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Simplafy Hub

AI agents plugged into your business.

A B2B platform for mid-size and large companies. We design the agent with you, connect it to your systems (CRM, ERP, WhatsApp, data), and your team supervises it in plain language — without becoming dependent on engineering.

Get startedSee real cases
Assisted implementation Hosted in Brazil and Europe · LGPD Dedicated squad
hub.simplafy.com.br / builder / sdr-ana
A
SDR Ana
published · v1.4
Test
Save
Agent goal
Qualify leads that come in through the website and WhatsApp, ask the 3 questions on my checklist, and hand the lead to the sales team when it makes sense.
Connected tools
WhatsApp
CRM
Google Sheets
CNPJ lookup
Triggers
when new deal in the CRM
when message on WhatsApp
Live runs
running
New agent created · SDR Ana
8s ago
Connected to the Hub CRM
2s ago
Prompt adjusted by the manager
4s ago
Ana replied to @customer_234
6s ago
1,284 runs today99.7% ok
What the Hub is

An agent studio where your team is in charge — not engineering.

The Hub is the layer between your systems (CRM, spreadsheets and the systems you already use) and the way your customers actually talk: WhatsApp, website, chat, email.

You write what the agent should do — in plain English. It reads, executes, learns. Your team supervises, adjusts prompts, reviews conversations and approves automations. No engineer in the middle.

Made for
Sales teams
SDRs who need to qualify more without hiring more.
Customer service
24/7 support with real-time customer context.
Collections
Reminders, invoice negotiation, plan renewals.
Onboarding
Guided activation, answering new customers' questions.
Ready-made agents

Templates as a starting point — not as a finished product.

Six common roles we see working. Each agent is designed with you, adapted to your tone, your workflow and your systems. Templates speed things up, but the agent that goes to production is yours.

A
SDR Ana
Qualifies leads

Receives leads from the website and WhatsApp, asks the key questions and hands the lead to the sales team.

Uses
WhatsAppCRMCNPJ lookup
B
Support Bia
Answers questions 24/7

Answers based on your content. Escalates to a human when it senses it should.

Uses
FilesGmailCRM
C
Collections Caio
Reminds and negotiates

Sends a reminder before the due date and negotiates the invoice in up to 2 attempts.

Uses
WhatsAppCalculatorsGoogle Sheets
D
Onboarding Duda
Activates new customers

Follows the customer's first 14 days and warns you when they get stuck.

Uses
GmailCRMData Table
L
Research Leo
Listens to the customer

Runs NPS, CSAT and quick interviews in bulk — and summarizes them for you.

Uses
WhatsAppReviewsGmail
T
Sales Theo
Closes the sale

Takes the qualified lead, sends the proposal, handles objections and sends the contract.

Uses
CRMFilesGmail
How to build

From prompt to agent in production in one day.

Four steps. No engineering briefing. No sprint. No deploy.

01
Describe it in plain English
Explain the agent's role, its tone and what it must NOT do. One paragraph is enough to start.
You are an SDR. You qualify WhatsApp leads by asking 3 questions:
1. How big is your team?
2. Do you use a CRM today?
3. What is your main pain?▍
02
Connect your tools
Link WhatsApp, the CRM and your spreadsheets. One click per tool. No reading documentation.
WhatsAppon
CRMon
Google Sheetson
Gmailoff
03
Test in a preview
Chat with the agent before publishing. See every tool it triggered and why.
hi, I want to know the prices
Sure! First, tell me: how big is your team?
called check_lead_status()
04
Publish and monitor
Goes to production with 1 click. The dashboard shows conversations, conversions and where the agent got stuck.
Last 24h
● in production
847
convs
72%
qualif.
28
demos
What's new in the Hub

What's new in your Hub.

Email and WhatsApp Campaigns, two new apps on the Shelf, Journeys connected to the CRM and funnel metrics on the dashboard. All available now.

The Hub now has Campaigns too.

Send email and WhatsApp to your contacts, the way your CRM already organizes them.

Build the audience with CRM filters and see how many people will receive it before sending.
Anyone who asked to stop receiving messages on a channel is left out of campaigns on that channel.
Write the email or import ready-made HTML; on WhatsApp, use an approved template. AI suggests where each piece of data comes from.
Send now or schedule, and track who received it, failures and unsubscribes.
Illustration of email and WhatsApp campaigns going out from the Hub to contacts
Want to see any of them working in your account?Talk to the team
Agent tools

What your agent can already do.

You turn each tool on and off in the agent itself. The list shows only what already works in the Hub today.

Inside the Hub4 tools
  • CRMCRM contacts, deals, companies, custom objects, links and pipelines.
  • Data TableReads and writes the tables of your organization.
  • FilesThe agent's file library and documents generated from your templates.
  • MessagesSends through WhatsApp, Telegram or the site chat, using the channels you already connected.
Lookups4 tools
  • CNPJ lookupCompany legal name, status, address and activity from the CNPJ.
  • CEP lookupStreet, neighborhood, city and state from the CEP, so the contact does not have to type it all.
  • Web searchThe agent decides what to look for and gets the sources along with the answer.
  • CurrenciesDollar and other currencies at the official Central Bank of Brazil rate, for today or a given date.
Calculations2 tools
  • CalculatorsInterest, installments, dates, measurements and health calculations, with the exact result.
  • National HolidaysTells whether a day is a holiday, lists the year's holidays and counts business days.
Systems you already use4 tools
  • Google SheetsReads and updates the Google spreadsheets you choose.
  • GmailSends, lists and replies to emails from your account.
  • PipefyLooks up and updates your Pipefy processes and pipes.
  • FollowizeTracks deals and opportunities in Followize.
Need another one? Talk to the team.
Who is using it

Four companies. Four real problems. One Hub.

Agribusiness · International trade
CNA Brasil
See full case
BEFOREPreparing rural producers across the country to export does not scale with staff alone. Readiness assessments and negotiation training were limited to in-person classes.
TODAYAgnes handles onboarding and the 360 export-readiness Assessment over WhatsApp 24/7, trains international negotiation and keeps the journey going — supporting CNA's operation, not replacing it.
Messages exchanged
90k+
States reached
27
360 Assessments
1,100+
Car subscription
Brasal Assinatura
See full case
BEFORELeads came in from ads at night and on weekends — with no reply. The team only worked business hours and some eligible leads were never contacted.
TODAYThe agent Nina approaches the lead within seconds, qualifies the interest, runs through the follow-up cadence and hands the hot opportunity to the consultant with full context.
Lead coverage
99%
Engagement
59%
Conversion of engaged leads
66%
Insurance · Brokerage
Brasal Corretora
See full case
BEFOREQuote requests from the site and policyholders' everyday questions competed for the same sales team. After-hours service had no immediate answer.
TODAYThe agent Lia routes the quote lead to sales and serves policyholders on WhatsApp 24/7: duplicate policy copies, insurance questions and insurer contacts, warming up the lead as an SDR.
Quote lead
Routed
Service
24/7
Lead warm-up
SDR
Social impact · NGO
A.M.E.
See full case
BEFOREWelcoming, fundraising and institutional questions demanded constant attention. Supporting women leaving prison and their families requires careful listening and structured records.
TODAYA trilingual (PT/EN/ES) assistant that welcomes, guides and records: sponsorship, partnerships, volunteering and support for women leaving prison — based on institutional information and respecting LGPD.
Service
PT/EN/ES
Support paths
5+
Knowledge base
NO-INVENT
The numbers below are not marketplace averages. They are real customer metrics, shared under NDA.
Plans

Three plans, starting at R$ 250/month.

Every plan already includes AI credit each month. Choose based on your team size and the number of agents and channels.

Essencial
To get started
R$250/month
Includes R$ 20 of AI credit per month.
  • 2 users
  • 3 AI agents
  • 1 WhatsApp channel
  • 1 GB of knowledge base
  • 20 executions per day on free models
Create account
Recommended
Equipe
For the whole team
R$600/month
Includes R$ 60 of AI credit per month.
  • 5 users
  • 10 AI agents
  • 3 WhatsApp channels
  • 5 GB of knowledge base
  • 50 executions per day on free models
  • Use your own AI key (BYOK)
Create account
Escala
For larger operations
R$1.500/month
Includes R$ 200 of AI credit per month.
  • 20 users
  • 50 AI agents
  • 10 WhatsApp channels
  • 20 GB of knowledge base
  • 100 executions per day on free models
  • Use your own AI key (BYOK)
Create account
Need more? Buy extra AI credit at any time, without changing plans.Talk to the team
Frequently asked questions

Before you book the demo.

Didn't find your question? Message us on WhatsApp.

No. The Hub was built so that product, operations, and support teams can create agents in natural language. You describe what the agent should do, connect the tools with a few clicks, and publish. Engineering is only needed if you want a custom integration — and even then, it is usually one sprint.
They act. Each agent has a set of tools that you decide: read and update the CRM, open a deal, send a message, read and update a spreadsheet, look up CNPJ and postal codes (CEP). You write the rules ("can only give up to 10% off without approval") and the agent follows them.
Two mechanisms. First: approval rules — you define which actions need a human OK before running (e.g., discounts above X, sending a contract). Second: conversation review — the full history is logged, and your team reviews it and adjusts the prompt right in the chat. The agent learns.
It is isolated per organization, in a cloud environment in Brazil and Europe. Encrypted in transit (TLS 1.3) and at rest. LGPD-compliant by design — you are the controller, Simplafy is the processor, and the contract makes that explicit. Your data does not train AI models.
You choose the provider. You can use your own credentials (BYO) with the model provider you prefer — usage runs on your account. Or use Simplafy's native service, which currently runs on OpenAI and Gemini. In either case, your data is not used to train the models.
It depends on the scope. An agent starting from a template, with common integrations, usually runs in two to four weeks. Larger implementations — several areas, custom integrations, training on an internal knowledge base — take six to ten weeks. We don't sell aggressive deadlines: we sell predictability.
The Hub has three monthly plans: Essencial (R$ 250), Equipe (R$ 600) and Escala (R$ 1.500). You create your account and choose the plan; if you prefer to talk first, contact our sales team.
Yes — via bidirectional webhooks. You can plug the Hub in as an orchestration and oversight layer on top of existing agents, or use our low-level tools to extend it via API. We do not require exclusivity.
Let's go live

Conversation first. Proposal later.

The first call is to understand your scenario — flow, bottleneck, systems, team. We leave it with an agent design and a clear path to implementation. No pressure, no proposal before its time.

✓45 min, no commitment✓You leave with a design✓Scoped proposal
What happens in the demo
01
Map of your case
We understand the flow, bottleneck, systems and who decides.
02
Agent design
A joint sketch: roles, tools, supervision, KPIs.
03
Scoped proposal
A clear pilot path, timeline and investment.
No card. No fine print. Decide later.