What's live, what we're building and what's next

Goal-based guide for teams, users, channels and AI, readable by MCP agents. Configuration remains in the console, with each person’s permissions.

Questions about tickets, conversations, customers, deals and finance, plus tasks such as opening or assigning tickets and moving deals — using your own access and always requiring confirmation before acting.

Alongside OpenAI and Google Gemini, companies can use their own Anthropic account for all AI features.

Omie, Bling, Tiny, Conta Azul, Odoo and generic connector: finance, orders and invoices in contact records, duplicate slips in chatbots and collection portfolios with automatic payment reconciliation.

Filters by tag, stage, source and score feed campaigns directly, without spreadsheet exports.

Tags, deals and lead scores beside the same contact's conversations and tickets.

Kanban pipeline with configurable stages and deals linked to the same contact already using support and collections.

Anyone already signed into Gerivia joins the support queue with one click — no separate extension, code or telephony password.

A floating dialer available throughout the system, not just on a separate telephony screen.

A call summary and customer sentiment from the existing transcript, using your company's own AI key.

Summarize a full ticket conversation and see customer sentiment with one click, without reading everything — and request AI reply drafts in tickets as well as chat.

Your customer checks their ticket's status without speaking to an agent or logging in.

AI suggests the team, priority and ticket type from the subject and description — the agent decides what to apply.

Your company's read-only access token: paste the URL into Power BI or Google Sheets and retrieve ticket reports directly.

Optional and off by default. Each agent sees top positions and their own rank, never the full list — only supervisors see everything.

Presets for Slack, Pipedrive and RD Station in the chatbot's request block, without building requests from scratch.

Automatic assessment when support closes (voice, chat and tickets) — optional and off by default; the company decides whether to enable it.

One timeline for support, received campaigns and pipeline changes, plus a dedicated record for the customer company.

Automatic dialing with answering-machine detection and “press 9 to stop receiving calls”, following the same calling-hour and opt-out rules.

Planned: map fields, review previews and duplicates, and request import confirmation in the console. MCP does not yet import files or configure credentials or connectors.

TOTVS, SAP Business One, Sankhya and Senior, with an agent installed on your company's network.