Your processes now have their own intelligence.
Autonomous agents that observe case events, analyze data and documents, and take real actions — change stage, create tasks, review documents, enforce deadlines. No prompt. No code. No integration.
AI Agents available from the Starter plan.
Are you still doing this manually?
Leads going cold in the pipeline with nobody following up
Contracts being signed without reviewing risk clauses
Employees with probation periods expiring without evaluation
Support tickets breaching SLA with nobody escalating
Every area of your business has critical processes that depend on someone remembering, following up, and acting at the right time. Specialized agents do this automatically — with the expertise of someone who understands the area.
Meet your AI specialists
Each agent is a specialist in its area — with its own persona, memory, and reasoning. Not generic. These are professionals who understand the vocabulary and rules of your industry.
AI Sales Manager
B2B Sales Pipeline
“Experienced sales director with 20 years in B2B markets. Pragmatic, results-driven, speaks the language of sales.”
Scores leads with intelligent BANT criteria, monitors inactivity and creates automatic follow-ups, generates weekly pipeline reports, moves deals through the funnel when criteria are met, and escalates at-risk deals to management.
Triggers
Ações
AI Legal Assistant
Contracts & Compliance
“Senior attorney with experience in contracts and compliance. Meticulous, identifies risks, tracks legal deadlines.”
Analyzes contract clauses, identifies risks and pending issues, automatically calculates legal deadlines, alerts on expirations, and classifies legal risk level for each case.
Triggers
Ações
AI HR Manager
People & Labor Processes
“HR manager with experience in onboarding, labor compliance, and people development.”
Creates document checklists for onboarding, tracks probation periods with automatic alerts, monitors certificate and attestation expirations, and organizes offboarding processes.
Triggers
Ações
How it works
Choose and install
Open the Agent Marketplace in template settings. Choose from 6 specialized agents by area. Click "Install".
Configure triggers and permissions
Define which events activate the agent (document submitted, stage changed, deadline passed). Choose exactly what it can read and do.
The agent works on its own
On each event, the agent analyzes the case context, reasons about what to do, and executes real actions. Everything logged in the timeline.
No code. No integration. No prompt. The agent already knows what to do.
Not a chatbot. An agent that acts.
30+ actions. 22 triggers. Full control.
What agents can READ
- Case data (fields, stage, status, priority)
- Documents (with full text content)
- Complete process timeline
- People and companies involved
- Tasks and their statuses
- Conversations and comments
- Scheduled activities
What agents can DO
- Add comments and reply to threads
- Create and assign tasks with deadlines
- Move the case to a different stage
- Fill fields automatically
- Send notifications and emails
- Generate executive summaries
- Review documents with feedback
- Adjust case priority and deadline
- Manage tags
- Schedule next execution (wake-up)
- Store memory between executions
You control exactly what each agent can read and do. Granular permissions per agent, per template.
22 events that activate your agents
Case
Stage
Field
Artifact
Time
Person
Signature
AI with control, not on autopilot
Granular permissions
Each agent receives only the capabilities you allow. Read and write configured separately.
Complete audit trail
Every agent action is logged in the case timeline. Author, date, context, and result.
Automatic circuit breaker
3 consecutive errors = agent automatically paused for 1 hour. No risk of infinite loops.
Configurable limits
Maximum actions per execution, maximum executions per day. You set the limits.
Choose the AI model per agent
OpenAI
Anthropic
Available models vary by plan. Starter: GPT-5 Nano. Professional: all standard. Enterprise: all including premium.
AI Agents in every plan
Starter
1 specialized agent, 200 credits/month, GPT-5 Nano
Prove the value with one agent.
Professional
Unlimited agents, 2,000 credits/month, all standard models
Full intelligence for your operation.
Enterprise
Sob consulta
Everything unlimited + custom agents + premium models
For operations that demand the best.
Extra credits available: Starter R$39/1,000 | Pro R$25/1,000 | Enterprise R$15/1,000
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.