Six parts that behave like one system.
Each part is useful alone. Together they capture every piece of information exactly once and pass it on without anyone re-typing it — which is precisely what stops being possible when you buy six separate products.
What is actually in the box.
Agents
A library of roles rather than a blank prompt. Each one has a defined input, a reasoning step you can inspect, actions it is permitted to take, and a threshold at which it stops and asks a person.
Channels
Phone, WhatsApp, Instagram, web chat, email and SMS resolve to one customer identity. A caller who later messages continues the same conversation instead of starting a second one.
Automation engine
Triggers, conditions, delays, actions and human handoffs, assembled visually. Every workflow runs against sample traffic in test mode, and versions roll back cleanly.
Knowledge base
Your prices, policies and documents become the only thing agents answer from. Answers cite their source, contradictions are flagged, and gaps are reported rather than guessed at.
Command Center
Calls, messages, leads, appointments, tasks, content and every AI decision on one screen — with cost, time saved and influenced revenue attached to each of them.
Analytics
Instrumentation you do not have to build, because the work already runs through the system. Channel profitability measured against closed revenue rather than clicks.
Every agent is a job somebody is doing by hand.
Not a personality — a defined role with an input, a reasoning step, a permitted set of actions and an output somebody would otherwise have produced. Select one to see how it thinks.
Sales Agent
Answers, qualifies and routes every inbound lead
- Input
Calls, WhatsApp, web chat, email, forms
- Reasoning
Scores budget, timing, fit and intent against your qualification rules
- Actions
- Answers instantly
- Asks qualifying questions
- Scores and routes
- Books the meeting
- Output
A qualified lead in the CRM with the transcript attached
Reps open only the conversations worth their time
What happens between the enquiry and the invoice.
Each step is a block you can open, reorder or remove. Nothing is a black box, and nothing reaches a customer before you have watched it run in test mode.
- Lead arrivesCall, WhatsApp, form or emailAny channel
- AI qualifiesBudget, timing, fit, intent — scoredSales Agent
- CRM updatedRecord created, deduplicated, enrichedCRM Agent
- Meeting bookedStraight into the right calendarMeeting Agent
- Proposal generatedYour rate card, your termsContent Agent
- Email sentTracked, with follow-up scheduledSales Agent
- Tasks createdAssigned by skill and territoryOperations Agent
- Invoice preparedHeld for one-click approvalFinance Agent
- Management notifiedOnly the exceptionsReporting Agent
- Dashboard updatedBefore anyone asks for a numberAnalytics
Keep your stack. Lose the copying.
Systeni writes back into the systems your team already opens, so nobody has to check two places for the same fact.
Communication
- WhatsApp Business
- Slack
- Microsoft Teams
- Gmail
- Outlook
- SMS
- Telephony (SIP)
CRM & sales
- HubSpot
- Salesforce
- Pipedrive
- Zoho
Calendar & scheduling
- Google Calendar
- Microsoft 365
- Calendly
Finance
- Stripe
- Lexoffice
- DATEV
- Xero
- QuickBooks
Commerce
- Shopify
- WooCommerce
Data & automation
- Webhooks
- REST API
- Zapier
- Make
- Postgres
Anything not listed connects through the REST API and webhooks. Bespoke integrations are available as a scoped, quoted service.
See it configured for your business.
The Blueprint takes about twenty minutes and tells you which of these six parts is worth switching on first.