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Prototic AI · AI agents

The customer asks.
The answer never waits.

An AI agent talks with customers for your company on WhatsApp, your website and internal chat, at any hour. It answers with the information you’ve approved, checks orders and calendars and, when needed, brings in someone from the team with a summary of the chat.An AI agent serves customers for your company on WhatsApp, your website and internal chat, at any hour. It answers with what you’ve approved, checks orders and calendars and, when needed, brings in someone from the team.

Scenarios

When the job is conversation,an AI agent handles it.

What the agent did
  1. Understood the customer’s audio
  2. Looked up the order in the system
  3. Replied after hours

Goes to a person: Complaints, off-policy exchanges or when the customer asks.

Custom system
Service dashboardThe team sees the chats and steps in when needed.
  • Order 4812Resolved by the agent
  • Order 4813 exchangeWith the team
  • Tomorrow’s slotResolved by the agent
I want an agent like this
What the agent did
  1. Asked the qualifying questions
  2. Logged the lead in the CRM
  3. Booked the meeting with the consultant

Goes to a person: Negotiation, discounts or proposals.

Custom system
Custom CRMLeads, pipeline and history in a system built for your sales team.
  • SourceWebsite chat
  • Size12 people
  • InterestOrganize sales
  • Next stepMeeting Thu, 10 AM
I want an agent like this
What the agent did
  1. Showed open slots
  2. Booked the slot
  3. Scheduled the reminder

Goes to a person: Squeeze-ins or urgent cases.

Custom system
Online schedulingAppointments, confirmations and reminders in one place.
  • Tomorrow, 9 AMOpenBooked by the agent
  • Tomorrow, 10:30Open
  • ReminderToday, 7 PM
I want an agent like this
What the agent did
  1. Verified the customer
  2. Sent the bill copy
  3. Passed the extension request to a person

Goes to a person: Extensions, negotiation or disputes.

Custom system
Customer portalBill copies, receipts and history so customers can help themselves.
  • AccountConfirmed
  • Bill copySent at 2:20 PM
  • Extension requestWith finance
I want an agent like this
What the agent did
  1. Answered per company policy
  2. Read the receipt, opened the request
  3. Sent it to the manager to approve

Goes to a person: Personal matters or amounts over the policy limit.

Custom system
Knowledge baseOrganized policies and manuals: the source of what the agent answers.
  • Reimbursement policyApproved versionJust checked
  • BenefitsApproved version
  • VacationApproved version
I want an agent like this
What the agent did
  1. Asked for a photo and video
  2. Checked the warranty
  3. Opened a complete ticket

Goes to a person: Out-of-warranty defects or safety risks.

Custom system
Ticket dashboardEvery ticket with everything noted, from first contact to resolution.
  • Ticket0381
  • WarrantyStill valid
  • FilesPhoto and video
  • AssigneeTechnician
I want an agent like this
No system? We’ll build it

With the system your company already uses, the agent works through the access it provides.

  • Service dashboard
  • Custom CRM
  • Online scheduling
  • Customer portal
  • Knowledge base
  • Ticket dashboard
  • And others, custom-made
Goals

Instant answers,focus on what matters.

Answer at any hour

Today

A message that arrives after hours waits until the next day.

With the agent

The reply goes out instantly. Anything that needs the team is logged for the next morning.

Never lose a lead

Today

The website lead goes cold before anyone replies.

With the agent

The lead gets an instant reply, and the sales meeting is already booked.

Free the team from repetition

Today

The team answers the same question all day.

With the agent

The agent answers what repeats. The team handles what needs a person.

How we deliver

From scriptto a live agent.

Four steps

01

We review conversations

What gets asked most, on which channel and what the team answers today.

Your company

Shows today’s conversations.

02

Knowledge & limits

What the agent knows, what it can do and when it calls in the team.

Your company

Approves before go-live.

03

Testing with real chats

Including the tough ones and those that try to push the agent off script.

Your company

Picks chats and tests with us.

04

Live on one channel

It starts on one channel and adds the others later. When a rule changes, the base changes too.

Your company

Tells us when things change.

Knowledge & limits

Knows what you taught it.Sticks to what you allow.

Your company’s base
  • Catalog and pricesSales spreadsheet
  • Exchange policyCustomer care document
  • Common questionsThe team’s usual answers
  • Product manualSupport files
  • Hours and addressesWebsite page
How it answers
  1. Can I exchange the product after 10 days?
  2. Exchanges are valid up to 7 days after delivery. Shall I ask the team to review an exception?
Source: Exchange policy
  1. Do you deliver on Saturdays?
  2. I’ll check with the team and get back to you here.
Not in the base: sent to the team

No guessing: anything not in the base goes to the team, and the answer is added to the base.

Customer care agentYour company’s virtual assistantlive
Serves
Customers, on WhatsApp and the website
Can do
  • Check orders
  • Resend bills
  • Book appointments
  • Log to the CRM
  • Open tickets
Never does
  • Give off-policy discounts
  • Approve credit
  • Promise what the system can’t confirm
Calls someone
  • Complaints
  • Exceptions
  • On customer request
Isolated environment · LGPD · Logged chats
FAQ

Before the agentspeaks for you.

The questions that come up most when a company considers an agent.

01Will customers know it’s an agent?

We recommend it: it introduces itself as the company’s virtual assistant and brings in a person whenever the customer asks.

02What if it doesn’t know the answer?

It doesn’t make things up. Anything not in the base your company approved goes to the team, with the question noted, and the answer joins the base.

03What if the customer wants to talk to a person?

The agent hands over the conversation right away, with a summary of what was said. After hours, it says when the team will be back and logs the case.

04Can it handle audio and photos?

Yes. The customer can send it any way they like: text, audio, photo or document.

05Does it work on our WhatsApp?

Yes, through the official WhatsApp Business Platform. The agent also works on your website, by email and in your team’s internal chat.

06Can it look things up in my system?

Yes, when the system allows it: through an integration, spreadsheet or email, or when the system is ours. When a system offers no way in, the proposal says so.

07What if the company has no system?

We build a custom one along with the agent: a CRM, online scheduling, a customer portal or a service dashboard.

08What’s the cost and timeline?

It depends on the role, the channels and the integrations. After your request, the sales team sends a written proposal with scope, timeline and investment.

Proposal

Tell us your case.We design the agent.

Select the areas and tell us what people ask most today, and where. The sales team reads your request and sends a written proposal.

Areas
Your request

Select the areas that matter to you. Not sure yet? Our team will help.

No spam · data protected · LGPD