Catalisa Ágora

Where conversations turn into business.

From the first “hi” on your website to the proposal in your client’s hands — plus everything that keeps running afterward, when nobody is talking. With your company’s knowledge built in.

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WebsiteAnswers and qualifies
WhatsAppConfirms and reminds
MeetingCoaches you live
EmailDelivers the proposal
Back officeRoutines on autopilot
What you get

It’s not an assistant.
It’s a sales team, ready to go.

And you don’t have to switch everything on — see four real-world setups.

forum

Answers at any hour

Ágora handles your website and WhatsApp using your company’s own material — and singles out who actually has a shot at closing.

calendar_month

Fills your calendar

Books into real open slots and sends back a link that just works. Then confirms and reminds.

bolt

Sits in on the meeting

Suggestions on your screen during the call. Nobody on the other side sees a thing.

description

Writes the proposal

The document is ready when the call ends — as a draft, waiting for your sign-off.

settings

Runs the routine

Reports, deadline chasing, batch record updates, integrations. No conversation required.

menu_book

Learns your business

Upload your material and every answer sounds like you. It stays in your own database.

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You pick the setup

Nobody needs all of it.
And almost nobody starts with all of it.

Ágora is a set of building blocks, not a locked bundle. You turn on the ones that solve today’s problem and leave the rest off — you don’t pay for it and you don’t see it. Four real cases, with what each one turned on and what they left out.

The block Consulting firm6 people Clinic3 locations Distributor40 people Law firmsingle office
Website chat
WhatsApp
Scheduling and reminders
Meeting room with copilot
Document at the end
Routines and triggers
Batch work
Systems integration
What it fixed The week lost to writing proposals is gone. Front desk, telehealth and follow-ups in one place. The receptionist stopped being a call center. Nobody here talks to AI — and they saved the most staff hours of all. Started with intake. The rest came in month three.
on turned on later never turned on Four clients, four different setups. None of them turned everything on.
And whatever you come up with next

The blocks combine —
sometimes in ways we never planned for.

Because everything shares the same customer records and the same knowledge base, switching on a new block somewhere new isn’t starting from scratch: it arrives already knowing. These three combinations weren’t in any bundle — our clients put them together.

Finance’s collections + the sales knowledge base arrow_forward Collections stops offering what the client already bought — and knows which proposal closed.
Support + recorded meetings arrow_forward Whoever opens a ticket arrives with their last conversation already on file. Nobody asks for context twice.
HR interviews + the meeting copilot arrow_forward The same engine as the sales call, with a different script. The same assessment format, every time.
How it works in practice

What’s off doesn’t show up. No dead menus on screen, no line items on your bill. And turning something on later is configuration, not an implementation project: the new block finds the records, the knowledge base and the history you’ve already built — even in another part of the company, reusing what sales has already taught it. See how this goes beyond sales.

The journey

Six acts. Not one of them
depends on someone remembering.

Act 1 · On the website

The conversation starts before you wake up

It answers with what your company actually knows. Not a menu tree.

Act 2 · Scheduling

It books against your real calendar

No forms, no “someone will get back to you”. And the link doesn’t require signing up.

Act 3 · WhatsApp

Confirmations and reminders, with nobody remembering

The most trivial step on the list — and where most meetings die.

Act 4 · In the meeting

Live suggestions, with the history on screen

It reminds you what to ask and shows the profile of whoever is on the other side. You stay in charge.

Act 5 · When it ends

Instant summary. Proposal in draft

No more “I’ll write it up later”. What was said is already on the page before you close your laptop.

Act 6 · The sign-off

Nothing goes out without a person

You read, edit and approve. Then the pipeline and the monthly target move.

The meeting

A second pair of
ears, on your side.

It writes on your screen — for your eyes only. The other side sees nothing, and nobody installs anything.

Suggestions in the moment

The question you haven’t asked. The objection that just came up.

The profile on screen

What they’ve already discussed, previous meetings and the notes you added yourself.

Milestones as you go

Logs what’s been covered without waiting for the end.

Wraps up on its own

Summary, drafts and records updated when you hang up.

A team gathered during a sales conversation
Hands over documents and charts on a table
The pre-proposal

It’s not a summary.
It’s the blueprint of the delivery.

Always the same seven parts, for every client.

01What we heard — in their own words
02What it costs them today — in their own numbers
03The design — piece by piece
04What day-to-day looks like
05What moves in your metric
06What we need from you
07Next step — one sentence, one action
Always with a person in the loop

Nothing is sent automatically. No pricing and no deadlines — that’s still a conversation between people.

Your own knowledge

It doesn’t speak for itself.
It speaks for your company.

Upload what your team already knows — policies, products, the proposal that closed. Answers start citing your material. That’s the difference between using generic AI and having your own.

folder_open

It’s not training an AI

It’s the material you’d hand a new hire.

sync

Something changed? Upload the file

It applies on the website, on WhatsApp and in meetings, all at once.

lock

Everything in its place

Sales material never shows up in support. One client’s never shows up in another’s.

home_work

It stays in your house

Your content and your conversations, in your database and on your infrastructure.

Beyond the conversation

The same engine keeps working
when nobody is talking.

Conversation is the visible part — and the smallest. Underneath runs AI-powered process automation: it runs routines, cross-checks data and calls your systems. That’s the difference between a chatbot and an operation.

schedule

Everyday routines

The morning report, the review queue, chasing whoever went quiet.

sensors

Reacting to events

Payment landed, deadline passed, stage changed — it kicks off the sequence.

inventory_2

Batch work

A thousand records enriched. No intern, no spreadsheet.

link

Talks to your systems

Reads from and writes to your ERP, your database, your partner’s API.

rule

Decisions with criteria

Rules when possible. AI when it’s ambiguous. Always on record.

person

People where it matters

Sensitive steps wait for approval. Everything else moves. You draw the line.

Get your own

One package today.
Another when it makes sense.

Installed in one click, in your environment, with your brand and your knowledge. Turn on what helps, ignore the rest, and add another package when the need shows up.

Build your own Build your own.
From scratch, no consultants.
Just want someone to take meeting notes and send the summary? That’s a ten-minute setup — not a new contract, not a project, not another invoice. Whatever you don’t turn on doesn’t exist.
PackageRecruitingScreening, assisted interviews and an assessment at the end.
PackageNurturingCampaigns with contact caps, so you don’t burn out your list.
PackageGoalsObjectives, metrics and routines — the method comes with the machine.
PackageLegalConsultations, triage by practice area and case follow-up.
I want mine
Before you ask

The three things that stall
every decision — answered.

“How much does it cost?”

We charge by usage, not by seat — you don’t pay for people who open the system once a month. The price depends on which blocks you turn on and the volume that runs through them.

You leave the 30-minute call with a number, not a promise of a proposal later.
“How long until it’s live?”

Installing a package in your environment takes minutes. Making it yours — your material in the knowledge base, your copy, your pipeline — takes a few days to two weeks.

What sets the timeline is how much of your content is already organized. It’s not an IT project.
“What if it doesn’t work?”

Start with the smallest setup that solves a real pain — one channel, one process. If it doesn’t make a difference, turning it off is a switch, not a teardown.

Nobody should have to sign up for an entire platform to find out if it fits.

Questions that always come up

Does Ágora answer outside business hours?

It answers right away, on your website and on WhatsApp, using your company’s material — including in the middle of the night, on weekends and on holidays.

Does it book meetings on its own?

Yes. It checks your actual calendar, offers slots that really exist and sends back a link that works in the browser, with no install or sign-up for your client.

Do I need to install anything?

No. Not you, and not the people you talk to. Everything runs in the browser and on the WhatsApp they already use.

How does the AI learn about my company?

You upload the material you already have — policies, product manuals, past proposals. It’s not model training or a data project: it’s the same material you’d give a new hire.

Will the AI message my clients without me seeing it?

Anything sensitive starts as a draft and waits for a person to approve it. You decide where the line falls between automatic and needs-a-human.

Where is my data stored?

In your own database, on our own infrastructure in Brazil — not on some third-party cloud abroad. If your policy requires it, the AI model can run on-premises too. Details on the security page.

Is it only for sales?

No. The same engine runs collections, support, HR, operations and legal — and the automation works even for processes where nobody talks to anybody. See it by department and by industry.

Does it work for small businesses?

Yes, and that’s where it usually hurts most: on a small team there’s nobody to spare for remembering the follow-up. The setups above start at 6 people.

Book a call
Talk to us

Book the call
through the product itself.

Whoever answers you on the other end is exactly what’s described on this page.

Meet Catalisa
A professional in the office, with the team in the background
Demo

Watch the meeting happen.

On the left, the conversation. On the right, what only you can see. On the other end of the call, nobody sees any of it.

Meeting · Vetor Consulting × Catalisa recording
Marina · you
Rafael · Vetor
micvideocam present_to_allEnd
The meeting doesn’t start from zero

It walks in knowing
who’s on the other side.

Before the call even opens, Ágora builds a profile of the person you’re about to meet — and it stays on your screen for the whole conversation. Nobody on the other side sees it.

  • What’s already been discussed — on the website, on WhatsApp, by email. The conversation from three weeks ago is right there, in their own words.
  • Previous meetings — what was agreed, what was left open and what they said they’d think about.
  • What you added — a handwritten note, data from your ERP, purchase history. If you put it there, it uses it.

You choose what goes into the profile. What stays out, it never sees — and sensitive items can require confirmation before they appear.

badgeClient profileon your screen
WhoRafael Menezes · Vetor Consulting
On the website9 days ago — asked about after-hours support
Previous meetingJul 12 — asked for a proposal, went quiet afterward
Your notethe partner makes the call, not him
From your systemclient since 2023 · 8 people
StageMeeting booked
lockVisible only to you
When it ends

Summary saved to the profile, instantly.

When it ends

Pre-proposal starts as a draft.

Waits for you

Sign-off — nothing goes out on its own.

Afterward

Pipeline and target move together.

Book a call
Before the meeting

How he got here.

Ágora
replying now
Conversation logged — it becomes a record.
Behind the scenes
1Record created from what he shared.
2Knowledge base consulted — your own material.
3Calendar checked — only slots that exist.
4Meeting created with a link that already works.
5WhatsApp sent with the confirmation.
6Reminders scheduled for 24h and 1h before.
7Pipeline moved — and the monthly target with it.
0
forms
0
people involved
1
meeting booked
Where the value is

Everyone looks at the conversation.
The money is underneath it.

Talking is the visible part — and the smallest. What eats up your payroll is everything that comes after each conversation.

the client Visible Invisible The conversation what everyone buys Find. Check. Fill in. Chase. Remind. Summarize. Decide case by case. what eats up your team’s day
VisibleThe conversationwhat everyone buys
InvisibleFind. Check. Fill in.
Chase. Remind. Summarize.
Decide case by case.
what eats up your team’s day

The payroll bill isn’t at the tip. It’s in what sits below the surface.

forum

Conversation work

Talking to people. It’s what gets noticed — and it’s a small slice of the day.

content_paste

Office work

Looking up data, filling in spreadsheets, copying from one system to another, chasing deadlines. The biggest slice, and the most expensive.

balance

Decision work

Judging case by case against criteria. Today it depends on whoever is on duty — and it varies.

One example, no jargon

“The client asked for a proposal.”

Same task, measured both ways.

How it works today
1Someone remembers to write it
2Digs up the meeting notes and the history
3Copies from an old proposal
4Asks a colleague what was agreed
5Formats, reviews, fixes the client’s name
6Sends it and logs it in the CRM (when they remember)
2 days · 3 people · inconsistent quality
→
With Ágora
1The document already exists when the call ends
2One person reads, tweaks and approves it
3It goes out, lands in the record and moves the target
20 minutes · 1 person · always the same format
Where the money shows up

Four places, and none
of them is “saving on typing”.

timer

Replies in minutes

Interest has an expiration date. Whoever replies first wins — and nobody replies at 10 p.m.

sync

Nothing falls through the cracks

The follow-up nobody sent is revenue nobody saw. Here it doesn’t depend on memory.

ads_click

A standard that holds

Your best salesperson becomes the company standard — even for the person who started yesterday.

trending_up

Your team moves up

Fewer people copying data, more people talking to clients. Your payroll goes further.

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Where it works

Four doors we come in through.
And what runs behind them.

The doors are what the client sees. What drives the results is everything running behind them — including with no conversation at all.

Ágora understands decides acts Conversation Website WhatsApp Meeting Email No conversation at all A schedule An event A whole list What comes out Record updated Document ready Message sent System updated Target moving

The four at the top are the ones everyone remembers. The three at the bottom are the ones that pay the bills — and they’re exactly what a chatbot can’t do.

The doors — the client sees them
computer
Website

Answers, qualifies and books — using your own material.

smartphone
WhatsApp

Confirms, reminds, re-engages and answers after hours.

videocam
Meeting

Your own room, a link with no sign-up, live support for whoever is leading.

mail
Email

Summaries, documents and whatever needs to be on record.

What runs behind — nobody sees it
schedule
Routines

The morning report, the review queue, deadline chasing. On schedule, no reminders needed.

sensors
Triggers

Payment landed, stage changed, deadline passed — it kicks off the whole sequence.

inventory_2
Batches

A thousand records enriched, an entire portfolio reclassified.

link
Integrations

Reads from and writes to your ERP, your database, your partner’s API.

balance
Decisions

Rules when possible, AI when it’s ambiguous, a person when it’s sensitive.

trending_up
Goals

Every step moves the metric. The method comes with the machine.

Beyond sales

Sales was just the first
place we plugged it in.

The engine doesn’t know it’s “sales”. It knows how to receive an event, look up what your company knows, decide and act. That works for any department that lives on spreadsheets and chasing people today.

The thesis The engine doesn’t know
it’s “sales”.

It knows how to receive an event, look up what your company knows, decide and act. That works for any department that lives on spreadsheets and chasing people today.

6 departments connected
on the same records
paymentsFinance

Collections that talk and negotiate within your policy. Daily reconciliation. A heads-up before the due date, not after.

headset_micSupport

Instant first response from your own manual. Escalates to a person when it’s a job for a person — and passes the context along.

workHR

Screening, assisted interviews, assessments in the same format. Onboarding that doesn’t depend on a manager remembering.

handymanOperations

Work orders, field checklists, photos that become records. Status updates itself.

gavelLegal and compliance

Triage by subject, drafts in a standard format, and a record of who approved what.

query_statsData

Ask questions about your data in plain language, get reports at the right time, and alerts when a number goes off the curve.

By industry

The same engine,
different vocabularies.

What changes from one industry to the next isn’t the machine — it’s the material you upload and the words it learns to use.

gavelLaw firms

Triage by practice area, initial guidance based on the firm’s own material, and drafts in a standard format.

Already available as a package.
stethoscopeClinics and healthcare

A full schedule without a receptionist glued to the phone, confirmations that cut no-shows, and follow-ups that never slip.

Sensitive data: consent and audit trail by default.
calculateAccounting

Monthly document requests, answers to the usual questions, and a month-end close that flags who’s running late.

apartmentReal estate

Leads that arrive at 2 a.m. get an answer, viewings get booked, and whoever went quiet goes back into the right queue.

schoolEducation

Enrollment tracked from first interest to signature, and students drifting away spotted before they drop out.

fitness_centerHealth and wellness

Members book on their own, workouts arrive on WhatsApp, and renewals don’t depend on someone remembering.

Already available as a package.
shopping_bagRetail and e-commerce

Product questions answered from the real catalog, orders tracked, and abandoned carts recovered.

account_balanceFinancial services

Quotes, paperwork and proposals that follow your house policy — with sensitive steps waiting for approval.

engineeringIndustry and field services

Work orders, field checklists with photos, and status that updates without anyone typing.

StartOne package

One department, one process, installed in one click.

ThenSeveral packages

Another department joins. Same knowledge base, same records.

Where the money isOne operation

Departments stop talking through spreadsheets. Data is created once and counts everywhere.

What nobody tells you

The big win isn’t inside one department — it’s between them. When the sales conversation, the finance record and the support history are the same thing, the whole week currently spent reconciling different versions of the truth disappears.

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Security and trust

What’s yours
stays yours.

No jargon: here are the five questions your legal team is going to ask, and the answer to each one.

01

“Where is my data stored?”

In your house. The material you upload, your clients’ conversations and the history live in your own database, on our own infrastructure — not on some third-party cloud in another country, at an address nobody can tell you.

And if your policy requires it, even the AI engine can run in-house.
02

“Can one client see another client’s data?”

No. Each client is a separate house, with its own front door. The separation doesn’t depend on someone remembering to configure it right: it’s built into the way the data is stored.

It holds between departments too: sales material doesn’t show up in support.
03

“Is the AI going to send my client something dumb?”

Anything sensitive doesn’t go out without someone accountable. The proposal, the document, the status change: it all starts as a draft and waits for a person to read and approve it.

You decide what’s automatic and what needs a human — not us, and not the AI.
04

“Can it do whatever it wants in my system?”

It only does what’s on the list you approved. That’s not a promise about behavior: whatever isn’t on the list simply doesn’t exist for it.

It’s the same logic as giving an employee the key to one room, not to the whole building.
05

“How do I prove what happened?”

Everything is on record: who approved what, when, and based on which conversation. If a client disputes something, you open the history instead of digging through someone’s inbox.

The same record serves audits, onboarding new hires and settling disputes.
verified_userIndependently audited

We hired an independent security audit and fixed every finding, from critical to minor. The report is available under a non-disclosure agreement.

gpp_maybeLGPD, no drama

Compliant with LGPD (Brazil’s data protection law): your client’s data belongs to them. Deletion on request, no ticket, no week-long wait.

keySecrets stay secret

Passwords and system keys are stored encrypted. Nobody on our team can read yours.

historyNothing gets lost

A copy of your database on another machine, every day. A server failure doesn’t turn into a lost client.

What we don’t promise

We don’t claim it’s 100% bulletproof — anyone who says that is selling, not explaining. Here’s what’s true: your content stays in your database, access is a short list you approve, sensitive steps wait for a person, and everything is on record. If anything here doesn’t match your policy, let’s talk before you sign.

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