Are you facing these challenges in your business? Conversational AI for exceptional customer care Automate inquiries across any channel Ensure security and data ownership Powerful AI integrations to meet your needs No-code user interface Enterprise-ready

Digital Transformation 1. Digitize
Problema: Soporte al cliente ineficiente

Solution Solution: Digitize your platform and convert manual workflows into structured, automated, trackable processes.

• Model your as-is onboarding, customer service, and refund processes • Scan & convert paper forms (enrollment, applications, verification) • Capture structured data using OCR and intelligent extraction • Build a customer-facing portal with low-code tools • Identify immediate opportunities for automation

Solución: Digitalizar procesos críticos, escanear formularios y modelar el flujo operativo para identificar oportunidades de automatización.

Data capture (OCR), content management, process modeling, process mining, decision modeling, and robotic process automation are used to eliminate manual bottlenecks.

Results

1. Data Capture & Scanning
Automated extraction reduces manual entry and speeds up processing. Automatiza la extracción de datos y acelera el procesamiento.
2. Content Management
Centralized documents allow faster access and compliance. Gestión centralizada para acceso rápido y cumplimiento.
3. Decision Modeling & RPA
Rules-based automation processes requests with fewer errors. Automatización basada en reglas que reduce errores.

Organizations begin their CCAI journey by digitizing operations and creating structured, high-quality data pipelines.

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2. Analyze & Optimize
Problema: Entrada y procesamiento manual de datos

Solution Solution: Use AI, analytics, and process mining to understand how your workflows perform in real life.

• Analyze delays, rework, and inefficiencies • Compare actual behavior vs. the intended process • Identify friction in customer journeys (refunds, onboarding, escalations) • Simulate improvements before committing to change • Define new KPIs and dashboards for real-time visibility

Solución: Utilizar análisis y minería de procesos para identificar cuellos de botella y mejorar la eficiencia.

Systems data, agent activity, and customer interactions feed dashboards that track performance trends and improvement opportunities.

Results

1. Operational Intelligence
Real-time insights into customer operations. Inteligencia operativa en tiempo real.
2. Process Mining
Identify bottlenecks and compliance issues. Identifica cuellos de botella y problemas de cumplimiento.
3. To-Be Process Modeling
Design optimized workflows with measurable outcomes. Diseñar flujos optimizados con resultados medibles.

Analysis turns raw data into insight, guiding your transformation roadmap and preparing your organization for intelligent automation.

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3. Act
Problema: Falta de personalización y exceso de trabajo manual

Solution Solution: Deploy AI-driven workflows, automated decisions, and digital labor to scale operations.

• Use digital labor bots to extract and enter data from scanned documents • Implement approval workflows and specialized exception paths • Automate onboarding (employees, vendors, customers) • Automate refund decisions: warranty checks, fraud flagging, troubleshooting • Route exceptions to the correct human agent for review • Enforce SLAs and ensure timely resolution

Solución: Implementar flujos automatizados, bots digitales, y rutas de aprobación para escalar operaciones.

This stage converts strategy into execution — automation reduces workload while improving speed, accuracy, and customer satisfaction.

Results

1. Robotic Process Automation
Routine tasks handled automatically; agents focus on higher-value work. Tareas rutinarias automatizadas; los agentes se enfocan en trabajo crítico.
2. Workflow & Decision Management
Structured, auditable business logic for consistent decisions. Lógica estructurada y auditable para decisiones consistentes.
3. Enterprise Content Management
Centralized documents accelerate onboarding and compliance. Gestión centralizada acelera incorporación y cumplimiento.

Organizations that reach the Act stage operate with intelligent automation, delivering faster service and greater value at lower cost.

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