⚡ Workflow Automation by Kovotic Labs

Turn meeting notes into CRM actions automatically

ActionForge — powered by intelligent LLM reasoning, not static rule chains.

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ActionForge uses AI to solve: CSMs must manually copy-paste notes from OneNote into Salesforce and Gainsight, causing tasks and follow-ups to fall through the cracks with no unifie
Capabilities

Everything you need, nothing you don't

OneNote Graph Delta Poller

AI-powered analysis — intelligent decisions without manual rules

Salesforce CRM & Writer

Actionable reports and performance insights

Unmapped Entity Sentinel Escalation

Pricing

Simple, transparent pricing

Starter

$29/mo + usage
  • Up to 100 events/month
  • All core integrations
  • Email support
  • 7-day free trial
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Pro

$199/mo + usage
  • Up to 5,000 events/month
  • Advanced automated operations
  • Priority support with SLA
  • 7-day free trial
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Early Access

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Resources

Merchant Resource Center

Quick Start Guide

1
Install ActionForge from the Shopify App Store. Authorize the required permissions: read_customers, read_orders, read_products.
2
Open the Insights page to see your real-time monitoring dashboard. This is your command center for turn meeting notes into crm actions automatically.
3
Navigate to Dashboard for detailed data tables. Review individual events, drill into specifics, and take manual actions when needed.
4
Go to Settings to configure your thresholds, alert preferences (email/Slack), and automation rules. ActionForge works out of the box, but fine-tuning improves accuracy.
5
Use Team Management to add staff members with role-based access (Viewer, Editor, Admin). Control who can see data vs. who can take actions.
6
ActionForge automatically starts monitoring your store via orders/create and orders/updated and CUSTOMERS_DATA_REQUEST and CUSTOMERS_REDACT and SHOP_REDACT events. No additional configuration needed — data flows within seconds of installation.

Estimated setup time: 5 minutes

Frequently Asked Questions

How does ActionForge work technically?
Event Ingestion AI Analysis
What Shopify data does ActionForge monitor?
ActionForge automatically monitors fires when a new order is placed and fires when an existing order is modified and gdpr: customer data export. This happens in real-time — no manual setup required.
Does ActionForge work with Shopify Plus?
Yes. ActionForge is fully compatible with Shopify Plus, including multi-store setups, custom checkout flows, and advanced API access. Enterprise features like role-based access control (RBAC) and audit logging are available on higher tiers.
Is my store data secure with ActionForge?
Absolutely. ActionForge uses encrypted database storage (AES-256 at rest, TLS 1.3 in transit), hashes all email addresses with SHA-256, and follows SOC2 compliance standards. Data is retained for 90 days by default, configurable in Settings.
What if ActionForge isn't showing data?
The most common issue is missing api scopes. "Cannot initialize Shopify API Library" error on app load. Check your app settings and ensure all required permissions are granted. Contact support@kovotic.io if the issue persists.
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ActionForge Assistant
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