Integrations and automation

The company’s systems connected to the ERP, with our team.

Google Workspace, WhatsApp, email and SMS, external systems via API, and web systems without an API, which the AI agents operate through the Chrome extension. Each integration is configured with the Kinsu team.

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Operations analyst follows the company’s systems on a monitor at an office desk

Example · external systemConfigured with the Kinsu team

ConnectionVia API

LoginOAuth

CredentialsStored

In Kinsu ERPAppears as an ERP list

Illustrative example.

Google Workspace, email, and SMS

The tools the team already uses, connected to the ERP.

Gmail, Google Drive, Google Docs, and Google Sheets from Google Workspace, email, and SMS, connected to Kinsu ERP with the Kinsu team.

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Gmail

Each person’s email inside the ERP, with their Google account connected.

Google Drive, Google Docs, and Google Sheets

AI agents work on files in Google Drive, Google Docs, and Google Sheets.

Email

Emails sent from the system, such as notifications to the team.

SMS

SMS sent from the system, such as notifications to the team.

The company’s WhatsApp numbers, paired via QR code.

Each company number is paired via QR code. The agents reply at a human pace, one person at a time, and only in the groups the company has enabled.

See customer service

Example · WhatsApp numbersMatriz São Paulo

SalesPaired via QR code

After-salesPaired via QR code

Enabled groups2 of 14

RepliesAt a human pace, one person at a time

Illustrative example.

Multiple company numbers in the same account

Each number paired via QR code

Replies at a human pace, one person at a time

Only in the groups the company has enabled

External systems

Other systems, via API or through the screen.

With an API, the external system is connected with OAuth login, the credentials are stored, and the records appear in Kinsu ERP as the ERP’s own lists. Without an API, the agents operate the web screen through the Chrome extension. Hugo Sampaio, an AI agent, connects each system and tests the data flow in both directions. Each integration is configured with the Kinsu team.

Hugo Sampaio

AI agentIntegrations

Via API, with OAuth

External systems connected via API, with OAuth login.

Stored credentials

The credentials for each external system are stored.

The ERP’s own lists

The external system’s records appear as Kinsu ERP lists.

Round-trip test

The data of each connected system is tested in both directions.

Web screen automation

The agent operates the screen and alerts you when it has changed.

For web systems without an API, the agents use the Chrome extension. Every action is recorded.

The agent operates the screen

Through the Chrome extension, the agent operates the web system that has no API.

Agent · operates

Every action is recorded

Every action the agent takes on the screen is recorded.

Record · every action

If the screen has changed, it alerts you

If the system’s screen has changed, the agent alerts you instead of guessing.

Agent · notifies

Customization

You approve the specification. Yara creates fields and screens.

Yara Fontes, an AI agent, creates new fields, screens, lists, and record types from a request. Before any change, she writes the specification with the acceptance criteria, and a person approves it. Customization is configured with the Kinsu team.

Yara Fontes

AI agentCustomization

Example · specificationMatriz São Paulo

Request“Technical visit date” field on the opportunity

Acceptance criteria3 criteria, with the expected result for each

ApprovalAwaiting the sales manager

After approvalImplementation with evidence for each criterion

Illustrative example.

Creates new fields, screens, lists, and record types from a request

Writes the specification with the acceptance criteria first

A person approves the specification before any change

Implements and verifies each criterion with evidence

Records the decisions behind each change

Data and scheduling

Outside data in ERP records, and agents on a set schedule.

Pipelines bring data from APIs, web pages, images, and PDFs into Kinsu ERP records. Invoices, statements, and receipts in PDF or photo are handled by Elisa Barros, the AI agent for document reading. Scheduled execution runs the agents at the time and in the time zone set for the account.

See document reading

Example · scheduled runConfigured with the Kinsu team

AgentDébora Paiva

TaskPrepare the monthly report

TimeDay 1, at 07:00

Account time zoneAmerica/Sao_Paulo

Illustrative example.

Data from APIs into ERP records

Data from web pages

Data from images and PDFs

Agents with a set time, in the account’s time zone

Questions about integrations and automation.

With Google Workspace (Gmail, Google Drive, Google Docs, and Google Sheets), with the company’s WhatsApp numbers, with email and SMS, with marketplaces, and with external systems via API, with OAuth login. Web systems without an API are operated by the agents through the Chrome extension. Each integration is configured with the Kinsu team.

No. Each integration is configured with the Kinsu team. In the demo, tell us which systems your company uses.

No installation is needed to use Kinsu ERP: it runs in the browser. Web screen automation uses a Chrome extension, configured with the Kinsu team.

The agent alerts you instead of guessing. Every action it takes on the screen is recorded.

The company’s numbers are paired via QR code. The agents reply at a human pace, one person at a time, and only in the groups the company has enabled.

Yes. Scheduled runs, configured with the Kinsu team, start the agents at the time and in the time zone set for the account. At the scheduled time, they prepare the work; approving remains a person’s action.

Yes. Yara creates fields, screens, lists, and record types from a request, with the specification approved by a person before any change. Customization is configured with the Kinsu team.

Yes. Elisa reads invoices, statements, and receipts as PDF or photo and leaves the record as a draft for a person to confirm.

Tell us which systems your company uses.

In the demo, we show a paired WhatsApp number, an external system appearing as an ERP list, and an agent operating a web screen through the Chrome extension. Your company’s integrations are configured with the Kinsu team.

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