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Your digital team: what each agent does

Meet the tripaulx AI agents that serve, qualify, book and organize the CRM alongside your team.

tripaulxUpdated on 2 min readGuide

tripaulx is not a bot that answers on WhatsApp. It is a team of AI agents, each with a role, working on your company's data and alongside the people on your team. tripaulx works as an AI operating system for companies: each agent uses the same tools as the team, such as Missus, Customers and Scheduling, and they all work together.

The roles

  • First contact: replies to every new lead in seconds, including those who arrive through the website.
  • Support and Sales: talk to the customer, answer questions, qualify interest and book meetings on the calendar.
  • Director: chooses which agent handles each conversation.
  • CRM Manager: reads conversations and keeps the pipeline, tags and summaries up to date, without talking to the customer.
  • Reminders: handles promised follow-ups and reminds people of booked appointments.
  • Safeguard: enforces the rules and protects the data.

What they know

The agents read the customer's profile and history, the company information registered in Playbook and the team's notes. The more complete the profile, the better the service.

The team stays in control

When someone on the team replies, the agents go quiet. A conversation can be handed to a person at any time, and every action the agents take is recorded in the history. The guide on handing over to a person explains these controls.

Example

A lead asks Lar Imóveis for a quote at 10 p.m. The first-contact agent replies, understands the type of property and the neighborhood, and books a visit for the next day. In the morning, the agent finds the card in the pipeline, with the conversation summarized and the visit on the calendar.

Create and train your agents

In the agents area of Missus, you can create and adjust an agent by chatting with it or through a voice interview, and test it before putting it to work.

Agents that work together

In Missus, tripaulx AI agents book consultations and meetings right in the WhatsApp conversation, move the customer through the sales pipeline and apply tags automatically. In Customers, they check and complete the profile. On the calendar, they book and reschedule within the availability. This joint work, on the company's own data, takes tripaulx far beyond management software.