One AI assistant per department. One set of controls.
Team members per department have access to the Departmental AI Assistant through private or group chats, empowering your teams with private access to key enterprise information.
Nothing moves until the right person approves it
Expenses, per diems, estimates, invoices, documents, marketing content, finance reports and publishing decisions route to the approver your organization sets. Approvers can approve, reject or request changes. OfferioAI records the decision, approver, date, time and comments, and holds the next step until approval is complete.
Super admins see every workflow in one view, so stuck requests are easy to find.
Access that follows the job
System roles ship with OfferioAI, including Super Admin, Org Admin, Accounting, Sales, Sales Admin, Creative, Developer and Member. Add as many custom roles as you need. Assigning a role grants the assistants it normally needs; removing it revokes them. Per-person exceptions are allowed.
Sales, Companion and Creative each have a separate administrator tier.
Every output has a Doc ID
Reports, answers, entries and drafts carry a Doc ID linking to the documents and transactions behind them. Source documents stay linked, searchable, viewable and downloadable. Uploaded documents are versioned and can be reprocessed when they change.
Decide what leaves the building
A document becomes externally readable only after publication approval. Any published document can be revoked at any time, and every publishing decision is logged.
Run it without code
No AI skills or prompts needed. Your team asks, and admins manage everything from one dashboard without code. Just Ask Offerio.
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Walk through the controls with us
We'll show you roles, approvals and usage reporting configured for an organization like yours.