Finance
The same question, answered three ways
Each person asks the chat in their own way and gets a generic answer, without the credit policy or the order system.
One agent for the area
Platform · Agents and teams
The agent carries the instructions, the published documents and only the tools the company released. Teams bring several agents to one goal.
See how it worksCreate an outline to {{objetivo}}. Consider the needs of {{publico}}.
Use the hub’s published documents and cite the source. Ask for review when information is missing.
Demonstration · illustrative data
AUTOMATIC · ADVANCED · PREMIUM
the agent carries the level; Skyller chooses the model
PERSONAL · COMPANY · PLATFORM
your agents, the company's and Skyller's ready-made ones
TOOL BY TOOL
each agent uses only what was switched on for it
4 TEAM MODES
coordinate, route, send to all and tasks
Where this shows up in your day
Finance
Each person asks the chat in their own way and gets a generic answer, without the credit policy or the order system.
One agent for the area
HR
Holidays, remote work, onboarding: the questions repeat, and the answer changes with whoever was asked.
Answers by the policy
Operations
Gathering data, checking the procedure, drafting the summary: each step calls for a different specialist.
One team, several steps
How it works
01
Describe the role in one sentence and Skyller writes the name, personality and instructions for you to review. Or build it by hand, in five steps.
02
Choose the documents it always checks and the hub where it works. Drafts and expired documents stay out.
03
From the connected systems, switch on only the functions it needs and mark which ones ask for approval before acting.
04
Automatic, Advanced or Premium. The agent carries the level; Skyller chooses the model for each task.
05
It starts as yours alone. Invite people or groups as readers or editors; each one uses it with their own access.
Live proof
Starting point
The “Monthly close” team, in Coordinate mode, brings together three agents: one checks the Finance hub documents, one checks the closing procedure, one drafts the summary.
What happens
Result
An answer built by specialists, in the same chat, and whoever asked sees what each one did.
Prepare a summary of September’s outstanding items.
Skyller is an AI and can make mistakes. Remember to check.
Demonstration · illustrative data
Good to know
To evaluate calmly
Select a topic to see its capabilities, conditions, and limits.
Real application
Describes the agent in one sentence: answer questions on credit and collections and look up customer history. Reviews what Skyller proposes and saves.
Picks the published Credit and Collections Policy as the fixed base and places the agent in the Finance hub.
In the CRM already connected, switches on only “look up customer history” and “send email to the customer”, and marks the send to always ask for approval.
Shares it with the Finance group as readers and with the coordinator as editor.
Asks in the hub chat: the lookup comes back at once; sending an email to a customer opens the approval card before it happens.
Questions from whoever decides
Next step
Describe the role in one sentence, choose the document that counts and switch on only the functions needed.