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ai agents
Smart automation, at scale and with confidence
Thanks to the context of conversations and the precise profiling of each contact, Harmonix enables personalization at scale, combining AI and omnichannel communication in a single system.
Personalize at scale without losing the human touch
Harmonix’s AI agents understand the context, the timing, and the best channel for each customer. Every message, action, or conversation dynamically adapts to what’s truly happening in the relationship.
Key features:
- Relevant, personalized content powered by semantic analysis of all conversations.
- Smart timing, based on urgency signals, pending follow-ups, or changes in customer tone.
- Automatic selection of the optimal channel — WhatsApp, email, phone call, or video meeting.
- Dynamic micro-segmentation, fueled by incredibly rich customer context.
Existing AI Agent Catalog
A ready-to-use — and ready-to-scale — catalog. From the Marketplace, you can access preconfigured agents, ready to deploy or customize in minutes. Harmonix includes four types of AI agents:
Insights Agents
Extract key information from conversations to help profile and categorize contacts.
Suggestion Agents
Suggest next steps or recommended actions.
Taskers
Execute specific tasks (e.g. send a document, schedule a call, generate a proposal).
Conversational Agents
Handle full conversations with clients or providers, from intent detection to resolution.
Marketplace
With access to all communications across all channels, agents have the context they need to interact naturally — and, since Harmonix operates within the CRM, they can also transact: create records, validate identities, sign documents, or trigger payments.
The result: human tasks replaced by scalable, low-cost AI.
Examples of AI Agents deployed by our clients:
- Voice agent to sell and configure vehicles in real time at a dealership.
- WhatsApp agent to qualify leads and send dynamic insurance quotes.
- Email agent to follow up on service tickets with personalized responses.
- Hybrid agent (voice + WhatsApp + email) to manage real estate bookings and sign contracts.
Create, test, iterate, and deploy with confidence
Harmonix is enterprise-grade: it includes an AI Playground where you can create, test, version, and continuously improve agents — ensuring that only validated, high-performing agents are deployed.
- Create new versions of any agent to fine-tune behavior.
- Test with real data, including past conversations, to validate agent performance before going live.
- Define custom “test sets” so you’re familiar with the content and can run faster tests that automatically compare expected vs. actual outcomes.
- Full agent versioning and result traceability, making it easy to identify which versions need improvement.
- Safe deployment, with the confidence that each agent performs exactly as intended.
Audited AI agents, guided on rails
At Harmonix, AI agents operate on rails — their knowledge and scope of action are clearly defined to ensure they only respond or act within authorized context and data. This guarantees automation that is 100% safe, accurate, and governed.
Each agent is subject to a continuous auditing system that evaluates three key quality dimensions:
- Output relevance: measures whether the agent’s response or action aligns with the intent and content of the input received.
- Contextual consistency: checks if the response is coherent with other sources or agents that could answer the same query.
- Content quality: assesses the accuracy, clarity, and completeness of the response from both a semantic and business perspective.
In this way, Harmonix combines the power of generative AI with the enterprise-level safety and control organizations need to deploy AI in production.
From theory to action
From testing to real impact.
Once validated, agents are deployed directly on Harmonix. Every action performed by an agent — from a call to a WhatsApp conversation — is logged, measured, and audited. The objective is clear:
- Reduction in operational costs.
- Increased response speed and commercial effectiveness.
- Full traceability of every automated interaction.
- Continuous iteration of agents to improve results.
“We had a bad experience with a CRM that was a ready-to-use project, but it didn't meet our expectations. We are now looking at several off-the-shelf options that are better suited to our business model.”
“El gran problema de Salesforce es que es cero intuitivo.”
“Los equipos tienen que entender que el CRM no es una herramienta de micro management, es una herramienta que ayuda a ser más eficiente.”
“Todas las empresas están enfocadas en que se haga una transformación digital. Para las empresas B2B es una obligación pero todavía hay retos internos de tecnología y de prioridades de recursos.”
“Salesforce es un desafío porque es muy cansador y hace que la adopción sea más difícil y desgana. La palabra mágica es automatización.”
“Los jefes buscan los KPIs, miran el CRM para obtener la información, así que si la gente no lo utiliza, no puede dar las cifras a sus jefes.”