PROBLEM × SOLUTION
Five pains. Five capabilities.
Side by side.
Every operation that grows in volume without growing in margin runs into the same friction. BlueAssistant hits each one with a direct capability, in the same order and with the same weight. Read it in parallel: what hurts on the left, what solves it on the right.
WHAT HURTS TODAY
WHAT BLUEASSISTANT DOES
Team time eaten by repetition
Questions that repeat every day eat support and service time. What matters waits.
Knowledge scattered across systems
Manual in one folder, policy in another system, exception in one person's head. The right answer depends on who's on shift.
Inconsistent quality across channels
Same question, different agents, different answers. Clients notice, and so do regulators.
Cost per agent that scales with volume
Every new hire is fixed cost. Volume grows, headcount grows, margin disappears.
Leads arriving after hours
A weekend spike, a lead in the queue. By the time the team opens on Monday, the competitor has already replied.
Answers in seconds, with a source
BlueAssistant reads the question, queries the right data, and answers in seconds, always citing the source behind it.
RAG over proprietary data
The model uses CRM, ERP, knowledge base, and wiki as canonical context. It doesn't make things up: it cites.
The same canonical answer on any channel
WhatsApp, web, voice, email: they all pull the same source. Quality doesn't depend on who answers, it depends on the data.
Capacity that scales without per-seat licensing
Runs on your AI stack, priced by consumption. One interaction or a hundred thousand at once follow the same curve.
24/7 on any channel
The assistant is always open. When the team isn't there, it answers and structures the lead for the next working window.
USE CASES
Where BlueAssistant lands first.
Four recurring fronts where the gain shows up in weeks, not quarters.
01
Customer support
Autonomous resolution of 60-70% of recurring questions. Fewer tickets spill over to tier 2.
02
Sales copilot
A rep asks about a client, a commercial policy, or a product and gets an answer with the source. RFPs put together in hours, not days.
03
Internal helpdesk (IT, HR, onboarding)
The front line for employee service. Cuts ticket queues and frees internal teams.
04
Omnichannel service
WhatsApp, Telegram, web, email, and voice. Same source, consistent behavior, auditable log.
TYPICAL IMPACT
The numbers the pack
tends to deliver.
Ranges observed in BlueAssistant projects running in production. They vary by channel, knowledge base, and process maturity.
ARCHITECTURE
Four technical capabilities.
One platform.
Frontier models hosted in your AWS account or in ours, with a proprietary orchestration layer over your data.
Understanding
Intent, entities, and session context. Ambiguity is resolved with a follow-up question, not a guess.
- multilingual PT, ES, EN
- sentiment and tone
- active clarification
live preview
Understanding
Retrieval
Secure RAG over your corporate data, with passage-level citation.
- semantic search
- relevance re-ranking
- freshness control
live preview
Retrieval
Generation
An answer in the brand voice, with a source and a confidence level on every reply.
- tone guardrail
- safe refusal
- multimodal (text, table)
live preview
Generation
Action
When it makes sense to execute, it executes: open a ticket, update the CRM, escalate to a human with context.
- function calling
- intelligent handoff
- auditable log
live preview
Action
HOW IT WORKS IN RUNTIME
From question to answer, in seconds.
Question arrives
chat, voice, email, WhatsApp. Any authenticated channel.
AI understands and retrieves
it extracts intent and fetches the right source from your data.
A human confirms what falls outside the guardrail
anything the AI flags as uncertain goes to a human agent with the context ready.
The answer leaves with a source
to the client and to the audit log. The CRM is updated when policy requires it.
ENGAGEMENT
Three phases.
Gradual entry, a clear cycle.
This isn't an investment table. It's the project journey: it starts small, with a single flow, and expands on evidence.
Pilot
6-8 weeks
1 flow, basic integration with 1 channel and 1 source. MVP in limited production with baseline metrics.
Growth
8-12 weeks
2-3 flows, multiple channels, broad CRM/ERP integration, human handoff on every channel.
Operation
Recurring
Continuous monitoring, knowledge base evolution, new flows, guardrail recalibration.
FOR WHOM
TECH STACK
Built on recognized foundations.
Anthropic Claude via AWS Bedrock
Frontier models for understanding and generation, hosted in your AWS account or in ours.
RAG over corporate data
Contextual retrieval over your data, with per-tenant isolation and passage-level citation.
Native CRM and ERP connectors
Read/write integration with Salesforce, HubSpot, SAP, Oracle, ServiceNow, and Zendesk, with role-based permissions.
COVERAGE
Natively connected.
The integration packs that tend to activate first. Additional connectors come in via API or SDK during the Growth phase.
Conversation channels
- Telegram
- Web Chat
- Voice
- Native app
CRM and ERP
- Salesforce
- HubSpot
- SAP
- Oracle NetSuite
- Microsoft Dynamics
- Pipedrive
Knowledge bases
- Confluence
- SharePoint
- Notion
- Google Drive
- S3
- Managed vector store
Telephony (read/write)
- Genesys
- NICE CXone
- Avaya
- Amazon Connect
- Twilio
- Zenvia
CLIENTS USING IT TODAY
Real results, in production.
DIRETO
Real-estate financing support with generative AI, a consistent standard, and a source on every answer. Each conversation turns into structured history.
FREQUENTLY ASKED
FAQ
Not in production. BlueAssistant runs in retrieval-augmented mode with a guardrail: the answer only leaves the system when a source has been retrieved from your data. When there isn't one, the system says "I didn't find it" or escalates to a human. Every answer ships with a link to the source passage.
Your choice. The solution can run in your own AWS account, with isolation and governance under your control, or in BlueMetrics' AWS account when you'd rather not own DevOps and AIOps. Corporate data stays under your domain in either scenario.
Native connectors for Salesforce, HubSpot, SAP, Oracle NetSuite, Microsoft Dynamics, and ServiceNow. Other sources come in through the REST API. Access is role-scoped: the model only sees what that user type is allowed to see.
Yes. The pilot runs in 6-8 weeks with one use case, usually customer support or internal helpdesk. Baseline metrics are clear before you expand to more flows and channels.
No. The pack frees the team from repetitive work so they can act where they add value: complex cases, negotiation, exceptions. The handoff flow is part of the project, so the human agent receives ready context instead of starting from zero.
Yes. WhatsApp, Telegram, web, voice, email, and a native app all share the same canonical source and the same session history. A client can start on chat and finish on voice without repeating the question.
BEYOND THE PACK
A different case?
We build it custom.
When the problem doesn't fit the Solution Pack frame, Custom Projects take over: open scope, a senior multidisciplinary team, and the same engineering standard.