Qualify 42 prospectsSales agent · step 03/06
in progress AOS - Agentic Operational System
Coordinate agents, tasks and approvals in one command centre.
AOS turns disconnected processes into AI-assisted operations: tasks are created, agents execute, artefacts are produced, people approve and everything stays traceable.
Tasks Agents Artefacts Approvals Timeline Native connectors
aos · sales operations · today
command centre PME Norte workspace
human oversight why AOS
Using AI for isolated tasks does not create an operation.
Companies start with prompts, isolated automations and disconnected tools. The benefits appear quickly, but operations remain scattered across conversations, spreadsheets, informal approvals and a history that is difficult to reconstruct.
Scattered work
Requests, decisions and results are scattered across channels, documents and tools.
AI without a process
Agents help, but without clear operational context the team loses consistency.
Fragile approvals
Sensitive decisions happen outside the workflow, with no visible owner.
Limited traceability
It becomes difficult to know what was done, by whom, when and with what result.
AOS organises operations so that AI, the team and tools work within the same system.
how it works
From request to execution, from artefact to approval.
Create a task
A user defines the objective, context and expected result.
Activate an agent
AOS suggests or starts the right agent for the work.
Work through the steps
The agent researches, analyses, uses authorised tools and shows progress.
Generate an artefact
The result becomes a brief, report, list, proposal, summary or evidence.
Approve a decision
People review and approve sensitive actions before proceeding.
Follow the timeline
The entire execution is recorded and available for review.
key features
Everything the team needs to work with agents without losing oversight.
A command centre for real work.
Workspaces, operational projects and tasks organise context, priorities and responsibilities.
Agents work through visible steps.
Agent profiles, playbooks and routines turn recurring tasks into workflows you can follow.
Sensitive decisions go through review.
Approvals, feedback, roles, teams and access reduce risk without holding up operations.
Outputs become artefacts you can refer to.
The timeline, operational observability and usage are linked to the work performed.
Makers products work together.
Native connectors, operational CRM, prospecting and commercial intelligence come together in one workflow.
From the first team to modular operations.
Dashboards, authorised assets, onboarding and governed environments help you scale with clarity.
agents with human oversight More speed without losing oversight. More clarity about what is happening. More confidence to connect agents to real processes.
Agents work. People decide. Operations move forward.
AOS is designed for companies that want to automate with confidence. Each significant action can have context, an owner, approval, an artefact and a history.
assisted operationslive
active agents6
pending approvals4
artefacts generated32
next actions11
Review external communications before sending.
medium riskValidate the proposal generated for an active opportunity.
approvalTriage leads from a connected channel.
next use cases
Built for operations that need execution, not just ideas.
Sales command centre
Track leads, opportunities, follow-ups, artefacts and approvals in one dashboard.
Fewer spreadsheets and scattered messages.B2B campaigns with oversight
Define the segment, generate a brief, review messages and approve external communications in stages.
More consistency before execution.Qualification with human review
Analyse source, fit, priority and next steps before moving a lead through the pipeline.
Automation with context and accountability.Customer service to sales pipeline
Interactions from connected channels become summaries, leads, follow-ups or tasks for the team.
Conversations no longer get lost.Operational reports and analysis
Agents collect data, organise evidence and deliver artefacts for review.
Decisions with a history you can review.Multiple clients or locations
Separate workspaces, assets, teams, approvals and results by operational context.
Scale without blurring responsibilities. Reduce administrative workGovern sensitive actionsBuild sales operations for an SMESpeed up proposal creationGive leadership visibilityTrain teams in AI-assisted processesConnect Makers products in one operation
core workflows
Workflows ready to turn operations into a system.
Company onboarding
Create the environment, workspaces, users, roles and initial playbooks.
Work request
Create a task, define context, activate an agent and follow execution.
Human approval
Review risk, output and impact before proceeding.
Prospecting to lead
Use Explorador Comercial, generate an artefact and convert opportunities into leads.
Lead to opportunity
Qualify, create a follow-up and track it in the pipeline.
Campaign with governance
Plan, generate assets, review messages and approve communications.
Intake from a connected channel
Triage contacts from the website, WhatsApp, Instagram or other connected channels.
Authorised assets
Work on documents, files, repositories or materials within a defined scope.
makers ecosystem
An operational foundation for the Makers ecosystem.
AOS connects products, channels and bespoke software in an execution layer with tasks, artefacts, approvals and history.
AOSCoordinates operations
Explorador Comercial
Turn prospecting into tasks, leads, artefacts and next steps.
CRM
Organise contacts, opportunities, interactions and follow-ups with operational history.
Native WhatsApp connectors
Bring conversational interactions into reviewable, traceable workflows.
Native Instagram connectors
Turn DMs, comments and campaigns into qualified opportunities.
Studio
Build bespoke systems, integrations and dashboards around your operations.
who it is for
For companies that need less improvisation and more structure.
Sales teams
To coordinate prospecting, leads, opportunities and follow-ups.
Internal operations
To turn repetitive processes into traceable workflows.
Agencies and consultancies
To manage multiple clients, workspaces and deliverables with clarity.
Leadership and management
To monitor tasks, approvals, productivity and bottlenecks.
Growing SMEs
To move beyond spreadsheets and scattered messages without implementing a heavyweight suite.
plans
Start with a workflow. Grow into an operation.
Plans, limits and pricing may evolve during the launch phase.
Starter
For teams that want to start with tasks, agents and basic approvals.
Talk to MakersTeam
For operations with multiple users, workspaces, playbooks and connectors.
See a demoEnterprise
For companies needing greater volume, governance, integrations and customised operations.
Talk to Makers faq
Useful questions before you see AOS.
No. AOS is the operational layer that coordinates tasks, agents, approvals and artefacts. CRM can exist as a module or workflow within the ecosystem.
No. AOS is designed for agent-assisted work, with people guiding, reviewing and approving sensitive decisions.
It serves companies that need to coordinate sales, marketing, customer service, internal operations, repetitive processes and workflows involving multiple tools.
Yes. AOS provides the operational foundation for connecting products, channels, tools and native connectors in the Makers ecosystem.
Yes. Human approvals, reviews and feedback are central to the experience.
Yes, through native connectors in the Makers ecosystem, treating these channels as governed inputs and outputs within operations.
That is not the promise. The focus is governed automation: agents work within context, with oversight, traceability and approval when needed.
Briefs, reports, lists, proposals, summaries, analyses, plans, tasks, follow-ups and other operational artefacts.
next step
Turn disconnected processes into AI-assisted operations.
Coordinate agents, tasks, tools and approvals with an operational foundation built for companies that want to improve sales, customer service and execution.