/ 01 / B2B SOFTWARE
Shorten the distance between sign-up and useful.
Valency builds agent systems for the operational layer around your software: onboarding orchestration, support triage, and account-signal monitoring. The system moves the work forward while your team keeps the relationship.
/ 02 / THE WORK
Customers experience your handoffs, not your org chart.
A new account may touch sales, implementation, support, billing, and product before it reaches value. A ticket may need product context before it reaches the right person. An agent system can coordinate those handoffs without asking your team to maintain another disconnected queue.
SYSTEM 01
Turn the onboarding plan into a running system.
An onboarding orchestration system can create the right sequence of tasks, check account state, request missing inputs, update internal tools, and alert a human when progress stops.
WORKFLOW
- 01Receive the signed account and agreed onboarding goals.
- 02Create tasks across the existing project, CRM, and product tools.
- 03Monitor required setup steps and missing information.
- 04Send context-aware reminders or route blockers.
- 05Escalate stalled or unusual accounts to the responsible team.
TYPICAL TARGET METRICS: Time-to-value · setup completion time · manual coordination hours
SYSTEM 02
Put every ticket in the right queue with its context attached.
A support triage system can classify inbound requests, retrieve approved product context, identify urgency signals, draft a response, and route the ticket. The support team decides what is sent.
WORKFLOW
- 01Classify the request and identify the product area.
- 02Retrieve relevant account and product context.
- 03Detect missing information or escalation signals.
- 04Draft a response from approved knowledge.
- 05Route the ticket or request human review.
HUMAN CHECKPOINT
A support professional approves customer-facing responses where policy, account risk, or uncertainty requires it.
SYSTEM 03
Make account risk visible before it becomes a meeting.
An agent can combine agreed usage, support, and onboarding signals into a review queue. It can explain why an account was flagged and link back to the underlying records. It does not decide whether an account will churn.
/ 03 / SYSTEM DESIGN
Connect the work already happening.
The useful unit is not an isolated chatbot. It is the route from an event to a responsible person, with the relevant context attached.
/ 04 / FIND THE FIRST WORKFLOW
Start with the queue your team already knows is expensive.
The AI Audit maps the handoffs, tools, exceptions, and baseline. We then define a first build narrowly enough to test and broadly enough to matter.
AUDIT OUTPUTS: Workflow map · system map · exception rules · baseline metric · architecture sketch · acceptance test
Automation should make ownership clearer.
Valency does not promise autonomous customer decisions, unsupervised product commitments, or a synthetic support team. We build controlled systems that prepare, route, and document work for the people accountable for it.
Bring one onboarding or support queue.
We will map the handoffs, identify the measurable bottleneck, and show you the smallest useful system to build first.