WhatsApp customer service
Answers questions, understands intent, collects data and routes conversations to the right team.
AI Agents for Businesses
Put AI agents to work on customer service, CRM and operational workflows.
Techaze creates agents that work on WhatsApp and in your business processes: responding to leads, collecting data, organizing CRM, following up and providing context so your team can act faster.
What the agent does
✓WhatsApp service and qualification
✓CRM registration and updates
✓Lead and customer follow-up
✓Data and document collection
✓Alerts, outstanding items and team summaries
More than responding to messages
An AI agent needs to execute a business workflow.
The value emerges when AI moves beyond isolated conversations and takes on repetitive tasks that currently rely on spreadsheets, manual reminders and messages between team members.
Lead qualification
Identifies profile, urgency, needs, location, budget and next steps before involving a person.
CRM and sales organization
Records contacts, updates pipeline stages, creates action items and reduces opportunities lost to forgetfulness.
Automatic follow-up
Resumes conversations, reminds prospects, sends guidance and keeps relationships active without relying on memory.
Documents and information
Requests files, organizes data and tracks outstanding items to speed up administrative workflows.
Team summary
Provides conversation context so the salesperson, broker, receptionist, operations team or manager can act with clarity.
By industry
The same technology, adapted to each company's daily work.
Techaze organizes AI agents around operations. A brokerage's agent does not need to work the same way as a clinic's, law firm's or carrier's agent.
Legal services
Intake, contracts, powers of attorney, legal CRM and new client service.
View page →Health insurance
Collecting quote details, qualifying leads and following up for brokerages.
View page →Logistics
Quotes, pickups, delivery status, incidents and outstanding operational items.
View page →Construction companies
Lead handling, property development information, visits and CRM.
View page →Doctors and clinics
Reception, appointment requests, confirmations, guidance and routing.
View page →Accounting
Invoices, tax documents, outstanding items and less manual data entry.
View page →How Techaze implements it
From a manual process to a working agent.
1
Map the workflow
We understand where leads, customers, data and outstanding items get lost.
2
Design the agent
We define questions, rules, paths and collaboration with the team.
3
Connect systems
CRM, spreadsheets, webhooks, APIs and tools required for the operation.
4
Monitor results
We fine-tune responses, the pipeline, lead sources and conversion metrics.
Frequently asked questions
What businesses ask before implementing AI agents
What is an AI agent for businesses?
It is an AI-powered automation designed to execute operational tasks, such as serving customers, qualifying leads, updating CRM, following up and organizing information for the team.
What is the difference between a chatbot and an AI agent?
A chatbot usually responds to messages within a workflow. An AI agent handles a more complete routine: it understands context, collects data, makes operational decisions, records information in the CRM and involves the team when needed.
Does Techaze sell off-the-shelf software?
Techaze focuses on operational implementation. The goal is not just to deliver a tool, but to put AI agents to work in the company's daily operations.
Does the agent replace the human team?
It does not have to. The agent takes on repetitive tasks and organizes customer service so the human team can step in for decisions, negotiations or relationship building.
Which businesses can use AI agents?
Companies with customer service, sales, CRM, documents, follow-up or repetitive processes can use AI agents. Techaze already organizes solutions for industries such as law firms, brokerages, clinics, logistics, construction and accounting.
Also on the Techaze blog (in Portuguese)
Guides to understand and prioritize AI agents
Articles that explain the concept, help you choose processes and clarify when custom automation makes sense.
Fundamentals
What an AI agent for businesses is and when it is worth using
Concepts, examples and signs that a company already has processes ready to automate.
Read article (Portuguese) →PlanningHow to choose business processes to automate with AI
Practical criteria for prioritizing repetitive, measurable and lower-risk tasks.
Read article (Portuguese) →ComparisonCustom automation vs. off-the-shelf tools: when to use each approach
Help deciding between SaaS, a simple chatbot and automation tailored to your operation.
Read article (Portuguese) →Want to understand which tasks in your company could become AI agents?
Talk to Techaze. We examine your workflows, identify bottlenecks and propose focused automation that starts where it delivers results.
Map my operation