Applied AI for Operations and Product

I implement agents, copilots, automations and AI systems connected to the company's real data, processes and tools — to reduce manual work, accelerate decisions and create new digital capabilities.

The Problem With AI Without Architecture

Many companies have tested AI through prompts, chatbots or isolated pilots, but few turn it into real operations. Without organized data, integrations, permissions, logs, human fallback and quality metrics, AI becomes an interesting demo — not a reliable business system.

AI Integrated Into the Company's Real Workflow

I design and implement AI solutions that work inside the operation: connected to documents, CRM, WhatsApp, email, databases, APIs and internal systems. The approach combines architecture, automation, RAG, agents, interfaces and monitoring so AI executes useful tasks with safety, context and traceability.

What I implement

AI agents connected to CRM, WhatsApp, email, databases and APIs

Internal copilots for support, sales, legal, operations and management

Corporate RAG with documents, knowledge bases and access control

Document extraction, classification and analysis pipelines

Intelligent automations for operational and commercial processes

Interfaces, dashboards and panels to operate and monitor AI

Logs, human fallback, quality evaluation and cost control per operation

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Use Cases

Support Agent

Agent connected to the knowledge base, customer history and channels such as WhatsApp, website or email to answer questions, classify requests and escalate to the team when needed.

Resultado

Less repetitive support work, shorter response time and a more scalable support operation.

Internal Copilot

Assistant for internal teams to query documents, policies, contracts, operational data, FAQs and information scattered across different systems.

Resultado

Less dependence on manual search, faster answers and standardized internal knowledge.

Corporate RAG

AI search and answer system over documents, knowledge bases, PDFs, contracts, reports and proprietary data, with access control and traceable sources.

Resultado

Safer and more reliable use of internal information, with answers based on the company's real context.

Document Analysis and Extraction

Pipeline to read, classify and extract data from contracts, invoices, proposals, reports, forms, emails or operational documents.

Resultado

Less manual work, standardized data and faster administrative processes.

Sales Agent

AI connected to the CRM to qualify leads, summarize conversations, suggest next steps, update fields, generate follow-ups and support SDRs, BDRs or founders in the sales process.

Resultado

Better funnel organization, less context loss and faster response to opportunities.

Backoffice Automation

Intelligent flows to classify requests, create tasks, update systems, generate reports, validate information and trigger people or tools automatically.

Resultado

More efficient operations, less rework and processes with logs, rules and predictability.

Common deliverables

  • AI opportunity diagnosis
  • Solution architecture
  • Functional prototype or MVP
  • Data and system integrations
  • Agents, automations or copilots in production
  • Usage, quality and performance dashboard
  • Technical and operational documentation

When it makes sense

  • The company has manual, repetitive or analysis-heavy processes
  • The team loses time searching for information in documents, spreadsheets, systems or emails
  • There is relevant support, sales or backoffice volume
  • The company has tested AI but has not yet put it into production
  • There is proprietary data that could create operational or commercial advantage
  • The goal is to reduce cost, accelerate operations or create a product with embedded AI

When it does not make sense

  • When the company only wants a generic chatbot without integration to real data
  • When there is no clear process, available data or defined business objective
  • When the expectation is to fully replace people without supervision, governance or fallback
  • When the project has no internal owner to validate, operate and evolve the solution

¿Vemos dónde puede generar más impacto la tecnología?

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