ADI AGENTS · ONBOARDING
From approval to first transaction
Sign-up and activation guided by voice, WhatsApp or web, with deterministic identity validation at every sensitive step.
The operational jump
Approved is not activated
Both models start from the same approved sign-up. What changes is how many reach the first transaction.
Email activation and a human queue
ADI onboarding agent
Results in production
Impact that is measured
Aggregated platform results, measured in production. Not attributed to any specific account.
How it runs
From approval to an active account
Approved sign-up
The agent is triggered with name, account number and sign-up status received by webhook.
On the customer's channel
WhatsApp, voice, web widget or app webview, with the same script and the same context.
Deterministic validation
Format, check digit and lookups against your sources run in code, outside the model.
Frictionless capture
Guided upload inside the conversation, verified in a dedicated service returning approved or rejected.
Passcode and preferences
The agent runs the last steps and stays until the account is usable.
Data in your system
Fields defined in Data Collection, extracted from the transcript and delivered by signed webhook.
Capabilities
Activating without a queue
Validation outside the model
Verification runs in a dedicated service and returns approved or rejected, with no room for interpretation.
Dynamic variables
Name, account number and status arrive by webhook at the start of the conversation.
Cross-channel resumption
Starts on WhatsApp, continues on voice, ends on the web. No completed step is repeated.
Extraction at close
Every field is defined beforehand in Data Collection, with a type and a natural-language instruction.
Correct local pronunciation
CPF, CNPJ, CURP and contract numbers read as a trained agent would read them.
Escalation with the full thread
The operator arrives reading, with the history and the data already collected.
Feasibility
Connects to what you already have
Validation sources, core and CRM connected through a documented interface. No core changes.
Onboarding in 1 to 3 weeks. With an existing SIP trunk, the voice channel goes live in 2 to 5 days.
Inside the rules
Activating without leaving policy
PII tokenised at the edge
Personal data is tokenised before any call to a model provider.
Guardrails in code
Deterministic filters before and after the model, three of them mandatory on any agent.
Traceability
Every interaction reconstructable: what the agent said, on which version, under which controls.
Closed catalogue
The agent executes only actions registered as enums validated outside the model.
The full cycle
One engine, five agents
One compliance approval covers all five stages. You start with the one that hurts most and expand with no new project.
Origination
Captures, pre-qualifies and converts in free speech, on web or voice.
View →Transactions
Voice-authenticated in-app operations, in seconds.
View →Collections
Negotiates inside the defined policy and logs the commitment in the CRM.
View →Support
Resolves on first contact, with context across all three channels.
View →FAQ
Frequently asked questions
Does the model decide whether the identity is valid?
No. Validation runs on deterministic rules in a dedicated service, returning approved or rejected. The agent runs the capture and communicates the result, without assessing the document.
Do we need to change our KYC provider?
No. Validations are configured against your current sources, called through HTTP Tools during the conversation.
Does the customer start over when switching channel?
No. Context travels across WhatsApp, voice, web widget and app webview, and no completed step is repeated.
How does the data reach our system?
Through a webhook signed with HMAC-SHA256 at close. The fields are defined beforehand in Data Collection, with a type and an instruction per field, and extracted from the full transcript.
And when the case needs a human?
Escalation follows the rule you define, and the operator receives the whole history with the data already collected.