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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 Agents Catalog
A ready-to-use — and scalable — 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 characterize and classify contacts.
Suggestion Agents
Propose next steps or recommended actions.
Taskers
Execute specific tasks — such as sending a document, scheduling a call, or generating a proposal.
Conversational Agents
Manage 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.
Some 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 quotes in insurance.
- Email agent to follow up on service tickets with personalized responses.
- Hybrid voice + WhatsApp + email agent to manage real estate bookings and sign agreements.
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 and high-performing agents are deployed.
- Create new versions of any agent to fine-tune behavior.
- Test using real data — including past conversations — to validate agent responses before going live.
- Define custom test suites so you’re familiar with the content and can quickly compare expected vs. actual results.
- Agent versioning and full traceability of outcomes and changes, allowing you to identify which agents and versions need improvement.
- Secure deployment, with the confidence that every agent performs exactly as expected.
Audited AI Agents, running on rails
At Harmonix, AI agents operate on rails — their knowledge and scope of action are strictly defined to ensure they only respond or act within authorized data and context. This guarantees 100% safe, accurate, and governed automation.
Each agent is subject to continuous auditing across three key quality dimensions:
- Output relevance: measures whether the agent’s response or action aligns with the user’s intent and the input received.
- Contextual consistency: validates that the response is coherent with other sources or agents that might handle the same query.
- Content quality: assesses accuracy, clarity, and completeness of the response from both a semantic and business standpoint.
This way, Harmonix combines the power of generative intelligence with the enterprise-grade control and safety organizations need to deploy AI at scale.
From theory to action
From testing to real-world impact.
Once validated, agents are deployed directly on Harmonix. Every action performed by an agent — from a call to a WhatsApp conversation — is recorded, measured, and audited.
The result:
- Reduction in operational costs.
- Faster response times and improved commercial effectiveness.
- Full traceability of every automated interaction.
- Continuous iteration of agents to improve performance.
“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.”