Find the information you need to continue.
Bring in context from records and the knowledge connected to your operation.
“Summarize this deal’s history.”
AI IN YOUR COMPANY’S WORKLOOK UP / ACT / TRACK
Access and operate
your systems with AI.
Get an assistant to find information and carry out tasks in the systems connected to your company. Work from the same screen and track the result of each action.
ONE REQUEST. A CHANGE YOU CAN SEE.
From conversation to work done.
Explore an example in the context of a deal.
Sales operations/Deals
ILLUSTRATIVE DEMOProjeto Aurora
Sales inquiries and follow-up
CURRENT STAGEQualification✓ Updated
- 01First contact
- 02Qualification
- 03Proposal sent
- Owner
- Marina Souza
- Next step
- Preparar proposta
- Deal interest
- Organize sales inquiries and track requests reaching the sales team.
LAST RECORDED CONTACT
The customer requested details of the scope and the terms for getting started.
Source: this deal’s history- Initial contact
The need to organize sales inquiries was recorded.
- Discovery conversation
Team priorities and context added to the deal.
- Customer request
Details of scope and terms requested.
Change recorded.
Qualification Proposal sent
The stage was changed in this example.Fictional data. The demo changes only this example interface.
THE RESULT SHOWS UP IN YOUR OPERATION.AI BECOMES PART OF THE ROUTINEStart with the work
Start with the work
that needs to get done.
A question can request information. An instruction can move work forward. Context stays with both.
Request the next action.
Use everyday language to request the actions available in connected systems.
“Move this opportunity to Proposal sent.”
See the result and continue working.
Check the updated record, what was done and the next step.
“Show me what was done.”
WITHIN THE WORKING EXPERIENCEYour context.
Your context.
Your way of asking.
Work moving forward.
The side-panel assistant is already part of the Catalisa panel experience. Integration with other systems defines which information and actions can be part of each workflow.
See what connects this experienceTHE PLATFORM SUPPORTS THE EXPERIENCEInformation, action
Information, action
and responsibility
in the same workflow.
Knowledge, integrations and permissions give context to the request. Available actions connect the conversation to what happens in your operation.
The request has context.
In the panel, the module, record and selected resources help establish the context of the work you are requesting.
The assistant is the experience.
The platform connects the capabilities.
PRODUCTS WITH THEIR OWN ROLESA shared foundation.
A shared foundation.
Operations you recognize.
The work determines where to start. Products and capabilities connect to suit the workflow.
Office
Operational work, documents, tasks and daily routines.
Customer service
Conversations, requests and ongoing relationships.
Banking
Financial products, accounts and transactions with their own responsibilities.
Credit
Credit origination, assessment, formalization and monitoring.
START WITH A FAMILIAR TASKWhat you want
What you want
to make happen?
Tell us about your routine, the systems involved and where your team needs help.
Explore it for my business