AI AGENTS · FULL FEATURE SET

Aryamy receives, understands,
reasons, and acts.

A chain of agentic AI agents that work together on every case: they turn incoming documents into complete files, execute the actions in your tools, and only wait for your approval on what actually matters.

2h/day
recovered on average per team through automation
−70%
fewer blocked cases thanks to missing-document detection
3s
to read, identify, and file an incoming document
100%
of actions traced and auditable every decision is logged
The complete system

6 modules forming
one unbroken chain

From the first document received to the approved action every step is covered, automated, and traceable.

01

Automatic multi-channel capture

Aryamy watches every one of your incoming channels and picks up documents automatically, wherever they come from. No action needed on your end.

  • Emails and attachments captured automatically
  • WhatsApp messages and documents sent by clients
  • Watched folders scans, dropped files
  • Calendar, appointments, and incoming messages
02

Automatic reading and data extraction

Aryamy reads your documents for you. It recognizes the document type, identifies the client involved, extracts the useful information, and files it in the right case in under 3 seconds.

  • Local document reading no data sent to an external server
  • Document type recognition: contract, invoice, certificate, ID…
  • Key field extraction with no manual re-keying
  • Automatic matching to the right case and client
03

Intelligent document management & filing

Aryamy understands business context: it files, renames, and archives in your document system with no rules to configure manually. Find any document in two seconds, even a year later.

  • Automatic renaming following your business conventions
  • Filing into your document system or existing folder structure
  • Version and duplicate management
  • Built-in history and audit log
04

Missing document detection & follow-ups

Before the client even calls back, Aryamy knows what's missing. It compares the received case against the expected checklist, drafts the follow-up, and makes it available for approval.

  • Automatic comparison with the list of required documents
  • Real-time detection of missing or unreadable documents
  • Follow-ups drafted automatically, adapted to context
  • Tracking through to receipt no follow-up forgotten
05

Operations center & oversight

A dashboard of items to approve, incomplete cases, alerts, and role-based oversight. You see what's waiting on your decision, nothing more.

  • Priority-ordered view of cases to process
  • Alerts on blocked or pending cases
  • Multi-user oversight with segmented rights
  • Activity reports and volume tracking
06

Local AI assistant under your control

Questions on approved cases, contextual summaries, response preparation. The AI never makes a decision in your place it prepares, you approve.

  • Natural-language questions about your cases
  • Contextual summary of a complex case
  • Preparation of client replies and letters
  • Mandatory human validation before any sensitive action
Connected channels

Every entry point,
one single system

Aryamy monitors every channel your clients and colleagues use to send you documents.

Email

Reads messages, retrieves attachments, drafts replies, and archives the communication history.

Phone — AI voice agent

Answers inbound calls and places outbound calls: lead qualification, follow-ups, appointment booking. Transfers sensitive cases to a human.

Client WhatsApp

Receives documents, acknowledges receipt, requests a readable resend if needed, and links the exchange to the case.

Watched folders

Automatically processes scans and files dropped into approved directories no manual action required.

Calendar

Prepares appointments, detects missing documents ahead of a deadline, and creates follow-up tasks.

Document management & ShareFile

Files, renames, versions, and stores documents in the configured business folder structure.

Alerts & oversight

Gives managers a quick view of blockers, alerts, and oversight commands.

AI voice agent — support, service, sales

Aryamy can also answer the phone — and make calls. The voice agent picks up inbound calls, understands the request, qualifies it, and books an appointment or passes on a structured message. It can also place outbound calls to qualify a lead or follow up with a prospect. For sensitive or complex topics, the call is transferred to a human without the caller having to repeat the case context, which carries over.

Support & service
Qualifies the request, checks the client's case, and prepares the reply or the escalation.
Appointment booking
Offers available time slots and confirms the appointment directly on the call.
First sales contact
Qualifies an inbound prospect and passes a structured brief to the sales team.
Outbound sales & qualification
Calls inbound leads, qualifies the need, and sets an appointment for the sales team.

In line with applicable regulations, callers are always told they are speaking with an AI agent, not a human.

Coming soon

A detailed CRM, specific to each micro-service, to track qualified leads, booked appointments, and calls handled by the voice agent at a glance.

How it all connects

From received document
à to approved action

01

Incoming document

Email, WhatsApp, scan, or file drop captured automatically, whatever the source.

02

Automatic reading

The document is read, its type identified, and key information extracted in under 3 seconds.

03

Document filing

Renaming, versioning, archiving into the business folder structure. The document is filed in the right place automatically.

04

Case analysis

Comparison against the expected checklist. Missing documents are identified and follow-ups prepared.

05

Prepared actions

Follow-ups drafted, tasks created, reply drafts available. Everything waits for your approval.

06

You approve

Every sensitive action waits for your sign-off. Aryamy prepares you decide. Always.

Illustrative data · observed orders of magnitude

What it changes, in numbers

Time to process an incoming document
6 min before
1 min with Aryamy
Documents matched to the right case on the first try
74% before
99% with Aryamy
Channels monitored simultaneously
1 before
6 with Aryamy

Illustrative figures; measured precisely during the free audit based on your actual volume.

Real-world example · Multi-channel

One client, three channels, one single case

1A client sends a first document by email in the morning.
2In the afternoon they add a photo taken on WhatsApp, from their phone.
3A paper scan arrives the next day through the watched network folder.
4All three documents are automatically linked to the same client case, with no manual work.
Result: no more manually cross-referencing documents that arrived through different channels — Aryamy does it for you.
Connectors every tool, connected

Outlook, Gmail, WhatsApp, Telegram,
Citrix everything is connected

Aryamy connects to what you already use and automatically captures incoming documents, whatever the channel.

Microsoft 365 / Outlook
Email & calendar

Aryamy connects to your Outlook account to read incoming emails, retrieve attachments, draft replies, and detect appointments linked to your cases. SharePoint and OneDrive can serve as the destination document store.

Automatic reading of incoming emails
Attachment extraction by case
Reply drafts prepared in Outlook
Calendar and client appointment sync
Gmail / Google Calendar
Email & calendar

The same connection as Outlook, adapted to the Google ecosystem. Gmail is monitored in real time, attachments are extracted and filed, Google Calendar appointments are detected, and reminders are prepared.

Real-time Gmail monitoring
Attachment extraction and filing
Google Calendar appointments detected
Google Drive usable as the destination document store
WhatsApp client channel
Client messaging

Your clients send photos, PDFs, and messages via WhatsApp. Aryamy receives these documents, identifies them, files them, and acknowledges receipt automatically. Two modes available: a simple QR code to get started quickly, or the WhatsApp Business API for business-scale volumes.

Reception of client documents and photos
Automatic acknowledgment of receipt
Follow-ups prepared on the right channel
WhatsApp Business API for high volumes
Telegram admin oversight
Oversight

An oversight channel for managers. Real-time alerts on blocked cases, an automatic daily report, quick-lookup commands. Managers stay informed without opening the software, from anywhere.

Immediate alerts on urgent issues
Daily report sent every morning
Real-time oversight commands
Dedicated channel per team or site
Citrix / ShareFile
Document management & storage

If your organization uses Citrix or ShareFile as its document management system, Aryamy connects to it to deposit filed documents while respecting the folder structure you've defined. Documents are renamed, versioned, and transmitted with their metadata.

Automatic export to ShareFile
Folder structure respected on deposit
Documents renamed per your conventions
Metadata and version transmitted
Universal IMAP / SMTP
Email

Using an independent mail host, your own server, or another provider? The universal IMAP/SMTP connector works with any standard mailbox. No dependency on Microsoft or Google.

Compatible with any mail host
IMAP reading and SMTP sending
Attachments extracted and filed
Drafts created in your mailbox
Integration ecosystem

122+ connectors, your stack, already in place

Cloud, email, document management, CRM, ERP, e-signature, payments, security Aryamy integrates with the infrastructure and tools you already use, without forcing you to migrate.

Cloud & hosting
AWAWS
MAMicrosoft Azure
GCGoogle Cloud
OVOVHcloud
SCScaleway
HEHetzner
ICIBM Cloud
DIDigitalOcean
INInfomaniak
CLCloudflare
Messaging & communication
GMGmail
OUOutlook
M3Microsoft 365
WBWhatsApp Business
TETelegram
SLSlack
MTMicrosoft Teams
ZOZoom
GMGoogle Meet
SISignal
Storage & document management
SHSharePoint
ONOneDrive
GDGoogle Drive
DRDropbox
CSCitrix ShareFile
BOBox
NENextcloud
EGEgnyte
MFM-Files
ALAlfresco
CRM & sales
SASalesforce
HUHubSpot
PIPipedrive
ZCZoho CRM
MDMicrosoft Dynamics 365
MOmonday.com
SESellsy
AXAxonaut
NOnoCRM.io
EFEfficy
ERP & accounting
SASAP
SASage
CECegid
QUQuickBooks
PEPennylane
EBEBP
CICiel
ODOdoo
NENetSuite
IVIvalua
Electronic signature
DODocuSign
YOYousign
AAAdobe Acrobat Sign
HEHelloSign
SISignRequest
UNUniversign
Automation & no-code
ZAZapier
MAMake
N8n8n
PAPower Automate
IFIFTTT
AIAirtable
NONotion
RERetool
Data & AI
POPostgreSQL
MYMySQL
MOMongoDB
ELElasticsearch
OPOpenAI
ACAnthropic Claude
AOAzure OpenAI
MAMistral AI
HFHugging Face
PIPinecone
Payment & invoicing
STStripe
PAPayPal
GOGoCardless
MOMollie
LELemonway
QOQonto
PAPayplug
SESEPA
Customer support
ZEZendesk
FRFreshdesk
INIntercom
CRCrisp
FRFront
HSHelp Scout
Security & identity
OKOkta
AUAuth0
MEMicrosoft Entra ID
1P1Password
KEKeycloak
ADActive Directory / LDAP
HVHashiCorp Vault
FOFortinet
Cybersécurité & protection réseau
CRCrowdStrike
SESentinelOne
WAWazuh
SUSuricata
SPSplunk
PAPalo Alto Networks
PFpfSense
SNSnort
Téléphonie & voix
TETelnyx
DODograph
TWTwilio
AIAircall
RIRingCentral
RIRingover
VOVonage
3C3CX
Logistique & supply chain
FLFleetbase
VRVROOM
OMOpen mSupply
OIOdoo Inventory
SHShippeo
SHShiptify
Empreinte carbone & RSE
EMemissions.dev
KAKabaun
SWSweep
GRGreenly

122+ tools already supported. This list is illustrative, not exhaustive — a missing connector can be built to order during your rollout.

Import & migration zero data loss

Your historical data
migrates safely.
Nothing is lost.

The fear of losing years of data is one of the top reasons companies hesitate to switch tools. Aryamy's import is guided, previewed, and reversible you approve nothing without having seen exactly what will happen.

What can be imported
Clients and policyholders
Cases and history
Contracts and documents
Partner and company contacts
Existing folder structures
Email and follow-up templates
CSV files

Import your clients, cases, contracts, and contacts from a spreadsheet. Column mapping, preview, and duplicate detection before you confirm.

Windows folders

Aryamy scans your existing folder structure and imports documents, automatically matching them to the right client cases.

Google Drive

Connect your Drive and select the folders to import. Aryamy recognizes document types and files them according to your business rules.

OneDrive / SharePoint

Same approach for the Microsoft ecosystem. Existing documents are read, identified, and reintegrated into the right structure.

Full preview

Before confirming anything, you see line by line what Aryamy has understood. Nothing is written without your explicit approval.

Cancel anytime

If something goes wrong in the import, you cancel. The import report details every line processed, skipped, or flagged as a duplicate.

Automatic document quality

Aryamy rejects what's unreadable
before it enters your cases

A blurry document, a silent duplicate, or a misidentified file filed in the wrong case is a human error that costs time to fix. Aryamy catches these issues on the way in, before they become problems.

Automatic quality score

Every document gets a quality score on reading. If the score is too low blurry document, poorly framed photo, low-resolution scanned PDF it isn't filed: you're alerted.

Unreadable document detection

A degraded fax, a blurry photo, a corrupted PDF: Aryamy catches it on the way in. The document is held and a resend request is prepared for the client, on the right channel.

Duplicate detection

If the same document arrives twice by email and WhatsApp, for example Aryamy flags it and lets you decide which to keep. No silent duplicates in your document store.

Unknown document type

If Aryamy doesn't recognize a document type, it doesn't file it at random. It holds it for human validation, showing its best guess to help you decide.

Human validation on low scores

As soon as the quality score drops below the configured threshold, human validation is required before filing. You keep control over what enters your cases.

Automatic resend request

If a document is unreadable and the client used WhatsApp or email, Aryamy drafts a resend request tailored to the channel and submits it for your approval before sending.

Business rules configurable with no code

Aryamy adapts to your rules,
not the other way around

Most software forces its own way of filing and processing on you. Aryamy runs on your business rules you define them, test them in simulation, and activate them. And you can change them at any time, with no technical involvement.

Classification rules

Aryamy uses rules to determine the type of each document received: contract, invoice, certificate, ID, bank details… You can customize or extend these rules for your specific documents, with no code.

Example

If the document contains 'Claim declaration' and a policy number → type: claim_declaration

Validation rules

What conditions must be met for a case to move to the next step? You define the checklists and the business conditions. Aryamy checks automatically and blocks incomplete cases.

Example

To validate a claim case: incident report + ID + declaration received → status moves to 'Documents received'

Sensitivity rules

Some documents should never leave your infrastructure. You define which document types are classified 'sensitive' or 'critical', and cloud processing is automatically blocked for them.

Example

ID, bank details, incident report → cloud policy: forbidden. Insurance certificate → allowed.

Filing rules

Where does each document go in your folder structure? You configure folder patterns by case type. Aryamy applies these rules automatically on every filing.

Example

{client}/Claims/{claim_number} · {client}/Contracts/{contract_number}

Checklists by case type

For each case type claim, endorsement, client file, tenant file you define the list of required documents. Aryamy compares in real time what's received against what's expected.

Example

Auto claim case: incident report + ID + vehicle registration + driving record → 4/4 for validation

Simulation before activation

Before activating a new rule in production, test it in simulation against your real documents. See what it would produce with zero impact on your cases in progress.

Example

Test a new classification rule on 50 documents → see the result before publishing

See the system in action

30 minutes is enough
to identify your gains.

In 30 minutes, we walk through your current document flows and identify the 3 priority automations for your business.