How it works
The journey of a conversation, from request to receipt
Five steps that repeat in every use case, from a Pix transfer to a course enrollment.
The five steps
Understands, collects, executes, confirms and hands off
- 01
Understands
Customers write or speak the way they normally do. The agent identifies what they want, with no numbered menu.
- 02
Collects what is missing
It asks only for the data it lacks. Passwords, tax IDs (CPF) and confirmation codes come in through a secure form, outside the AI.
- 03
Executes in your systems
The operation runs in the company systems, which apply the rules: validation, balance, deadlines and anti-fraud.
- 04
Confirms to the customer
The customer gets the result in the conversation: receipt, case number, scheduled date.
- 05
Hands off when needed
If the customer asks or the case requires it, a person takes over with the summary and the history.
Example Clinic
verified patient
- I need to book a blood count
- I can book that. What is your health plan?
- Saúde Plus
- Coverage confirmed. I have Thursday at 8:10 AM or Friday at 7:40 AM. Which do you prefer?
- Thursday
- Booked: blood count on Thursday at 8:10 AM, Centro location. Bring a photo ID.
Channels
One agent on three channels
WhatsApp
On your company number, through Twilio, Meta Cloud API or Infobip.
Web
Chat on the page, with the same agent and the same history.
App
The conversation inside your company app, with the customer already identified.
Handoff to a human
A person takes over without restarting the conversation
The operator receives the summary, replies on the same number and, when done, hands the customer back to the agent.
Summary ready
Who the customer is, what they asked for and what has already been done.
Reply in the same channel
Text, audio or file, on the number the customer already uses.
Handed back to the agent
The agent resumes after the operator closes the case.
Next step
See your use case running
Thirty minutes with the sales team. You bring the request your customers make most; we show the agent executing it. Prefer to ask first? The assistant next to this text answers questions about security, channels and integration, and schedules the demo.
- 01Chat with the assistant: it asks for your details and what you are looking for
- 02The sales team receives your contact right away
- 03Demo with your use case
- 04Proposal and start of the pilot with a controlled group of customers