Orvel agents · IT services

Neo, Orvel AI agentNeo,
the AI agent for IT services.

Sorts support requests and tickets, follows up on project quotes, reminds clients of recurring contract renewals, tracks hours and backups to check, and spots upsell opportunities, without ever touching your systems or your clients' systems.

What Neo handles

01

Support request triage

02

Project quotes

03

Contract renewals

04

Hours and ticket tracking

05

Backup and update reminders

Guardrails

  • Never accesses your clients' systems, accounts or data.
  • Promises no price, delay or service level outside your rules.
  • Makes no technical diagnosis: it opens the ticket and hands off to a technician.

Anything that leaves the company (email, payment, publication) goes through your approval.

A typical day

Monday morning, a client writes that no one can open email. The technicians are already on the road: Neo answers. Neo does not guess the cause. According to your rules, it checks that the client has a support contract, asks the planned questions (who is affected, since when) and opens the ticket with the urgency level. The on-call technician is alerted. The client's record is updated in the CRM: conversation, contract, service level. The ticket is still open and the promised deadline is approaching: Neo notifies your manager before the client calls back. The quote for the migration project sent last week is followed up by email, without pressure. This client's support contract expires in 60 days: Neo prepares the renewal reminder for your account manager, with the date and the service level in the file.

Trade rules in Quebec, followed by Neo

Quebec's Law 25

the personal information you collect: In Quebec, the Act respecting the protection of personal information in the private sector (Loi sur la protection des renseignements personnels dans le secteur privé) applies to businesses that collect, use or communicate personal information, including that of your clients' contacts. Neo collects only what the request needs (name, contact details, company, need) and records everything in your CRM. Have your privacy policy, your retention periods and the consent displayed on your forms validated.

Your clients' data stays with your clients

Neo has no access to the servers, accounts or data of your business's clients: it reads only what you put in your CRM and your ticketing system. Managed services contracts often include confidentiality and security clauses: your team and your legal advisor remain responsible for complying with them. Neo does not interpret them.

Confidentiality incident

a person, right away: Quebec law provides for obligations in the event of a confidentiality incident, including keeping a register. Neo never characterizes an incident: if he hears about one (a client believes they were hacked, data exposed), he hands off to your team and keeps the conversation in the file. Have your procedure validated with your legal advisor.

Emails, text messages and upselling

Canada's Anti-Spam Legislation (Loi canadienne anti-pourriel, CASL/LCAP) governs commercial electronic messages: consent, identification of the sender, unsubscribe. Neo sends renewal reminders and offers only according to your rules and your consents, with a way to unsubscribe. Have your legal advisor validate which messages require consent.

Information about Quebec rules, not legal advice. Check with your professional order, advisor or the official source.

Get started

Free 7-day trial on Orvel AI, or Neo set up for your business with Zenitech.

Try it free

Neo across North America

Questions

Is Neo a fit for IT services in your area?

Sorts support requests and tickets, follows up on project quotes, reminds clients of recurring contract renewals, tracks hours and backups to check, and spots upsell opportunities, without ever touching your systems or your clients' systems.

Can an AI really help IT services?

Monday morning, a client writes that no one can open email. The technicians are already on the road: Neo answers. Neo does not guess the cause. According to your rules, it checks that the client has a support contract, asks the planned questions (who is affected, since when) and opens the ticket with the urgency level. The on-call technician is alerted. The client's record is updated in the CRM: conversation, contract, service level. The ticket is still open and the promised deadline is approaching: Neo notifies your manager before the client calls back. The quote for the migration project sent last week is followed up by email, without pressure. This client's support contract expires in 60 days: Neo prepares the renewal reminder for your account manager, with the date and the service level in the file.

Does Neo act without my approval?

No. To send, pay or publish, Orvel asks for your approval. Never accesses your clients' systems, accounts or data.

How much does an AI agent for IT services cost in North America?

Free 7-day trial on Orvel AI, then plans from CAD 19/month (taxes extra). An agent configured for your trade is quoted with Zenitech.

Take action

Let's talk for 15 minutes?

A Zenitech expert will call you back within 24 hours to see what Orvel can do in your day. No obligation.

Phone · 581 748-7017Head office · 895, rue Raoul-Jobin, Québec (Québec) G1N 1S6