Solutions
Solutions by business area
Each area of the company faces different problems. Here are the most common ones, how Metatech approaches them and which capabilities are involved in each case.
What solutions does Metatech Perú offer?
Metatech Perú offers solutions for six areas: customer service, sales, operations and back office, finance and documents, internal knowledge and technology platform. Each solution combines AI agents, automation, custom software and systems integration according to the process, and is implemented on the systems the company already uses.
01
Customer service
The usual situation
The team answers the same questions every day, on channels that do not share history. Customers repeat their case each time they switch channel or agent.
How we approach it
An AI agent handles first-line enquiries from the company knowledge base, checks order or request status through APIs and hands off to a person with the full history when the case requires it.
What changes
- Immediate answers to frequent questions, at any time.
- Hand-off with context: the person does not ask again what was already answered.
- Every conversation recorded for measurement and improvement.
Capabilities involved
Ready-made agents for this case are also available in Robert AI.
02
Sales
The usual situation
Leads arrive via web, WhatsApp and email and wait hours for a reply. Qualification depends on each salesperson and follow-up gets lost between conversations.
How we approach it
Automatic reply and qualification with criteria set by the sales team, recording in the CRM with conversation context, and follow-up reminders built into the sales flow.
What changes
- No lead goes without a first reply.
- Salespeople focused on already-qualified opportunities.
- An up-to-date CRM without extra data entry.
Capabilities involved
Ready-made agents for this case are also available in Robert AI.
03
Operations and back office
The usual situation
Approvals by email, reconciliations in spreadsheets and data keyed in twice. The process works because of people's effort, not by design.
How we approach it
Workflows with explicit rules, owners and deadlines; integration between systems that are copied by hand today; and custom applications where the process does not fit a standard product.
What changes
- Every request has a status, an owner and a date.
- Data is captured only once.
- Bottlenecks are visible and measurable.
Capabilities involved
04
Finance and documents
The usual situation
Invoices, orders and contracts are read and keyed in one by one. Closings depend on manual reconciliations and errors show up late.
How we approach it
Document intelligence to extract data, automatic validation against the ERP and human review of exceptions only, with each document traced from receipt.
What changes
- Less data entry and fewer transcription errors.
- Exceptions identified the same day.
- A full audit of who approved what, and with which information.
Capabilities involved
05
Internal knowledge
The usual situation
Policies, manuals and procedures are scattered across folders, emails and intranets. Finding the current version takes time and answers vary depending on who is asked.
How we approach it
A curated knowledge base and a RAG assistant that answers in natural language, cites the source document and respects each user's access permissions.
What changes
- Consistent answers with a verifiable source.
- Fewer interruptions for internal experts.
- Content with an owner and a review date.
Capabilities involved
06
Technology platform
The usual situation
A core or legacy system that is hard to change, fragile integrations and little visibility of what happens in production. Each new initiative takes longer than the last.
How we approach it
Target architecture, an API and event layer, staged modernization and observability. The platform is prepared to support digital channels, automation and AI agents.
What changes
- Faster changes with lower risk.
- Systems that communicate through stable contracts.
- Incidents detected and diagnosed in minutes.
Capabilities involved
Frequently asked questions
Where is it best to start?
With a process that has volume, identifiable rules and a business owner. A scoped first case proves value at controlled risk and lays the technical foundation —integrations, data and governance— for the next ones.
Do these solutions require changing current systems?
No. Metatech solutions are designed to work on the ERP, CRM, core and tools the company already has, connecting to them through APIs. Replacing a system is recommended only when the analysis justifies it.
What is the difference between a Metatech solution and a service?
A solution describes a business area's problem and the expected result; a service describes a technical capability. One solution usually combines several services: for example, the customer service solution uses AI and automation, data and knowledge, and integration.
Is your case not on this list?
Describe the process and the systems involved. We will tell you frankly whether we can help and with which approach.