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Generative AI · RAG agents · Automation

AI agents for business that answer from your documents and plug into your operation

We design and deploy AI agents for business that work with your information: we find the use cases with real return, prepare your data, build RAG agents over your own documents and connect them to WhatsApp, Teams, your CRM or your ERP. They include human escalation, security and privacy controls, and training so your team actually adopts them.

Operations team talking with an AI agent on screen that cites the internal document its answer came from

What are AI agents for business?

They are generative AI assistants that answer questions and carry out tasks using your company's information: manuals, policies, catalogs, recordings or your CRM. Unlike a fixed-answer chatbot, they search your documents with RAG, cite the source, connect to your systems and hand the case to a person when needed.

From idea to an agent in production

Three steps that avoid the most common mistake: building a brilliant agent for a problem nobody had.

We discover the use cases

We interview each area, measure which questions and tasks repeat and prioritize the cases with the highest return and lowest risk. You leave with a short list of agents worth building and the data each one needs to work.

Process map of a company showing where an AI agent saves time

We prepare your data

We organize manuals, policies, catalogs and recordings, remove outdated versions and define who can see what. A RAG agent is only as good as the documents it searches, so this stage decides the quality of every answer it gives.

Internal documents organized and tagged to feed a RAG AI agent

We build, connect and measure

We develop the agent, integrate it with WhatsApp, Teams, your CRM or your ERP, set up human escalation and test it with real users. Then we measure usage, answer quality and escalated cases to improve it every month.

AI agent connected to WhatsApp and Teams answering a company's employees
01

How is an AI agent different from a traditional chatbot?

A traditional chatbot follows a decision tree: if the question was not anticipated, it gets stuck. An AI agent understands natural language, looks for the answer in your documents through RAG (retrieval-augmented generation), cites the source and can take actions such as checking an order in the ERP or logging a case in the CRM. That makes it useful for internal support, customer service, sales and training. The key is that it answers only with your company's authorized information, not with what the model learned on the internet, and that it recognizes when to hand the conversation to a person instead of guessing.

02

What does Geedle AI agent consulting for business include?

Use case discovery with each area, a data readiness assessment, agent and tone design, RAG built over your own documents, integrations with WhatsApp, Teams, Slack, CRM or ERP, human escalation rules, security and privacy controls, user testing and adoption training. If you want results in repetitive tasks, we combine it with AI process automation; if the goal is learning, with educational virtual agents. We deliver the agent up and running in production, used by real people, not a slide presentation about what it could do someday. After launch we stay on to measure and improve it every month.

03

How is information protected when you use generative AI in the company?

With AI governance from the design stage: each agent searches only authorized sources, respects every user's permissions, logs conversations and uses model providers whose terms do not train on your data. We define with you which information never goes into the agent, who approves new sources and how answers are reviewed. If your company works with ISO 27001 or wants to, we align the controls with your management system through our ISO 27001 consulting. We give you technical guidance on privacy, not legal advice; for legal obligations, your legal team should weigh in.

AI agents already doing real work

Five types of agents we implement; the first is our own proven case.

Geedle Bot answering a question with the exact minute of the course recording

Geedle Bot: the proven case

Our course agent answers with the exact minute and second of the recording where the topic was explained. It works 24/7 from the platform, WhatsApp, Teams or Slack, with RAG over materials and videos.

Employee asking an HR AI agent about vacation days

Human Resources agent

Answers questions about vacation, benefits, policies and paperwork using your company's handbook, and routes sensitive cases to HR with the full conversation history attached for follow-up.

AI agent serving a customer on WhatsApp with catalog information

Customer service agent

Answers product questions, order status and warranty inquiries with your catalog and ERP, on WhatsApp or your website, and hands over to an advisor when the customer asks.

Plant technician asking an AI agent about a procedure from a tablet

Operations support agent

Technicians and supervisors ask about procedures, data sheets or frequent failures and get the answer along with the exact document and section it came from.

Sales executive preparing a proposal with help from an AI agent

Sales agent

Helps sellers find current prices, use cases and arguments by industry, drafts proposals and logs the activity in the CRM so nothing is lost between meetings.

Which question does your team answer ten times a day?

That is usually the first agent worth building. Request a discovery session and we will propose three use cases with their scope.

Six pieces of a trustworthy AI agent

What separates a flashy pilot from an agent your team uses every day.

1

RAG over your documents

Answers with your company's manuals, policies, catalogs and recordings, and cites the source so anyone can verify it.

2

Real integrations

Connects with WhatsApp, Teams, Slack, your CRM and your ERP to look up data and log actions without copying and pasting.

3

Human escalation

Recognizes when it does not know or when a topic is sensitive and hands the case to the right person with full context.

4

Security and privacy

Per-user permissions, conversation logs, authorized sources and providers that do not train models on your data.

5

Continuous measurement

A dashboard with usage, frequent questions, rated answers and escalated cases to improve the agent every month.

6

Guided adoption

Training for users and owners, usage guides and internal campaigns so the agent does not stay stuck as a pilot.

Method

How we implement your AI agents

Five stages with concrete deliverables; the first agent usually reaches production in weeks, not months.

  1. Use case discovery

    Interviews with each area, analysis of repetitive questions and tasks, and prioritization of use cases by expected return, risk and data availability.

    Prioritized use case map
  2. Data preparation and governance

    Source inventory, cleanup of documents and versions, permissions by profile and clear rules on which information each agent may use.

    Approved sources and access rules
  3. Agent design and build

    We define tone, scope and limits, build the RAG over your documents and test it with real questions from your team.

    Agent in a test environment
  4. Integration and launch

    Connection with WhatsApp, Teams, CRM or ERP, human escalation rules, user training and a staged launch, one area at a time.

    Agent in production
  5. Measurement and improvement

    Monthly review of usage, answer quality and escalated cases; we add new sources and fine-tune the agent's behavior together with your team.

    Monthly performance report
Geedle Bot screen answering a question with the exact minute of the course recording

Geedle Bot: an AI agent already running in production

Before offering AI agents to other companies, we built our own and put it to work answering real learners.

  • Answers 24/7 with RAG over materials and recordings
  • Delivers the exact minute and second of the video
  • Works on the platform, WhatsApp, Teams and Slack
  • Escalates to an instructor when a question requires it
  • Logs every question to improve the content

A custom AI agent versus a generic chatbot

Both can chat; only one knows your company and plugs into your operation.

With GeedleGeneric chatbot
Source of answersYour documents, with RAG and source citationDecision tree or the model's general knowledge
Unexpected questionsUnderstands them and searches your sourcesReplies "I did not understand" or makes things up
IntegrationsWhatsApp, Teams, Slack, CRM and ERPA widget on the website
EscalationTo the right person with contextA contact form
SecurityPer-user permissions and conversation logsThe provider's default settings
ImprovementMonthly review with usage dataConfigured once and forgotten
01

Agents for Human Resources and universities

If your priority is serving employees, see our HR chatbot, which answers questions about policies and paperwork. For educational institutions, the AI tutor for universities supports each student with the materials of their course and alerts the teacher when someone gets stuck. Both share the same RAG architecture and the same privacy controls as our business agents.

02

Agents that teach

See how Geedle Bot works, the agent that answers with the exact minute of the recording, and the educational virtual agents that turn your courses and manuals into an assistant available all day for every employee, on the channel they already use. It is the most direct way to make training stick on the job.

03

Automation and security

Combine your agents with AI process automation so that, beyond answering, they carry out tasks, and protect the information they search with ISO 27001 consulting that defines access, vendors and incident response from the very start of the project, so AI grows without opening new risks for the business.

AI agents for business by city and state

On-site discovery sessions where we have a team, and agents running online for companies across Mexico.

FAQ

Frequently asked questions about AI agents for business

Let's talk about your company's AI agents

Tell us which area you want to support, what documents you have and which systems you use. We reply the same day with a three-option proposal.