AI Assistant

The problem: many assistants only answer questions

Many assistants in SaaS platforms answer questions about the documentation and, when you ask for something operational, they tell you which menu to go to. They don't get it done, they just redirect you.

An assistant that runs your business

The Recaudo assistant has access to 190 tools on the platform. When you say "create an invoice for $5,000 for Laura Pérez and send her the link by WhatsApp", the assistant:

1. Finds the customer in your database.
2. Prepares the invoice with the right amount.
3. Asks for your confirmation before creating and sending it.
4. Sends the WhatsApp message with the payment link.
5. Confirms with links to the invoice and the conversation.

No need to navigate menus or copy and paste links.

What it can do

• Invoicing: create invoices, send them, check their status.
• Customers: search, create, update details, add tags, view payment history.
• WhatsApp: send messages and HSM templates, search conversations.
• CRM: create deals, move them between stages, schedule follow-ups.
• Payments: create payment links and look up transactions.
• Subscriptions: create, pause, cancel or change plans.
• Calendar: view appointments and book them.
• Questions: how much you collected, which customers owe, how your team is doing.
• Collections: review overdue payments and record payment promises.

Confirmation before acting

Sensitive actions don't run on their own: the assistant shows you what it's about to do and you confirm or cancel it.

Page context

The assistant knows which screen you're on. If you're looking at a customer's profile and ask it to "create an invoice for $3,000 for them", you don't have to tell it who you mean.

Saved prompts

Save instructions you use often:

• "Give me a summary of what we collected today"
• "Which customers have overdue payments this week?"
• "Create a call follow-up with this customer for tomorrow"

Security by account

The assistant works only within your account and can't see other businesses' data. Its actions are limited to the user's permissions: a salesperson can't do what only an administrator can.

Available where you need it

• Bubble in the web dashboard: available on the admin dashboard pages.
• Full page: for long work sessions.
• Mobile app: the same assistant in the Recaudo app.

Use cases

• Collections agent: "send Laura Pérez the payment reminder template".
• Quick sales: "create a $1,500 payment link for consulting and send it to this customer by WhatsApp".
• Questions: "how much have we collected this month?", with real data from your account.
• From your phone: work without opening your laptop, using text instructions.

Start using it

Create your free account and open the assistant from your dashboard.