AI agents

A Banmo agent is not a chatbot with a different prompt.

It is an operator of certain processes: it has a function, knowledge, rules, tools, triggers, ready-made strategies, situations to bring in a person and a scoreboard. And it works alongside your team — not in its place.

Book a demo See the four agents ↓

What an agent is made of.

The difference between an operator and a chat that waits for a question is in the parts.

Function: Its specific job in the operation — support, recover, handle post-sale, prospect. Each function has its own mission: the recovery one knows which cart stalled; the post-sale one knows which strategy fired.
Context: What it sees to work. An agent that talks to a customer only sees the contact from its own conversation, and sees stock as "in" or "out" — never the count.
Knowledge: Two layers: the Company Brain (21 sections, applies to everyone) and the agent’s own base — questions and answers, PDFs, spreadsheets, persona, tone, objective.
Rules: Five come out of the box; yours go into the Brain. Discount and stock limits are locked in the code: if the agent tries, the system refuses.
Tools: By role, as a privilege: search the base, view and create a deal and a task, transfer to a person, apply a tag, look up a product, check stock, calculate a quote, record an order. No agent that talks to a customer has a reporting or financial tool.
Triggers: What wakes it up: a message, a stalled cart, a paid order, a product running out by estimated consumption.
Ready-made strategies: 50 recovery angles, over 20 repurchase strategies — switched on with a toggle, with a preview, no writing from scratch.
Transfer: Over 30 situations to bring in a person, in 8 groups, each with a toggle and a destination. Your own situations too.
Schedule: Respects the team’s hours: within them it stays on reserve; outside them, it answers on the spot.
Scoreboard: Measured by what it returned — replies and paid sales — by angle, by strategy, by attempt.

The four agents available.

Recovery and post-sale come first because they are the ones that show up on the scoreboard in R$.

Sales recovery

Chases abandoned carts and pending payments to close the sale.

The cart becomes a deal in the funnel; the sequence waits the configured time and the time window; a Meta-approved template goes out with name and products.
Up to 4 attempts, with one of the 50 native angles across 10 families — help, reminder, incentive, urgency, social proof, consultative, price, curiosity, relationship, seasonal.
When the customer replies, it takes over knowing the cart and the official link; objections, questions and the close; out of scope, it transfers.
Order paid within 7 days: "Recovered" tag and R$ on the scoreboard, credited to the last touch.

Post-sale and repurchase

Takes care of those who already bought — order, experience, guidance — and brings the next purchase.

Every customer who pays enters the engine, no list or button. Over 20 strategies: post-delivery, how to use (4 days after tracking), consumption-based replenishment, second purchase, VIP, lapsed customer, back in stock, price dropped…
Replenishment by product: duration of one unit × units per package × quantity — each product has its own run-out date.
When the customer replies, it knows what they bought and what is running out; it mentions one item at a time; if they say they still have some, it believes them and pauses.
Protections: 1 message per day per customer, minimum spacing, window, daily cap, reset on purchase, "Do not disturb".

Support

Answers those who reach the company — clears up questions, presents products, qualifies and sells — at any hour, on the connected channels.

Answers in seconds, in text or from transcribed audio. Checks the customer’s order before talking about delivery, tracking, exchange or repurchase.
Knows the company through the Brain: what it sells, policies, payment, delivery, objections. Purchase link only through the official tool — never made up.
Transfers to your team in the situations that are on, with a summary of what has already been discussed. A person takes over any conversation with one click and hands it back afterwards.
Every conversation can be reviewed: "Review AI" queue, sales coach with a score, bulk audit.

Prospecting

Finds new companies for you to sell to and prepares the approach for each one.

Its own base with tens of millions of CNPJs and partners, no charge per lookup. Search in natural language: "aesthetic clinics in Curitiba opened in the last 6 months".
Radar: a saved profile notifies you by WhatsApp and email when a new company matching that profile opens.
By product decision, it talks to no one: it finds, qualifies and writes the approach — a person sends it, one by one or by broadcast, with pacing locks.
On clicking the phone, the company becomes a contact with the "Prospecting" tag and the conversation opens in support; the sale shows up in the reports.

Recovery, repurchase and campaigns require WhatsApp through Meta’s official API, an approved template and a connected store. The QR code channel is for support.

When the AI transfers.

Over 30 ready-made situations, in 8 groups. Each one with a toggle, a destination — the channel’s queue or another channel — and, if you want, a specific person. Six come switched on in every new company; you create your own.

Emergency customer at risk, minor
The customer asked explicitly asked for a human
Dissatisfaction / risk angry, threatens Procon, wants to cancel everything, came back with the same problem, the company’s own error
Problem with the order did not arrive, wrong product, exchange or refund, payment, invoice, address
Health and safety reaction or feeling unwell, medical or dosage question
The AI got stuck did not know how to answer, loop, audio or photo it does not understand, another language
Negotiation discount outside the policy, special terms, large or CNPJ purchase, stuck on an objection, cancel subscription
Sensitive subject suspected fraud, grief or serious illness, offense to the agent, sensitive data, not a customer

With every transfer the system records which situation fired — this feeds the audit and the reports. And the supervision looks for the opposite: "everything that should have gone to a person and did not", with the button to switch on the trigger for next time.

The transfer depends on the AI recognizing the situation in the conversation. It can let a rare case slip through or transfer without needing to — that is why the review queue and the audit exist.

'When the AI transfers' screen: groups of situations, each with a toggle and a destination — When the AI transfers — the screen, as it is. Real Platform screen · demo data.

Alongside the team, not in its place.

Work schedule. You define the human support window. Within it the agent stays quiet and on reserve — it steps in only if no one answers within X minutes. Outside it, it answers on the spot. With no schedule set, it always answers.
Take over and hand back. Anyone takes over the agent’s conversation with one click; the agent pauses only in that conversation and comes back with "Hand back to the agent".
Summary on transfer. Whoever receives it does not start over.
For those who handle support: AI proofreader in the company’s tone, "Consult Agent" without leaving the conversation, quick replies, message funnels.
For those who manage: "Review AI" queue, sales coach with a score per conversation, bulk audit, a log of everything.

You can use the Platform with no autonomous agent at all. The CRM, the support and the automations come whole all the same — the agent steps in when, and where, the company decides.

AI audit: findings of 'everything that should have gone to a human and did not', with bulk transfer and switch on the trigger — The supervision finds what the AI should have passed to a person — and offers to switch on the rule for next time. Real Platform screen · demo data.

Rules that apply out of the box.

In every agent, in every company — before any configuration.

Do not make up price, deadline, terms, link or address. Instructed not to invent — and with locks in the code for link, discount and stock.
Do not promise anything beyond what is written in the Brain and the knowledge base.
Transfer right away when the customer asks for a person.
Purchase link only through the store’s official tool.
Talk only about its own company.

What exists beyond the four — said as it is.

Recruitment

Recent. For companies that recruit and follow up with resellers, associates or affiliates — people who sell for the company without being employees. Tell us in the conversation if that is your case.

Internal support

Soon as an agent. What already exists is the "Consult Agent" button: the team asks about order, sale, stock and funnel, and the answer respects the role of whoever is asking.

Management

Soon. The analyses for management today live in AI supervision — live panel, reports, coach, audit.

See an agent configured for your business.

In the demo, we show the Brain, the transfer situations and the scoreboard — with your operation as the example.