AI Agents

Intelligent Screening Agent

CS & Support Gestão de Contatos de Clientes com IA

We received a new message through the portal. What does the client need?

I am analyzing the sent text, grouping similar information and defining the priority based on the request category.

I identified that the client sent proof of payment, but the message text complains of an 'improper charge,' which indicates a possible failure in the billing system.

I classified the ticket as 'High Priority' in the Financial category. I have already grouped this contact with two other similar reports received today to facilitate root cause analysis.

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What this Agent solves for you

What it does

It automatically organizes received data and identifies the type of customer request.

Automated activities

Analysis of the text sent by the client
Grouping of similar information
Definition of priority and category.

Agent Subfunction

Step 1: Multichannel opening
Step 2: AI-powered screening

Results and impact

Up to 25%

reduction in response time

98%

less time spent on manual tasks

70%

of requests resolved without human intervention.

Your life gets faster with Pipefy AI Agents

25% faster

Traditional path

20–45 min

With Pipefy AI Agent

15–30 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Intelligent Triage Agent and how does it work?

The Intelligent Triage Agent is a specialized AI Worker within Pipefy's Gestão de Contatos de Clientes with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual customer service, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Intelligent Triage Agent in Pipefy?

The cost of the Intelligent Triage Agent in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Intelligent Triage Agent and manual customer service?

While manual customer service rely on manual intervention at every step, the Intelligent Triage Agent executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best Intelligent Triage agent for my company?

To choose the right Intelligent Triage agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.