Choose the approach
that completes your workflow.

01

AI customer-service agent

You need to resolve customer issues inside an established support operation.

Modern customer agents can use connected systems for multi-step actions. Fin documents cancellations, refunds, identity checks, and escalation through Procedures.

What to verify in your evaluation

Test the exact provider actions, approval boundaries, partial completion, recovery, and outcome definitions you need. Confirm plan and managed-availability requirements.

02

Integration and agent orchestration

You have an automation team and need workflows across a broad application estate.

Integration platforms can orchestrate actions and provide governance. Workato documents agent skills, user permissions, business approvals, and audit trails.

What to verify in your evaluation

Compare the work required to configure commerce rules, maintain mappings, handle exceptions, reconcile outcomes, and support production changes.

03

Existing OMS, WMS, TMS, or ERP

A core operational system already owns the process and may support the required workflow.

Begin with the capabilities of your installed product and edition. Keep clear ownership of orders, inventory, fulfillment, and transportation records.

What to verify in your evaluation

Check whether the workflow can be completed within the existing system, what crosses provider boundaries, and which exceptions still require another team.

04

StateSet iCommerce

Your commerce team needs customer-service, order, or trading-partner work completed across existing systems.

Evaluate a scoped workflow with commerce policies, coordinated actions, an inspectable completion record, and product-specific consumption. Software and managed operations have separate responsibilities.

What to verify in your evaluation

Apply the same tests to StateSet: supported systems, provider-confirmed outcomes, duplicates, timeouts, human handoff, usage reconciliation, and operating cost. Warehouse, parcel, freight, and EDI scope require their own qualification.

05

Internal implementation or managed service

You have a specialized process, existing engineering capability, or a preference for staffed operations.

Evaluate a configured internal workflow or service against the same agreed business outcome.

What to verify in your evaluation

Include engineering and operator time, support coverage, maintenance, exception volume, provider changes, and handover responsibilities in the cost comparison.