Sozo

Turn your SOPs into reliable AI automation.

Show Sozo a procedure once. It runs exactly the same way on every run, and when something changes, it surfaces the issue and heals itself with your approval.

SOP · example run5 steps
  1. 01Receive the requestdone
  2. 02Look up the recorddone
  3. 03Check the details matchrecord found
  4. 04Fill in the formdone
  5. 05Confirm and fileneeds attention

Recorded once

1 run

Show Sozo the task one time

Sites per batch

1,000

Checked in a single batch

Every run

Replay

Screenshot and video kept

Something changed

Self-heal

Fix proposed, you approve

Use cases

One procedure, every time

Sozo handles end-to-end processes wherever people repeat the same steps across websites and internal tools.

  • Data removal

    Find and remove personal data across third-party sites.

  • Insurance quoting

    Gather the outside data each quote needs.

  • HR and government data entry

    Enter records into portals and systems that have no API.

  • Vendor onboarding

    Set up each new vendor in every system it needs.

  • Claims

    Check, update and record claims across partner portals.

  • KYC

    Verify identities and businesses against trusted sources.

  • Disputes

    Collect the evidence and prepare each case for review.

  • Have a process?

    Tell us the task your team repeats and we'll show you Sozo running it.

    Join waitlist

How it learns

Sozo learns how your company works

Show Sozo a procedure once. It learns each step, the details it needs, and the judgment calls your team makes.

recquote-prep · recordingsimulation
  1. Day 1 · first quote: An agent prepares Maria's quote. Sozo writes down how. Every search, judgment call and copy becomes a step in Sozo's notebook as it happens.
  2. Day 40 · county site changes: The county redesigns its site. Sozo flags the step that changed and proposes a fix. An agent approves it in one click.
  3. Month 3 · 400 quotes: Every quote starts ready. The same procedure runs on every new quote. Only the unusual ones need a person.

The habits your best people never wrote down become rules Sozo follows.

Then hand it to a developer ↓

Audit trail

Every action, on the record.

Sozo keeps an audit trail of every run, change and approval. When someone asks what happened, you show them, down to the replay.

  • Who ran, changed or approved it, and when
  • A replay of every run
  • Every version of every procedure
Join waitlist
audit trail · property-lookupexample
TimeWhoActionStatus
Oct 03 09:14Dana R.Recorded procedureproperty-lookup v1saved
Oct 03 09:21SozoRan quoteQ-1042done
Nov 12 08:02SozoFlagged step 05county site changedneeds review
Nov 12 08:05Dana R.Approved fixproperty-lookup v2approved
Jan 08 06:00quotes-apiStarted 400 runsbatch B-118running

For every team

Built for both sides of the hand-off

The person who knows the task records it. The developer who owns the system runs it.

Use from codeGenerated from your recording · example
request
curl https://api.sozo.example/v1/procedures/property-lookup/runs \
  -H "Authorization: Bearer $SOZO_API_KEY" \
  -d '{
    "inputs": {
      "property_address": "18 Oak St, Austin, TX",
      "client_name": "Maria Lopez"
    }
  }'
response
{
  "status": "done",
  "outputs": {
    "year_built": 1987,
    "roof_replaced": 2019
  },
  "replay_url": "https://app.sozo.example/runs/run_8f2c/replay"
}

Developers

Your recording, as an API.

Every procedure you record comes with an API call. Hand it to a developer, and they can run it from their own system with new details each time. You keep maintaining it in Sozo, and their integration keeps working.

  • Record the workflow without writing code
  • Start the same workflow from your own system
  • Pass in new details for every run
  • Get the result, screenshot and replay back

Early access

Join waitlist

We're opening Sozo to companies with the highest volume first. Tell us how often your task runs and we'll reach out.

Early access

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