Digital executives that serve, sell and run your processes. Without losing control.
Connected to your CRM, ERP, WhatsApp and phone, they work 24/7 within your rules, with human approval and an audit trail of every action.
Roma AI puts digital executives connected to your company’s systems to work: they serve, sell and run processes end to end, within your rules, with human approval and a full audit trail.
Your new team: each digital executive has its role
Each digital executive specialises in one part of the process and works on the channels your customers already use.
- Romina prospects and qualifies over the phone, with a live transcript.
- Valentina sells and collects on WhatsApp: she shows options, sends the payment link and records the payment in the ERP.
- Martín resolves claims and support tickets, and closes the case with an email to the customer.
End to end, connected to your systems
A business loan, a wholesale order, a fleet sale, a scheduled surgery or an Enterprise customer: Roma AI runs every step in the CRM, the ERP, the core, the payment gateway or the calendar, with no manual hand-offs.
Control and governance: everything happens within your rules
- Business policies: discount limits, amounts that need approval and data that is never shown.
- Human approval for sensitive operations, before they run.
- A full audit trail: every action is logged with its time, owner and outcome.
- Permissions per system: read, write, with approval or blocked.
Solutions by industry
- Financial: loans, collections and claims.
- Retail: orders, stock and deliveries.
- Automotive: fleets, financing and after-sales.
- Health: coverage, surgery and patients.
- SaaS: licences, renewals and support.
Put your first digital executive into production in 2 weeks
More than 50 organisations in 11 Latin American countries already work with Roma AI. The assessment is free and delivered in under a day.
Frequently asked questions
- How is it different from a chatbot?
- A chatbot replies. Roma AI acts: its orchestrator understands what the customer asks for, decides the action and carries it out in your systems (creates the order, issues the promissory note, updates the CRM) before replying.
- Which systems does it integrate with?
- CRMs such as Salesforce, HubSpot, Pipedrive and Zoho, ERPs, core banking, payment gateways, calendars and your own databases. When there is no connector, it integrates through APIs or webhooks.
- Where does my customers’ data live?
- Communications are encrypted in transit and at rest, no data is shared with third parties and the platform complies with Latin American data protection regulations.
- Who controls what each agent does?
- Your company. You set the rules, the limits and the permissions for each system. Sensitive operations require human approval and every action is recorded in the audit trail.
- How much does Roma AI cost for a company?
- Enterprise plans start at US$490 a month and include a Customer Success specialist, priority support and integrations with your systems. The final price depends on your processes and volumes, and we define it with you in the free assessment.
- How long does an implementation take?
- The assessment is delivered in under a day. Most projects with integrations go live within 2 weeks; the most complex ones may take longer.
- What happens when a case needs a person?
- The agent detects it and hands the conversation to the right person on your team with the full context, without the customer repeating anything.
- Which channels and languages does it support?
- WhatsApp Business API, webchat, Instagram, Messenger, email and phone calls, in a single inbox with a unified history. It detects the customer’s language and replies in the same one.