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Operationalize AI with Governance and Control

OMD Cleo is the AI operating system for enterprise operations.

Most AI tools stop at question answering. Cleo executes governed workflows across systems and teams.

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How OMD Cleo operates across your organization: teams interact through channels such as Teams, WhatsApp, email and web; Cleo applies policy-driven governance and orchestrates actions across ERP, CRM, OMD Go, OMD Powerhouse and other connected systems.

What OMD Cleo Enables

Deploy Role-Based AI AssistantsGive planners, dispatchers, service teams and managers assistants tailored to their work.
Ground AI in Your ContextUse company knowledge, process rules and operational data as trusted context.
Execute Skills and WorkflowsTrigger actions in systems, automate routine flows and support exception handling.
Connect AI to Core Enterprise SystemsIntegrate with ERP, CRM, service systems, analytics and communication channels.
Enforce Governance and AuditabilityApply policy controls for access, actions and model behavior.

Outcomes for Enterprise AI Adoption

  • Faster information and action cycles
  • Lower manual workload in repetitive processes
  • Better daily decision support
  • AI adoption that meets enterprise governance requirements

Architecture in Practice

OMD Cleo combines conversational AI with workflow orchestration, so actions are executed through structured processes rather than ad-hoc model output.

  • Connects to the operational and analytical layer for live context
  • Applies business rules and approval paths before execution
  • Runs long-running workflows with monitoring and retry behavior
  • Keeps actions traceable from request to outcome

Security and Control by Design

  • Role- and permission-aware interactions
  • Minimal data exposure to LLMs by design
  • Full audit trail across requests, decisions and actions
  • Pluggable model architecture to align with your compliance needs

Typical Workflow Examples

  • Service replanning when priorities or resource availability change
  • Exception handling with guided escalation and owner assignment
  • KPI-triggered actions when thresholds are exceeded
  • Automated customer and team notifications based on workflow state

How OMD Cleo Fits the Platform

  • Uses execution and module context from OMD Go
  • Leverages analytics and KPI insights from OMD Powerhouse
  • Drives continuous optimization through AI automation

See Platform Overview