The system stores it all.
AI shows it right on time.
Suggestions, summaries and alerts right inside the system screen, using your company's data and rules. AI helps, your team decides. Inside the screen in systems we built or your company's own; alongside it in third-party systems.
- 4817Casa AuroraR$ 2,140.0021%Invoiced
- 4818Mercado do BairroR$ 5,390.0018%Packing
- 4820Distribuidora LitoralR$ 8,720.00R$ 9,116.009%15%In reviewApplied by Ana, 9:12
- 4821Loja HorizonteR$ 3,050.0019%New
- 4822Padaria EstrelaR$ 1,260.0024%Invoiced
- 4823Empório CentralR$ 2,980.0020%New
Margin below normal
The 12% discount exceeds policy. At 8%, the cap, the margin returns to 15%.
Applied by Ana, 9:12
AI shows upwhere you already look.
Choose an area from the menu
- ElectricityTue 22R$ 2,300
- Gráfica NorteThu 24Fri 25Thu 24R$ 6,800
- Warehouse rentThu 24Thu 24Mon 28R$ 9,500
- Transportadora Via SulFri 25R$ 4,100
Alerts
On Thursday, the balance dips below the minimum.
R$ 1,900 short of the R$ 5,000 cash minimum.
The Gráfica Norte payment can move to Friday, with no late fee.
Source: Accounts payable and receivable
On Thursday, the balance dips below the minimum.
R$ 1,900 short of the R$ 5,000 cash minimum.
The warehouse rent can move to Monday: the lease allows up to the 28th.
Source: Warehouse lease and accounts payable
Applied by Ana, 9:12
- AI alerted: balance below minimum on Thursday.
- Ana applied: Gráfica Norte to Friday.
- 10/0731 itemsR$ 4,120
- 09/1629 itemsR$ 3,980
- 08/2633 itemsR$ 4,350
- 08/0530 itemsR$ 4,060
- Last contact
- 10/14, by phone
- Subject
- Monday deliveries
- Buyer
- Mr. Almeida
Nothing noted yet.Offer the 5-liter detergent at the last order's price. Confirm Monday deliveries.Propose fixed Monday deliveries. Mention the 5-liter detergent.
Applied by BrunoSummarizes
Before the visit
- Buys every three weeks, around R$ 4,000.
- Stopped buying the 5-liter detergent in September.
- At last contact, asked for Monday deliveries.
To offer: the 5-liter detergent, at the last order's price.
Source: Orders and last contact
Before the visit
- Buys every three weeks, around R$ 4,000.
- Stopped buying the 5-liter detergent in September.
- At last contact, asked for Monday deliveries.
To offer: fixed Monday deliveries, which he asked for.
Source: Orders and last contact
Applied by Bruno
- Item
- Disposable cup 300 ml, case of 2,500
- Stock today
- 18 cases
- Avg. usage
- 15 cases per week
- Quantity
- to be set60 cases75 cases
- Supplier
- to be chosenAtacado LesteAtacado Leste
- Atacado LesteR$ 61.903 days
- Distribuidora CentroR$ 64.502 days
- Embalagens SerraR$ 59.809 days
Suggests
Suggestion: 60 cases
Four weeks at the usage rate of the last eight.
Atacado Leste: R$ 61.90 per case, delivered in 3 days, before the stock runs out.
Source: Stock outflows and past purchases
Suggestion: 75 cases
Also covers the November promo, which doubled usage last year.
Same supplier: Atacado Leste, delivering in 3 days.
Source: Last November's outflows
Applied by Carla
Since yesterday, order confirmation emails haven't been reaching our team.
Write the reply.Hi! Could you allow our sending address in your company's spam filter? We'll then resend yesterday's confirmations.Hi! Could you check the email address on file for receiving confirmations? In two similar cases, it had changed.
Applied by DiegoDraft: the agent reviews and sendsSuggests
Fix from similar tickets
Allow the sending address in the customer's spam filter and resend the confirmations.
Solved tickets 3127, 3198 and 3240
Source: Resolved tickets
Another fix
Check the customer’s email address on file: in two similar cases, it had changed.
Solved tickets 3051 and 3166
Source: Resolved tickets
Applied by Diego
Friday: 2 extra hours from Marcos for inventory
Alerts
Marcos goes over the limit on Friday.
With the 2 inventory hours, his time bank hits 11h; the limit is 10h.
A swap that works: Renata covers the 2 hours on Friday. Her time bank is negative.
Source: Schedule and time bank
Marcos goes over the limit on Friday.
With the 2 inventory hours, his time bank hits 11h; the limit is 10h.
Marcos leaves 2 hours early on Wednesday, and the inventory stays with him.
Source: Schedule and time bank
Applied by Elisa
- Line 2 stopped for a mold change
- Line 2 back up
- Batch 118 sample sent for testing
- Conveyor 3 noisy; ticket 774 opened
- Batch 117 done and released
No notes yet.Release batch 118 when the sample is back. Follow up on ticket 774, for conveyor 3.Check conveyor 3 before speeding up line 3. Batch 118 is waiting on the sample.
Applied by FábioSummarizes
The night shift
- One 40-minute stop on line 2, for a mold change.
- Two open items: the batch 118 sample and the noise on conveyor 3.
Up next: release batch 118 when the sample is back.
Source: Shift log
The night shift
- One 40-minute stop on line 2, for a mold change.
- Two open items: the batch 118 sample and the noise on conveyor 3.
Up next: check conveyor 3 before speeding up line 3.
Source: Shift log
Applied by Fábio
- E-5521Campinas820 kgR$ 940
- E-5522Jundiaí1,240 kg1,240 kg · over 1 t1,240 kgR$ 2,380
- Route with a 38 km detour for highway work · delivery requested for today
- E-5523Sorocaba610 kgR$ 870
- E-5524Santos900 kgR$ 1,120
- E-5525Piracicaba700 kgR$ 980
Explains
Why this freight came in above normal
- Route: 38 km detour for highway work.
- Weight: 1,240 kg, above the 1-ton bracket.
- Urgency: requested for today, with the same-day fee.
The route, the weigh ticket and the carrier's rate table
Source: Route, weigh ticket and freight table
Opened by Gil
- Mercado do Bairroon Tuesdaysno orderno order · last 10/14no order
- Casa Auroraon Tuesdaysno orderno order · last 10/15no order
- Loja Horizonteon MondaysR$ 12.4K
- Padaria Estrelaon ThursdaysR$ 6.1K
Explains
Why this week's sales dropped
Two big clients didn't buy this week: Mercado do Bairro and Casa Aurora, who usually buy on Tuesdays.
Without them, the week is average.
Both clients' orders over the last eight weeks
Source: Orders from the last eight weeks
Opened by Paulo
Pick the area and the kind of help, and name the screen. The draft goes into the request, and the sales team reads it before proposing.
Suggests
The draft
I want AI on the purchase orders screen, to suggest the quantity.
In the proposal, the team explains which system the help goes into, and how.
What changeswhen the screen helps.
Hover over a layerTap a layer
- 01The person
Decide at the right time
The alert comes while it can still be fixed, with the data on screen and the decision left to the people doing the work.
Today: “The problem shows up in the end-of-month report.”
- 02The AI layer
Follow company rules
The help draws on your company's policy and history: the discount allowed, the customer who matters.
Today: “The decision depends on who remembers.”
- 03The system screen
Help where the team already works
On the usual screen, with no new system to learn and no change to how people work.
Today: “The system has it all, but nobody has time to look.”
- 04The company’s data
Use what the company already has
Orders, records and history, together in the same help, through the access each system allows.
Today: “Everyone looks at a different screen, and nobody connects the dots.”
Built for your screens,maintained by us.
01Discovery
We sit down with the team at the real screens and mark where each decision happens.
Your companyAdds: the screenShows its day-to-day and chooses where to start.
02Access
- Inside the screenOur system or yours, with code access granted.
- Alongside, in our own panelThird-party system, through whatever it exposes, no guarantee.
Your companyAdds: the dataGrants access and says who can see what.
03Development
The layer is custom-built, with your company's rules written into it.
Your companyAdds: the AI layerConfirms the rules: the discount allowed, the customer who matters.
04Testing with the team
The help runs on the real screens, with the people who use them, and is fine-tuned before it goes live for everyone.
Your companyAdds: the personTests and says what helped and what got in the way.
05Live, run by us
The layer stays live and is maintained by us: tweaks, new help features and system changes.
Your companySupports: all four layersRequests tweaks and new screens whenever it wants.
The AI layer is custom-built, developed and maintained by us. The system is still your company's.
AI sees what you see.Nothing more.
- Yearly purchases
- R$ 96,400No access for this profile
- Last order
- 10/15No access for this profile
- Payment terms
- 28 daysNo access for this profile
- Credit limit
- R$ 20,000No access for this profile
- Open invoices
- 1 invoice, R$ 3,200No access for this profile
- Order margin
- 17% on averageNo access for this profile
AI summaryQuerying with the Sales profileQuerying with the Finance profileQuerying with the Managers profile
Buys every 15 days; asked for longer terms on the last two orders; the monthly kit is usually included.
One invoice open for 12 days; paid on time for the previous six months.
The customer's margin fell this quarter, dragged down by two orders discounted beyond policy.
Source:Orders 4790 to 4817Last contact
Source:Accounts receivablePayment history
Source:Orders 4802 and 4811Discount policy
AI never writes here on its own.Waiting for the personBuys every 15 days; asked for longer terms on the last two orders; the monthly kit is usually included.Applied by Bruno, 10:04One invoice open for 12 days; paid on time for the previous six months.Applied by Ana, 10:22The customer's margin fell this quarter, dragged down by two orders discounted beyond policy.Applied by Paulo, 10:41
- AI summarized, Sales profile.
- Bruno applied the summary to the notes.
- AI summarized, Finance profile.
- Ana applied the summary to the notes.
- AI summarized, Managers profile.
- Paulo applied the summary to the notes.
- 1
Help follows the system's profiles
What the profile can't see stays locked, and the summary doesn't mention it. In the side panel, profiles are agreed on in the proposal.
- 2
Every sentence shows its source
The summary cites the source: the orders and the contact it came from.
- 3
Nothing is saved on its own
The suggestion only goes into the field when the person applies it.
- 4
The person decides, and it's logged
Apply, swap or ignore, with the name and the time in the log.
- 5
Isolated and LGPD-compliant
Each company's data is kept isolated, and processing complies with the LGPD.
Before bringing AIto the team's screen.
The questions we hear most before opening a system up to AI.
01In which systems does AI appear on screen?
In systems we built and in your company's own system, with code access granted. Nothing is installed inside a third-party system: the help sits alongside it, in our own panel, through whatever it exposes, with no guarantee. No system yet? We build a custom one with the AI already inside.
02Can the AI see what the person can't?
No. The help follows the system's profiles: what belongs to finance doesn't show up for the salesperson, not even through the AI. In the side panel, the profiles are the same, agreed on in the proposal.
03Who decides, the AI or the team?
The team. The AI suggests, summarizes, alerts and explains; the person applies, swaps or ignores, and every choice is logged. On its own, the AI never writes anything to the system.
04My system already has AI. Does this still make sense?
Sometimes not, and the proposal says so. It makes sense when the help depends on your company's rules, on more than one system or on a system without AI.
05Does the screen get slower?
The screen opens as usual; the help arrives right after, and the work doesn't wait for it.
06What about system updates?
In our systems, the layer keeps up with every version. In others, maintenance adjusts whatever changes in the access; that's why the layer is maintained by us.
07Can we choose which screens the help appears on, and for whom?
Yes. Each help feature is turned on per screen and per profile, and the company decides where to start.
08What's the cost and the timeline?
It depends on the system, the access it offers and the screens that will get the AI. After your request, our sales team sends a written proposal with scope, timeline and investment.
Pick a screen.We'll design the help.
Check the systems and tell us which screen your team loses the most time on. Our sales team reads your request and sends a written proposal.
- AI agentsThey serve clients and teams on WhatsApp and on your website, and hand off to a person whatever needs a decision.
- Process automationProcesses and tasks automated with clear rules; exceptions go to review.
- AI for documents and dataInvoices, contracts, photos and audio read by AI, with the data extracted and checked.