Clear concepts for decide better.

System that understands a request, consults information, decides the next step and executes actions connected to your tools.

Process diagnosis to detect where AI can save time, increase sales or improve business visibility.

Use of software to perform repetitive tasks without constant manual intervention, reducing errors and response times.

Flows that capture queries, qualify opportunities, assign managers and follow up until the prospect is closed or discarded.

Organized repository of information that an AI can consult to respond with correct data about your company.

Program that maintains a conversation with users and guides responses according to rules, AI or a combination of both.

Agenda connected to a flow that shows availability, confirms meetings and sends reminders without manual coordination.

Process to convert visitors, messages or forms into contacts with sufficient data to provide commercial follow-up.

Digital assistant that answers questions and guides conversations. It can be basic, rules-based, or advanced with generative AI.

Use of AI or rules to sort messages, documents or clients according to intent, priority, category or level of urgency.

System to manage prospects, customers, conversations, sales stages and follow-up tasks in one place.

Visual view with key business indicators, designed to quickly understand what is happening and where to act.

Information organized in clear fields, such as name, telephone number, date, product, amount or customer status.

Numerical representations of text that help an AI find related information even if the words are not identical.

Moment when an automation passes the conversation to a person when the case requires judgment, negotiation or empathy.

Sequence of steps that transforms an input into a result: receive, classify, respond, register and notify.

Forms that not only collect data, but activate responses, records, alerts and tasks based on what the user sends.

Use of artificial intelligence in specific business problems, with measurable impact on time, cost, sales or quality.

Technology capable of creating text, images, responses, summaries or new proposals from instructions and context.

Connection between tools so that information automatically travels between WhatsApp, CRM, sheets, calendar or email.

What a person really wants to achieve when they write: buy, reserve, claim, quote or request information.

Key performance indicator. It is used to measure whether an automation is generating real results.

Score assigned to a prospect to prioritize contacts with the highest probability of purchase or urgency.

Large language model. It is the technology behind systems that understand and generate text with context.

Branch of AI where systems learn patterns from data to classify, predict or recommend.

Conversation management from multiple channels maintaining context, history and tracking in a single flow.

System trained to understand and produce natural language, answer questions and transform text.

Platform to build automations connecting applications, APIs, databases and AI services.

Strategy to serve clients in different channels without losing history or duplicating work.

Instruction given to an AI model to obtain a specific response, analysis, or action.

Design instructions, context and output format so that the AI responds in a useful and consistent way.

First controlled version of a solution to measure real impact before expanding it to more processes or teams.

Technique that allows an AI to search for information in documents or internal databases before responding.

Scheduled message that is sent based on a date, event or condition to reduce absences and forgetfulness.

Return obtained by comparing the cost of automating with the time saved, error reduction or sales generated.

Division of contacts or clients into groups based on interest, behavior, location, stage or potential value.

Sequence of messages, tasks or alerts that keeps an opportunity alive without depending on manual memory.

Tool that converts requests into cases with status, responsible party, priority and history.

Text unit that processes an AI model. It can be a word, part of a word, or a sign.

Convert audio or calls to text to record, analyze or summarize conversations.

Official interface to connect WhatsApp with customer service, automation, CRM and reporting systems.

Automated workflow composed of steps, conditions, and connected actions.

Tool to connect applications and automate simple actions between services without programming from scratch.

Ways to ask an AI to solve a task without previous examples or with few examples within the prompt.