Agents
One agent per role, each with its limit
Sales
Answers prices with the customer's price list, checks stock and builds the order draft.
Does not confirm the order.
Support
Handles warranties and usage questions with the knowledge you upload. Cites its source.
Does not touch prices or stock.
Collections
Reminds about overdue balances and receives the Pago Móvil report so someone can verify it.
Does not offer discounts.
Each agent starts from a template. You define its rules, its tools and its approval level, and test it before turning it on.
Human confirmation
The draft waits. A person confirms it.
The AI never closes an order. When someone on the team approves it, if there is SAP it is sent and keeps the document number. Without a connector, the order lives in AgileSales.
- 01
Draft
The AI builds it.
- 02
Confirmed
A person decides.
- 03
Sent to SAP
If there is a connector.
Your data
SAP Business One or CSV files
With SAP Business One
Products, prices, price lists, stock and customers sync. Confirmed orders are sent to SAP. The panel shows how old each master record is.
Without SAP
Upload the catalog, customers and price lists by CSV. Orders and collections live in AgileSales.
One inbox
WhatsApp, Instagram and Facebook. Take over a chat whenever you want and the AI pauses.
Collections with Pago Móvil
The customer reports the payment; someone on the team verifies and confirms it.
Opportunities
An agent reads conversations and history and proposes repeat orders. You decide whether to act.
Reports
Accepted orders without rejection, sales, searches with no result and AI activity.