Solutions
The operating system
Company brainThe foundation for your enterprise AI.Connected knowledgeBring the relevant sources into view.The foundation
Context graphTurn scattered information into useful context.Decisions & memoryKeep the decision, the owner and the reason.AI for every team
Explore all departments
Automate any workflow
Hexagon learns how your business sells and operates, finds where revenue stalls and costs add up, then deploys AI agents to do the work.
Hexagon learns your sales process and approved terms, then handles the follow-ups and admin that keep policies moving.
Insurance · An opportunity in plain sight
01 / Find the revenue leak
Hexagon connects sales records and conversations to find buyers stalled by unanswered questions.
Salesforce · Open quoteMotor insurance
Customer’s last message“Can I pay monthly?”
No reply recordedA ready quote. One question blocking the sale.
The gapSalesforce + WhatsApp
02 / Recover the opportunity
The agent answers from the approved quote and guides the customer to purchase.
Hi Laura. Your quote includes monthly payments. Shall I send the payment link?
Yes, please.
Done, thank you.
Approved quote + payment terms + conversation
03 / Grow without the extra admin
Hexagon updates the records and sends the documents. The team can focus on the next customer.
Sale completedLaura Chen · Motor insurance
Payment confirmedSales record updated
Receipt recorded
Policy documents sentOne sale. No rekeying across systems.
Illustrative workflow. Quotes, payment options and actions follow the insurer’s approved rules.
Hexagon connects Salesforce and WhatsApp to find an unanswered question holding up an insurance purchase.
The agent uses the approved quote and monthly payment terms to answer Laura’s question, then sends a secure checkout link.
After confirmed payment, Hexagon updates the sales record, records the receipt in QuickBooks and sends the policy documents.
Reported Hexagon customer result
A multibillion-dollar insurer used Hexagon to qualify leads, automate follow-ups and guide customers from quote to purchase.
Revenue opportunity · Renewals
Hexagon sends approved renewal offers, follows up and guides customers through secure checkout. The customer renews, and the record updates automatically.
Salesforce
Google CalendarGmailRenewal reminderSentHi Amira, your renewal is ready on the approved terms. Use the secure link to renew.
Renewal confirmedPayment complete. Your policy is renewed.
Renewal recorded in Salesforce
Illustrative workflow
Cost opportunity · Document collection
Hexagon asks for missing documents, follows up and files each reply with the right customer record. Your team spends less time chasing and sorting.
Gmail
Google DriveSalesforceDocument requestSentHi Amira, please reply with your proof of address to complete your file.
Customer recordAmira PatelCustomer file complete
Illustrative workflow
Cost opportunity · Payment reconciliation
Hexagon matches a confirmed payment to the customer and records the receipt in QuickBooks. The sale moves into the books without another round of data entry.
SalesforceQuickBooksMatched to the customer and policy
QuickBooksRecordedReceipt saved. Customer record updated.
Illustrative workflow
Powered by your company brain
Company knowledge
The answer that moves the sale forward.
Built with your team
Trace where sales stall and manual work adds cost.
Automate the bottleneck inside your existing systems.
Track sales recovered, time saved and cost reduced.
Illustrative workflows. Systems, permissions and actions are configured with your team.
