Agente de Automatización Empresarial

Operates directly in the environment the advisor already uses, capturing audio and context in real time, to execute a back office process end to end across the systems the account already runs, with no CTI, IVR or CRM integration required.

THE CONTEXT

A process that touches five systems has five places to break

A single request, a refund, an account update, a case closure, often has to be validated in one system, confirmed in a second, executed in a third, and logged in a fourth, with a human copying data by hand between each step because the systems were never built to talk to each other. Every new process the account wants automated turns into its own integration project: mapping APIs, requesting access, and waiting on the client IT team to respond. Most operational automation stalls right there, before it ever reaches production.

THE SOLUTION

One agent, working the way the team already does

The agent operates directly in the advisor own environment, reading the screen and the audio the same way a person would, so it can validate an account, check a purchase, decide eligibility, execute the transaction, update the case, and notify the customer, all without a single new integration into the account CTI, IVR or CRM. It works across Teams, webchat, WhatsApp and voice with the same unified context, and a human stays in control of every step it takes.

KEY CAPABILITIES

Built to execute, not just to suggest

Deploys with zero integration

Reads the account own screen and audio in real time from the local environment, with no CTI, IVR or CRM integration required, turning a months-long integration project into a same-week deployment.

Runs the same process across every channel

Deploys to Teams, webchat, WhatsApp or voice with unified context, so the account gets one consistent automation instead of a different point solution per channel.

Keeps a human in control of every step

Assists and executes alongside the operator rather than replacing them; each step in the process is visible and interruptible, never a black box making decisions the account did not approve.

Improves from structured feedback, not guesswork

Supervisors and QA refine its behavior with structured feedback on outcomes and decisions, so accuracy and policy alignment improve in a controlled way instead of drifting silently.

Before / After