AI Agents to Automate Business Tasks Talk to your customers.
AI agents take care of the rest.

An AI agent is a system capable of analyzing information, making decisions, and carrying out certain actions autonomously within defined limits. Unlike automation based solely on fixed rules, it can adapt to the information it receives and act according to the objective assigned to it.

It can use data from conversations, the CRM, or other business tools to automate tasks, answer requests, update records, trigger processes, or prepare follow-up actions without requiring human intervention at every step. In sales, support, or customer service environments, this helps reduce repetitive tasks and speed up processes, while human teams focus on interactions that require more judgment, personalization, or decision-making ability.

A chatbot is usually designed primarily to hold conversations and answer questions. An AI agent can go further: in addition to understanding a request, it can consult information, execute actions, update systems, or trigger workflows. For example, it can qualify a call, complete the CRM, and create a follow-up task after the conversation.

An AI agent can automate tasks before, during, and after an interaction. These include meeting preparation, request qualification, note-taking, summary generation, CRM updates, follow-ups, and searching for information in previous conversations.

Yes, as long as it is connected to the CRM and has the necessary permissions. An AI agent can analyze the information obtained during a conversation and automatically identify relevant data, such as contact information, sales opportunities, notes, next steps, or follow-up actions.

With CRM Autofill, this information can be added directly to the corresponding CRM fields after each interaction. This helps teams reduce manual data entry, avoid omissions, and keep customer records more complete and up to date.

This automation also improves continuity between conversations: when a sales representative reconnects with a customer, they can access information from previous interactions and quickly understand the context without having to manually review each conversation.

Yes. An AI agent does not have to replace the human team. It can handle repetitive tasks, provide context, suggest responses, or manage certain requests autonomously, while employees handle more complex or higher-value conversations.