Operational AI + Automation

Operational AI + Automation:
a system with rules, not an experiment with tools.

We map your friction, build the knowledge base, activate assistants by area and automate flows. Inside your existing tools.

  • Assistants with defined sources, permissions and rules. No invention.
  • Automated flows in your real operation, not in a demo.
  • Monthly operations with metrics, adjustments and a prioritized backlog.
Chat on WhatsApp

We guide you with quick questions and give you the next clear step.

Isometric illustration of a connected nodes brain with three orbiting satellites, representing operational AI with knowledge base, assistants and automations
Qualification

Is this service for you?

Filter before moving forward. If your company recognizes itself in any of these signals, keep going. If not, we'll point you to another service.

It's for you if:

It's for you if:

  • 15 or more people in operation: there are processes, no real control.
  • Tasks that depend on "the one who always knows how it's done".
  • The team answers the same questions every day, none of them written down.
  • Information scattered across emails, unsorted folders and someone's memory.
  • You and your team can participate with real access to documents and people.
It's not for you if:

It's not for you if:

  • You're looking for a generic chatbot without your own knowledge base.
  • You need legacy ERP or custom software. That's Custom Software
  • You want to explore AI without committing team time or document access.
  • You need results in less than 4 weeks. The minimum implementation takes that long.
Diagnosis

Where is your biggest friction today?

Operational AI hits on two fronts. The diagnosis defines which to solve first.

Internal Front · Operations and knowledge

Friction lives with the team: coordination, knowledge, approvals and execution.

Signals

Knowledge sits in people, not the system.Approvals through WhatsApp without traceability.Weeks of onboarding for each new hire.Management report built by cross-referencing files.Team time spent on repeated internal questions.

External Front · Clients and sales

The client feels the friction: how you respond, how you follow up and how you handle them.

Signals

Follow-ups that depend on the rep's memory.Frequent questions consuming team time.Inconsistent answers.First contact that takes too long.Opportunities lost from lack of follow-up.

Most companies have friction on both fronts. What varies is priority. The diagnosis decides which to solve first based on urgency, availability and impact.

What we build

What we build, component by component.

A system over your real operation, not generic modules.

Component 01

Diagnosis

Operational friction map. Identification of friction points, dependencies and risk, with priority across both fronts. Without agreed scope, no implementation. The output is a 30/60/90 roadmap.

Component 02

Knowledge Base

Single source of truth for your company. Information structured by area (policies, procedures, formats) with permissions. Without this, the assistants have nothing to operate on.

Component 03

Internal Assistants

AI that answers from your company, not from the internet. Assistants by area with rules, authorized sources and Human-in-the-Loop. They answer from your documents. What requires judgment escalates to the right people.

Component 04

Automations and Flows

The repetitive work, without depending on someone remembering. Approvals, requests, document generation, routing, reminders and standardized responses. Flows stop living in WhatsApp and become process with records.

Component 05

Monthly Operations

The system gets operated, not abandoned. Usage metrics, flow adjustments, knowledge base improvements and a prioritized backlog. AI, processes and the business change. The system evolves with that or becomes obsolete.

Clear limits

What this service is not.

Clear limits avoid misunderstandings. These scopes are not in the base plan.

Custom software development

Building systems or apps from scratch belongs to Custom Software.

Deep integration with legacy ERP

We connect modern tools. Integrations with legacy systems are quoted separately.

24/7 support

We define SLA and real hours. Unlimited availability isn't honest.

Unlimited mass training

Onboarding for the key team and documentation. No recurring training for all staff.

Replacement of human decisions

Active Human-in-the-Loop. AI executes with rules and sources; your team validates the critical work.

Implementation without your participation

We need access to documents, processes and people. Without that, there's no system.

Method

How it gets implemented.

Each phase has a concrete deliverable. We don't move to the next without validating the previous one.

Phase 0

Diagnosis

We map friction, dependencies, risk and priority across fronts, with interviews of the people in charge.

30/60/90 roadmap with agreed scope for Phase 1.

Phase 1

Foundations

Document structure, permissions by area, initial knowledge folders and access to tools.

Operational knowledge base with defined permissions and minimum documentation.

Phase 2

Operational Implementation

Assistants built, automations configured and channels connected within the ecosystem your team already uses.

Working assistants, active automated flows and technical documentation.

Phase 3

Monthly Operations

Metrics, adjustments to flows and assistants, knowledge base updates and a prioritized backlog.

Monthly report with cycle improvements and next month's backlog.

Patterns in action

How the system works, once implemented.

Internal Front

Pattern A · Knowledge that lives in people

Situation

HR, support or management answering the same questions daily.

System

Knowledge base by area + assistant with authorized sources + permissions by role.

Operations

The team queries the assistant; people step in only when judgment is at play.

Pattern B · Process that flows without record

Situation

Approvals, requests and reports that live in WhatsApp or email, without traceability.

System

Automated flow with steps, approval tiers, records and notifications.

Operations

The request enters, gets routed by type and amount, and stays recorded with date, owner and context.

External Front

Pattern C · Follow-up that depends on memory

Situation

Quotes whose follow-up depends on the rep remembering.

System

Commercial flow with stage-by-stage follow-up, reminders and a heads-up to the rep when they need to step in.

Operations

The system handles follow-up; the rep enters at the close and the negotiation.

Pattern D · Attention that always escalates to the same place

Situation

Frequent client questions that always reach the same team, answered from scratch each time.

System

Product/service knowledge base + first-contact assistant + escalation to human.

Operations

Frequent queries get answered immediately; the team receives only what needs human attention.

Investment

Investment and commitment.

We publish the price so you arrive at the WhatsApp conversation with clarity.

Initial setup

Diagnosis + system build

From $2,000 USD

Covers diagnosis, knowledge base, assistants, automations and go-live. Value depends on the number of areas, flows and integrations.

Monthly operation

The system that runs and improves each month

From $350 USD / month

Covers metrics, adjustments, knowledge base updates and improvement backlog. It's the layer that keeps the system useful as your company changes.

We guide you with quick questions and define the scope and real cost of your case together.

Frequently asked

Questions we get before someone writes us on WhatsApp.

Is this a chatbot?

No. A chatbot answers from a decision tree or from what the model "believes". The system operates on your documents, with your rules and authorized sources. It has structure, governance and metrics, and runs processes.

Is this a course, workshop or bootcamp?

No. We don't teach you to implement AI, we implement it. It's an implementation and monthly operations service. Your team participates in the process and operates the result, without having to learn technical tools.

I already have ChatGPT (or Claude, or Gemini). Why do I need this?

ChatGPT is a good starting point, but each session starts from zero, you paste the context and it can invent. The system has a permanent knowledge base by area, permissions and answers from authorized sources (RAG): if the info isn't there, the assistant says so. It adds your rules and automations. ChatGPT can be one of the engines; the system is the operation around it.

Feature
ChatGPT
SmartBiz Operational AI
Persistent memory by area
No
Yes
Your company's rules
No
Yes
Role-based permissions
No
Yes
Citations with verifiable source
No
Yes
Automations and flows
No
Yes
Monthly operations with metrics
No
Yes

ChatGPT can be one of the engines. The system is the entire operation around it.

Do I need to change my tools?

No. We implement inside what you already use: Microsoft 365, Google Workspace, Teams, corporate email, WhatsApp.

What happens if the AI gets it wrong?

That's why Human-in-the-Loop exists. The system works with sources and rules; what needs validation goes through review before execution. What requires judgment escalates to the right person.

How do you protect my company's information?

Before the diagnosis we sign a confidentiality agreement as the first step. Then we define permissions by area. Your information isn't shared with third parties or used to train external models.

How much time do my team and I have to dedicate during implementation?

Diagnosis sessions with the people in charge, process validation and review per phase. It doesn't take a full day, but it does require attention at key moments. If you can't, it's not the right time.

What do I need ready to get started?

A sponsor with decision power, reference people per area, access to current documents (even if disorganized) and to the tools in use. The diagnosis sorts out the rest.

What happens after 6 months?

Operations continue month to month as long as there's value. If the system reaches a mature point and you prefer to operate with autonomy, we plan the transition and full documentation. No forced commitments.

How do I know the system is working?

Each month you get real metrics: adoption, response times before and after, queries resolved without escalation, active automations and cycle improvements. If something isn't working, the backlog resolves it.

Can I integrate Zendesk, Teams or email?

Yes. Integrations with standard tools (Teams, email, Zendesk, basic CRMs, forms) are in the normal scope. Complex ones with legacy ERP are quoted separately.

What if I already have Microsoft 365?

Even better. SharePoint, Copilot and Teams are already a base for knowledge, assistants and collaboration. If you don't yet have the digital infrastructure organized, that's the first step. See Workplace Digital.

Can I use a local or private AI model?

Yes. For strict privacy or regulatory compliance, we work with local models or controlled infrastructure. It's evaluated in the diagnosis.

What countries do you operate in?

Based in Ecuador. We operate remotely for companies across Latin America. 100% digital implementation.

How many more weeks will
the friction you've already identified last?

The diagnosis is the first step. We map your situation, define which front to solve first and give you clear scope before committing to anything.

Chat on WhatsApp

First conversation, no cost. We tell you the next step based on your real operation.

  • No initial commitment
  • First conversation free
  • Confidentiality agreement from the start