AI agents, assistants and chatbots

AI agents for businesses

From chatbots and assistants that handle enquiries on your website, on WhatsApp and by phone to agents that connect to your tools and get things done: book appointments, update the CRM or hand over to the team.

Examples
  • Web, WhatsApp and voice
  • Connected to your tools
  • Human handoff

Possible applications

One agent, different jobs

Illustrative example

Website enquiries and leads

Answers questions, asks the key ones and saves every qualified contact in the CRM. For example, an estate agency filtering enquiries by area and budget.

PurposeQualified contacts without manual work.

Illustrative example

WhatsApp support

Collects context, checks your systems and opens the right request. For example, an insurer opening a claim with photos and details.

PurposeImmediate attention and cases that reach the team complete.

Illustrative example

Voice agents and bookings

Answers calls with a natural voice, checks the calendar, suggests times and confirms the booking, even outside opening hours. For example, a clinic that no longer misses calls.

PurposeNo missed calls and an up-to-date calendar.

Illustrative example

Paperwork and documents

Asks for what is missing, reports the status of each file and alerts the person in charge. For example, an accounting firm collecting each quarter's documents.

PurposeLess time chasing paperwork and files kept up to date.

Connects with: CRM · ERP · calendar · email · WhatsApp Business · Google Workspace · Microsoft 365 · document management

In person and online

Let’s find the right starting point.

We help you decide whether your business needs training, consulting or a tailored solution. Tell us how you work and what you want to improve.

Before we begin

Questions about AI agents and chatbots

What is the difference between a chatbot and an AI agent?

A chatbot answers questions. An agent also connects to your tools and carries out tasks: it checks the calendar, saves a contact in the CRM or opens a ticket. In each case we define what it can do on its own and what a person must approve.

Do you build AI voice agents that answer the phone?

Yes. Voice agents that hold natural conversations by phone or on the web: they answer calls, book and change appointments, qualify contacts or run interviews, the same technology behind CopiloIT, our AI voice interview product. They always say they are an AI, as the EU AI Act requires, and hand the call to a person when needed.

Can it work on both our website and WhatsApp?

Yes. We define the most useful channels for each case and can connect the assistant to your website, WhatsApp Business or both.

Can it answer from our documents and business information?

Yes. It can use approved FAQs, documents, catalogues or internal sources, with rules for what it may answer and when it should ask for help.

What happens when the agent does not know the answer?

We configure limits and human handoff. It can collect context and transfer the conversation instead of improvising an answer.

Can it connect to our CRM or booking system?

Usually, yes. We review the available APIs and integrations before defining the scope, including CRM, calendars, forms and ticketing tools.

Does it work for any type of business?

Yes, as long as there are recurring enquiries or tasks and tools to connect to. The examples on this page are just that, examples: we adapt the approach to your business, your systems and the way your team works.

How do you handle privacy and personal data?

We minimise the data collected, choose suitable providers and document the flow. The final configuration depends on the channels, integrations and data used by your company.

Which tasks should your agent handle?

Tell us what your business does, which channels customers use and what repeats every day.

Plan an agent