Build any secure workflow—powered by the customer’s smartphone.
Sequence virtually any smartphone capability into a single-step or multi-step workflow—triggered by a human agent or AI agent, delivered as a Zero Knowledge® experience, and routed to your systems as verified results.
Flexible Workflows
Your workflow, assembled from proven building blocks.
Most regulated customer journeys aren’t “one app.” They’re a sequence:
authenticate → collect a form → capture documents → sign an agreement → take a payment → confirm completion.
Flexible workflows makes that sequence fast to design and safe to run—without sending sensitive data into agent desktops, recordings, or AI model context.
Smartphone-Powered
Use the capabilities customers already have in their pocket.
Move beyond audio-only interactions. Custom workflows can include combinations of:
- Passkeys (device biometrics) and OTP verification
- Dynamic form completion (with validation and branching)
- Secure signature collection
- Document capture and upload (ID, insurance, proof of address, etc.)
- Payments (including mobile wallets)
- Device and channel signals (device type, environment indicators) as needed
Examples
Examples you can ship with flexible workflows.
Patient Intake (HIPAA-regulated)
Account Opening / High-Risk Servicing
Utilities Start/Stop Service
MCP + APIs
Give your AI agents tools for regulated steps—without giving them the regulated data.
Agentic AI can determine that a regulated or complex action is needed, then trigger a Journey workflow via MCP or API. Journey runs the customer-side experience and returns a structured result to the AI—so the AI can continue the conversation and complete the journey.
- AI orchestrates; Journey transacts
- Results return to AI, not sensitive data
- Works in autonomous and human-in-the-loop flows
Operations
Control the workflow. Measure completion. Prove what happened.
Custom workflows are built for enterprise operations:
- Clear status updates for agents and AI
- Completion events and audit trails
- Consistent enforcement of what data goes where
- Faster iteration as use cases evolve
Ready When you Are
Bring us your hardest workflow.
Tell us what regulated data you need to collect and what systems it must reach. We’ll map a Custom workflow, demo it end-to-end, and outline the fastest path to production.
Keep Exploring
Additional Journey Apps
Bundle payments with authentication, signatures, and forms to eliminate sensitive back-and-forth and raise containment across more workflows.
Authentication
Passwordless caller authentication using familiar biometrics (Face ID, Touch ID, Windows Hello).
Payments
De-scoped payments across voice, chat, and digital—purpose-built for contact center workflows.
Documents
Collect signatures and sophisticated eforms, all while on the call and without exposing sensitive details.