AI Agents

AI that acts, not just suggests.

Generative agents connected to your systems via API and MCP. They look up, decide and act, grounded in your private content, with auditable governance and human escalation when needed.

Partenero AI agent answering a question on WhatsApp and querying systems

Why agents on Partenero

You already have bots. You already have chat. What's missing is AI that understands your business, operates in your systems and knows when to hand off.

Grounded in your content

Plug in PDFs, links, internal bases and the CDP itself. AI answers with explicit citations and stops short of making things up.

Acts in your systems

API, webhook, MCP. Looks up status, updates fields, sends messages, books meetings. Not a chatbot.

Auditable governance

Every action is logged. Every answer has sources. Every decision has a confidence score.

How it works

Four steps. Live in days.

  1. 1

    Knowledge

    Upload docs, connect internal sites and bases. AI indexes and keeps things fresh.

  2. 2

    Personality

    Tone, name, language, creativity. Per-persona and per-channel configuration.

  3. 3

    Tools

    Plug in REST APIs and MCP servers. Define what the AI can read and what it can execute.

  4. 4

    Governance

    Set escalation rules, confidence thresholds and audit. Ship to production.

Use cases

Where Partenero agents deliver value every day.

Autonomous support

Resolves order status, invoices, cancellations, exchanges and copies, straight on WhatsApp.

24/7 pre-sales

Qualifies leads, addresses objections, books meetings and pushes to the CRM with context.

Internal search

Helps CS, CX and sales teams using the manual, the wiki and prior decisions.

Back-office ops

Updates fields, closes simple tickets, sends billing notices and runs cadences.

CSM assistant

Summarizes accounts, preps QBRs, suggests next steps and drafts the email before the meeting.

Inbox triage

Classifies, tags and routes messages before a human agent opens them.

Tool use

No hallucination. Real action.

Partenero uses MCP (Model Context Protocol) and REST APIs to give AI auditable tools. Every call has permissions, logs, latency and a typed return, all visible in the inspector.

  • Connect any REST/GraphQL endpoint in minutes
  • Native MCP servers for Stripe, HubSpot, Salesforce, Pipedrive, ERPs
  • Permissions per tool, per agent, per user
  • Latency and logs per call, nothing hidden
No hallucination. Real action.
When AI hands off

Good AI knows when to stop.

It's not if AI will escalate. It's when. Set the exact triggers for human agents to step in, with full context.

  • ConfidenceAnswer confidence below your threshold.
  • SentimentVery negative sentiment, frustration or churn threat.
  • ValueOperation involves amounts above your limit (refund, contract, credit).
  • PolicyRequest outside policy (cancellation, contract exception).
  • RequestCustomer explicitly asked for a human.
  • Out of scopeTopic outside the agent's knowledge. Pass to the right person.
Governance & security

Built to pass compliance review.

Your data doesn't train the model. Each conversation is isolated per workspace, with configurable retention and full export. SOC 2, LGPD and GDPR are standard roadmap items.

  • No model training on customer data, contractual
  • Full workspace isolation and per-actor audit
  • Configurable message and log retention policy
  • LGPD/GDPR and SOC 2 Type II compliance
Built to pass compliance review.

Security by design

  • Workspace-isolated data
  • Role-based permissions
  • Audit log per action
  • PII redaction option
  • SSO / SAML (Enterprise)
  • Configurable retention

Typical results from Partenero agents

up to 90%

fully autonomous resolutions

−72%

avg. cost per contact

1.4s

avg. response latency

4.8/5

avg. CSAT on AI conversations

Frequently asked about AI Agents

Intelligent customer management

Build your first agent in days.

30-minute demo with an AI specialist. Bring a use case and we'll prototype it on the call.