Convey

The vendor documents connecting to critical company systems either programmatically or by operating the computer directly, explicitly including legacy tools and applications that lack modern APIs, with integrations configured in partnership with IT. Named workloads span shipping portals, spreadsheets, financial systems, reporting tools and advertising asset systems, with teammates writing as well as reading through invoice processing, financial reconciliation, order intake and report generation. Each teammate connects under its own identity with role-based permissions.

Sourceconvey.dev, Convey Series A announcement June 2026 and accompanying coverageread 2026-08-31

The vendor documents digital teammates owning multistep operational workflows end to end across multiple tools and systems, with named workloads including invoice processing across shipping portals, financial reconciliation, recurring reporting, order intake and advertising asset ingestion.

Teammates are described as taking ownership of responsibilities previously handled manually rather than assisting an individual, executing autonomously in the background. Execution after teaching is deterministic, following verified steps consistently across repetitions. Customer outcomes cited include tens of thousands of hours reclaimed annually. No coordination or handoff between teammates is documented.

Sourceconvey.dev, Convey Series A announcement June 2026 and accompanying coverage; businesswire.com/news/home/20260617486214/en/convey-raises-$38-million-series-a-led-by-andreessen-horowitz-to-automate-enterprise-operations-with-ai-teammatesread 2026-08-31

Teammates learn tasks and gather context, with an operator describing a process or sharing their screen and the teammate observing, learning and taking over execution. Teammates read live data from connected systems and from application interfaces at run time across invoices, financial records, orders and reports. No knowledge base, document index, ingestion pipeline, retrieval configuration or curated corpus maintained as a first class object is published, and no documentation site exists.

Sourceconvey.dev, Convey Series A announcement June 2026 and accompanying coverageread 2026-08-31

Teammates operate autonomously but reach out for help when they need the operator, and the homepage shows a teammate asking by email whether to pause a campaign or roll an overspend into the next month, with items flagged for review in its daily view. Each teammate has per-app permissions (read and write, read only, or a single module) configured with IT, and org-wide roles govern who can manage it. The escalation is the teammate's own choice rather than a configured approval step before a class of action.

Sourceconvey.dev and convey.dev/enterpriseread 2026-09-29

The vendor states it is SOC 2 Type II certified and HIPAA compliant with regular penetration testing, with reports in its Trust Center at trust.convey.dev.

On access it documents SAML SSO and MFA through the customer's identity provider, org-wide roles and granular permissions, user access management assigning people to teammates by role, and isolated agent identities each with dedicated credentials, explicit access controls and per-app read, write or scoped permissions.

Customer data is not used for training and zero data retention agreements are held with model providers, with BAAs for qualifying enterprises.

Sourceconvey.dev/enterprise and convey.devread 2026-09-29

Audit Logs on the enterprise page record every change, action and integration, shown as an activity feed of a teammate's individual actions such as opening a named document, building a media plan and exiting the document. The homepage shows each teammate's work in progress with step counters, a daily recap of completed tasks, items flagged for review and time saved, and every teammate acts under its own identity so actions are attributable. The record is shown on marketing pages, and no documentation site is published.

Sourceconvey.dev/enterprise and convey.devread 2026-09-29

The vendor's enterprise page states every agent has its own private data store, and teammates learn a task once by observation and then own it across repeated runs, with the homepage showing a teammate recalling vendor issues over thirty days and proposing new responsibilities. No scope, lifetime, review or delete path for what a teammate retains is documented.

Sourceconvey.dev/enterprise and convey.devread 2026-09-29

The vendor's enterprise page states that tenant-specific execution environments mean automations run in the customer's own private sandboxed environment, and that every agent has its own private data store and dedicated credentials. This single tenant isolation runs on the vendor's own hosting. No deployment into the customer's own cloud, on-premises option, region list or residency selection is documented; zero data retention with model providers and HIPAA BAAs are data handling commitments rather than deployment options.

Sourceconvey.dev/enterpriseread 2026-09-29

Operators with no technical background create teammates by teaching a process through description or screen sharing, with each teammate built for the customer's own process rather than selected from a library. Convey specialists assist onboarding in a white-glove motion before handing back control, with an end-to-end teammate onboarded in around three hours. No template catalog, prebuilt agent library, shareable teammate format, component library or starter pack is published.

Sourceconvey.dev, Convey Series A announcement June 2026 and accompanying coverageread 2026-08-31

The vendor's homepage shows a teammate's calendar of upcoming scheduled work, such as checking campaign pacing in thirty minutes and a NetSuite prepaid reconciliation in an hour, under the heading built for unsupervised execution, with teammates working in the background and the FAQ naming scheduling and coordination among common uses.

Each teammate has its own email identity through which it writes to people and receives replies, and Teams and Outlook Calendar appear among connected apps. The schedule appears in a product view on the homepage rather than in documentation, and no webhook or event trigger is named.

Sourceconvey.dev and convey.dev/enterpriseread 2026-09-29

No model selection, model picker, bring your own key arrangement, endpoint configuration or routing capability is published, and no documentation site exists. The platform is documented as managing models itself, with zero data retention agreements maintained with model providers and customer data kept out of model training. The vendor positions the product as a managed, outcome-focused platform rather than one offering open model choice, and describes execution as deterministic following verified steps.

Sourceconvey.dev, Convey Series A announcement June 2026 and accompanying coverageread 2026-08-31

Convey connects to company systems programmatically or by operating the computer directly, and integrates with IT managed identity, permissions and governance; both directions are inbound, with Convey calling customer systems and the customer's identity provider governing Convey.

No public application programming interface, software development kit, webhook endpoint, Model Context Protocol server or documented route by which an external system could invoke a digital teammate or manage the platform is published, and no developer documentation site exists. The vendor positions the platform as managed and outcome-focused rather than a self-serve developer framework.

Sourceconvey.dev, Convey Series A announcement June 2026 and accompanying coverageread 2026-08-31

Execution is documented as deterministic, with operators teaching tasks through visual interfaces after which teammates follow verified steps every time, contrasted by the vendor with probabilistic models that may produce incorrect financial data. Reporting on completed work and customer-cited outcome measures such as hours reclaimed are documented. No test suite, scoring, accuracy measurement, simulation, regression comparison between versions of a taught procedure, or gate checking a teammate's output before it is committed is documented, and no documentation site exists.

Sourceconvey.dev, Convey Series A announcement June 2026 and accompanying analysis; aicerts.ai/news/conveys-38m-bet-on-enterprise-ai-teammatesread 2026-08-31

The vendor documents digital teammates operating a computer directly, clicking through applications the way a person would, in order to reach legacy tools and applications that lack modern APIs, alongside programmatic connection where an interface exists. Teammates are taught by an operator describing a process or sharing their screen, after which the teammate observes, learns and takes over execution. A named customer is cited automating hundreds of hours of invoice processing across shipping portals.

Sourceconvey.dev, Convey Series A announcement June 2026 and accompanying coverage; businesswire.com/news/home/20260617486214/en/convey-raises-$38-million-series-a-led-by-andreessen-horowitz-to-automate-enterprise-operations-with-ai-teammatesread 2026-08-31