Capability index
Everything Xevrion can do: 130 capabilities.
Every capability of the platform, in plain English. Each one maps to a working part of the platform. Search it, filter it, or jump to the system that provides it.
29Customer Care
29Automated Work
16Automations
16Security
14Business map
26Valuable Insights
130 of 130 capabilities
AU-1.140 ready-made automationsThe libraryTen areas of a business, from customer service and finance to HR, IT, legal and reporting, each a complete workflow you can read step by step before you use it.Automations
AU-1.2Search and filterThe libraryFind one by what it does, the area it belongs to, its risk or a tool it uses.Automations
AU-1.3Who it is for and what it is worthThe libraryEach says who it suits, what starts it, where a person approves, what it produces, the value it is measured by and how long it takes to set up.Automations
AU-1.4Install as a draftThe libraryOne click adds it to your designs as a draft. Nothing runs until a person approves it.Automations
AU-1.5Honest about your toolsThe libraryEvery tool an automation uses is marked: connect it today, or planned.Automations
AU-2.1Describe it in your own wordsDesign my automationType your job, your role or the workflow you want, as you would explain it to a colleague.Automations
AU-2.2Choose how it behavesDesign my automationWhat starts it, which tools it uses, when a person approves, how much it may do alone, how sensitive the data is, your working hours and who to call when something goes wrong.Automations
AU-2.3A complete workflow from Xevrion AIDesign my automationA trigger, stages of steps, branches with plain conditions, retries, approvals, data mapping between your tools, monitoring and alerts, test cases and a rollout plan.Automations
AU-2.4Always an answerDesign my automationIf Xevrion AI is not available, or its design fails a check, a sound design is built from the library and your choices instead.Automations
AU-3.1The same checks for every designChecked before it can runWhoever wrote it, Xevrion AI, the library or your team, every step and every tool is checked against what Xevrion knows.Automations
AU-3.2Approvals where they matterChecked before it can runA person approves before anything leaves your business or touches money. A missing approval is added, and no branch can skip one.Automations
AU-3.3Your rules appliedChecked before it can runWorking hours, escalation contacts, UK GDPR and audit needs, and two approvers for money when you ask for four eyes. Personal details are hidden from AI steps for confidential data.Automations
AU-3.4Hours saved worked out, not guessedChecked before it can runThe estimate is worked out again from the volume and minutes you give, never taken on trust.Automations
AU-4.1Dry runTry it safelyWalk the workflow with sample data and see what each step would do. Nothing is read, changed or sent.Automations
AU-4.2Every version keptTry it safelyEach change is a new version; go back to any of the last 50.Automations
AU-4.3Approve to roll outTry it safelyAn approved design joins Automated Work as a routine, with its approvals in place. Reject or archive with a reason.Automations
SC-1.1A score from 0 to 100One scoreEight areas, each worth fixed points: sign-in 20, email 15, website 10, connected apps 10, data 10, devices and backups 15, staff training 10 and incident readiness 10.Security
SC-1.2Nothing claimed that is not knownOne scoreA question nobody has answered, or a check not yet run, earns no points, so the score never says more than is known.Security
SC-1.3The same evidence, the same scoreOne scoreThe score is worked out from the stored evidence alone, so it can be checked and repeated.Security
SC-1.4Kept every dayOne scoreToday's score is kept once a day for up to 400 days, so you can see it rise.Security
SC-2.1Two-step sign-inChecks Xevrion makesWho signs in with only a password, whether every owner uses two-step sign-in and whether it is required for everyone.Security
SC-2.2Email that pretends to be youChecks Xevrion makesYour domain's SPF, DMARC and DKIM records, read from public DNS.Security
SC-2.3Your websiteChecks Xevrion makesIts certificate, whether it always uses HTTPS and its security headers, from one visit to the home page.Security
SC-2.4Connected appsChecks Xevrion makesApps whose connection needs attention, and apps nobody has used for 90 days.Security
SC-2.5Read onlyChecks Xevrion makesXevrion never changes your systems. A check only reads public records and your home page.Security
SC-3.1Devices and backupsQuestions you answerUpdates, encryption, virus protection, daily backups and a tested restore.Security
SC-3.2Staff trainingQuestions you answerTraining on fake emails and a password manager for everyone.Security
SC-3.3Incident readinessQuestions you answerA one-page plan, emergency numbers written down and cyber insurance.Security
SC-3.4Data and access reviewsQuestions you answerWhere customer data is kept, how long it is kept and who can reach your accounts.Security
SC-4.1Every finding explainedFindings and the fix planWhy it matters, the evidence, the steps to fix it, who should do it and how long it takes.Security
SC-4.2Biggest risk firstFindings and the fix planThe fix plan puts the fixes that remove the most risk for the least effort first, with the score after each one.Security
SC-4.3Track each fixFindings and the fix planMark a finding as being fixed, fixed or accepted with a reason. An automatic check clears only when the next check passes.Security
BM-1.1Six lanesOne mapPeople, work, tools, data, money and customers, each part in its own lane.Business map
BM-1.2Flows between themOne mapInformation, money, work and approvals, each with its volume, owner and risk where they are known.Business map
BM-1.3Built from your recordsOne mapYour team and their sign-in, connected tools, watched websites, automations, routines, reports, customers by segment and security findings.Business map
BM-1.4Nothing inventedOne mapCosts and hours appear only where a record or a person gives them.Business map
BM-2.1Health for every partWhere the risks areA risk from 0 to 100, a cost a month and hours a week, wherever they are known.Business map
BM-2.2BottlenecksWhere the risks areA person three or more approvals wait on, a tool four or more jobs depend on, and someone who owns six or more parts.Business map
BM-2.3Data nobody ownsWhere the risks areEvery place data is kept without an owner is marked, so someone can take it on.Business map
BM-2.4Security on the mapWhere the risks areOpen security findings show on the parts they affect, such as your email or website.Business map
BM-3.1Try a change firstWhat ifAdd an automation, remove a tool or an automation, or give something a new owner, on a copy of the map.Business map
BM-3.2Before and afterWhat ifHours a week, cost a month, average risk, bottlenecks and the flows that would break.Business map
BM-3.3An honest estimateWhat ifWorked out from the map's own numbers, and labelled as an estimate. Nothing is changed.Business map
BM-4.1Add what Xevrion cannot seeYour own additionsAdd people, work, tools, data and flows of your own, with owners, costs and hours.Business map
BM-4.2Hide what does not matterYour own additionsHide any part or flow, and put it back later.Business map
BM-4.3A change logYour own additionsEvery change to the map is kept, with who made it and when.Business map
CO-1.1Purchase handoffStarting wellSales hands a new customer over with everything promised written down.Customer Care
CO-1.3Onboarding questionsStarting wellStructured questions that capture how the customer works and what success means.Customer Care
CO-1.4Onboarding configuration and reviewStarting wellTurns the answers into a configuration a person reviews before it is used.Customer Care
CO-1.5Implementation plan and go-liveStarting wellA dated plan with owners, tracked to a confirmed go-live.Customer Care
CO-2.1Identity resolutionKnowing every customerRecognises the same customer across email, CRM, support and billing, even when names differ.Customer Care
CO-2.2Identity verificationKnowing every customerConfirms who someone is before sensitive changes are made.Customer Care
CO-2.3Account viewKnowing every customerOne record per customer with its history, contacts, contracts and changes.Customer Care
CO-2.4Communication historyKnowing every customerEvery message in one timeline; new messages sent from the same place.Customer Care
CO-3.1Support intakeSupportRequests from email, website and support tools triaged by urgency and topic.Customer Care
CO-3.2Replies written for youSupportReads each new email in your Gmail or Microsoft 365 inbox and writes the reply from your own facts. You check it and send it in one click. New enquiries go to the top, and anyone who asks for a person, complains or raises something sensitive is always passed to your team.Customer Care
CO-3.3Confirmation and resolutionSupportEvery request is confirmed, resolved and measured against your service levels.Customer Care
CO-4.1Health scores with driversHealth and riskHealth built from usage, support, billing and sentiment, always with its reasons.Customer Care
CO-4.2Success assessmentHealth and riskChecks whether each customer is getting the outcome they bought.Customer Care
CO-4.3Churn risk assessmentHealth and riskFlags customers likely to leave, early enough to act.Customer Care
CO-4.4Your customers, and the next step for eachHealth and riskFrom a year of your invoices and emails: how often each customer buys, how much and how they pay, with one next step each (check in, change terms or thank) and the numbers behind it.Customer Care
CO-4.5Value reportsHealth and riskShows each customer, in their terms, what they have gained.Customer Care
CO-5.1Renewal preparationKeeping and growingRenewals prepared weeks ahead with the evidence of value attached.Customer Care
CO-5.3Cancellation assessmentKeeping and growingUnderstands why a customer wants to leave and what might change their mind.Customer Care
CO-5.4Expansion detectionKeeping and growingSpots customers ready for more, with evidence, for approval before any offer.Customer Care
CO-5.6Win-backKeeping and growingIdentifies former customers worth approaching again and prepares an offer for approval.Customer Care
CO-5.7AdvocacyKeeping and growingChecks who is happy enough to be a reference, then asks them politely.Customer Care
CO-5.8Ask for reviewsKeeping and growingWhen a customer pays in full, a short thank-you from your own inbox asks for an honest review, with your link. Nobody is asked twice in six months.Customer Care
CO-6.2Voice of the customerListeningThemes from feedback, ranked by how many customers raise them.Customer Care
CO-6.3Optimisation recommendationsListeningSuggests what to change in service, with its expected effect.Customer Care
CO-6.4Service scorecardListeningFirst response and resolution times as percentiles against your targets, first-contact resolution and satisfaction with ranges.Customer Care
BO-1.1Process discoveryUnderstanding the workGuided sessions and assessment that map how work really moves.Automated Work
BO-1.2Process libraryUnderstanding the workEvery process documented with its steps, owners and rules, versioned.Automated Work
BO-1.3Ready-made routines for your tradeUnderstanding the workStep-by-step maps of common jobs for accounting, legal, logistics, property, recruitment and insurance firms. Read them in full, install in one click, then adapt.Automated Work
BO-1.4MeasurementsUnderstanding the workTime, waiting, cost and errors for every step, from real records.Automated Work
BO-1.5Opportunity analysisUnderstanding the workFinds the steps where automation or redesign will pay back most.Automated Work
BO-2.1Work itemsDoing the workEach request becomes a tracked item: understood, approved, executed and audited.Automated Work
BO-2.2Email intake and repliesDoing the workRequests arriving by email become work items, and replies go out once approved.Automated Work
BO-2.3ApprovalsDoing the workNamed approvers for the steps that need judgement, with limits.Automated Work
BO-2.4SchedulingDoing the workSchedules work and appointments with the people involved.Automated Work
BO-2.6Asking for missing informationDoing the workAsks politely for what is missing, so work does not stall.Automated Work
BO-3.1Document analysisDocuments and knowledgeReads documents and pulls out what matters.Automated Work
BO-3.2Document comparisonDocuments and knowledgeSpots differences between versions, such as a changed clause or figure.Automated Work
BO-3.3Document generationDocuments and knowledgeProduces documents from templates and data, for review.Automated Work
BO-3.4Operational knowledgeDocuments and knowledgeAnswers questions from your approved procedures and keeps them up to date.Automated Work
BO-4.1Financial recordsFinance operationsKeeps operational financial records in order.Automated Work
BO-4.2Invoice generationFinance operationsCreates invoices from completed work, as drafts until approved.Automated Work
BO-4.3Payment matchingFinance operationsMatches payments to invoices by reference and amount.Automated Work
BO-4.4Finance reportingFinance operationsReceivables, payables and ageing at a glance.Automated Work
BO-5.1Procurement requestsBuying and suppliersPurchase requests with the right approvals for their value.Automated Work
BO-5.2Quote requestsBuying and suppliersRequests quotes from suppliers and compares them.Automated Work
BO-5.4Vendor recordsBuying and suppliersOne record per supplier with its terms and history.Automated Work
BO-6.1Employee casesPeople and complianceJoiner, mover and leaver tasks tracked to completion.Automated Work
BO-6.2Compliance readinessPeople and complianceChecks that required evidence and controls are in place.Automated Work
BO-6.3Data updatesPeople and complianceControlled updates to operational data, with an audit trail.Automated Work
BO-7.1Exceptions and recoveryReliabilityAnything unusual is caught, explained and recovered with a person's help.Automated Work
BO-7.2Dead-letter recoveryReliabilityWork that failed repeatedly is kept safe and can be requeued after a fix.Automated Work
BO-7.3Operations scorecardReliabilityFlow, predictable cycle times, flow efficiency, first-pass yield and payables ageing.Automated Work
DI-1.1Data sources and syncData you can trustConnect accounting, CRM and operational sources and keep them in sync.Valuable Insights
DI-1.2File ingestionData you can trustBring in spreadsheets and exports when there is no connector.Valuable Insights
DI-1.3Source healthData you can trustShows when each source last synced and whether it is healthy.Valuable Insights
DI-1.4Entity matchingData you can trustJoins the same customer, product or supplier across sources into one business model.Valuable Insights
DI-1.5Data-quality auditData you can trustFinds gaps, duplicates and inconsistencies, and tracks each one to resolution.Valuable Insights
DI-2.1KPI definitionsMeasuresEach measure defined once, in words and in its formula.Valuable Insights
DI-2.2Standard KPIsMeasuresA starter set of well-known business measures, ready to use.Valuable Insights
DI-2.4Executive and department dashboardsMeasuresThe few numbers each audience needs, calculated the same way everywhere.Valuable Insights
DI-2.5Your week, every MondayMeasuresA short email: replies sent, time saved and what needs you.Valuable Insights
DI-3.1Diagnostic root causeUnderstandingExplains why a number moved, with the drivers and their evidence.Valuable Insights
DI-3.2Anomaly detectionUnderstandingFlags unusual movements early, using robust statistics that ignore one-off spikes.Valuable Insights
DI-3.3Business health monitoringUnderstandingA continuous check on the vital signs of the business.Valuable Insights
DI-3.4Intelligence by areaUnderstandingFocused analysis of revenue, customers, finance, operations and marketing.Valuable Insights
DI-3.5Questions in plain EnglishUnderstandingAsk about your business and get an answer grounded in your data.Valuable Insights
DI-4.1Forecasts with rangesLooking aheadThe forecasting method is chosen by testing it on your own history, and every forecast has a range.Valuable Insights
DI-4.2Scenario simulationLooking aheadThousands of simulated futures show the spread of outcomes and which drivers matter most.Valuable Insights
DI-4.3Opportunity detectionLooking aheadFinds where value is being left on the table.Valuable Insights
DI-4.4RecommendationsLooking aheadWhat to do, with expected benefit, cost and confidence.Valuable Insights
DI-5.1Decision recordsDecisions and learningWhat was decided, by whom and why, kept for review.Valuable Insights
DI-5.2Execution trackingDecisions and learningFollows each decision through to what was actually done.Valuable Insights
DI-5.3Forecast vs realityDecisions and learningEvery forecast is scored against what happened.Valuable Insights
DI-5.4Recommendation outcomesDecisions and learningEvery recommendation is scored against its real benefit and cost.Valuable Insights
DI-5.5Self-improvementDecisions and learningTrust in models and confidence in recommendations adjust to their track record.Valuable Insights
DI-5.6Business memoryDecisions and learningA timeline of important events, decisions and lessons, kept per organisation.Valuable Insights
DI-5.7Decision qualityDecisions and learningCalibration scores that show how far forecasts can be trusted.Valuable Insights
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