Optima works in five industries. Each one is shaped by the clients we build for, their rules, their systems and the work their teams do every day.
For clinics, hospitals and health-software companies.
Sofía answers your patients on your own WhatsApp number and books straight into each doctor’s real calendar. She confirms, reminds and reschedules, so the front desk stops chasing no-shows.
She connects to your electronic medical record and keeps patient data encrypted, with privacy built in from the first message.
Each doctor’s own schedule, rules and locations. No double bookings.
Confirmations and reminders that patients answer in one tap.
Works on the clinic’s existing WhatsApp line and links to the medical record.
For contact centers and BPOs.
Voice and WhatsApp agents that take your inbound lines and run outbound campaigns next to your human team, in Spanish and English.
They qualify leads, book meetings, run satisfaction surveys and handle customer service, then hand the call to a person when it needs one.
Lead qualification, AI sales calls that book meetings, phone surveys.
AI receptionist, customer service by phone and WhatsApp, appointment setting.
Transcribed and scored, so supervisors review the AI like any other agent.
Reservations, takeout orders, hours and directions.
Appointments, reminders and rescheduling.
Test drives, service appointments and lead follow-up.
Qualify buyers and renters, schedule visits.
Payment reminders, promises to pay, application intake.
Bookings, changes and guest questions at any hour.
Order status, returns and product questions.
Delivery windows, tracking and failed-delivery calls.
Claims intake, renewals and policy questions.
Admissions, enrollment and parent questions.
Outage reports, billing and plan changes.
Client intake for law, accounting and agencies.
For investment banks, funds and lenders.
A private AI analyst for your deal team. It works with the data your firm already licenses, through official APIs and connectors to sources such as Bloomberg, LSEG, FactSet and S&P Capital IQ, and to Google Workspace or Microsoft 365. It reads your documents and drafts decks in your house format.
It runs on a dedicated, hardened server for your firm, with each banker’s work kept separate. For lenders, WhatsApp agents qualify applicants and route them to the right branch.
Official APIs and connectors to the terminals and data feeds you already pay for, under your own licenses.
Dedicated server per firm, isolated per person, nothing shared across clients.
Applicants qualified on WhatsApp with your branch’s own questions.
For customs brokers and importers.
AI that reads invoices and shipping documents, proposes the tariff classification and prepares the pedimento for your team to review.
Your brokers stop retyping documents and spend their time on the operations that need judgment.
Invoices, packing lists and bills of lading read automatically.
Suggested tariff codes with the reasoning, for a broker to approve.
Every pedimento and its status in one place.
For companies that run on spreadsheets and scattered software.
We build one AI-powered platform around how your company actually works: operations, sales, collections, HR and finance, connected to your ERP.
An AI agent lives inside it and works on your real data, so people ask for what they need instead of digging through tabs.
Your fields, your approvals, your reports. Not a generic template.
Reads your system of record, such as SAP, instead of copying data by hand.
Answers questions, drafts documents and updates records for your team.
We sit with your team, map the work, and connect to the systems you already use.
Custom AI agents are configured with your knowledge base, FAQs, booking rules, and escalation paths.
Agents and platforms go live on your channels and your data, starting with one team.
Every conversation and task is logged, so you see what the AI did and can correct it.
Add new agents, channels, and locations as your business grows — with zero marginal hiring cost.
