations platform: connect your stack, execute with people and governed AI agents, and prove what happened—with human approval before risky steps.

Animated customer intake run: webhook trigger, validation, CRM enrichment, routing, partner assignment, and client notification with running and complete states.
Customer intake on one tenant—validation, enrichment, routing, and notification with your team and governed agents in charge.

The gap

Why operational work stalls

Each application manages its own slice. Running the business—fulfilling orders, delivering services, moving goods, closing cases—crosses all of them.

Status lives in five places

Teams reconcile POS, ERP, CRM, and ticketing by hand when numbers or owners do not match.

Handoffs depend on people

Email, spreadsheets, and chat carry work that should run as a repeatable process.

Automation without proof

Scripts and zaps run without approval, audit, or a single place to see what executed.

Platform class

Business orchestration and automation

Tealfabric brings together what analysts group as BOAT—Business Orchestration and Automation Technologies: process orchestration, enterprise connectivity, customer-facing surfaces, and agentic automation under governance—in one runtime.

Process orchestration

Long-running workflows with branches, human steps, and monitorable runs—ProcessFlow on your tenant.

Operational surfaces

WebApps for intake, partners, and customers—backed by the same process engine.

Agentic automation

Agents and AI steps inside the run, with human approval before sensitive execute.

You do not need the acronym to buy: start with one production workflow—intake, an exception path, or integration recovery—then expand on the same tenant. Customer & vendor intake workflow.

What is Tealfabric?

Tealfabric is a governed operations platform that runs business processes across people, AI agents, and existing business systems.

Who it is for
Operations leaders and platform owners in retail, services, logistics, manufacturing, and professional services—teams with intake, fulfillment, cases, or handoffs across POS, ERP, CRM, and ticketing.
Replaces
Scattered iPaaS tasks, inbox triage, spreadsheets, and copilots that cannot safely run integrations under policy.

Demo

See the platform in action

A one-minute walkthrough of the governed runtime—workflows, integrations, and operational data on one tenant.

Tealfabric — Product demo

Architecture

One layer across the customer lifecycle

Tealfabric is where handoffs between CRM, ERP, and support actually run—coordinating systems, people, and AI as work moves from sale to support, without replacing your stack.

Customer lifecycle operational layerSalesCustomer onboardingService deliverySupportSystemsPeopleAI agentsCustomer Journey coordinated by Tealfabric
Work moves through the lifecycle while Tealfabric coordinates what runs underneath.

Capabilities

What the platform does for operations

Four jobs Tealfabric performs—before you need to learn product module names.

  • Connect your systems

    Keep every system working as one operation.

    Your business already has the applications it needs.

    Tealfabric connects CRM, ERP, portals, and data platforms so information moves without manual re-entry.

    • CRM
    • ERP
    • Service management
    • Customer portals
    • Identity systems
    • Data platforms
    • AI agents

    Information moves automatically instead of being manually re-entered.

  • Coordinate work across teams

    Move work from sales to delivery without emails, spreadsheets, or status meetings.

    Customer work rarely stays inside one application.

    Onboarding, fulfillment, and support resolution span multiple teams—Tealfabric routes tasks, approvals, and escalations in one flow.

    • Tasks
    • Approvals
    • Notifications
    • Escalations
    • Cross-system actions

    Work keeps moving without manual coordination.

  • Govern operational execution

    Move faster without losing control.

    Automation without governance creates risk.

    Every workflow can include approvals, permissions, and a clear record of what ran:

    • Approval gates
    • Role-based permissions
    • Audit trails
    • Policy enforcement
    • Human review

    Teams move faster without losing control.

  • Enable safe AI operations

    Use AI inside operations—not beside them.

    AI should assist operations, not bypass them.

    Tealfabric gives AI agents controlled access to business processes. AI can:

    • Collect information
    • Prepare actions
    • Analyze data
    • Recommend decisions
    • Execute approved tasks

    Faster operations with accountable AI.

Example

One customer process, start to finish

A single workflow shows how Tealfabric keeps work moving across the systems and teams you already have.

  1. Sales wins the deal

    Closed-won data triggers onboarding in Tealfabric—not a manual handoff email.

  2. Customer record created

    CRM is updated and a shared operational record starts with everything delivery needs.

  3. Delivery activated automatically

    Tasks, owners, and due dates route to the right teams without re-keying.

  4. ERP and billing updated

    Provisioning and billing systems receive governed updates under your approval rules.

  5. Support context prepared

    Delivery history and commitments are available before the first support ticket.

  6. Customer notified

    Status and next steps go out from one process—not three disconnected tools.

  7. Renewal monitored

    Expansion and renewal milestones stay on the same operational record.

  8. AI flags delays

    Agents surface blocked steps and propose actions—people approve before anything executes.

Components

How Tealfabric works

Product components that deliver the operational model above—on one tenant.

Tealfabric platform componentsGovernanceSecurityPolicy · audit · approvalsAccess · secrets · sandboxWebAppsPortals & formsDocumentsFiles in flowProcess AutomationRuntime EngineAI AgentsOrchestrate workIntegrationsConnect systemsDatapoolsShared record
Process Automation and AI Agents orchestrate work at the center—surrounded by surfaces, connections, data, governance, and security on one tenant.
  1. ProcessFlow

    Workflows that span the tools your teams already use.

    Build processes across teams, systems, and AI agents—from deal close through delivery and support.

    • Customer onboarding
    • Vendor onboarding
    • Change management
    • Service activation
    • Incident resolution
    Explore ProcessFlow →
  2. Datapools

    One operational record across the customer journey.

    Instead of duplicating information across systems, Datapools maintain the shared context every handoff needs.

    • Consistent information
    • Reduced synchronization issues
    • Improved visibility
    • Better AI context
    Explore Datapools →
  3. Trace AI

    Every decision and action on the record.

    Track process execution, user actions, AI actions, system interactions, and approval history in one place.

    • Compliance
    • Auditability
    • Root cause analysis
    Explore Trace AI →
  4. Integration layer

    Connect to existing systems without replacing them.

    Tealfabric complements your stack—CRM, ERP, and ticketing stay in place while work runs between them.

    Explore Integration layer →
AI

Integration recovery assistant

Controlled · Playbook: failed-sync-retry

Ask about sync failures, alerts, or controlled retries…Send

Simulated conversation — connections run only after human approval

Governed AI in practice: alert → triage → human approval → controlled execute

Fit

Built for operational-heavy teams

  • Retail, services, logistics, manufacturing, or professional services operations
  • Multiple systems (POS, ERP, CRM, WMS, ticketing, email)
  • Intake, fulfillment, or case work that crosses teams
  • Pressure to add AI without losing control
  • Audit or approval requirements before integrations execute

Solutions

Outcomes and proof live on Solutions and Use cases

This page explains the mechanism. For business outcomes, comparison to traditional automation, and design-partner pilot metrics, see Solutions. For reference workflows by operational area, see Use cases.

Adoption

Start narrow. Expand when ready.

You do not need every capability on day one. Most teams begin with one production workflow—then add governed AI, portals, and operational data on the same tenant.

  1. Start here

    One request-to-action workflow with integrations and audit

    Learn more →
  2. Expand

    Add governed AI and human approval for exceptions

    Learn more →
  3. Full runtime

    Datapools, WebApps, and more programs on the same tenant

    Learn more →

Not sure where you fit? Use cases · Compare approaches

See one customer process run from start to finish

Walk through one operational workflow on a tenant—then map how work moves between your systems and teams.

Solutions · Use cases · Security pack