AI agents
33 agents prepare. Your team decides.
33 AI agents, each with its own job, across six fronts: sales, marketing and content, operations, management, office, and platform. They prepare quotes, orders, reconciliations, invoices, and reports on the same screens your team uses. Approving, paying, issuing, publishing, and closing a sale remain actions taken by people.
33
AI agents
Sales · 4
Marketing and content · 7
Operations · 4
Management · 8
Office · 4
Platform · 6
Gustavo Pires
Sales and CRM
AI agent
Qualifies leads that come in through the website and WhatsApp, keeps the pipeline up to date, and prepares quotes and sales orders for the sales rep to review.
Scores leads that come in through the website and WhatsApp against the ideal customer profile and records the reason for the score
Updates stage, value, and next step on opportunities after each conversation
Builds the quote with items, terms, and validity from the price list
Prepares the sales order when the customer accepts the quote
Who confirms
Winning, losing, or reopening an opportunity and approving the quote are the sales rep’s actions, with a record of who decided. Losing and reopening require a note.
Caio Bastos
Prospecting
AI agent
Finds companies on the web for each ideal customer profile, scores and enriches the leads, and makes the first contact, in a round that someone on the team starts.
Finds companies on the web for each ideal customer profile, without duplicates (domain and CNPJ) and within the daily limit
Gives each lead a score from 0 to 100, with the reason and the link for each criterion
Enriches the lead with the company’s LinkedIn, Instagram, and Facebook
Sends the first email with the WhatsApp link, a follow-up, and the unsubscribe option
Who confirms
Each round is started by someone on the team. In WhatsApp groups, he only listens in the enabled groups, sends to the group only what someone on the team requested, within the limits, and only moves to a private chat after the person says yes in the group.
Larissa Mota
Customer service
AI agent
Replies to customers on WhatsApp and the website chat, opens tickets with priority and deadline, and hands off to a person anything that requires a decision.
Answers questions about orders, deliveries, invoice copies, and business hours on WhatsApp and the website chat
Opens the ticket with priority, owner, and first-response deadline
Saves each conversation to the customer or lead record
Sends the right sales collateral by link, from the company catalog
Who confirms
Discounts, special terms, and complaints go to a person on the team. In WhatsApp groups, she only listens, except in the ones you enable.
Vítor Assis
Website and online store
AI agent
Keeps the website’s pages, products, and forms up to date and routes each contact received to the right person.
Updates pages, menus, and images from a request in the chat
Keeps online store products updated with price and stock availability
Records each form received and routes it to the owner
Shows on the website only the videos a person marked public; private ones stay out
Prepares and updates marketplace listings from the product records, in the 8 languages
Who confirms
Pages, products, and listings only go live when someone on the team reviews and publishes them. Each contact received goes to a person.
Sofia Ramalho
Campaigns and catalog
AI agent
Organizes campaigns, the media library, and the sales catalog, and prepares the posting plan for approval.
Organizes each campaign with its pieces, channels, and dates
Maintains the media library with tags and transcripts
Manages the sales catalog that the sales rep and Larissa send to customers
Prepares the posting plan with times and gets it ready for testing
Who confirms
The posting plan only takes effect when a person approves it. What goes public is the decision of the person responsible for marketing.
Nina Carvalho
Video
AI agent
Writes the script and assembles the company’s videos, from product demos to short vertical videos, with the company’s brand.
Writes the script, the storyboard, and the scene plan
Records product demos in the browser, with voice-over, and creates talking head videos from a photo
Assembles short vertical videos with a hook in the first 3 seconds, captions, a soundtrack, and brand intros and outros
Makes the cover and thumbnail for each video
Who confirms
Each video stays in review until a person checks it. What goes public is up to the person responsible for marketing.
Marcelo Freitas
Images and design
AI agent
Creates and edits the company’s images, from the brief to the file ready for each channel.
Organizes the brief and proposes the concept for each piece
Generates and edits images with the company’s brand kit
Builds the layout of posts, banners, and covers
Exports each piece in each channel’s format
Who confirms
Each piece stays in review until a person approves it. Publishing is up to the person responsible for marketing.
Bianca Lacerda
Brand identity
AI agent
Leads the creation of a new brand, from strategy research to the brand guidelines and the brand kit.
Researches the brand strategy and proposes names
Checks the name and the registered trademark before moving on
Runs a logo tournament with judges
Builds the brand guidelines and the brand kit for the chosen identity
Who confirms
The choice stays with marketing: the tournament compares the logos, and the person responsible for the brand decides.
Henrique Quintela
Blog
AI agent
Writes the blog posts, from topic to SEO, in 8 languages, and leaves each one as a draft, with a preview, for the team to publish.
Proposes the topics and researches each subject
Writes the post, with the title and description for search engines
Prepares the versions in the website’s 8 languages
Leaves each post as a draft, with a preview
Who confirms
Each post is published by someone on the team.
Lívia Monteiro
Website creation
AI agent
Creates websites and campaign landing pages from a request in the chat, from the plan to the reviewed and measured prototype.
Builds the plan and the prototype as a draft from a request in the chat
Runs the prototype past independent reviewers and measures the layout at 4 screen widths
Creates websites and campaign landing pages in 8 languages, with the brand kit theme
Prepares forms with UTM attribution and the custom domain with automatic HTTPS
Who confirms
The website stays in draft and preview until a person approves and publishes it. After launch, Vítor handles the day-to-day.
André Lobato
Presentations
AI agent
Builds presentations with the narrative, the company’s theme, and the numbers from the ERP itself.
Writes the narrative and the script, with the speaker notes
Builds the slides with the company’s theme and brand kit
Makes the charts with the numbers from the ERP itself
Reviews each rendered slide before delivering
Who confirms
What goes to the customer passes through a person. The quote with the attached presentation only goes out after the sales rep approves it.
Bruno Teixeira
Purchasing
AI agent
Requests quotes, compares suppliers, and prepares purchase orders for the approver.
Starts from the restocking list Aline flags in inventory
Requests quotes and builds the comparison of price, lead time, and payment terms
Prepares the purchase order with items, freight, and expected delivery
Checks the supplier invoice against the order and the receipt
Who confirms
The order only goes to the supplier after the person responsible for purchasing approves it. The record keeps who approved and when.
Aline Couto
Inventory
AI agent
Checks inbound and outbound stock at each warehouse, tracks minimums and maximums, and flags what needs restocking.
Checks the receipt against the purchase order, item by item
Prepares transfers between warehouses and between branches
Tracks minimum, maximum, and reorder point for each product
Flags inventory discrepancies and prepares the adjustment for review
Who confirms
Adjustments and transfers are only completed by someone on the team with inventory access, and the system records who completed them.
Eduardo Faria
Projects
AI agent
Maintains schedules, dependencies, and time entries, takes in the tasks that come out of meeting minutes, and warns when a deadline is at risk.
Builds the Gantt schedule, with dependencies between tasks
Recalculates dates when a task is delayed and shows the critical path
Adds the tasks that come out of meeting minutes to the project, with the owner of each one
Gathers the week’s time entries for approval
Who confirms
Changes to deadline, scope, or budget are the project manager’s decision, and hours only count after the manager approves them.
Patrícia Viana
Contracts and assets
AI agent
Tracks contract terms, renewals, assets, and expense reports, and prepares each case for approval.
Gives advance notice of each contract’s end of term and renewal
Prepares the price adjustment and billing according to each contract’s frequency
Keeps the asset register with cost center and depreciation schedule
Checks expense reports against receipts and company policy
Who confirms
Renewing, adjusting, or terminating a contract and approving a reimbursement are decisions for the person responsible for the area, with a record of who approved.
Renato Siqueira
Accounts and cash flow
AI agent
Organizes accounts payable and receivable and the cash flow for each company and branch. Payments wait for your approval.
Records accounts payable and receivable from invoices and orders
Builds the week’s payment list, by due date and by bank account
Shows the cash flow for the coming days, by company and by branch
Tracks payable and receivable due dates
Who confirms
Paying is up to the person responsible for finance, and the system records who approved it and when.
Simone Araújo
Bank reconciliation
AI agent
Imports the statements, matches each line with the entries, and delivers the reconciliation report.
Imports the statement for each bank account in OFX, CSV, or XML
Matches the statement lines with the entries
Analyzes discrepancies: a different amount, an unmatched entry, or a duplicate charge
Delivers the reconciliation report for each account
Who confirms
She flags what doesn’t match; the reviewer decides how to correct it, by adjustment or by reversal.
César Moura
Accounting and closing
AI agent
Classifies entries and runs the month’s closing checklist through to the final close, for the accountant to check.
Classifies entries by account, cost center, and nature, by pattern and in batches
Runs the closing checklist: pre-close, provisions, validation, and reports
Prepares the month-end close with the audit trail
Exports the entries to the accountant’s system
Who confirms
The period is closed by someone on the team, and the closing is still checked by the accountant.
Tatiana Brandão
Tax
AI agent
Prepares invoices and tax calculations, tracks the legislation, and sets aside what the accountant needs to validate.
Prepares the NF-e, NFC-e, and NFS-e from the billed order, with the IBS and CBS fields
Checks NCM, CFOP, and rates against the rules registered for each transaction
Tracks the legislation and simulates tax regimes
Delivers the compliance report and organizes the tax calculation and SPED for the accountant
Who confirms
The invoice is only issued when someone on the team bills the order. The accountant defines the tax classification, validates the tax calculation, and chooses the regime with the company.
Kenji Hayashi
Dashboards and KPIs
AI agent
Builds dashboards and KPIs and answers questions about the numbers, showing where each one comes from.
Builds sales, cash, inventory, and project dashboards by company and by branch
Tracks the KPIs the company has chosen, period by period
Answers questions like “Which branch sold the most in September?”
Shows the entries behind each number
Who confirms
He only sees what the person who asked is allowed to see. Interpreting the numbers and deciding belong to the person who asked.
Débora Paiva
Reports
AI agent
Prepares the daily finance report, the monthly report, and the closing report, with a written explanation of each variance.
Prepares the daily finance report: cash, accounts payable and receivable, cash flow forecast, and KPIs
Builds the monthly report for sales, purchasing, inventory, finance, and tax, compared with the previous period and with an explanation of each variance
Prepares the closing and audit report, with the trail of who did what
Delivers as PDF, Google Docs, or Google Sheets and prepares scheduled delivery by email
Who confirms
Scheduled delivery only starts when a person turns on the routine, and it can be turned off on the same screen.
Rafaela Nunes
Companies and access
AI agent
Maintains company and branch records and prepares invites and permissions for the administrator to approve.
Registers companies and branches with CNPJ, legal name, and fiscal year start
Prepares invites with each person’s role and companies
Explains why a menu or a branch doesn’t appear for someone
Answers who can see each area and each company
Who confirms
Invites and permissions only take effect when the administrator approves them. Turning off the account’s agents is also the administrator’s decision.
Juliana Prado
HR and payroll
AI agent
Maintains employee records, calculates payroll, and prepares the pay stubs, eSocial, and payroll reports for a person to approve.
Registers employees and records their position history: primary, acting, or temporary
Calculates the period’s payroll: gross pay, deductions, and employer contributions
Prepares each employee’s pay stub and the payroll reports
Prepares eSocial, for companies in Brazil
Who confirms
Payroll is final only once a person approves it. Positions and salary ranges are defined by the person responsible for HR.
Igor Valente
Meetings and video conferencing
AI agent
Schedules meetings from each record, follows the conversation, and writes the minutes, with the decisions and tasks.
Schedules the meeting from the lead, opportunity, project, supplier, or candidate
Sends the invite with the link and the reminders by email, SMS, or WhatsApp
Produces a live transcription, with each remark timestamped
Writes the minutes, decisions, and tasks to the source record and the project
Who confirms
The host admits each guest, and recording only takes place with each participant’s consent, logged per person.
Elisa Barros
Document reading
AI agent
Reads incoming documents, classifies each one, and fills in the record as a draft for a person to confirm.
Receives PDFs, photos, and scans through the system, by email, or via WhatsApp
Reads the text and classifies the document: supplier invoice, statement, boleto (bank slip), contract, expense receipt, résumé, or registration document
Fills in the draft bill to pay, expense, contract, or supplier or employee record
Shows the document beside the fields it read and flags what it read with low confidence
Who confirms
The record only takes effect after a person confirms it. Personal documents are only read with consent.
Tomás Rezende
Research
AI agent
Researches the market, competitors, and legislation across multiple sources and delivers a document with every claim cited.
Researches the market, competitors, and legislation across multiple sources
Cites each claim with the source link
Tracks the sources and alerts you when something changes
Delivers the research as a document
Who confirms
Reading the research and the decisions that come from it are up to the person who asked for it.
Valentina Ortiz
Translation
AI agent
Translates records, catalogs, pages, and documents into the 8 languages, with the company glossary.
Translates product records and catalogs
Translates website pages and documents
Uses the company glossary in each language
Works in Portuguese, English, Spanish, French, German, Italian, Japanese, and Chinese
Who confirms
A person reviews and publishes what goes public.
Lorena Pacheco
User support
AI agent
Answers questions from Kinsu users, guides them step by step on their own screen, and follows up on support tickets.
Answers questions from Kinsu users
Highlights where to click on the screen and guides step by step
Performs the action on the person’s screen when they ask
Opens and tracks tickets with deadlines (SLA) and diagnoses failures
Who confirms
Even when asked, Lorena does not approve, pay, issue, publish, or close a sale on the person’s behalf.
Hugo Sampaio
Integrations
AI agent
Connects external systems to Kinsu via API, so their records appear as the ERP’s own lists.
Connects an external API to Kinsu as one of the ERP’s own lists
Stores the connection and credentials for each system
Tests the data round trip
Works with the Kinsu team on each integration
Who confirms
Each integration is configured with the Kinsu team.
Yara Fontes
Customization
AI agent
Creates new fields, screens, lists, and records from a request, with the specification approved first.
Creates new fields, screens, lists, and records from a request
Writes the specification with the acceptance criteria first
Implements and verifies each criterion with evidence
Records the decisions behind each change
Who confirms
A person approves the specification before any change. Customization is configured with the Kinsu team.
Fábio Medeiros
Agent setup
AI agent
Builds and tunes the company’s agents and tests each one before releasing it.
Builds the agents with each one’s tools and skills
Tunes each agent’s permissions and contexts
Tests each agent before releasing it
Works with the Kinsu team on each configuration
Who confirms
Agent building is configured with the Kinsu team, and the administrator decides what each agent can do.
Sabrina Teles
Record quality
AI agent
Finds duplicate records, standardizes the data, and proposes merging them for a person to approve.
Finds duplicates in customers, suppliers, products, and contacts
Standardizes names, addresses, and documents
Proposes merging the duplicate records
Who confirms
The merge only happens when a person approves it.
Mateus Dantas
Continuous improvement
AI agent
Evaluates the agents’ conversations and proposes improvements to the instructions and skills.
Evaluates the agents’ conversations
Judges the quality of each answer
Proposes improvements to the instructions and skills
Who confirms
Nothing goes in without a person’s approval.
Kinsu ERP agents are AI agents. The names and faces belong to illustrative personas. They prepare, check, and explain within the permissions your company has granted; approving, paying, issuing tax documents, publishing, and closing sales are acts of people.
See the modulesBuild, test, and release
Each of your company’s agents is built and tested with the Kinsu team before it is released. The administrator decides what it can do.
Evaluate, propose, and approve
The agents’ conversations are evaluated, and improvements to the instructions and skills are proposed. Each improvement only goes in when a person approves it.
How it works
Four steps. The final word belongs to a person.
Agents work in the Kinsu ERP chat, in Kello rooms, and on the same screens as your team. Example: a quote for Distribuidora Aurora.
Receives the request
Someone on the team asks in one sentence, in the chat: “prepare the Distribuidora Aurora quote with the October price list”. No need to hunt for the screen.
Gustavo · receives the requestPrepares on the same screens
He builds the quote with the same rules as someone typing it in, and only with the actions enabled for him. What the rules don’t allow, the system refuses and explains why.
Gustavo · preparesShows what he prepared
Quote 0412 appears in the chat and on the customer record, with items, terms, and validity, in the “awaiting approval” status.
Gustavo · showsA person decides
The sales rep approves, requests changes, or declines. The decision is recorded with name and date, and whoever requests changes leaves a note.
Sales rep · decidesApprove, pay, issue, publish, or close a sale
Approving a quote or a purchase, authorizing a payment, issuing a tax document, and winning or losing a sale are actions for people only: if the request comes from an agent, the system refuses it. Publishing is also up to a person.
Act beyond the permissions it was given
Each agent uses only the actions enabled for it, record type by record type, in the account’s companies. What wasn’t enabled, it can’t open or change.
Work without leaving a record
Each approval keeps who approved and when. Losing a sale, reopening a record, or requesting changes to a quote requires a note from whoever decided.
Stay on when the company wants it off
The administrator can turn off the account’s agents. Screens, records, and approvals stay with your team.
Change its own instructions without approval
Improvements to an agent’s instructions and skills are proposed by Mateus. None goes in without a person’s approval, and what each agent can do is the administrator’s decision.
Record or read personal documents without consent
A meeting is only recorded with each participant’s consent, logged per person, and in compliance with local rules. A personal document is only read with consent.
See the 33 agents at work, front by front.
In the demo, we show each agent with sample data and how your team reviews and approves each step.
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