Actioneer ranks #1 on the DABstep benchmark for enterprise data agents, ahead of NVIDIA, Microsoft, and Google.

The Enterprise AI
Transformation Platform.

Actioneer turns specific problems in your business into working AI capabilities, built for the workflows you want to make AI-native.

Trusted By Global Investors And Operators
Agents Live In Production

Actioneer Agents Live In Production.

These are some of the real AI agents we've put into production, executing work that previously required entire operational teams.

Agent 01

Growth Ops Agents

Agents built for your growth and marketing teams after mapping how decisions actually get made across acquisition, activation, retention, and spend. Deployed read-only on your existing CRM, product analytics, and ad platforms.

Capabilities
  • Audience Hyper-Segmentation On Demand
  • Funnel Drop-Off Diagnosis And Recovery
  • Churn And Reactivation Cohorts
  • ROAS And Creative-Fatigue Analysis
  • Competitor Scaling Intelligence
Agent 03

Distribution & Cross-Sell Ops Agents

Agents built for your distribution and RM teams after mapping how a customer moves from first product to next. Deployed read-only across your existing CRM, policy, and transaction systems.

Capabilities
  • Next-Product Cross-Sell Ranking
  • Dormant Account Reactivation
  • Renewal And Lapse Intelligence
  • RM Concierge And Advisor Guidance
  • In-Market Intent Signals
The Thesis

We Don't Ship Features.
We Ship Capabilities.

A capability is a working piece of your business that runs on AI — built for your data, your workflows, your decisions. Not a tool you have to operate. An operational fabric that produces outcomes.

Capability Patterns

Four Capability Patterns. One Platform.

Every Actioneer deployment follows one of four patterns. Use one or combine several as your business evolves. The platform stays constant. The capabilities are yours.

Conversational Analytics.

Plain-language answers to any question about your business, in seconds. Each answer is built on your data team's approved definitions, so every team works from the same trusted numbers, with the reasoning shown.

Included In Every Actioneer Engagement

Actioneer conversational analytics — ask anything about your engagement, retention, and revenue metrics

Monitoring Agents.

Always-on agents that watch the metrics and thresholds that matter to your business. The moment something moves, they detect it, trace it to the source, and flag what changed, with the reasoning behind it.

Always-On. Configured To Your Definitions.

Actioneer monitoring agents — automated data-quality watchers with schedules, run history, and issue alerts

Operational Playbooks.

Multi-step workflows that carry a decision from start to finish: what triggers it, what it checks, what it does, who approves, and the outcome. Built around the operational decisions your business makes every day.

Fully Tracked. Audited. Continuously Refined.

Actioneer operational playbook — a multi-step workflow from verify tables to executive summary

Custom Agents.

Custom-built capabilities for the workflows that don't fit a standard pattern. Built by the Actioneer team, run on your platform, and owned by your organization.

Scoped Per Build. Yours Once Delivered.

// FUNCTIONALITIES YOU WANT TO BUILD

The Platform

What The Platform Actually Does.

Each piece has one job. Together, they let AI run inside your business instead of sitting on the side as one more tool.

Module 01

Unified Context Engine

First, it learns your business. It learns what your numbers and terms mean and how everything connects, once, so every answer it gives is based on the same correct understanding.

Semantic Definitions Ownership Graph Lineage Tracking
Module 02

Orchestration Runtime

Then it does the work. The AI notices what's going on, works out what to do, does it, and gets better each time, always staying inside the rules you set.

Multi-Agent Runtime Tool Integration Policy Enforcement
Module 03

Operational Playbook Studio

You set the routines it follows. You decide the steps: when it should start, what to check, what to do, and who needs to approve. Change them whenever you want.

Trigger Conditions Approval Gates Outcome Logging
Module 04

Continuous Observability

You see everything it does. A clear record of every action and the reason behind it, so you can check its work, improve it, and prove what happened if anyone asks.

Agent Tracing Drift Detection Audit Trails
Module 05

Enterprise Data Connectors

It plugs into the tools you already use. It reads your information right where it lives, across the systems you already run your business on. Nothing is moved, copied, or replaced.

Warehouse CRM Payments
Module 06

Governance & Access Control

You decide who can do what. Control who can build, run, and see each thing. Everything is logged, and it can run entirely inside your own systems when the rules require it.

RBAC Audit Logs On-Premise
The Architecture

How The Platform Integrates.

Read-only integration with your existing data systems. A context layer governed by your data team. A multi-agent orchestration runtime on top. Operational surfaces where your organization already works.

Layer 01 — Surfaces

Operational Surfaces

Where your organization works.

Web ApplicationIn-Browser
SlackNative App
CLIVia Claude
REST & WebhooksProgrammatic
Layer 02 — The Platform

The Actioneer Platform

One operational fabric. Six modules.

Context EngineModule 01
Agent RuntimeModule 02
Playbook StudioModule 03
ObservabilityModule 04
Data ConnectorsModule 05
GovernanceModule 06
Layer 03 — Context

The Context Layer

Governed by your data team.

DefinitionsBusiness Semantics
Ownership GraphStewardship
LineageSource Of Truth
Layer 04 — Data

Enterprise Data

Your existing systems, read in place.

WarehouseSnowflake · BQ
CRMSalesforce · HubSpot
ProductApp DBs
PaymentsStripe · NetSuite
OperationsERP · Tickets
Read-Only By Default Write Access Scoped Per Capability Nothing Migrates · Nothing Ingested
The Engagement

Built Into The Institution, Not Handed To It.

Most enterprise software is delivered, configured, and left for the customer to operate. Actioneer is built in. The engagement starts with a platform that learns how your business works and is accountable for the outcomes it produces.

Phase 01 · MAP

The Map.

We map your data systems and workflows, then pick the first decision or process to make AI-native.

Weeks 1–2
Phase 02 · BUILD

The Foundation.

We capture your definitions, ownership, and how your data connects, so Actioneer reasons from a correct understanding of your business.

Weeks 2–4
Phase 03 · RUN

The First Capability.

It goes live on your real data. Your team uses it, we refine it, and we plan the next build.

Week 4 Onward
Anticipated Questions

Frequently Asked.

Common questions from enterprise teams exploring an Actioneer engagement.

Actioneer is the enterprise AI transformation platform. Six integrated modules — Context Engine, Agent Runtime, Playbook Studio, Observability, Data Connectors, and Governance — together operationalize the AI capabilities your organization is trying to land. You bring the priorities. Actioneer builds, deploys, and operates the working capabilities.
Senior leaders inside enterprises where the AI mandate is set but the operational capability is not yet built. Most often the leader of a line of business, a transformation function, or a finance, GTM, or operations organization.
The data team owns what the data means and how it is governed. Actioneer's Context Engine is engineered to be governed by the data team. Definitions, ownership, and lineage are configured by the people who already own them inside your organization. Actioneer brings the engineering that turns the context into operating capabilities.
Conversational analytics for self-serve access to data. Continuous monitoring agents for material signals. Operational playbooks for multi-step decisions. Custom agents for bespoke work. Anything that touches your data and operational systems can be built on the platform.
Large language models are capable generalists. The Actioneer platform is the infrastructure that makes a model usable inside a real enterprise: unified context, multi-agent orchestration, operational continuity, observability, governance. The model is one ingredient. The platform is everything else.
No. Actioneer connects to your data in place. Read-only by default; write access scoped per capability. Nothing is ingested, copied, or relocated.
A mix of closed and open source models, selected per capability. The model layer is abstracted, so models can be upgraded or swapped without breaking the workflows built on the platform. For institutions that require it, Actioneer can run entirely on open source models inside your own infrastructure.
Usage-based. The first engagement establishes the platform and the first production capability. From there, cost scales with how much of your operational fabric runs on Actioneer.
SOC 2 Type II in progress. HIPAA-aligned with BAAs available. GDPR-compliant with EU data residency. On-premise deployment available for institutions that require it.
None for the build. Actioneer works alongside the owner of each data system to confirm definitions and access, then handles the engineering. Your team's responsibility is operational sign-off and adoption.