Awtana - RevOps Consulting & HubSpot Diamond Partner

AI & Agents

AI that generates revenue, not demos

We prioritise use cases by impact and take them to production with data governance and human escalation.

AI Agents

Prospecting Agent

An autonomous agent that qualifies prospects on WhatsApp and your website 24/7, answers business questions and books meetings straight into your CRM.

Content Creator

Generates, optimizes and schedules hyper-personalized multichannel commercial content while respecting your brand voice and tone.

Data Agent

A silent administrator that extracts insights from meetings, updates deal stages and removes manual data entry from your CRM.

Customer Service Agent

Handles support requests 24/7, checks order status in your ERP in real time and escalates complex cases with precision.

Custom Agent

Operational and conversational agents tailored to your company's unique policies and workflows.

Web & App Builder

Accelerated development of web applications, customer portals and internal tools powered by the Lovable platform.

Solutions

GEO & AEO Brand Authority Suite

An end-to-end strategy to rank in AI engines, capture direct demand and lead recommendations in ChatGPT, Perplexity and Gemini.

AI Data Intelligence

Cleans, standardizes and enriches your database to activate predictive lead scoring and make your CRM AI-ready.

AEO Grader by Awtana

Visibility audit and optimization for AI search engines (Answer Engine Optimization).

See an agent applied to your own operation

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FAQ

Frequently asked questions

Direct answers to the most common questions from sales and technology teams.

What is an AI Agent for HubSpot and how does it differ from a traditional chatbot?

An AI Agent acts with autonomy: it reads the context of every conversation, makes decisions, and executes actions directly within the CRM. A traditional chatbot only follows predefined flows and responses.

  • Autonomy: it resolves complete requests without depending on an option tree.
  • Contextual awareness: it consults the contact's history in HubSpot before responding.
  • Action execution: it creates contacts, updates deals, and logs activities in the CRM.
On which channels can Awtana AI Agents be deployed?

AI Agents are deployed on the channels where your customers and teams already converse.

  • WhatsApp Business API: support and qualification via WhatsApp.
  • Web chat: direct assistance on your site.
  • Email: responding to and classifying incoming messages.
  • Internal HubSpot flows: automated tasks within the CRM.
How does the AI Agent learn about our company and products?

The agent is trained with your company's knowledge, so it responds with proprietary and up-to-date information.

  • Knowledge bases: FAQs, catalogs, and product sheets.
  • Technical documentation: specifications and usage guides.
  • Internal policies: commercial terms, warranties, and procedures.
  • Sales manuals: talking points, objections, and qualification criteria.
Can the AI Agent qualify prospects and schedule meetings automatically?

Yes. The agent qualifies every lead, captures their data, and schedules meetings in the corresponding representative's calendar.

  • Qualification flow: questions based on your ideal customer criteria.
  • Data capture: information is automatically recorded in HubSpot.
  • Synchronized schedule: meetings connected to the sales team's calendars.
What happens if the AI Agent doesn't know the answer to a question?

The agent triggers a secure escalation protocol and transfers the conversation to a human executive, including the full history.

  • No made-up answers: the agent recognizes the limits of its knowledge.
  • Immediate transfer: the conversation passes to the appropriate team.
  • Full history: the executive receives all context and does not repeat questions.
Are AI Agents secure and compliant with data privacy?

Yes. Agents are configured with security and privacy controls that meet B2B standards.

  • Encryption: Information is protected both in transit and at rest.
  • Sensitive data: Rules to prevent the exposure or solicitation of confidential information.
  • B2B Standards: Permissions and access aligned with your company policies.
Can the Agent's personality and tone of voice be customized?

Yes. The agent fully adapts to your brand's communication style and protocols.

  • Tone of voice: formal, friendly, or technical, depending on your brand.
  • Languages: Spanish, English, and Portuguese.
  • Brand protocols: greetings, sign-offs, and allowed topics defined by your team.
How long does it take to deploy an AI Agent into production?

An AI Agent is deployed into production in an average of 2 to 4 weeks.

  • Training: uploading and validating company knowledge.
  • Controlled testing: trial conversations and adjustments before launch.
  • Deployment: activation across defined channels with initial monitoring.