The OneVia AI Project Workforce

Seven agents.
One project workflow.

OneVia AI isn't a chatbot bolted onto a dashboard. It's a coordinated workforce of purpose-built agents, each responsible for a distinct phase of the project lifecycle — orchestrated on one shared project record, with humans in the loop where confidence isn't enough.

Meet the Workforce

Every agent, every responsibility.

Click any agent to see what it does, what it's working on, and how confidence is scored.

OneVia AI · Agent 01
High confidence · auto-progress

Intake Agent

Reads contracts, extracts project details from connected systems, and creates the initial project record.

Current project

Smith HVAC Replacement · Phoenix, AZ

Parsing signed contract and organizing intake

Customer
John Smith
Address
123 Main Street
Scope
HVAC System Replacement
Documents found
Contract · Equipment specs · Site photos
Missing
Site plan
Agent activity · live
  • Reading Smith HVAC Replacement contract...
  • Extracting customer, address, scope, contractor
  • 5 documents identified
  • 1 required document missing: Site plan
  • Project record created
  • → Routing to Requirements Agent

Next action

Ready for requirements analysis
Confidence97%

Responsibilities

  • Ingest new project from CRM, email, or upload
  • Extract customer, address, scope, contractor
  • Classify project type
  • Organize uploaded documents
  • Flag missing information
  • Route to Requirements Agent
The seven agents

Specialized. Coordinated. Accountable.

01

Intake Agent

Reads contracts, extracts project details from connected systems, and creates the initial project record.

  • Ingest new project from CRM, email, or upload
  • Extract customer, address, scope, contractor
  • Classify project type
  • Organize uploaded documents
02

Requirements Agent

Identifies the correct jurisdiction, permits, documents, and inspections; builds the project checklist.

  • Identify jurisdiction and permitting authority
  • Research permit + document requirements
  • Map contractor and licensing requirements
  • Assemble the project requirements checklist
03

Permit Agent

Assembles applications, validates completeness, tracks submissions, corrections, and closeouts.

  • Assemble permit application packages
  • Prefill applications where appropriate
  • Organize required supporting documents
  • Validate completeness before submission
04

Coordination Agent

Monitors project status, identifies stalled work, generates follow-ups, and escalates unresolved issues.

  • Monitor project status and deadlines
  • Identify stalled projects and bottlenecks
  • Generate follow-up tasks
  • Draft status communications
05

Compliance Agent

Tracks licenses, registrations, insurance, and project-specific compliance requirements.

  • Track contractor licenses and registrations
  • Track insurance documentation
  • Monitor expiration dates
  • Identify project-specific compliance
06

Inspection Agent

Identifies required inspections, tracks prerequisites, coordinates scheduling and outcomes.

  • Identify required inspections
  • Track inspection prerequisites
  • Assist with scheduling and reminders
  • Record inspection outcomes
07

Verification Agent

Confirms permits, inspections, compliance, and documentation are complete — then assembles the final record.

  • Confirm required permits are complete
  • Confirm required inspections passed
  • Confirm compliance items are documented
  • Confirm project documents are organized
Human-in-the-loop

AI recommends. Humans decide when it matters.

Every action has a confidence score and a configurable review threshold. Auto-progress the routine. Escalate the exceptions.

01

AI agent

Specialized agent picks up the task.

02

Analyze

Reads project data, docs, jurisdiction.

03

Prepare

Assembles output, package, or checklist.

04

Recommend

Proposes the next action with confidence.

05

Human review

Coordinator approves where required.

06

Execute

Action is taken; record updated.

07

Learn

Outcome fed back into the system.

One connected ecosystem

One project record.
All your systems.

OneVia sits at the center of the systems you already use. Every agent works from the same living project record — enriched by your CRM, contracts, jurisdictions, and permit portals.

  • Shared context across every agent and every human.
  • Connectors to CRM, email, storage, and permit portals.
  • Every action logged for the OneVia Verified record.
CRM
Email
Contracts
Project files
Document storage
Municipality data
Permit portals
Calendar
PM systems
01 · Intake
02 · Requirements
03 · Permit
04 · Coordination
05 · Compliance
06 · Inspection
07 · Verification

OneVia

Project Intelligence

Put your project workflow on autopilot.

Join early access and be among the first contractors on the OneVia AI network.