HOW IT WORKS
From Document Intake to Automated Action
Secure processing for the workflows behind customer experience.
SoterraOne securely ingests, protects, understands, stores, and orchestrates customer content across enterprise workflows and AI-driven operations.
OMNICHANNEL INTAKE
Customer content enters through one governed platform.
SoterraOne receives CX content through digital channels, uploads, APIs, and AI-driven workflows, then prepares it for the secure processing, intelligence, storage, and automation steps that follow.
Omnichannel content injestion
Real-time and asynchronous intake
Secure upload handling
API-driven integration
OMNICHANNEL SOURCES
SECURE PROCESSING
SECURITY & GOVERNANCE
Security controls run before automation.
Threat checks, validation, policy controls, and governance are applied early so customer content is protected before it reaches enterprise workflows or AI-enabled processing.
Threat and malware scanning
Automated threat quarrantine
Encryption in transit
Policy Enforcement Controls
INTELLIGENT PROCESSING
Content is understood before it is stored.
SoterraOne performs InsightOne processing in memory before secure storage, allowing sensitive data to be identified, extracted, masked, or routed before content is committed downstream.
Document classification
OCR and text extraction
Sensitive data detection and masking
Metadata enrichment
UNDERSTAND
VAULT
VAULT STORAGE
Approved content is stored inside the vault.
After processing, customer content is stored in a secure, customer-scoped Vault architecture designed for isolation, encryption, retention, and auditability.
Customer-scoped secure storage
Encryption at rest
Retention and lifecycle controls
Audit visibility and chain of custody
WORKFLOW ORCHESTRATION
Secure content routed to the right workflow, system, or user.
SoterraOne connects secure customer content to contact center platforms, enterprise applications, workflow engines, and operational processes. Governed orchestration ensures the right content reaches the right system, workflow, or user at the right time.
Workflow automation
Intelligent routing
Enterprise system integration
AI agent enablement
ORCHESTRATION
AUTOMATION
AUTOMATED ACTION
Process automation improves key KPIs.
SoterraOne automates manual processes, routes work intelligently, and enables agents to resolve customer needs more effectively across every interaction.
Automate repetitive manual processes
Route work to the right workflow and agent
Enable first-call resolution
Improve agent efficiency and customer satisfaction
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OPERATIONAL OUTCOMES
Business impact across the customer journey.
SoterraOne helps teams automate manual work, improve agent efficiency, and turn customer content into measurable CX outcomes.
Faster Resolution Times
Reduce manual handling and accelerate customer response workflows.
Improved First-Call Resolution
Give agents and workflows the capability and content needed to resolve more interactions the first time.
Reduced Agent Effort
Automate repetitive tasks and streamline customer interactions.
Improved Customer Satisfaction
Create faster, smoother experiences across channels.
Better Workflow Visibility
Understand content movement, automation outcomes, and process performance.
Improved CX KPIs
Connect automation directly to measurable business performance.