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CAPABILITY · AUTOMATION & WORKERS

Automation and Voyager Workers that act only within the authority you grant.

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Use deterministic workflow automation when the rule is known. Use a Voyager Worker when a responsibility needs ongoing interpretation, follow-up or judgment. Both can start from business events, schedules or conditions, use native or connected tools and stop at the approval boundaries you define.

A Worker, configured

Responsibility, context, triggers, tools, authority and history, on one record.

A finance team gives one Worker the responsibility for overdue receivables. It is an example of what an organization can define, not a packaged product. Figures are illustrative.

Voyager WorkerCollectionsActiveAnswers to: Finance lead
Responsibility

Collect overdue receivables. Target: days-to-collect under 30.

TriggersInvoice past dueWeekly ledger review
Authorized contextPayment historyService casesActive projectsRecent conversationsNo access to payroll, HR or private Focus reflections
ToolsFinanceDiscussQuickBooks Online
Authority
  • Send routine reminders on approved templatesHandle
  • Record a promise-to-payHandle
  • Offer a payment planFinance leadApproval
  • Write off a balanceFinance directorHuman only
Escalation

Sensitive accounts or an open dispute go to the account owner.

Model and budget

Organization model policy. Monthly budget with confirmation above the limit.

Run history
  1. Mon 08:00Reminder sent: Brightline CareEvidence: invoice INV-20418, 2 prior remindersDiscuss
  2. Mon 08:01Escalated: Harbor DentalOpen dispute on service caseRequests
  3. Tue 14:10Promise-to-pay recordedBrightline, by FridayFinance
  4. Wed 09:30Payment plan proposed for approvalRequests
Evaluation34days to collect, from 411escalation this week

Four levels, one governance model

Intelligence understands. Automation runs. Workers take responsibility. Engines package outcomes.

Intelligence
Understands the operating context: what changed, what matters and what should happen next.
Automation
Runs predictable triggers, rules, schedules and workflows exactly as written.
Voyager Workers
Governed software delegates your organization configures around a defined responsibility, with explicit context, tools, authority and escalation.
Voyager Engines
Voyager-built, packaged end-to-end operating systems for substantial outcomes. Optional, and more than a preconfigured Worker.

01WORKFLOWS

Predictable processes run the same way every time.

Design stages, transitions, triggers, assignments, approvals, service levels, escalations and exception paths. Rules run exactly as written, with retries, exception handling and version history. Where the rule is known, a rule is the clearest and most controllable option, and no AI is involved.

  • Triggers, rules and workflows
  • Approvals, SLAs and escalations
  • Retries, exceptions and versions

02TRIGGERS AND SCHEDULES

Work starts from the business, not from someone remembering.

Automation and Workers can begin from an event in Voyager or a connected system, a condition becoming true, a schedule, a request from a person, or another workflow handing off. The same trigger model serves a one-step rule and a long-running responsibility.

  • Events and conditions
  • Schedules and recurring runs
  • Requests and hand-offs from other workflows

03VOYAGER WORKERS

Build a Worker around a responsibility, not a prompt.

A Voyager Worker is a governed software delegate for a defined responsibility: collecting overdue receivables, onboarding new clients, maintaining a research brief. It is not a chat persona and not a digital employee. It is a configured job with a stated outcome, the context and tools it is allowed, the authority it holds and the people it answers to. Accountable people stay accountable.

  • Responsibility and expected outcome
  • Instructions and operating rules
  • Output the Worker is expected to produce

04CONTEXT AND TOOLS

Workers use the business's own context and capabilities.

A Worker is given access to the customer, project, financial, operational and other Voyager context its responsibility needs, and nothing more. It acts through Voyager's native capabilities, such as CRM, scheduling, communications, finance and work, through connected systems, or both, within the permissions each connection grants.

  • Scoped access to Voyager context
  • Native Voyager capabilities
  • Connected systems, within granted permissions

05WHAT A WORKER COMBINES

Not every step is AI.

A Worker can combine deterministic automation, Voyager Intelligence, native capabilities, connected tools, human approvals and AI reasoning where it adds value. Predictable steps run as rules; interpretation, drafting and judgment use AI where the responsibility calls for it.

06AUTHORITY, APPROVALS AND ESCALATION

Decide what it may do, what stops for a person, and who takes over.

Each Worker has explicit authority: actions it may take directly, actions that must stop for approval, and actions reserved for people. Escalation rules decide when work is handed back and to whom, for example when an account is sensitive, a threshold is crossed or the evidence is unclear. Approvals route through the same Requests and authority policies as the rest of Voyager.

  • Direct authority, set per action
  • Approval gates through Requests
  • Escalation rules and named owners

07MODELS AND BUDGETS

Model choice and cost boundaries under policy.

Organization policies govern which models and AI resources are used for what, with budgets, fallbacks and confirmation for more expensive work. A Worker runs inside the model and budget policy that applies to it, and usage and cost are visible.

08HISTORY AND EVALUATION

What it did, on what evidence, and whether it worked.

Each run records what the Worker did, the sources, tools and models it used where relevant, the approvals involved and what happened afterwards. Outcome and evaluation history show whether the responsibility produced the intended result, and how that changes over time.

  • Run history and action record
  • Sources, tools and model usage
  • Outcome and evaluation history

09EXAMPLE RESPONSIBILITIES

Workers organizations can configure for themselves.

These are examples of responsibilities a customer could define, not packaged products. A client onboarding Worker watches newly signed engagements, gathers requirements, coordinates documents and meetings, follows up on missing information and raises blockers. A research Worker maintains an ongoing research responsibility, gathers evidence from authorized sources, updates findings and surfaces material changes. A sales follow-up Worker watches relevant commercial activity, prepares follow-up from account context and acts inside approved rules.

  • Collections
  • Client onboarding
  • Research
  • Sales follow-up

10VOYAGER ENGINES

When the outcome calls for a complete system, use an Engine.

Voyager Engines are Voyager-built, packaged operating systems for substantial outcomes. An Engine is not a preconfigured Worker: it can combine several Workers with deterministic workflows, Voyager Intelligence, native domain capabilities, integrations, templates, specialized operating logic, policies, approval rules, operating views and measurement. You choose an Engine when you want the outcome, not the job of assembling Workers yourself. Engines are optional premium systems, not a requirement for ordinary Voyager use.

11EXISTING AUTOMATION

Keep useful Zapier and Make automations if you want them.

External automation can call Voyager through a governed gateway. It is an extension option, not a dependency: Voyager's own automation and Workers run without it.

Defining a Worker

Define the job. Give it context and tools. Decide where its authority stops.

A Worker is configured as a responsibility with explicit boundaries. The sequence below is the configuration model, whichever way an organization sets it up.

  1. ResponsibilityWhat the Worker owns and the outcome it is expected to accomplish.
  2. ContextWhich business, customer, project, financial or operational context it may understand.
  3. ToolsWhich Voyager capabilities and connected systems it may use.
  4. InstructionsThe operating rules and objectives for the responsibility.
  5. TriggersWhat starts work: an event, a condition, a schedule, a request or another workflow.
  6. AuthorityWhat it may do directly, without asking.
  7. Authority gate: ApprovalsWhat must stop for a person to decide.
  8. EscalationWhen work is handed back, and to whom.
  9. Budget and modelsWhich AI and model resources apply, and the cost boundaries.
  10. OutputThe result it is expected to produce.
  11. HistoryWhat it did, the evidence and tools it used, and what happened.
  12. EvaluationWhether the responsibility produced the intended result over time.

PRACTICAL ANSWERS

Common questions about this capability.

Is Voyager workflow automation software?
Yes. It provides rule-based workflow automation with triggers, schedules, approvals, SLAs, escalations, retries and version history, and a designer for building processes.
What is a Voyager Worker?
A governed software delegate for a defined responsibility. A Worker is configured with its responsibility, authorized context, instructions, tools, triggers, authority and approval boundaries, escalation rules, model and budget policy, expected output, run history and evaluation.
Does Voyager have AI agents?
Voyager provides what the market calls AI agents as Voyager Workers. The difference is that a Worker is organized around a governed responsibility inside Voyager's business context, permissions, approvals and audit, rather than a standalone agent persona.
Can we create our own Workers?
Yes. Organizations define Workers around their own responsibilities, deciding the context and tools each may use, what it may do directly, what needs approval and when it escalates.
Is a Worker a digital employee?
No. A Worker is software acting within delegated authority. It has no identity of its own, and accountable people remain responsible for the work it is given.
Does every Worker use AI for every step?
No. Predictable steps run as rules. AI is used where interpretation, drafting or judgment adds value.
How is an Engine different from a Worker?
A Worker is one delegated responsibility you configure. An Engine is a Voyager-built packaged system for a substantial outcome, which can combine multiple Workers, workflows, native capabilities, integrations, policies, operating views and measurement.

CONNECTED CAPABILITIES

See what this capability works with.

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Define one responsibility you would trust software to carry with clear boundaries.

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Bring the trigger, expected outcome, systems involved and decisions that must stay with people. We will map whether the work belongs in rules, a Worker, or a combination of both.