AI in operational management changes less what a company does and more who does it: repetitive support, triage, and data-entry tasks get absorbed by AI Agents, while the manager queries the operation in natural language through Chat with Data, right inside Jestor. What changes in operational management with AI?
Setting up an AI agent to respond on WhatsApp requires three pieces: a number connected via the WhatsApp Business API (Meta), approved message templates to reopen conversations, and the AI Agent configured with the process's instructions. In Jestor, these three pieces already connect natively. What's the
An AI agent works like an extra employee that autonomously handles repetitive tasks based on defined instructions. In Jestor, AI Agents operate over email, tickets, and WhatsApp, and Agent Builder lets you configure each one according to the company's process, with no code. When does it make sense
Automating WhatsApp with AI agents combines two elements: native integration via the WhatsApp Business API (Meta) and an AI Agent trained to respond within the right process. In Jestor, Agent Builder lets you configure that agent by area, with no code required. Why automate a company's WhatsApp instead
To automate WhatsApp support with AI agents, the number needs to be connected via the WhatsApp Business API (Meta) to a structured process, not a loose number on someone's phone. In Jestor, the native AI Agent responds inside that conversation, with human-in-the-loop so the team
The AI tools for companies that help the most with operational automation are the ones that act directly inside the day-to-day process — answering a ticket, filling in a record, reading a document — instead of standalone, single-purpose tools. In Jestor, that layer is made up of AI Agents
An expense approval workflow with multiple approvers defines, for each stage, which person or hierarchy needs to sign off before the request moves forward. In Jestor, the Approvals app supports an approval hierarchy combined with a tier by amount and cost center, all inside a single flow. When does an
With approval automation, a finance manager's routine stops being about chasing status by message and becomes about checking a dashboard of pending, approved, and overdue requests. In Jestor, the Approvals app organizes that flow, and Chat with Data allows querying the operation in natural language. What was the
To structure approval tiers for recurring expenses, the way forward is defining, by cost center or category, who approves each type of spend that repeats month after month. In Jestor, that authorization tier is configured in the Approvals app inside Gestão Financeira, with no need to reconfigure it for every
An operational layer between the ERP and the business exists to add flexibility to flows the ERP doesn't cover — approvals, CRM, checklists — without touching the tax and accounting side. Jestor works as that operational layer, with BPMS to model processes and native integration to the ERP via ERP
The most direct way to reduce manual errors in financial approvals is to stop typing invoice data by hand. In Jestor, Image Reader (OCR) reads the attachment — invoice, bill, statement — and automatically fills in the record's fields inside the Approvals flow, before it moves on to ERP Expansion.
Automating vendor approvals linked to the ERP starts by structuring the vendor registry — bank details, contacts, history — into a single table, connected to Pedidos de Compra. In Jestor, that table feeds the Approvals flow and integrates with ERP Expansion for automatic posting. Why does vendor management get stuck at approval?