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PortalPBX

Automation and intelligent bots

Automation and bots

We design bots and automations for WhatsApp, web, voice and internal processes: fewer repetitive tasks, more control and escalation to humans when needed.

  • Intelligent bots
  • Clear scope
  • Support in Spanish
Bots and automation illustration
  • Less waiting

    Frequent items resolve without saturating agents.

  • More orderly operations

    Fewer exceptions from broken manual processes.

  • Iterative

    We start with the highest-impact flow.

  • Team at the center

    The bot supports; it does not hide the customer from humans.

What it is

What do we automate?

Service flows, reminders, classification and handoff to AgentePortal or your CRM. We start from clear rules; we add AI when it improves the result.

  • Map of processes to automate
  • Flow and tone design
  • Channel and CRM integration
  • Monitoring and continuous improvement

What's included

What does the service include?

Every project is carried out by our technical team, with scope and timelines agreed with you.

  • Service bots

    Replies and guides on the channels you use.

  • Flows and rules

    Schedules, conditions and escalation.

  • Voice and messaging

    Fit with PortalPBX and WhatsApp.

  • Integrations

    CRM, tickets and APIs without artificial caps.

  • Visibility

    Volumes, containment and friction points.

  • Control

    What the bot can and cannot do.

How we work

Our process

Clear stages, with reviews with you at each one.

  1. Step 1: Analysis

    We prioritize processes and channels.

  2. Step 2: Proposal

    Flow and cost proposal.

  3. Step 3: Implementation

    We implement and integrate.

  4. Step 4: Follow-up

    We measure containment and adjust.

Benefits

Why choose PortalPBX?

Hands-on work with clear priorities, communication in Spanish, and a plan you can approve or adjust.

Request a quote
  • Less waiting

    Frequent items resolve without saturating agents.

  • More orderly operations

    Fewer exceptions from broken manual processes.

  • Iterative

    We start with the highest-impact flow.

  • Team at the center

    The bot supports; it does not hide the customer from humans.

  • Support in Spanish

    We support you at every stage.

Who is it for?

Who is it for?

  • Contact center

    Peaks of repeated queries.

  • E-commerce and services

    Order status, appointments and FAQs.

  • Backoffice

    Internal processes between systems.

  • New projects

    Start with a solid foundation from day one.

Pricing

Pricing based on your project

Every project is different. We send a custom quote with scope, timeline and cost — no invented rates on this page.

  • Custom quote
  • Response in under 24 business hours
  • Phased, with no commitment

Related services

Complete your solution

Other PortalPBX services that often fit with this one.

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Frequently asked questions

Frequently asked questions

Clear answers about the service.

See all questions

Also voice, WhatsApp and backoffice automations per scope.

It depends on scope. After analysis we send a proposal with scope, timeline and cost.

With a conversation about your case and a written proposal.

We estimate it in the proposal based on access, DNS, data and integrations.

Yes, it is a natural destination for handoff and omnichannel context.

Ready to move forward with this service?

Tell us about your project and we’ll propose a clear plan, with scope and timeline defined with you.

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