Richmedia Expertise

AI & automation to convert faster.

Richmedia connects CRM, WhatsApp, AI agents, workflows and reporting to turn requests, leads and conversations into automated, measurable and supervised journeys.

Marketing team managing an automated CRM, WhatsApp and AI agent system
CRMClean data
WhatsAppReply + qualification
AI AgentsSupervised actions
Automation cockpitsupervised agents
AI

CRM clean

Automate without losing control of data and human approvals.

01
WhatsApp

Respond, qualify and follow up faster

WhatsApp becomes a conversion channel: assisted replies, qualification, appointment booking, human handoff and measurable follow-ups.

02
AI Agents

Useful, framed and supervised agents

We design AI agents connected to your data, rules, tools and human approvals so they can execute real operational tasks.

03
ROI

Automate what truly improves business

Every scenario is tied to a KPI: response time, lead quality, conversion rate, cost per opportunity and attributable revenue.

Quick answer

In 2026, automation performs when it is connected to CRM and framed by humans.

AI tools are everywhere, but value comes from a concrete system: clean data, useful scenarios, agents connected to the right tools, controlled permissions, human handoff, tracking and continuous improvement.

Use cases

Automations your customers can feel and your teams can actually use.

Our priority is to automate the moments where you lose time, leads or response quality.

Qualify leads without losing the sales signal
CRM & lead scoring

Qualify leads without losing the sales signal

Centralized forms, statuses, scoring, segmentation, sales alerts and follow-ups based on the prospect's actual intent.

CRMLead scoringSales alerts
Reply 24/7 with a clear human handoff
WhatsApp agent

Reply 24/7 with a clear human handoff

Conversational agent, qualification, FAQ, catalog, appointments, follow-up messages and transfer rules for your teams.

WhatsAppHandoffAppointments
Connect acquisition, CRM, service and reporting
Automated journeys

Connect acquisition, CRM, service and reporting

One click becomes a conversation, a CRM record, a sales action, a follow-up and a metric in your dashboard.

WorkflowsReportingOps
Our AI system

An AI stack that executes, measures and knows when to hand off.

We do not sell a chatbot dropped onto a page. We build automation journeys connected to your goals: acquisition, qualification, service, follow-up, sales and reporting.

Architecture

CRM, data and automatable journey audit

Mapping of sources, forms, inboxes, CRM, statuses, messages, manual tasks, risks and automation opportunities.

CRMDataJourneysRisks
Messaging

WhatsApp Business, qualification and assisted support

Scripts, knowledge base, conversation scenarios, human handoff, tags, consent, follow-ups and conversational reporting.

WhatsAppFAQHandoffOpt-in
Agents

AI agents connected to your business tools

Agents for qualification, support, research, summaries, reporting, sales follow-up, ticket creation and brief preparation.

AI agentsKnowledge baseActionsLogs
Management

Dashboards, safeguards and continuous improvement

Measurement of replies, delays, errors, conversions, escalations, costs, lead quality and optimization recommendations.

LookerKPIQAROI
Tools & integrations

The automation, CRM and reporting stack to manage your scenarios.

Logo Zapier
Zapier
Logo Zoho
Zoho
Logo Google Tag Manager
Google Tag Manager
Logo Google Analytics
Google Analytics
Logo Looker Studio
Looker Studio
Logo Microsoft Clarity
Microsoft Clarity
Logo JavaScript
JavaScript
Logo Meta
Meta
Logo Zapier
ZapierWorkflows & connectors
Logo Zoho
ZohoCRM & social ops
Logo Google Tag Manager
Google Tag ManagerEvents & tracking
Logo Google Analytics
Google AnalyticsJourneys & conversions
Logo Looker Studio
Looker StudioDashboards ROI
Logo Microsoft Clarity
Microsoft ClarityUX & sessions
Logo JavaScript
JavaScriptScripts & integrations
Logo Meta
MetaSocial & messaging
Richmedia method

From diagnosis to scaling, every automation is tested.

We start small, prove value, then extend agents and workflows where the impact is most visible.

01

Diagnosis

CRM, WhatsApp, forms, scripts, request volumes, data quality, team maturity and friction points.

02

Design

Target journey, business rules, messages, knowledge base, agent permissions, human handoff and KPIs.

03

Build

Connectors, automations, dashboards, system prompts, WhatsApp scenarios, triggers and tracking.

04

Test

Test sets, edge cases, answer quality, security, consent, escalations and team validation.

05

Scale

Progressive rollout, training, monitoring, weekly optimization and extension to new journeys.

Deliverables

What you receive to manage without a black box.

Audit CRM & automationCustomer journey mappingData architecture & statusesWhatsApp Business scenariosAI agent knowledge baseSystem prompts & safeguardsQualification workflowsLead scoring & sales alertsHuman handoff planTracking events & conversionsDashboard automation ROIManagement documentation
Sources 2026

The signals that structure our AI & automation approach.

FAQ SEO/GEO

Frequently asked questions about AI, CRM and automation.

What is an AI & automation agency?

An AI & automation agency designs systems that connect CRM, WhatsApp, AI agents, workflows, tracking and dashboards to automate repetitive tasks while keeping human safeguards.

Which processes can Richmedia automate?

We automate lead qualification, WhatsApp replies, follow-ups, scoring, ticket creation, sales alerts, summaries, reporting and selected nurturing journeys.

Can an AI agent replace a sales team?

No. A well-designed AI agent assists the team: it handles repetitive requests, collects context, qualifies and prepares actions. Sensitive decisions and important opportunities remain human-supervised.

How do you prevent AI agent errors?

We implement a knowledge base, permissions, system prompts, deterministic rules, logs, tests, escalation thresholds, human approval and continuous monitoring.

Why optimize an AI & automation page for SEO/GEO?

Because search engines and generative engines favor clear, structured, sourced and useful pages. FAQs, JSON-LD schema, sources and use cases make the offer easier to understand and cite.

Let's talk system

Let's turn your conversations and leads into automated journeys.

CRM audit, WhatsApp, AI agents, scoring, workflows and dashboards: we frame the first automations with business impact.