Workify | AI Agents and Intelligent Automation for Businesses

Transformation Principles

Our vision: transforming work through principles that guide every solution. Products and services are our reality today, these principles are our commitment to the future.

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#1. Time Revaluation

Transform your time. From constant execution to operational supervision. Technology must free human capacity for supervision, deep analysis, and high-value problem solving.

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#2. Augmentation

Your team is primarily for tactical supervision and strategy. Workify is for augmentation. We reject human replacement; AI acts as a lever that amplifies capabilities, precision, and speed of human talent.

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#3. Strategic Priority

Stop buying robots and closed products. We approach with a consulting mindset before implementation. We design customized solutions that ensure measurable improvement in business and interaction quality, not just transactional savings.

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#4. Responsibility

Responsible transformation: we make technology respect work. Every implementation is guided by an ethical code of transparency, auditability, and total control. Technology must be explainable, cancelable, and protect the unique value of the human role.

AI agents specialized by industry

Workify implements AI agents and intelligent automation for specific verticals in Latin America. Each engagement starts with consulting and integration into the client’s systems.

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Real estate: AI agents for brokerages

Workify deploys AI agents for real-estate firms and developers in Latin America. The agent answers WhatsApp around the clock, understands budget, area, and deal type, and replies with real listings when it is connected to inventory or a CRM. It can qualify prospects, send property sheets, book visits, and take appraisal requests without an agent online.

Unlike a rule-based chatbot, it keeps conversation context and takes action: checks availability, writes to the CRM, and coordinates calendars. Sales teams get filtered leads and spend time on negotiation. We augment advisors; we do not replace them. The product is AgentGTM, implemented by Workify.

WhatsApp agent for real estate

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Events: paid-media response, bookings, confirmations

Producers, venues, and organizers generate more ad-driven inquiries than staff can answer in real time. Workify puts a WhatsApp agent on that spike: prices and dates, reservations or ticketing, confirmations, and attendance. The goal is to turn media spend into handled conversations, not missed messages.

The agent connects to catalogs, payment flows, or spreadsheets depending on the client. VIP or sponsorship cases escalate to a person. Workify designs the flow before go-live so automation improves paid-media ROI and guest experience, not only operator cost.

Automate event inquiries

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Retail: service, sales, and after-sales on WhatsApp

Workify helps retailers run WhatsApp as a sales and service front, not an overflowing inbox. The agent recommends products, reports stock and shipping, takes orders or hands off to checkout, and continues into after-sales with tracking and first-level claims. It fits brands that already have a CRM, store, or ERP and need messages resolved with live data.

The difference versus generic auto-replies is integration and traceability. Humans handle exceptions and high-value accounts. Workify does not sell a boxed bot: it designs capture, conversion, logistics, and after-sales on AgentGTM.

AI agent for retail

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Insurance: pre-quotes, issuance, and claims intake

Customers write on WhatsApp for a quote, a policy status, or how to open a claim. Workify implements an agent that captures critical data, supports pre-quoting, routes to a producer or issuance system, and follows administrative steps. It reduces back-and-forth and leaves a richer file when a person steps in.

Design respects compliance and human control: the agent does not bind coverage if a underwriter must decide. It integrates with CRM and quoting tools. Built for brokers and carriers in Latin America that have outgrown FAQ-only chatbots.

Automate insurance inquiries

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Fitness: leads, trial classes, and win-back

Gyms and studios lose conversions when an Instagram or ads lead waits hours for a trial class. Workify implements an agent that qualifies interest, books the visit, sends reminders, and can run win-back campaigns to inactive members. Front desk and sales get a calendar, not a chaotic chat.

The setup combines AgentGTM with the appointments variant when the business lives on a schedule. Workify configures sites, hours, and no-show rules. Coaches are not replaced; they meet people who already confirmed interest.

Fitness leads and bookings

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Healthcare access: appointments, reminders, intake

Clinics and diagnostic centers get WhatsApp requests for slots, prep instructions, and cancellations. Workify implements a scheduling agent that collects patient data, offers times, confirms, reminds, and logs no-shows. Front office stops retyping the same information; patients get answers outside desk hours.

The agent does not diagnose; it runs the calendar and communications. Clinical or urgent cases escalate to a person. For institutions that also need support at the clinical act, Workify offers MedGTM separately, with a clinician in the loop.

Book appointments on WhatsApp

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Clinical healthcare: assisted pre-diagnosis with MedGTM

MedGTM is Workify’s product for health institutions that want less administrative load and multimodal pre-diagnosis assistance. It processes text, 2D/3D medical images, and voice dictation, with FHIR/EHR interoperability in mind and a medical audit module with a professional in the loop. It does not replace clinical judgment or issue treatment on its own.

Workify implements the platform with consulting: which data enter, who validates, how the record is written. Choose this when the bottleneck is clinical documentation, not only WhatsApp scheduling.

Learn about MedGTM

Specialized Workify services

Workify does not sell a closed robot. It diagnoses the process first, then builds or configures automation, and leaves control with the client team.

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Intelligent Automation

Workify Intelligent Automation combines AI agents, system integration, and strategic RPA when it helps. A business process—service, back office, operations—stops depending on copy-paste between screens or a chat with no memory. Agents run 24/7, query CRM/ERP, and escalate to a person when needed.

The engagement starts with consulting: what to automate, what stays human, how it is audited. It is not a scripted chatbot or an RPA license without design. Detail page: Business Automation. The usual customer-facing product is AgentGTM.

See Intelligent Automation

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Intelligent Data

Without reliable data, an AI agent invents or stalls. Workify Intelligent Data covers cleansing, preparation, integration, and centralization so spreadsheets, ERPs, and channels become queryable assets. It includes the catalogs, histories, and business rules an AI project cannot guess.

The service runs before or alongside AgentGTM, MedGTM, or DocuGTM. Workify does not sell a generic data lake: it delivers data that the agreed use case can act on.

Talk about data for AI

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Platform Building

When the product does not exist as boxed SaaS, Workify builds the platform: assessment and discovery, roadmap, evolutionary delivery, maintenance, monitoring, and observing. It fits companies that need their own portal, back office, or agent orchestration with product-grade quality.

Consulting plus engineering: what is configurable, what integrates, how it is operated. Complements Intelligent Automation when the agent needs a durable backend.

Design a platform

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Fractional CTO

Part-time technology leadership for companies that do not need a full-time CTO but do need judgment on stack, AI vendors, cost, and risk. Workify guides architecture and helps avoid tools that will never integrate. It fits Latin American SMEs and mid-market teams choosing among chatbots, RPA, and agents.

The service is independent of selling a specific product: sometimes the advice is not to automate yet. When an agent or platform is the right move, the same team can execute.

Ask about Fractional CTO

Workify AI products

Products Workify implements and operates for companies in Latin America. On part of the stack we work with GeoGTM as a technology partner.

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AgentGTM — intelligent WhatsApp agent

AgentGTM is Workify’s product for WhatsApp service and operations. Customers get personalized 24/7 answers; staff stop repeating the same reply. The agent qualifies, shows catalogs, books, queries orders or billing, and writes to CRM/ERP when integrated. A dedicated variant covers appointments.

It is not a fixed-menu chatbot. Workify configures it to each business process and hands off to a person when needed. A 30-day trial lets teams evaluate the service on their real workflow.

See AgentGTM WhatsApp appointments

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GenGTM — AI-assisted content and SEO

GenGTM combines extraction, filtering, AI-assisted content generation, and SEO orientation to keep a publishing cadence without a large editorial team. It is for companies and agencies that need continuous digital presence, with a human still approving what goes live.

Workify implements it for marketing teams and agencies that need a steady publishing cadence without a writer for every piece. If the challenge is commercial conversations on WhatsApp, the right product is AgentGTM.

See GenGTM

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DocuGTM — documents and images with AI

DocuGTM helps business and engineering teams process documents and images without standing up a data-science lab. It extracts and classifies PDFs, form photos, and scanned files, aiming for a lower cost and learning curve than a custom computer-vision project.

Workify implements it for document operations: extracting data, classifying files, and speeding up dossiers, with human checks where a mistake is expensive. If the goal is publishing to digital channels, that product is GenGTM; if it is customer conversations on WhatsApp, AgentGTM.

See DocuGTM

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TrackGTM — field telemetry

TrackGTM is a telemetry line for security, logistics, mining, sales force, alarms, and people tracking. GeoGTM publishes the product; Workify implements and integrates it when a client needs that stack next to automation or agents.

It serves field operations that need tracking and real-time data. Workify supports the implementation across Latin America.

TrackGTM sheet Implement with Workify

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MedGTM — multimodal medical pre-diagnosis

MedGTM is Workify’s AI-powered medical pre-diagnosis SaaS for healthcare organizations. It processes text, 2D/3D medical images, and voice dictation, with multimodal triage, FHIR/EHR interoperability, and a human-in-the-loop medical audit module. It does not replace a physician or issue automatic treatment.

Choose MedGTM for clinical-administrative work inside the institution; choose AgentGTM/appointments for WhatsApp scheduling. Workify can implement both together.