---
title: Enterprise AI solutions | Abbiamo.ai
description: AI agents for collections, support, customer service, scheduling and onboarding, with strategy, security and compliance for governed AI by design.
---

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Idioma · Language · Lingua

- [ESEspañol](https://abbiamo.ai/soluciones)
- [ENEnglish](https://abbiamo.ai/en/solutions)
- [ITItaliano](https://abbiamo.ai/it/soluzioni)
- [PTPortuguês](https://abbiamo.ai/pt/solucoes)

Enterprise AI solutions

# Complete processes, from start to finish.

Abbie · speaking

Sales, customer onboarding, products, scheduling, support, disputes and collections, 24 hours a day.▍

[Let's talk about your operations →](https://abbiamo.ai/en/contact) [See the solutions](https://abbiamo.ai/en/solutions#proceso-tipico)

01Strategy, security and compliance

## AI that is accountable is designed, protected and demonstrated.

Before the process, what supports it: why we exist, how we protect every operation, which standards we follow and where your data lives.

- AI strategy
  
  ### The why comes first
  
  The belief, the six hows with their proof, what we sell and how to start with a first flow.
  
  [See the strategy →](https://abbiamo.ai/en/solutions/ai-strategy)
- Security
  
  ### Bounded, traceable mandate
  
  «Actions» with limits no one expands, conversation locks, data isolated per client and change control.
  
  [See security →](https://abbiamo.ai/en/solutions/security)
- Regulation and compliance
  
  ### Built for those who are held accountable
  
  The standards we follow from the design stage, those of each industry and the decisions that always belong to your institution.
  
  [See the standards →](https://abbiamo.ai/en/solutions/compliance)
- Data sovereignty
  
  ### Your data, where your case requires
  
  Four deployment levels, from the cloud to your premises, and five questions to choose.
  
  [See the levels →](https://abbiamo.ai/en/solutions/data-sovereignty)

02How the work is divided

## People, AIE agents and systems, each doing their part.

Every solution divides the work the same way: an AIE agent is left with what requires judgment; what must come out the same every time lives in a system; and the last word is human.

1. Person
   
   ### Decides what matters
   
   Keeps the decisions that require judgment, empathy and responsibility, and receives the full context when a case escalates.
2. AIE agent
   
   ### Converses, decides the next step and acts
   
   Abbie executes within her mandate; Caddie guides and prepares so the human agent can authorize.
3. System
   
   ### Keeps what must come out the same
   
   Amounts, deadlines, policies and records live in the company's systems and in Abbi Actions.

03Eight solutions

## Each solution starts from a typical process. We adapt it to yours.

Eight processes we know well. Each one is designed on a base process and adapted to your rules, your sources and your operations.

- Who: Abbie + Caddie
  
  ### Sales
  
  A typical five-step process and what is adapted in each implementation.
  
  [See the process →](https://abbiamo.ai/en/solutions#ventas)
- Who: Abbie
  
  ### Customer onboarding
  
  A typical five-step process and what is adapted in each implementation.
  
  [See the process →](https://abbiamo.ai/en/solutions#altas)
- Who: Abbie + Caddie
  
  ### Product specialist
  
  A typical five-step process and what is adapted in each implementation.
  
  [See the process →](https://abbiamo.ai/en/solutions#especialista-de-productos)
- Who: Abbie
  
  ### Scheduling
  
  A typical five-step process and what is adapted in each implementation.
  
  [See the process →](https://abbiamo.ai/en/solutions#agendamiento)
- Who: Abbie + Caddie
  
  ### Support and customer service
  
  A typical five-step process and what is adapted in each implementation.
  
  [See the process →](https://abbiamo.ai/en/solutions#soporte)
- Who: Abbie + Caddie
  
  ### Disputes and complaints
  
  A typical five-step process and what is adapted in each implementation.
  
  [See the process →](https://abbiamo.ai/en/solutions#aclaraciones)
- Who: Abbie + Caddie
  
  ### Collections
  
  A typical five-step process and what is adapted in each implementation.
  
  [See the process →](https://abbiamo.ai/en/solutions#cobranza)
- Who: Caddie + Abbi PitWall
  
  ### Quality, supervision and training
  
  A typical five-step process and what is adapted in each implementation.
  
  [See the process →](https://abbiamo.ai/en/solutions#calidad)

Illustrative example; adjusted in each implementation.

—Who: Abbie + Caddie

## Sales: a typical process.

Adapted with: suitability rules per product · authorized cross-selling · connection to your CRM. The closing, and whatever the law reserves for a licensed professional, is handled by your advisor.

1. Step 1
   
   ### Receives the prospect's interest
2. Step 2
   
   ### Qualifies: need, profile and budget
3. Step 3
   
   ### Explains and quotes with approved prices
4. Step 4
   
   ### Gathers the documents
5. Step 5
   
   ### Schedules the closing with a licensed advisor

Illustrative example; adjusted in each implementation.

—Who: Abbie

## Customer onboarding: a typical process.

Adapted with: your compliance team's checklists · electronic signature · requirements by account or policy type.

1. Step 1
   
   ### Verifies identity
2. Step 2
   
   ### Reviews the requirements
3. Step 3
   
   ### Receives documents through a secure channel
4. Step 4
   
   ### Validates the information
5. Step 5
   
   ### Records the onboarding and notifies the customer

Illustrative example; adjusted in each implementation.

—Who: Abbie + Caddie

## Product specialist: a typical process.

Adapted with: catalog by customer segment · your own comparison tools · what must never be said.

1. Step 1
   
   ### Identifies the product of interest
2. Step 2
   
   ### Answers with the current product sheet
3. Step 3
   
   ### Compares options
4. Step 4
   
   ### Answers questions
5. Step 5
   
   ### If it goes beyond what is approved, follows the configured route

Illustrative example; adjusted in each implementation.

—Who: Abbie

## Scheduling: a typical process.

Adapted with: prerequisites for the appointment · multiple locations or specialists · waiting list.

1. Step 1
   
   ### Identifies the customer
2. Step 2
   
   ### Checks the real schedule
3. Step 3
   
   ### Schedules, changes or cancels
4. Step 4
   
   ### Confirms the appointment
5. Step 5
   
   ### Sends the reminder

Illustrative example; adjusted in each implementation.

—Who: Abbie + Caddie

## Support and customer service: a typical process.

Adapted with: diagnostics per product · service levels by customer type · closing survey.

1. Step 1
   
   ### Receives the request
2. Step 2
   
   ### Classifies it
3. Step 3
   
   ### Runs a guided diagnosis
4. Step 4
   
   ### Resolves it or opens a ticket
5. Step 5
   
   ### Follows up until closure

Illustrative example; adjusted in each implementation.

—Who: Abbie + Caddie

## Disputes and complaints: a typical process.

Adapted with: deadlines by country and regulator · reports for the regulator · escalation to an internal committee.

1. Step 1
   
   ### Receives the complaint
2. Step 2
   
   ### Identifies the customer and classifies it
3. Step 3
   
   ### Opens the case number with the regulator's deadline
4. Step 4
   
   ### Follows up
5. Step 5
   
   ### Notifies the resolution

Illustrative example; adjusted in each implementation.

—Who: Abbie + Caddie

## Collections: a typical process.

Adapted with: contact hours permitted by law · strategy by delinquency bracket · restructuring agreements.

1. Step 1
   
   ### Identifies the debt
2. Step 2
   
   ### Notifies the customer
3. Step 3
   
   ### Offers the authorized plan
4. Step 4
   
   ### Records the promise to pay
5. Step 5
   
   ### Reminds and follows up

Illustrative example; adjusted in each implementation.

—Who: Caddie + Abbi PitWall

## Quality, supervision and training: a typical process.

Adapted with: your quality criteria · training plans per human agent · connection to your quality tools. Development, not surveillance.

1. Step 1
   
   ### Listens to the interaction
2. Step 2
   
   ### Measures against your criteria
3. Step 3
   
   ### Diagnoses what failed or what is missing
4. Step 4
   
   ### Proposes the adjustment or the training
5. Step 5
   
   ### Checks that it worked

Illustrative example; adjusted in each implementation.

04Solutions by function

## Choose a process and see how it is resolved.

The actions come from the proposed initial Abbi Actions catalog; each implementation confirms which ones are enabled.

Collections

Support

Customer service

Scheduling

Onboarding

Quality and supervision

On-the-job training

### Collections

Reminders, promises, payment agreements and payments with firm, respectful treatment, during the hours regulations permit.

Marco Each market's collections rules; for example, those of CONDUSEF in Mexico and the FDCPA / Regulation F in the United States.

Abbie

#### Reminder and promise to pay

Situation

A customer has a payment about to fall due or already past due.

How it is resolved

1. Abbie introduces herself as the company's artificial intelligence assistant and verifies identity.
2. She checks the balance in the collections system, which is the authorized source.
3. She offers only the approved options and records the promise or generates the payment link.

Abbi Actions

Verify identity · Record promise to pay · Generate payment link

Controls

Permitted hours · No pressure or threats · Does not make up amounts, deadlines or rates

Verifiable outcome

The promise the customer heard is the one recorded in the system.

Abbie + Caddie

#### Payment agreement with mandatory requirements

Situation

The customer asks for a payment agreement that requires conditions before it is signed.

How it is resolved

1. Abbie verifies which approved agreements apply to the case.
2. If the case exceeds her mandate, she hands it to a person with the full context.
3. Caddie prepares the agreement and blocks the closing if a requirement is missing; the human agent authorizes.

Abbi Actions

Generate agreement · Send document

Controls

Requirements verified before closing · Exceptions only with explicit, traceable permission

Verifiable outcome

Every agreement has its evidence: conditions, authorization and document sent.

### Support

Initial diagnosis, tickets and follow-up with patience, approved procedures and the real status in the system.

Marco Approved procedures only; escalation to a person with the full context.

Abbie

#### Reporting a fault

Situation

A customer reports that a service is not working and wants to know what comes next.

How it is resolved

1. Abbie checks the service status in the connected systems.
2. She applies the approved procedure for the initial diagnosis.
3. She creates the ticket or schedules the visit and provides the tracking number.

Abbi Actions

Create ticket · Schedule appointment

Controls

Approved procedures only · Escalates with the full context

Verifiable outcome

Every reported fault has a ticket, a tracking number and a record.

Abbie

#### Ticket follow-up

Situation

The customer asks again about an open case.

How it is resolved

1. Abbie verifies the customer's identity.
2. She reports the status from the system, not from her memory.
3. If the committed deadline has already passed, she transfers to a person.

Abbi Actions

Verify identity · Create ticket

Controls

Distinguishes what is confirmed from what is pending confirmation

Verifiable outcome

What is reported matches what the system says.

### Customer service

Inquiries, disputes and requests resolved with current information and a person available when needed.

Marco Minimal data; notice of AI assistance, recording and transcription according to each country's regulations.

Abbie

#### Inquiry about requirements or conditions

Situation

A customer asks what they need for a request or what a service includes.

How it is resolved

1. Abbie answers from the current documents the company approved.
2. She sends the information on the contact channel the customer chooses.
3. If the question exceeds her mandate, she hands the conversation to a person on the team.

Abbi Actions

Send document · Create ticket

Controls

Sources with a validity period · Does not create new conditions or policies

Verifiable outcome

Every answer can be traced back to the document that produced it.

Caddie

#### Guided dispute

Situation

A customer doesn't recognize a charge; the human agent must follow the procedure.

How it is resolved

1. Caddie gathers the context the human agent has access to and recommends the next step, with its source.
2. He keeps the checklist of the current procedure.
3. He prevents closing the interaction without the dispute reference number.

Abbi Actions

Create ticket · Verify identity

Controls

Closing blocked without a reference number · The human agent keeps the conversation and the decision

Verifiable outcome

No dispute is closed without its ticket and its reference number.

### Scheduling

Appointments, confirmations and changes at any time, against the real availability of the schedule.

Marco Consent and contact notices according to each country's regulations.

Abbie

#### Scheduling or rescheduling an appointment

Situation

A customer wants to schedule, confirm or change an appointment outside office hours.

How it is resolved

1. Abbie checks availability in the scheduling system.
2. She schedules, confirms or reschedules and sends the confirmation with what to bring.

Abbi Actions

Schedule appointment · Send document

Controls

Only time slots available in the system · Identification as AI

Verifiable outcome

The confirmed appointment is the same one recorded in the schedule.

Abbie

#### Reminder and confirmation

Situation

An appointment is approaching and the company wants to reduce no-shows.

How it is resolved

1. Abbie sends the reminder on the enabled channel.
2. She records the confirmation or reschedules if the customer asks.

Abbi Actions

Schedule appointment

Controls

Permitted contact hours · Minimal data

Verifiable outcome

Every confirmation or change is recorded in the schedule.

### Onboarding

Customer onboarding and first steps with identity, documents and conditions verified before activation.

Marco Identity verification and document retention according to each market's industry regulations.

Abbie

#### Onboarding assistance

Situation

A new customer needs to complete their onboarding and doesn't know what is missing.

How it is resolved

1. Abbie explains the steps and the current list of documents.
2. She verifies identity and sends the documents for signature.
3. She reports progress from the system until the onboarding is complete.

Abbi Actions

Verify identity · Send document

Controls

Never asks for passwords, PINs, CVVs or tokens · Minimal data

Verifiable outcome

Every onboarding shows what was received, what was validated and when.

Caddie

#### Activation with requirements

Situation

An activation requires verifying identity, documents and conditions before it goes live.

How it is resolved

1. Caddie keeps the activation checklist and prepares the operation.
2. He alerts when a document or a verification is missing.
3. The human agent authorizes the activation; Caddie does not execute it for them.

Abbi Actions

Verify identity · Send document

Controls

Incomplete activations blocked · Exceptions with explicit permission

Verifiable outcome

No activation goes live without its requirements verified.

### Quality and supervision

Evaluation of interactions with evidence and a clear view of risks for supervisors.

Marco No sanction or final score without human review.

Caddie

#### Quality evaluation with evidence

Situation

The quality team needs to review more interactions without losing judgment.

How it is resolved

1. Caddie evaluates eligible interactions with the company's quality rubric.
2. Every evaluation carries its evidence and is checked against human review.
3. Learnings are applied only when a person approves them.

Abbi Actions

Create ticket

Controls

Rubric defined by the company · Human review

Verifiable outcome

Every evaluation has its evidence and its review.

Caddie

#### Real-time supervision

Situation

A supervisor needs to know where to step in during operations.

How it is resolved

1. Caddie shows them the interactions, their risks and when to step in.
2. He alerts when an interaction drifts from the procedure.

Abbi Actions

Create ticket

Controls

Permission-based visibility · The decision belongs to the supervisor

Verifiable outcome

Every alert and every intervention is recorded.

### On-the-job training

Specific feedback at the close of each interaction and an onboarding mode for new human agents.

Marco Training is based on the company's current procedures.

Caddie

#### Feedback at closing

Situation

A human agent finishes an interaction and wants to know what to improve.

How it is resolved

1. Caddie delivers specific feedback with the source of the procedure.
2. He points out what was done well and the next step for improvement.

Abbi Actions

No actions required: it is feedback

Controls

No final sanctions without human review

Verifiable outcome

Improvement rests on evidence, not impressions.

Caddie

#### Onboarding new human agents

Situation

A newly hired human agent handles their first cases.

How it is resolved

1. Caddie activates onboarding mode: he guides each step and explains why.
2. He blocks the critical steps they have not yet mastered.

Abbi Actions

The same Abbi Actions, prepared for the human agent to authorize

Controls

Mandatory steps blocked · Growing human agent autonomy

Verifiable outcome

The new human agent operates with the right procedure from day one.

Illustrative examples, not existing deployments. The actions, channels and systems in each case depend on the implementation.

05Limits that travel with every solution

## What no process can relax.

Hiding that it is AI, stating things without a source, making up conditions, asking for credentials, applying pressure or learning on its own: six locks fixed in the entity that no client, deployment or configuration level can relax.

- Security
  
  ### The locks, one by one
  
  Together with the bounded mandate of Abbi Actions, data isolated per client and change control.
  
  [See the locks →](https://abbiamo.ai/en/solutions/security#candados)
- Compliance
  
  ### Each industry's standards
  
  Banking, insurance, healthcare, telecommunications, energy, mining, government and BPO.
  
  [See the standards →](https://abbiamo.ai/en/solutions/compliance#sectores)

06Next step

## From the process to operations.

- Industries
  
  ### Cases by industry
  
  Banking, insurance, healthcare, telecommunications, energy, mining, government and BPO.
  
  [See industries →](https://abbiamo.ai/en/industries)
- Services
  
  ### Design the process
  
  Process consulting ends in a design ready to implement.
  
  [Process consulting →](https://abbiamo.ai/en/services/process-consulting)
- Pricing
  
  ### Packages and billing
  
  Implementation, capacity and metered usage, through your partner.
  
  [See pricing →](https://abbiamo.ai/en/pricing)

![](https://abbiamo.ai/hs-fs/hubfs/raw_assets/public/ABBIAMO/images/abbie-retrato.jpg?width=88&height=88&name=abbie-retrato.jpg)

## Tell us which process you want to solve.

Your request goes to the partner assigned to your company.

[Let's talk about your operations →](https://abbiamo.ai/en/contact)

or write to us at [hola@abbiamo.ai](mailto:hola@abbiamo.ai)

[![Abbiamo.ai](https://abbiamo.ai/hs-fs/hubfs/Abbiamo.ai/brand/logo/abbiamo-ai-logo-480.webp?width=150&height=24&name=abbiamo-ai-logo-480.webp)](https://abbiamo.ai/)

Governed artificial intelligence, with judgment and under control.

- <https://www.linkedin.com/company/abbiamoai>
- <https://www.youtube.com/@abbiamoai>
- <https://www.instagram.com/abbiamoai>
- <https://www.facebook.com/profile.php?id=61595290656253>

Company

- [About us](https://abbiamo.ai/en/about-us)
- [Blog](https://abbiamo.ai/blog)
- [Pricing](https://abbiamo.ai/en/pricing)
- [FAQ](https://abbiamo.ai/en/faq)
- [Use cases](https://abbiamo.ai/en/use-cases)
- [Contact](https://abbiamo.ai/en/contact)

Legal

- [Legal information](https://abbiamo.ai/en/legal)
- [Privacy notice](https://abbiamo.ai/en/privacy-notice)
- [Terms and conditions](https://abbiamo.ai/en/terms-and-conditions)
- [Cookie policy](https://abbiamo.ai/en/cookie-policy)
- [Responsible use of AI](https://abbiamo.ai/en/responsible-use-of-ai)
- [Roles and responsibilities](https://abbiamo.ai/en/roles-and-responsibilities)
- [Privacy by design](https://abbiamo.ai/en/privacy-by-design)

Contact

- Contact[hello@abbiamo.ai](mailto:hello@abbiamo.ai)
- Partners[partner@abbiamo.ai](mailto:partner@abbiamo.ai)
- Legal and privacy[legal@abbiamo.ai](mailto:legal@abbiamo.ai)
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- Billing[facturacion@abbiamo.ai](mailto:facturacion@abbiamo.ai)
- Press and social media[social@abbiamo.ai](mailto:social@abbiamo.ai)

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© 2026 ABBIAMO TECNOLOGÍA, S.A. (Abbitec). Abbiamo.ai is a brand of ABBIAMO TECNOLOGÍA, S.A. All rights reserved.

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