Gerivia · Business that flows with AI

Simpler operations with artificial intelligence.

Answer customers, understand histories and organize work with AI. Customer service, CRM, collections and telephony connected, with the information your team needs to act.

Try free for 7 days See the product in action

You choose the AI provider. Your team reviews suggestions and confirms assistant actions.

Ask GeriviaAI assistant

Which tickets in my team are overdue?

GERIVIA

I found 3 tickets that need attention. Open each one to review its history.

#4821 · Finance#4822 · Support#4823 · Support

From question to next step

Ask for help preparing an action. Review and confirm before changing the record.

Your access · Your decision · Logged actions

Illustrative example with fictional data.

See how it works

See Gerivia at work.

Explore three everyday scenarios and see how Gerivia helps your team.

Try it for 7 days →

AI-assisted support

Turn a question into useful information and a next step reviewed by your team.

Explore this feature →

Example

Which team tickets need attention?

Using the signed-in user’s permissions

#4821 · System access
#4822 · Billing question
#4823 · Initial setup

Customer 360

Open the customer from a ticket and return without losing your filters.

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Example

Ticket #4821 → Example customer

One customer record, multiple relationships

Tickets · 3
Conversations · 5
Synced invoices · 2

Import preview with MCP

Use a compatible agent to map columns and review a preview before importing.

Explore this feature →

Example

How do I map the Name, Email and Phone columns?

Suggested mapping, without saving

Name → name
Email → email
Phone → phone

Illustrative demonstrations with fictional data. These are not recordings of a real account and do not perform system actions.

AI depends on the configured provider. MCP requires activation and a compatible tool; it does not configure the entire system automatically.

Learn in a few steps

See the steps before you start.

Three 18-second videos with captions and fictional examples. Choose a topic and play when you want.

18 seconds · no audio

Find, open and follow a ticket

From the queue to the ticket and back, keeping your search and view.

Find the ticket in the queue.
Check the customer, team and history.
Use the return link to keep your current view.

18 seconds · no audio

Understand your customer in one view

Use profile shortcuts and explore history by channel.

Open the customer from a conversation or the list.
Check tickets, conversations and deals.
Return to the conversation through the navigation path.

18 seconds · no audio

Prepare an import with MCP guidance

Get guidance, check the mapping and review the preview before importing.

Connect a compatible agent using your permissions.
Review mapping, errors and conflicts.
Complete the import through the Gerivia interface.

Illustrative demonstrations, not system recordings. The visuals simplify the steps; available features depend on company permissions and configuration. MCP preview does not write data or perform automatic imports.

See videos and steps →

AI for everyday work

From the first reply to the next step.

Less time searching and repeating tasks. More context to support, decide and follow up with every customer.

Ask Gerivia

Query tickets, contacts, conversations, deals and financial data from your connected ERP in natural language. The assistant respects your permissions and links to the records.

Replies ready for review

Request a draft based on the conversation and company articles. Review and send through customer service; the assistant does not send messages to customers.

Chatbot with your knowledge base

The AI Reply block uses articles published for customers. When it cannot find an answer, the flow can hand off to a person.

Ticket summaries and triage

Summarize history and review team, priority and type suggestions. You decide which to apply.

Calls with more context

Generate a summary and sentiment analysis from a transcript. AI quality assessment is optional and must be enabled by the company.

Your AI connected through MCP

Connect ChatGPT, Claude or another compatible tool to Gerivia customer service. Everyone uses their own login; proposed actions await confirmation in the system.

Explore all AI features →

MCP connection

Use the AI your team already knows.

Connect ChatGPT, Claude or another compatible tool to query operations and prepare service tasks. Everyone signs in with their own login and keeps their system permissions.

Understand the MCP integration →

01 · Connect
An administrator enables MCP, then you connect a compatible tool using your Gerivia account.
02 · Ask
Query tickets, customers and deals with the access you already have.
03 · Review and confirm
Proposed actions remain pending in Gerivia. Review each one before confirming.

SLA, satisfaction and campaign dashboards, spreadsheet exports, scheduled reports and a read-only connector for Power BI and Google Sheets.

Learn more →

Chatbot

A bot your team builds, tests and publishes — without an IT ticket

Build with drag and drop

Blocks for messages, menus, questions, conditions, variables, schedules, HTTP requests, knowledge base, tags, ticket creation, transfers and closing.

Test as a customer

The simulator chats with you and highlights the path through the flow — with the same rules as the published version.

Publish safely

Drafts and published versions stay separate. Ongoing conversations keep their original version; restore with one click.

Nobody gets stuck

An unconnected exit, integration error or loop routes the customer to a person. When an agent replies, the bot steps aside.

The HTTP block queries your ERP or CRM (HTTPS only, fixed domain and internal networks blocked). The knowledge base answers with customer-facing articles. The schedule uses the SLA holiday calendar.

Chat with an example bot →

Tickets

SLAs that measure what matters

✓First reply and resolution deadlines in business hours, with national and local holidays
✓The clock pauses while waiting for the customer and does not reset when priority changes
✓When / if / then automations and one-click macros, tracked in the timeline
✓Custom fields that filter queues, feed rules and can be required before resolution
✓Problems and incidents: resolving the problem resolves all linked tickets
✓Duplicate merging, related tickets, attachments and satisfaction surveys

Collections

A dialer with compliance built in

✓State-specific calling hours, time zones and holidays — no dialing outside the allowed window
✓Short calls under Anatel rules measured individually on the campaign dashboard
✓Opt-out and suppression lists checked before every attempt
✓Caller ID rotation, automatic rescheduling and callbacks with the same agent
✓Recording for each attempt, accessible to the calling agent and supervisors
✓Scheduled campaign start and end

First steps

Start with what your team needs.

The getting-started guide organizes setup by goals: teams, users, channels and AI. Administrators follow each step without exploring every screen at once.

Guided setup

Choose what you will use and find the right settings. The guide provides direction; changes are saved in their respective screens.

Guidance through MCP

A compatible agent can read the getting-started guide and help explain the sequence. Users, teams and credentials are still configured in the console.

Your data, connected

Import contacts from spreadsheets and use ERP connectors in the console. MCP offers mapping suggestions and previews without saving; import execution and automatic integration setup are not yet available.

See what is available and what comes next →

Security and Brazil's LGPD are the foundation

Every Gerivia architecture decision starts with: does this isolate each customer's data, and does it respect Brazil's LGPD?

Real customer data isolation

Every company has its own environment — reinforced by database Row-Level Security, beyond application rules.

Dedicated authentication

Centralized sign-in with multi-factor authentication, roles and teams. Everyone sees only what their team handles.

Full auditing

Every sensitive action is logged — who, when and what. Each ticket's timeline even shows changes made by automations.

LGPD by design

Data deletion on request (including copies in conversations and tickets), minimization and an audit record without personal data.

Try Gerivia for 7 days.

No card required. Confirm your email to activate the trial. Then R$ 55 per user/month on monthly billing or R$ 600 per user/year if you choose to subscribe.

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