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KAIzen Consult - Agentes de IA personalizados para pymes | Procesos +

Voice & Chat Agents for B2C

Hogar Móvil

24/7 responsive care that schedules and refers appointments

In clinics, sports centers, restaurants, or workshops, inquiries are concentrated precisely at times when no one can answer them—and they continue to arrive even after the business is closed. An agent connected to your WhatsApp, phone, or website responds with your business information, schedules appointments in your real-time calendar, and forwards those requiring further review to your team.
 
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The Problem

Do any of these situations sound familiar?

"Calls come in just when the counter is full."

If you don't get a response, don't leave a message: call the next Google result.

"WhatsApp is only used by those who can, when they can."

A customer asks on Tuesday if there's availability on Saturday; they receive a reply on Thursday. They've already booked elsewhere.

"Part of the day is spent repeating the same thing."

Schedules, rates, cancellations — written one by one by the person who should be attending to the person in front of them.
The solution

What the agent does for you, every day

  1. Respond where the customer is already writing to you

    WhatsApp, phone, or web chat, instantly, anytime, in the customer's language.
  2. Respond only with your information

    Rates, schedules, policies, and the questions your team answers daily. If something isn't covered, don't improvise: escalate.
  3. Schedule against your actual calendar

    Check availability, suggest openings, confirm, and reschedule. The customer leaves with a confirmed appointment.
  4. Escalate to your team with the entire conversation

    Emergencies, complaints, and unscripted cases arrive with a history and summary. The customer doesn't repeat anything.

24/7

Every message and every call gets a response.

Multi-language

Respond in the customer's language
Who is it for?

Designed for B2B SMEs that sell to other businesses


Businesses that rely on appointments, bookings, or consultations: clinics, sports centers, beauty salons, hotels, workshops, academies. It's not about eliminating human interaction: the agent handles the repetitive tasks so your team can better serve what matters.
Hogar Móvil

For technical profiles: how it is built

What follows is the detail of architecture and integrations.

System Architecture

The wizard is orchestrated on n8n (self-hosted, on client infrastructure) with a RAG architecture based on the company's knowledge base:

  • Knowledge Base (RAG):The client's documentation (catalogs, policies, FAQs, product sheets) is indexed in a vector database. The assistant retrieves the relevant fragments and generates the response solely from them, minimizing confusion.
  • Intent Classification: Each incoming message is classified (order status, product question, complaint, sales, etc.) and follows a different path: direct response, query to the client's systems, or escalation.
  • Escalation to Human: Configurable rules (negative sentiment, sensitive topics, low confidence in the response) transfer the conversation to the team with the complete history.
  • Multichannel: WhatsApp Business API, web chat widget, and email (classification and draft responses). Same knowledge base across all channels.
  • Logging and analytics:Each conversation is logged in the CRM with topic and resolution tags, generating a dashboard of recurring queries.
n8nRAG + LLMWhatsApp BusinessCRMEmail

Common Integrations

  • CRM: Two-way synchronization with HubSpot (contacts, companies, thread activity). Adaptable to other CRMs via API.
  • Email: Gmail and Microsoft 365, with sending from the client's domain and proper SPF, DKIM, and DMARC configuration to protect deliverability.
  • Data: Apollo.io and LinkedIn scraping (via Apify) for data enrichment; Airtable or Google Sheets as a review layer when the client does not have a CRM.

Frequently Asked Questions


The agent presents themselves as a business assistant, without pretending to be a person. What the customer values ​​is immediate response and resolution of their issue; and when necessary, there is a real person on the other end of the conversation, providing the full context.

He states it and then moves on. He only responds to information about your business that has been uploaded to his knowledge base; beyond that, he delegates to your team instead of improvising.

The system runs on infrastructure you control, and the conversations are not used to train third-party models. Retention and access are configured according to your data protection policy.

It's yours: your own infrastructure, documentation, and training. The only recurring costs are those of the channel itself (WhatsApp Business API, phone service), which would exist regardless.

Between two and four weeks. The first week is dedicated to building the knowledge base with your actual information; then, testing with team review and channel-by-channel rollout.

It's yours. The only recurring costs are those of the channel itself (WhatsApp Business API, phone service), which would exist regardless.

Let's talk

If your business is ready to take the leap, let's talk.


Free assessment: we identify processes, flows, and custom AI opportunities for your operation.

 



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