Choose the AI workflow by the work that needs to leave the queue.

Here, a solution is not a generic package. It is a workflow with intake, rule, accountable human, evidence and next step.

Diagnose the first workflow Talk to an expert

Atender

queue with volume, SLA and repetition

AI for support and customer service

Assist resolves service routines, routes sensitive moments to people and keeps evidence ready for QA.

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Likely modulesAssist · Insight · Tasks

Before ZildRepeated requests, missed follow-ups and context scattered across inboxes.

Deployed workflowThe agent identifies intent, checks context, resolves what is safe and prepares next actions.

Control rulesLow confidence, policy risk, pressured SLA or a critical customer go to a person.

Evidence capturedTranscript, transfer reason, owner, outcome, quality score and cost stay together.

phone interrupts operation

AI for voice and reception

Phone service with intent classification, assisted transfer, transcription and evidence.

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Likely modulesVoice · Assist · Insight

Incoming callThe agent answers, understands the reason, confirms data and finds context.

RoteamentoThe call moves to a team, queue or callback according to the operational rule.

Assisted transferWhen a person takes over, they receive summary, intent, data and history.

MonitoringTranscript and score feed QA, coaching and script adjustments.

Vender

lead enters and follow-up gets lost

AI SDR and sales

Qualification, lead context, objections, CRM updates and handoff to sellers in a supervised workflow.

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Likely modulesAssist · Tasks · Insight

Sales intakeLeads arrive through forms, WhatsApp, email or lists with source and context.

QualificationThe agent applies criteria, collects gaps, records objections and recommends the next step.

Handoff to salesQualified opportunities reach the seller with summary, history and task.

CRM atualizadoFields, stage, reason and next action stay recorded for sales leadership.

Ativar

portfolio requires active outreach

AI for outbound and collections

Active outreach by email, voice and WhatsApp with policy, account context and a clear next action.

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Likely modulesVoice · Assist · Tasks

Carteira priorizadaAccounts come in by value, delay, risk, segment or opportunity.

Governed outreachMessages and calls follow tone, time window, policy and collections limits.

Owned exceptionsPromise, dispute, sensitive customer or low confidence goes to a human.

Closed cycleResult, attempt, cost and next action feed Tasks and Insight.

Operate

document becomes rework

AI for documents

Classification, extraction, checklist and exceptions with human review when the decision carries risk.

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Likely modulesDocs · Tasks · Insight

Document receivedFiles arrive with source, type, customer and expected fields.

Extraction and checklistThe agent extracts data, marks confidence and compares against the rule.

Exception reviewLow confidence, missing field or policy risk goes to a person.

Next taskThe result closes intake, updates systems and opens follow-up when needed.

back office runs ad-hoc

AI for back office

Enrichment, CRM cleanup, recurring tasks and operational exceptions with a clear owner.

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Likely modulesChat · Docs · Tasks

Recurring routineThe workflow starts with repeated tasks already consuming team time.

Agent executesThe agent checks systems, updates records and prepares exceptions.

Human ownerBlocks, questions and sensitive decisions reach the owner with context.

Productivity evidenceTime, volume, avoided errors and rework become measurable.

Improve

QA covers too little and learns too late

AI for quality monitoring

Continuous QA with criteria, real examples, risk signals, coaching and policy improvement.

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Likely modulesInsight · Coach

Clear criteriaThe team defines good service, risk, tone, resolution and compliance.

Continuous evaluationConversations and calls are scored with evidence and examples.

Improvement actionTrends become coaching, macro review, agent tuning or policy changes.

Executive viewLeadership tracks queues, channels, critical themes and period-over-period movement.

Projetar

critical workflow does not fit a category

Custom AI project

Map rules, systems, owners and evidence around the workflow your team actually runs.

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Likely modulesAdmin · Chat · combined modules

MappingThe conversation identifies volume, owners, systems, risk, channels and success criteria.

Operating designThe workflow defines what the agent does, when it validates and what evidence remains.

Piloto controladoThe first version runs with narrow scope and review of every exception.

Scale by evidenceExpansion depends on metrics, quality, cost and operational trust.

Next step

In one hour, leave with an initial AI adoption plan.

The first conversation should produce a useful decision: where AI enters, where it stops, who handles exceptions and what evidence remains.

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