Start
01One live mandate
Choose one painful execution loop, connect only the approved sources it needs, and define the people, decisions, and receipts that prove it works.
Deployment
Start with the workflow. Configure the boundary around it.
Arvya begins around one live mandate. The environment, systems, permissions, data handling, approvals, and write paths are then confirmed for that customer rather than assumed from a generic package.
Plan a deploymentConfigure
02Your operating boundary
Confirm identity, access, environment, region, retention, model path, read scope, write scope, approvals, logging, and support with the customer team.
Expand
03Team or firm platform
Extend the trusted loop to more mandates, workflows, and systems only after the team can see the evidence and control the execution.
Security review
Five questions before anything connects.
Where does it run?
Managed and customer-tenant deployment shapes are available. The exact architecture and region are confirmed for the engagement.
What can it read?
Only the sources and scopes approved for the deployment. Access should remain bounded by tenant, deal, user, and external-party permissions.
What can it change?
Configured write paths remain policy-controlled. Consequential external actions and system changes are visible and approval-gated.
What is retained?
Data handling, storage, retention, deletion, audit, and model-provider choices are confirmed in the current security review and agreement.
Which systems connect?
Arvya is Microsoft-first and designed to work around CRM, trackers, meetings, documents, and data rooms. Availability and depth vary by deployment.
No blanket claims
Confirm the current deployment, not the roadmap.
Integration availability, certification status, infrastructure, model provider, data residency, and automation scope can change. Arvya provides current technical documentation during diligence for the proposed engagement.
One live mandate