Orchestrate Work End-to-End — Safely, Reliably, and With Proof
AI Automation is more than a chatbot or a cron job. It’s a coordinated system where models, rules, and runbooks execute business tasks—with guardrails, approvals, and evidence.
SolveForce delivers AI Automation across IT/SecOps, CX/Contact Center, Back-Office (Finance/HR/Legal/Procurement), RevOps, DevOps/DataOps/MLOps, Supply Chain, and Edge/OT—all running on the same rails: Zero Trust, policy-as-code, idempotent actions, observability, and compliance overlays.
Related foundations
• Platform & Guardrails → /solveforce-ai • Data → /etl-elt • /data-warehouse • Search/RAG → /vector-databases
• Access & Security → /ztna • /sase • /nac • /waf • Keys/Secrets → /key-management • /secrets-management
• Evidence & Ops → /siem-soar • Cloud & Edge → /cloud • /edge-data-centers
• Governance → /grc • Compliance → /hipaa • /pci-dss • /nist • /soc2
🎯 Business Outcomes (what changes when automation is real)
- Lead time shrinks — tasks that took hours/days complete in minutes with measurable error reduction.
- People do higher-value work — assistants draft, triage, enrich, and execute, while humans decide and approve.
- Risk stays managed — actions flow through policy gates, sandboxed simulations, and human-in-the-loop approvals.
- Audits get easy — every decision, prompt, dataset, action, and rollback shows up as evidence in SIEM—with timestamps and diffs.
🧭 Reference Architecture (language-first, safety-first)
Rails (APIs & Events)
- API-led + event-driven fabric with contracts, schema registry, idempotency keys, DLQs & replay. → /application-integration
Knowledge & Reasoning
- Guarded RAG over governed content; label/ACL pre-filters before ANN search; assistants must cite or refuse. → /vector-databases • /data-governance
Policy & Controls
- Policy-as-code: who/what/where/when allowed; rate limits; purpose tags; regional boundaries; approval matrices (auto/peer/manager/legal).
Action Layer (Runbooks & Tools)
- SOAR/IaC/RPA connectors with allow-listed functions; argument schema validation; step transactions with compensations.
Identity & Perimeter
- SSO/MFA, ZTNA for private endpoints, SASE for SaaS; workload identity (OIDC/IRSA), vault-issued secrets; HSM/KMS keys. → /ztna • /key-management • /secrets-management
Observability & Evidence
- Traces/logs/metrics + config diffs to /siem-soar; cost & accuracy boards; refusal ledger; simulation vs production flows.
🧱 Core Capabilities
1) Task Understanding & Drafting
- LLM planners extract entities/intents, call tools, and draft outputs (tickets, emails, PRs, purchase reqs), always with citations and change diffs.
2) Decision Engines
- Rules + ML + thresholds (risk/amount/PII) choose automations or escalate to human. Feature stores feed consistent signals. → /etl-elt
3) Action Orchestration
- Safe calls to systems (ITSM, IAM, EDR, WAF, CRM, ERP, CCaaS, cloud, Git, CI/CD). All actions idempotent, with retries + jitter, DLQs & rollbacks.
4) Human-in-the-Loop (HITL)
- Approvals by role & dollar/risk thresholds; preview diffs; one-click accept, edit, or reject; SLA timers and ownership routing.
5) Guardrails
- Prompt/tool firewalls; schema-validated arguments; rate/quotas; DLP redaction; policy gates; geofence & data residency; break-glass flow with TTL.
6) Simulation & Sandboxes
- “Dry-run” mode for new playbooks; synthetic data tests; automatic A/B canaries with rollback on SLO breach.
🧰 Solution Bundles (snap-together starters)
A) IT & SecOps Automation (tickets → actions)
- Auto-triage incidents/requests; password resets & access grants via SCIM/IdP; EDR isolate; WAF block; ZTNA policy tweak; backup restore tests; evidence to SIEM.
→ /siem-soar • /mdr-xdr • /waf • /ztna
B) Contact Center & CX Automation
- Intent routing; knowledge answers with cite-or-refuse; PCI-safe payment capture; after-call summaries to CRM; proactive outreach triggers.
→ /ccaas • /email-security • /pci-dss
C) Back-Office Automation (Finance/HR/Legal/Procurement)
- AP/AR match & route; PO generation with policy checks; vendor onboarding (W-9/insurance) with DLP; contract clause extraction & redlines; payroll & benefits changes with approvals.
D) RevOps & Sales Assist
- Lead enrichment & routing; quote assembly; renewal nudges; attribution sanity checks; pricing guardrails; meeting summaries → CRM with citations.
E) DevOps, DataOps & MLOps
- IaC plan/apply with policy gates; release notes & risk flags; data pipeline fix-it (retry, replay, quarantine); model retrain/eval/promote with rollback and cost SLOs.
→ /infrastructure-as-code • /kubernetes • /solveforce-ai
F) Supply Chain & Field Ops
- ASN/manifest ingest; dock/yard scheduling; exception triage; AR work instructions; evidence bundles (photos/GPS/timestamps); inventory audits with vision.
→ /logistics • /field-services
G) Edge/OT Automation (Industry 4.0)
- Line changeovers; parameter tuning with guards; vision QC fail → eject & ticket; maintenance work orders with parts checks; vendor ZTNA jump-box flow.
→ /industry-4-0-in-automation
🔐 Safety, Risk & Compliance (built-in)
- Identity-first: human + service account policies; PAM JIT for privileged actions; session recording. → /pam
- Data minimization: labels & masking; no raw PHI/PAN to external models; regional perimeters. → /dlp
- Separation of duties: approvals required for sensitive changes; immutable logs.
- Framework overlays: SOC 2 / ISO 27001 / NIST 800-53/171 / HIPAA / PCI DSS / FedRAMP. → /grc • /nist • /hipaa • /pci-dss • /fedramp
📐 SLO Guardrails (automation you can trust)
| Domain | KPI / SLO (p95 unless noted) | Target (Recommended) |
|---|---|---|
| Task latency | Draft + decision time (simple) | ≤ 2–10 s |
| Execute time (approved) | ≤ 15–120 s (system-dependent) | |
| Quality | Precision/recall (gold set) | ≥ 92–95% / ≥ 85–95% |
| Coverage | Auto-handled tickets/requests | ≥ 50–70% eligible |
| HITL | Approval SLA (P2/P3) | ≤ 15 / 60 min |
| Safety | Refusal correctness (guarded RAG) | ≥ 98% |
| Security | Secrets via vault / long-lived keys | = 100% / = 0 |
| Cost | $/task or $/question budget | ±10% |
| Evidence | Logs/artifacts to SIEM | ≤ 60–120 s |
| Change | Unapproved prod changes | = 0 |
When a guardrail trips, SOAR opens a case and runs mitigations (degrade capability, require human approval, roll back, rotate keys, throttle or pause routes), attaching artifacts. → /siem-soar
✅ Acceptance Tests & Artifacts (we keep the receipts)
- Simulation: dry-run transcripts; tool call diffs; policy-gate outcomes; refusal ledger.
- Quality: eval sets & scores (precision/recall, hallucination tests, cost); citation sets for RAG.
- Execution: idempotency proof (same input → same effect), DLQ/replay logs, compensations executed.
- Security: vault/KMS rotations, PAM session recordings, ZTNA admits, WAF/Bot events.
- Compliance: evidence packs (SOC2/ISO, HIPAA/PCI/NIST, FedRAMP adjacency), consent/retention logs.
- Ops: SLO dashboards, cost reports, supplier escalations; monthly QBR summaries.
🛠️ Implementation Blueprint (no-surprise rollout)
1) Map decisions & tasks — pick lanes with clear ROI (e.g., password reset, invoice triage, WAF block, ticket enrichment, quote assembly).
2) Wire knowledge — curate sources; tokenize & label; build vector index with pre-filters; enforce cite-or-refuse. → /vector-databases
3) Define tools & policies — allow-listed functions with schemas; approval matrices; rate/quotas; regions & data classes.
4) Stand up pipelines — events/APIs with contracts, idempotency keys, DLQs & replay; traces with correlation IDs. → /application-integration
5) Secure the edges — ZTNA for private actions, SASE for web, PAM JIT for admin, vault + KMS/HSM; WAF for public APIs.
6) Simulate — dry-run flows; red-team prompts & tool misuse; capture refusal/approval behavior; tune thresholds.
7) Pilot & rings — advisory → supervised automation → partial → full; rollback paths; change control in CI.
8) Operate — SLO/cost dashboards; retraining cadence; playbook backlog; quarterly audits with export packs in the Knowledge Hub.
🧩 Industry Playbook Examples
- Healthcare: claim coding assist; denial reason drafts; HIPAA-safe summarization; imaging worklist triage. → /hipaa
- Finance: fraud triage; KYC/AML assist; PCI-safe payment flows; SOC2/ISO evidence assembly. → /pci-dss • /soc2
- Public Sector: records summarization; request triage; NG911 notes; NIST/FedRAMP overlays. → /nist • /fedramp
- Manufacturing/Energy: maintenance planning; alarm dedupe; OT change requests; safety checklists; IEC/NERC overlays. → /industry-4-0-in-automation • /energy-and-utilities
- Retail/Logistics: ETA predictions; slotting; returns triage; CCaaS post-call actions with PCI redaction. → /logistics • /ccaas
📝 AI Automation Intake (copy–paste & fill)
- Use-cases & KPIs (e.g., % auto-handled, MTTR, AHT, MAPE, precision/recall, $/task)
- Systems to integrate (ITSM/IAM/EDR/WAF/CRM/ERP/CCaaS/Cloud/Git/CI/CD)
- Knowledge sources (runbooks, KBs, policies, product docs) + sensitivity labels & residency
- Action boundaries (allowed tools, approval matrices, dollar/risk thresholds)
- Security posture (IdP/SSO/MFA, PAM, vault/KMS, ZTNA/WAF/DLP, email auth)
- Compliance (SOC2/ISO/NIST/HIPAA/PCI/FedRAMP), BAAs/DPAs needed
- Operations (managed vs co-managed, change windows, reporting cadence)
- Budget & timeline (ROM vs build-ready), success criteria (SLOs & ROI)
We’ll return a design-to-operate plan with architecture, supplier options, SLO-mapped pricing, compliance overlays, and an evidence plan you can reuse in audits and QBRs.
Or jump straight to /customized-quotes.
📞 Automate Work That Matters—Safely, Quickly, and With Proof
- Call: (888) 765-8301
- Email: contact@solveforce.com
From tickets and finance ops to security, DevOps, and OT, we’ll put AI to work with guardrails—and keep the receipts.