The day starts with a summary
Sales, cash, customer service and purchasing in a few lines, with what needs attention first.
What it does for your company
- Daily summaryGathers what changed in sales, cash, customer service and purchasing and sends a short summary, with what deserves attention first.
- Out-of-pattern alertsCompares the day with what usually happens and lets you know when something leaves the expected pattern, explaining what it saw and where to check.
- Decisions waiting for someoneLists stalled approvals, who is waiting and what the agent recommends, with the reasons, so you can decide with the information at hand.
- The week at a glanceBrings the other agents' work into a single view: what moved forward, what got stuck and what needs a person.
- Answers with a sourceAnswers questions about sales, cash or purchasing with information from your systems and says where each answer came from.
How it works with your team
The agent gathers, compares and organizes. It does not give orders to your team or make decisions on anyone's behalf: it shows what changed, what it recommends and why, and the decision stays with you.
Every summary says where the information came from. When a problem shows up, it goes into the summary, even if the day looks less tidy on paper.
Systems and channels
- ERPManagement system (ERP)
- CRMCRM
- BcBank statement
- PlSpreadsheets
- WaWhatsApp
Skills
Daily summaryOut-of-pattern alertsPending decisionsRecommendations with reasonsWeekly viewSystem lookups
How the Management Agent works
From the morning summary to the decision in your hands
Illustrative examples, with fictitious companies and people.
What leaves the pattern becomes an alert
The agent compares with what usually happens and explains what it saw. Problems are not left out of the summary.
Stalled decisions, with a recommendation
Each pending decision comes with who is waiting, what the agent recommends and why. You decide.
Quick question, answer with a source
You ask on WhatsApp and the agent answers with information from your systems, saying where it came from.
The agents' week in one place
On Friday, the agent organizes what each agent did, what got stuck and what needs a person. It reports; the next steps stay with the team.
Rule changes go through you
When another agent's rule gets in the way of the routine, the Management Agent suggests an adjustment, explains the reasons and waits for your approval.
You stay in control
Clear limits, agreed in advance
Before it starts, you decide what the agent does, what it asks and what always stays with your team. You can change this at any moment.
Talk about this agentDoes within your rules
- Put together the daily summary with sales, cash, customer service and purchasing
- Compare activity with the company's usual pattern and point out what changed
- Organize the weekly view with the other agents' work
Lets you know and asks first
- Out-of-pattern activity in sales, cash or purchasing
- A stalled decision that is holding up someone's work
- Information that does not match between two systems
Never does
- Make the decision in your place
- Change another agent's rules without approval
- Hide a problem to keep the summary clean
Frequently asked questions
Common questions
Does the agent make decisions for the company?
No. It organizes the information, recommends a way forward and explains the reasons. You decide, or the person you choose.
Where does the information in the summary come from?
From the systems your company already uses, such as the management system, the CRM, the bank statement and spreadsheets. Each item shows where it came from, so you can check whenever you want.
What if the day went badly? Does the summary hide it?
No. The problem goes into the summary as it happened, with what the agent saw and where to check. A summary that hides problems does not help anyone decide.
Does it give orders to the other agents or to my team?
No. It follows the work and reports what it saw. Each agent's rules only change with your approval, and assigning tasks stays with whoever coordinates the team.
Services
The technology that comes with this agent
AI agent creation
A new agent for the routine only your company has, with rules written together with your team and a start followed up closely.
See the service
Ongoing support and evolution
Ongoing care for the systems and agents already in use: monitoring, fixes, small improvements and rules adjusted when the business changes.
See the service
Cloud, automation and DevSecOps
Systems and agents in the cloud, well organized: new versions published automatically, security checks, tested backups and visible spending.
See the service
Start with the routine that weighs the most. We can talk about the rest.
Talk to ZDZCloud on WhatsApp: +55 11 97689-4645