Operations · COO Agent

Every customer served, at any hour.

The COO Agent and five specialists answer, follow up and warn you before something gets stuck.

Reports to your operations director.

One area covers the tasks of up to 10 roles in Operations. We measure how many that is in your company during the Discovery.

What you get

Every WhatsApp message and email answered with the replies, prices and policies your team approved, day and night.
Every case with an owner until it is closed.
Every late delivery reported to the customer before they call.

Its team: 5 specialists

Each specialist delivers a specific piece of work. Pick one to see what it leaves ready and who approves it.

COO Agent specialist
Customer service
How often
all day
What it leaves ready
Answers by WhatsApp and email with the prices and policies you approved, follows each case and hands a person what it doesn't know.
Who approves
Your people approve discounts, dates and exceptions.
Implementation starts with this specialist.
How it works, step by step
A message arrives by WhatsApp or email.
It identifies the customer and their history.
It answers with the prices and policies you approved, or opens a case.
If it's a complaint, a discount, a new date or an exception, it hands it to a person with the full context.
It follows up until the case is closed.
COO Agent specialist
After-sales and warranties
How often
all day
What it leaves ready
Takes the report, checks it against the policy, builds the file and dispatches the service.
Who approves
Your coordinator approves the contractor's payment.
COO Agent specialist
Contractors and suppliers
How often
per event
What it leaves ready
Onboarding and document checks, assignment by specialty and review of each job.
Who approves
You authorize onboarding and payments.
COO Agent specialist
Logistics and deliveries
How often
daily
What it leaves ready
Tracks orders and deliveries and reports delays to the customer and your team.
Who approves
Your team fixes the delay.
COO Agent specialist
Control desk
How often
daily
What it leaves ready
Checks that every process moves forward and lists each area's bottlenecks.
Who approves
Your operations director decides.

A day with the COO Agent

All dayAnswers WhatsApp and email with replies your team approved. What it doesn't know, or anything that commits the company, goes to a person with the context.
7:00Builds the board of open cases, by age and by owner.
9:00Checks the day's orders and deliveries and reports delays.
Per eventOnboards contractors and validates their documents.

Times are a design reference, not a contract commitment. They're fitted to your operation in the Discovery.

What it needs to work

WhatsApp Business, through the official API
Your email
Your ticketing system or your CRM
Your ERP: orders and inventory
Your carriers' portals

We provide the virtual computer and the AI models. Your company gives it access, like anyone who joins.

When someone joins, you give them a desk, a computer and access to your systems. The agent doesn't use a desk, but it does need a computer and access to the same systems anyone on your team would use.

What a new hire needs	What the agent needs	Who provides it	How it's billed
Desk, chair, notebook	Nothing	—	—
A computer	A dedicated virtual computer, only for your company	Omni Agent	Included in the monthly fee
Their training	AI models (the most efficient one for each task), memory with your rules and a log of every step	Omni Agent	Included, with a monthly usage cap
Their user accounts	Read-only access to your bank, plus your ERP, your CRM and your email	Your company, like for anyone who joins	No cost, unless your system charges per user: then it's one more license
The software for the job	Third-party tools the area needs: WhatsApp Business, CFDI download, contract-signing platform, monitoring	Defined in the Discovery	You pay the provider directly or, if that isn't possible, we invoice them at cost
Their onboarding	Discovery and implementation	Omni Agent	Fixed price and a final quote
A boss who reviews	A person who approves anything that moves money, signs or commits the company	Your company	—
Their signature	Never. The e.firma and payment credentials are never given to the agent.	—	—

Who it works with

What it hands to other areas and what it gets from them.

Receives from the CRO AgentEvery confirmed order, to deliver it and look after the customer.
Delivers to the CFO AgentConfirmed deliveries and contractor work, to invoice and schedule payments.
Delivers to the CTO AgentFailures in the service channels, to open a ticket and monitor them.
Delivers to the CEO AgentNumbers and open items for the Monday report.
Receives from the CEO AgentAgreements and priorities for the week.

See Operations on the governance map

What it costs

USD 3,400 a month

Discovery: 10 h · USD 1,500, fixed price
Implementation: 70–100 h · USD 17,500 – USD 25,000 (estimate)
Time: 4 to 5 weeks

Prices in USD plus VAT, billed in pesos at the DOF exchange rate on the payment date.

Implementation is an estimate. The final quote comes out of the Discovery.

The Discovery has a fixed price: we measure your process, the tasks each specialist will do, the systems it uses and who approves what.

Specialists working	Monthly fee
1 specialist	USD 680
2 specialists	USD 1,360
3 specialists	USD 2,040
4 specialists	USD 2,720
5 specialists	USD 3,400

With all 5 specialists working you pay the full monthly fee: USD 3,400 a month.

Prices in USD plus VAT, billed in pesos at the DOF exchange rate on the payment date.

See Operations on Pricing Build your package

Still yours

Difficult conversations with customers and negotiating with suppliers.

In 30 minutes you'll know if Operations is the place to start.

No cost and no deliverables: we talk about how your company works and where it makes sense to start.

30-minute orientation call