From process audit to leading the platform
I joined an energy sector company to audit repetitive admin, marketing, and sales processes. I built custom solutions for each bottleneck and today I lead the second stage: a multi-app SaaS that centralizes the whole operation, with a sales team that works inside the platform all day.
Agents that work with nobody watching
This is the part that changed the business the most. They aren't assistants waiting for a question: they go out and work.
- It makes phone calls. A voice agent dials, holds a natural conversation, understands the answer, qualifies the prospect, and books the appointment on the rep's calendar. It runs as campaigns: load a list and the system calls, retries, and distributes results.
- It finds the leads. A prospecting radar sweeps areas and industries across map sources, normalizes every record, drops duplicates, and hands the rep a list of real prospects in their territory. In production, at scale.
- It answers WhatsApp. An agent replies, qualifies, and hands off to a human at the right moment; the team sees every conversation in a single inbox, whatever channel it came from.
- They watch the business. A fleet of operator agents (direction, development, and team coaching) reviews metrics, spots what's breaking, and proposes improvements. Autonomy is deliberately capped: they propose, they don't execute — nothing ships without human approval.
- They listen to what happened. Once a call ends, the system transcribes it, extracts the outcome, and files the record and next step without anyone typing a note.
A full CRM, built from scratch
Tuned for electricity contracts: contacts, opportunities with notes, tasks, appointments, calendar, teams and user groups, all integrated — no external tools. Billing runs on top: prepaid balance and commissions via Stripe, plus a panel where management sees each user's real activity.
What the platform does on its own, every day
- Automated reports in PDF — daily, weekly, monthly — with the business read already written.
- Usage telemetry: which sections get used, who logged in, what was abandoned.
- Market documents and supplier rate cards, parsed and ready to compare.
- Agent evaluations: a bank of real cases every change is measured against before shipping, so "improving the prompt" stops being a hunch.
What's next (in preview today)
A conversational panel as the new front door: instead of finding the section, you ask for what you need. Alongside it, an inbox redesigned for mobile, a per-day calendar, and post-call feedback with a verifiable verdict.
Architecture and security
Next.js monorepo on Node, Neon + Drizzle, Stripe, Pusher, and Vercel; telephony and voice AI on swappable providers. Enterprise-grade security: multi-tenant isolation in Postgres, granular RBAC, OAuth 2.0, distributed rate limiting, webhook signatures, and encryption at rest.
