AI Agents: The tool you didn't know
you needed
SumoPPM AI Agents
One of the most helpful features of our all-in-one AI Platform for Business are SumoPPM AI Agents.
Improved Customer Experience
​Our AI agents can use data integration to deliver highly personalized interactions and recommendations. This improves customer satisfaction and optimises business decisions.
Solution Scalability
By integrating multiple APIs and data sources, SumoPPM AI Agents can easily adapt to any data volume or operational complexity.
Process Automation
Our AI Agents can make decisions and take actions based on integrated data.
AI Agents are intelligent programmes or systems that operate autonomously to perform specific defined tasks, interact with other systems, use real-time data and make decisions. These agents are designed to mimic human capabilities such as reasoning, decision making, natural language, and sometimes personalisation and continuous learning capabilities. This is achieved through the use of learning algorithms and AI techniques.​​
The uses of AI Agents are varied and multi-purpose, which enables them to have many applications in different areas, such as for example:​
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Business Intelligence: Automating the generation of reports, predictive analytics, and creation of real-time dashboards or scorecards.
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Customer Service: Advanced chatbots that personalise responses, resolve queries, or guide customers through the buying process.
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Business Process Management: Monitoring and optimisation of administrative or repetitive tasks, integrating data from multiple sources.
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Industry and Manufacturing: Real-time monitoring of production lines and quality management in factories.
​The ability to integrate and customise AI to act in real time in different sectors makes AI Agents powerful tools that are highly adaptable to their environment.
Use Cases
Functionality You Will Love
01
AI Agent for Conversation Analysis in a Call Center
A SumoPPM AI Agent analyses thousands of conversations in a company's call centre to obtain key insights. It evaluates agent friendliness, script adherence, problem resolution effectiveness, and detects cross-selling opportunities and frequently requested products. In addition, it identifies products that customers are asking for and the company does not offer, providing ideas for expanding the catalogue. The tool generates detailed reports showing agent performance, resolution times, and product trends, helping to improve training, optimise service offerings and increase customer satisfaction.
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AI Agent to Prioritize and Qualify Customers and Leads in CRM
SumoPPM's AI Agent analyses the customer and lead base in an organisation's CRM, evaluating interactions, communication history and behaviour to rate the quality of each contact. The AI Agent generates a priority score and classifies leads by type and level of interest, such as 'high priority' or 'medium priority'. It then sends a weekly email to each sales rep with a personalised list of priority leads and specific recommendations on how to address them, optimising their time and effectiveness. The insights provided enable personalised attention and more effective sales strategies, maximising conversion and improving commercial decision making.
02
AI Agent for Customer Service in an Insurance Company
A SumoPPM AI agent implemented in an insurance company revolutionises customer service by providing personalised and agile service in every interaction. With access to history and CRM, the agent answers queries, suggests appropriate coverage, manages contracts and cancellations, and facilitates claims resolution in real time. If a customer has an accident, the agent can initiate the claim, coordinate repairs and send automatic notifications. This solution optimises efficiency, reduces the burden on service teams and improves the customer experience by providing fast, personalised responses at every stage of the process.
04
Creating Conversational Applications with AI Agents in SumoPPM
With SumoPPM, companies can develop conversational applications in seconds, transforming applications such as CRM and ERP into 100% interactive tools. A built-in AI Agent automates key tasks such as proposal generation, customer management and reporting, all through intuitive conversations. This technology collects and personalises information from each customer, generates documents tailored to their needs and automatically tracks each interaction. By facilitating the creation of conversational applications, SumoPPM enables organisations to streamline workflows, improve personalisation and increase the efficiency of customer service and commercial management.
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Up to 67% more conversions using AI Agents
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Up to 50% more leads generated automatically
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Up to 30% cost savings in customer service
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Generative AI cut first response time by 80% and average resolution time by 4 minutes
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Up to 80% automated tasks in service
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Up to 12% improved customer satisfaction compared to human customer support