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Solutions / AI agentsAI with operational context

AI that sells and serves customers your way.

Configure your agents' personality, instructions, and knowledge. Organize a library of resources and define what the AI can send in each conversation.

See how it works
Interface showing the artificial intelligence agent instructions and a test conversation.
01

Editable instructions

Describe the agent's role, tone, how it should guide the conversation, and which company rules it must follow.

02

Approved resources to send

Save images, documents, audio, videos, and links, choose what the AI can use, and explain when each item should be sent.

03

Team handoff

When human support is enabled, the agent can transfer the conversation with a reason and summary so the team can continue.

01 / Configurable behavior

Teach the agent how to help before putting it to work.

Define the agent's role, conversation tone, company information, and the rules it must follow. Use the test environment to ask questions, observe replies, and adjust instructions without entering a real conversation. Only then assign the agent to the inboxes where it should reply to new contacts.

  • Write clear limits, policies, and transfer criteria.
  • Test common questions and difficult situations before activation.
  • Choose the service inboxes where the agent can work.
Interface showing a media library with artificial intelligence sending permission and file usage instructions.
Permission and instructions accompany every resource in the library.
02 / Controlled library

Choose, item by item, what the AI can send.

Organize images, documents, audio, videos, and links in the library. For each item, explicitly choose whether the AI has permission to send it and, if so, write usage instructions. A catalog can be approved for product requests while an internal table remains available only for manual sending by the team.

  • Authorize AI sending individually for each item.
  • Explain when and in what context the resource should be used.
  • Keep unauthorized items available to the team in the inbox.
IN PRACTICE

Where this solution fits into your day-to-day work.

01

Answer product questions

Guide the agent with features, policies, and limits reviewed by your team.

02

Send the right resource

Approve a specific catalog or video and describe when the AI can share it.

03

Transfer exceptions

Enable human support handoff with a reason and summary when the conversation requires a person.

FROM SETUP TO CONVERSATION

Start with what makes sense for your business.

01

Write the instructions

Define the agent's identity, goal, limits, communication style, and company information.

02

Test before activating

Use the test environment to ask questions and refine replies without taking part in a real conversation.

03

Choose where it works

Assign the agent to the desired inboxes. New contacts in those inboxes will receive automatic replies.

BEFORE YOU START

Good questions.
Clear answers.

What instructions can I configure?

You can define identity, behavior, communication, company information, products, policies, coupons, and frequently asked questions, as well as custom instructions.

What resources can the AI send?

Images, documents, audio, videos, and links saved in the library. Your team chooses which items the AI can send and writes usage instructions for each one.

Can the AI call in a person?

It can when transfer to human support is enabled. If it is disabled, the agent continues helping without promising an unavailable transfer.

CONNECT THE POSSIBILITIES

The next step in the journey.

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