Vantegrate builds AI agents for business: five turnkey agents that sell on WhatsApp, win back customers, answer questions about your data, process documents and optimize delivery routes. Deployed on Salesforce and Oracle Cloud for mid-market and large companies across the Americas and Europe.
An enterprise AI agent is software that completes business tasks on its own: it understands natural language, makes decisions within rules you define, and connects to your CRM, ERP and data sources to execute work, not just answer questions. It books the demo, builds the quote, files the extracted invoice data or replans the delivery route.
The difference from the last AI wave is the verb. Assistants suggest; agents execute. That is why companies scope them to one concrete job with clear guardrails: a sales agent for WhatsApp, a document agent for the back office, an analytics agent for the leadership team. Vantegrate delivers exactly that, custom AI agents for enterprise operations, built, integrated and run for you.
All four use software to save work, but they solve different problems. The difference is who decides the next step and whether the system can act on your data.
| Tool | How it works | What it does with your systems | Where it pays off |
|---|---|---|---|
| Traditional chatbot | Follows a script of options and keywords | Almost nothing: it informs and hands off | FAQs and simple menus |
| RPA | Repeats fixed clicks and steps on screen | Moves data between systems without understanding it | Repetitive tasks that never change |
| AI assistant | Drafts, summarizes and suggests when a person asks | Helps the person; the person takes the action | Individual productivity |
| AI agent | Understands the goal, decides the steps and carries them out | Reads and writes on your CRM, ERP or WhatsApp, with scoped permissions | End-to-end processes with variation and volume |
In practice they work together: an agent can rely on an automation you already have, or hand the case to a person when needed. What sets it apart is that it finishes the task and leaves the result on record.
Most large enterprises are already testing AI agents. The gap is in getting them into production.
85%
Of enterprises are experimenting with AI agents, yet only 5% have taken them into production
Source: Cisco, survey of its major enterprise customers (2026)
26.8%
Projected annual growth of the intelligent document processing market through 2034
AI agents for business pay off where there is volume, clear rules and data in systems. These are the departments where they are used the most, and what they do in each one.
Answers every inquiry as soon as it arrives, understands what the customer needs, quotes from your real catalog and prices and collects payment in the same chat. The order is logged in the CRM without anyone typing it in.
Spots customers who stopped buying or abandoned a cart, and starts personalized WhatsApp conversations with approved templates, only with contacts who opted in.
Guides by function
Reads invoices, delivery notes, purchase orders and contracts, extracts the data and validates it against your rules before filing it in your accounting system. Anything that does not match goes to a review queue for your team.
Guides by function
Answers business questions in plain language, such as sales by region or margin by customer, with one definition for every metric, on WhatsApp, Slack, Microsoft Teams or the web.
Guides by function
Plans delivery routes, tracks every stop and closes with digital proof of delivery, while keeping your customer updated on the status of their order.
Guides by function
HR, IT support and legal teams use AI agents too. The Vantegrate suite focuses on these five departments because that is where we know the process inside out. If your case is somewhere else, we will tell you plainly in the first conversation.
Each agent is scoped to one job and delivered working: trained on your data, integrated with your systems and maintained by our team. Start with one, compound with the suite.
Moving from a pilot to real operations does not depend on the AI model: it depends on choosing the right process and connecting it to your systems. This is how we do it, in six steps.
We start with one scoped, measurable process: the one that costs you the most time or money. Not with the technology.
We map where the information lives (CRM, ERP, spreadsheets, inboxes) and which permissions the agent will need.
We write down what the agent can do, what it cannot do and when it must hand the case to a person. Rules that lived in someone's head end up on paper.
We connect the agent to your systems and train it on your catalog, documents and policies. Your team reviews and approves; it does not code.
Before going live, the agent works through real conversations and documents from your operation, and we tune it until it responds the way you expect.
We roll out gradually, with oversight and metrics from day one. Once the first agent delivers, you add the next one.
Depending on the agent and the integrations, implementation takes between 3 and 8 weeks. Each product page states its own timeline.
We would rather say it before we start. An agent is not a good fit when:
Our agents run 100% on Salesforce and Oracle Cloud Infrastructure. The SOC 2 Type II and ISO 27001 certifications and GDPR alignment belong to those platforms, not to us, and your data inherits the encryption, access controls and data residency they certify and audit. We say it that way because it is the truthful way to say it, and because it is the answer your CISO will ask for anyway: Vantegrate enables, the client operates and certifies.
SOC 2 Type II and ISO 27001 cover the Salesforce and OCI infrastructure where each agent runs. We never present another company's certifications as our own.
Each agent runs with the permissions you define, inside your Salesforce org or your Oracle Cloud tenancy, with an auditable log.
Every figure on this site cites its published source, and every certification names its real owner. The details are on our data transparency page.
Your agents live where your operation already lives: no new platform to govern, no data leaving your stack.
Speakers at Dreamforce and TDX · Co-founder Francisco Morales is a Salesforce Agentblazer Legend
A generic agent does not know your business. That is why we document how each agent works in 17 industries, with the processes and metrics of each one.
There is no single market price: some vendors charge per conversation, others per user license and others sell custom development hours. What defines your investment is the scope of the process, not the name of the technology.
Evaluating Agentforce? Salesforce prices it per conversation, with credits or per user, and we break it down with scenarios in Agentforce pricing.
Tell us which process you want to solve and we will put together a tailored proposal, with no commitment.
What leadership teams usually ask before putting their first agent in production.
An enterprise AI agent is software that completes business tasks on its own: it understands natural language, makes decisions within rules you define, and connects to systems like your CRM and ERP to act on real data. Unlike a general-purpose assistant, it is scoped to one concrete job, such as selling on WhatsApp or extracting data from invoices, and it runs under your company's security and governance controls.
A chatbot follows a predefined script: menus, buttons and keyword matching. An AI agent understands intent, keeps context and executes the task end to end, querying your systems and writing the results back. In practice, a chatbot tells the customer a price list exists; an agent quotes the right product, applies your pricing rules and collects the payment in the same conversation.
Pricing models vary widely across the market, from per-conversation fees to platform licenses plus the cost of building everything yourself. Vantegrate uses one model across the whole suite: a one-time implementation, quoted for each company, that leaves the agent running, and a monthly subscription that includes AI credits, with the option to add credits as your volume grows. There is no minimum term, and in solutions that use WhatsApp you pay Meta directly for messages. The amount depends on scope and volume: request a quote and we will put together a tailored proposal. There is no per-seat licensing and your team does not build anything.
They are as secure as the platform they run on and the governance around them. Vantegrate agents run 100% on Salesforce and Oracle Cloud Infrastructure, so encryption, access controls, data residency and certifications such as SOC 2 Type II and ISO 27001 are inherited from those platforms, which hold and audit them. We are transparent about that boundary: we enable the agent, and your data stays governed by the certified platform you already trust.
Depending on the agent and the integrations, between 3 and 8 weeks until it runs on real cases. What stretches a project is almost never the AI: it is waiting for system access or agreeing on rules that were never written down. That is why the first weeks are discovery.
No. What goes away is the repetitive work: typing in data, answering the same question a hundred times, building the same report. Your team stays in charge of exceptions, decisions that need judgment and customer relationships, with more time for them.
It hands the case to a person on your team with the full history, so nobody has to ask again. The handoff rules are defined with your team during implementation, and customers can always ask to talk to a person.
Because the demo gets built before the process is defined. A pilot works on sample data; in production the agent needs real access to your systems, clear permissions and written rules. Turnkey agents arrive with that part solved: they connect to your CRM or ERP and are tested on your cases before going live.
Building makes sense if you have an in-house AI team and a process nobody else solves. For sales, marketing, documents, data and logistics, a turnkey agent saves you from building and maintaining the platform: it arrives trained for its job and adapts to your rules.
With the ones you already use: a CRM such as Salesforce or HubSpot, your ERP, WhatsApp, your e-commerce platform, payment providers such as Mercado Pago and internal channels such as Slack or Microsoft Teams, depending on the agent.
No. If you use Salesforce, the agents run inside your org; if not, they run on Oracle Cloud and connect to your CRM, such as HubSpot.
A 30-minute conversation is enough to map which process has the highest potential in your company, what the rollout looks like and what results to expect in the first 90 days. No commitment, no slideware.
Clear definitions of the concepts that appear on this page.
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