B2B SmartBot

Your business operating with AI specialists.

The B2B Smart Labs operational platform connects service, teams, automations, and AI specialists in one intelligent operation.

Maia
online

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Operational reality

Operational problems we help you solve

Clear symptoms teams feel every day — and that a coordinated AI operation addresses.

Leads without a timely response.

Multiple phones and scattered conversations.

Disorganized customer service.

Lost context between channels and people.

Low productivity on repetitive tasks.

Too many manual operational tasks.

Inconsistent follow-up with prospects and customers.

After hours, nobody answers—with B2B SmartBot, any hour counts.

Before & after

What changes in practice

From fragmented WhatsApp chaos to shared history, automation, and coordination.

Scattered conversations
Centralised operation
Forgotten leads
Automated follow-up
Dependence on personal phones
Shared history
Untracked service
Organised flow
Team flying blind
Coordinated operation

Support that feels human

Customers talk to people—not a faceless bot

Maia, Diana, Rafael, Moia, Lucas and Sofia show how care shows up in a real conversation: someone welcomes, asks, remembers, books. In your business you keep the voice and identity; we keep the wiring quiet so clients feel looked after, not processed. Every role is available to hire for your operation—you add only what you need.

Maia

Intelligent reception

Welcomes new contacts, organizes information, and routes the conversation automatically.

Diana

Qualification

Structures discovery questions and keeps qualification consistent across the team.

Rafael

Lead follow-up & reactivation

Keeps cadences alive, re-engages cooling conversations, and hands warm opportunities back to the team with clear next-step context.

Moia

Satisfaction research

Runs on-brand surveys, collects NPS/CSAT and qualitative feedback, and consolidates insights to improve product and service with actionable data.

Lucas

Collections & billing

Drives reminders and collections with clear wording, payment links, and confirmations—aligned with the policies and channels you define.

Sofia

Customer Success

Supports adoption, renewal, and account health with proactive check-ins and education at the right moment—the classic CS role from onboarding to expansion.

Built to win deals

Architecture that converts conversations—not heroics

Customers don’t see pipelines—they see speed, memory, and follow-through. Under the hood we layer structured intake, smart decisions, and coordinated execution so your team scales revenue and service quality without everyone living in WhatsApp.

WHAT'S BEHIND EACH SPECIALIST YOU HIRE:

Meet the engine room

Intelligence at work in the operation

These sub-agents work almost like personalities your AI specialists step into during service. The orchestrator is different: it is the central piece that signals which personality should take the conversation next as it unfolds—reducing operational load and keeping the operation organised.

Orchestrator Agent

Maestro of the flow

Uses the full conversation and operational context to route each step to the right specialist agent and monitor quality through completion.

Qualifier Agent

Intelligent first contact

Receives and qualifies leads, discovers needs, identifies pain points and timing, and collects essential information for the next steps.

Resolutive Agent

Automatic problem-solving

Answers technical questions, educates customers about products and services, and resolves the majority of routine interactions with precision and speed.

Transactional Agent

Closer of the transaction

Closes deals in the channel, issues charges and payment links, schedules visits, and confirms payments with minimal friction.

Specialist Agent

Exceptions and complex cases

Handles delicate situations, recovers at-risk sales, personalizes the approach from history, and proposes tailored solutions.

Image & document validator

Visual reference analysis

Interprets images and documents such as receipts, proofs, and references, extracts structured fields, and forwards them for routing.

Restaurant metaphor (quick read)

Imagine B2B SmartBot as a well-run restaurant:

  • Orchestrator — the manager who organises everything and protects quality.
  • Qualifier — the host who welcomes and seats the customer.
  • Resolutive — the cook who prepares the answer with precision.
  • Transactional — the cashier who closes payment.
  • Specialist — the manager who handles exceptions and delicate situations.
  • Image validator — staff who receive and read proofs and visual references.

When everyone works in harmony, the customer leaves satisfied.

See the product

Operational platform

Real screens from the live console: unify inbox, pipeline, teams, scheduling, AI behaviour, and leadership metrics—so every conversation has an owner and a clear next step.

Operational inbox

Serve customers with full visibility: who answered, what was promised, and what comes next.

Operational kanban

Move work across stages with accountability so nothing disappears in a chat thread.

Team management

Distribute volume by department and responsible owner, with clear operational rules.

Operational calendar

Align schedules, services, and customers with confirmations your team can trust.

Configurable AI

Adjust how each agent behaves to match your process — without losing operational control.

Reports

See productivity, volume, and outcomes so leaders can steer the operation with data.

From signal to signature

A journey built to close

Each stage connects capture, care, and follow-up in one rhythm—fewer drop-offs, faster decisions, and the visibility leaders need to scale with confidence.

1Capture the moment
2Qualify with rigor
3Deliver standout care
4Route to closers
5Follow-up that converts
6Run ops at scale
7Metrics that decide

Verticals

Segments

The segment changes.

The need stays the same: organised service, fast replies, and operational control.

B2B SmartBot connects digital specialists, teams, and automations in one intelligent operation.

Law Promise Organise leads, teams, and legal intake in one operational flow. Typical pain Threads and deadlines invisible to the rest of the firm. Desired outcome: Lead triage, matter tracking, and case follow-up with full history. Insurance Promise Quotes, claims, and policyholder support in one place. Typical pain Brokers and back-office threads mixed on WhatsApp. Desired outcome: Claim intake, documents, and queues by product line. Real estate Promise Viewings, offers, and rental or sale follow-up organised. Typical pain Duplicate leads and agents missing what was promised. Desired outcome: Viewing scheduling, profile qualification, and nurture cadences. Clinics Promise Scheduling, confirmations, and care centralised. Typical pain No-shows and reschedules without confirmation or clear ownership. Desired outcome: Triage, reminders, and shared context for clinical staff. Education Promise Enrolment, FAQs, and guardian comms in one channel. Typical pain Campaign spikes with no clear owner on WhatsApp. Desired outcome: Smart FAQ, routing by programme, and document reminders. Services Promise Quotes, work orders, and customer-visible status in real time. Typical pain Field techs and office staff misaligned on WhatsApp. Desired outcome: Ticket intake, schedule confirmation, and close-out NPS. Gym & studios Promise Trials, memberships, and member comms on a steady cadence. Typical pain No-shows, waitlists, and reschedules without control. Desired outcome: Class confirmation, renewals, and win-back for inactive members. Pet shop Promise Grooming, vaccines, and busy diaries with pet + owner context. Typical pain Handoffs between phones and lost pet history. Desired outcome: Return reminders, packages, and appointment confirmation. Food Promise B2B orders, cut-offs, and logistics talking to the customer. Typical pain WhatsApp orders with no priority or delivery trail. Desired outcome: Volume qualification, window confirmation, and invoice follow-up. Support Promise Tickets, SLAs, and consistent answers across channels. Typical pain Status pings on personal WhatsApp with no audit trail. Desired outcome: 24/7 triage, severity routing, and knowledge-base answers.

Seamless Integrations

Connect with the tools your business already uses

WhatsApp
ChatGPT
Google Calendar
Google Analytics
Jira
Slack
Google Sheets
Email
Salesforce
Airtable
Notion
Discord
HubSpot
Shopify
Trello
Calendly
Gmail
Dropbox
WordPress
Mailchimp
Wix
Zapier
Slack
ChatGPT
Jira
Google Sheets
Email
Airtable
Notion
Discord
WhatsApp
ChatGPT
Google Calendar
Google Analytics
Jira
Slack
Google Sheets
Email
Salesforce
Airtable
Notion
Discord
HubSpot
Shopify
Trello
Calendly
Gmail
Dropbox
WordPress
Mailchimp
Wix
Zapier
Slack
ChatGPT
Jira
Google Sheets
Email
Airtable
Notion
Discord

Outcomes

Operational benefits

What changes when AI specialists work inside your operation — not beside it.

Fewer lost leads
Higher team productivity
Centralized operation
Less rework
Organized customer service
AI coverage around the clock
Complete history
Aligned teams

FAQ

Common questions

Straight answers about how the platform fits your day-to-day operation.

Yes. WhatsApp is a first-class channel alongside your operational inbox and routing rules.

Yes. Multiple people can work in parallel with shared context, assignments, and clear ownership.

You control where automation runs and where humans step in — per channel, team, or scenario.

Yes. Prompts, stages, follow-up cadences, and handoff rules adapt to how your business already works.

The platform is built for operational patterns — intake, qualification, scheduling, and follow-up — across verticals.

Yes. You can expand numbers and entry points as you grow, with governance and routing per line or brand.

Absolutely. The goal is coordinated operation: specialists handle volume and consistency; your team keeps control on exceptions and relationships.

No. AI takes care of repetitive operational tasks while your people focus on the strategic moments of service.

B2B Smart Labs

About us

B2B Smart Labs builds operational software where AI specialists and human teams work in the same rhythm — with clear processes, measurable outcomes, and premium execution.

Book a personalized demo

Tell us about your operation — we will show how AI specialists fit your teams and channels.

Contact Information

São Paulo, SP, Brazil

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