GerentIA — AI + CRM + ERP

Authors: Philippe Fanaro, Matheus Cunha and Pedro Neves.

GerentIA (gerent.app)'s landing page.

Over the last few years, two improvements to AI have changed the nature of that technology, or at least changed how we should treat it:

• Naturalness of Conversation
• Agency

The naturalness of today's AI conversations is evident to anyone. Up until just a few years ago, we would've called pre-programmed conversations on support platforms "intelligent", which seems a bit comical compared to the highly detailed and exceedingly nuanced conversations we regularly have with them these days.

On its own, that shift was already able to spawn new categories of tools. However, an assistant which is only able to chat is quite limiting. Ideally, we'd want it to also act in the real world.

And that's exactly the new paradigm which became available in the most recent AI iterations. And safely so.

Certified by several international security institutions, the biggest AI companies, such as Anthropic and OpenAI, now offer agents with enough guard-rails to grant us confidence to use them in our daily business operations, with guarantees that neither our customers' nor our own companies' data will leak to other AI agents.

From these advances in naturalness, agency, and safety, a new platform was made possible, GerentIA, a tool aiming at merging and automating two facets of business activity which, in the past and still today, remain largely dissociated from one another.

Dealing with customers — traditionally done through CRM (Customer Relationship Management) systems — and managing business resources — usually done by ERP (Enterprise Resource Planning) systems — now integrate a single platform, with AI serving as an automated bridge for actions which used to be only possible through human intervention.

GerentIA is an authorized Meta Tech Provider.

The WhatsApp-like conversations container.

GerentIA's Main Features

On GerentIA, AI is capable not only of intelligently and humanly chatting with the customer, but also of carrying out the respectively necessary actions on the database, pending human approval or not:

An example of AI talking to a customer about booking resources in a coworking space.

AI is already capable of handling a complete interaction, forwarding payment methods and making the respectively necessary changes to the database.

The AI agent automatically creates an event on GerentIA's calendar.

Our platform offers multiple ways of customizing its AI agent. The most basic would be through the "AI Specialization" extension, but the more visually appealing interface is the "Flowchart" extension:

An example of a flowchart the AI is specified to follow.

GerentIA is built to be able to manage any type of business, and, to that end, it makes use of a versatile feature-extension system, that is, the user configures which features should be added to their business management system. In the long run, we also intend to offer the ability for third parties to develop their own extensions.

GerentIA is broken down into extensions, which offers much more flexibility to configuring the platform to each business' specific needs.

We offer integrations with the most popular chat apps: WhatsApp, Facebook Messenger and Instagram, as an authorized Meta Tech Provider.

An Invitation

There are many more features already available, and plenty more are on their way! Access GerentIA for free and start automating your business for the new AI era!

To wrap up, we're always open to suggestions and criticism. If you have any, just leave them in the comments! The GIA team would really appreciate it!

We've just now added a "Command Central" extension, with an animation in the background!