Business operations
Infrastructure for AI agents.
Automate replies and manage follow-up with code-enforced rules and human review.
First application: insurance operations.
I would like a quote for insurance for me and my 2-year-old granddaughter.
Information to check
The team needs to review the child's eligibility.
Edit the sample and mark it reviewed. We won’t send a message.
In the insurance application
Knowledge
Product facts, FAQs and conversation history.
Send rules
Code-enforced checks. Human approval for sensitive replies.
Assignments
Owners, notes and follow-up. Wasapi and Trello connections.
Action status
Provider acceptance, failed attempts and unconfirmed sends.
Illustrative insurance workflow
From inquiry to follow-up.
Context sources
Conversation history
WhatsApp · Wasapi
Previous messages
Product reference
Base · Care · Plus policies
Family members
Team context
Notes · Trello
Owner and next step
Inquiry received
A person asks whether their two-year-old granddaughter can join the insurance plan.
“I would like to know whether I can include my 2-year-old granddaughter in the insurance plan.”First application · Insurance
Insurance operations.
- Shared inbox and assignments
- Replies grounded in product information
- Human review before sensitive replies
An inquiry that needs review
- 01
Customer question
WhatsApp or email, in one inbox.
- 02
Suggested reply
A draft based on your product information.
- 03
Operator review
Your team checks the reply and next step.
We developed this application with a dental insurance team in Chile.
Plan a pilot
Start with one workflow.
- 01 · Choose a task
- 02 · Test with your team
- 03 · Measure time saved
Request a demo
Leave your email so we can arrange a call.