Turn Messy B2B Requests Into Validated Quotes & Orders — Automatically.
Connect email, WhatsApp, voice notes, spreadsheets and purchase requests to your existing CRM/ERP. AI extracts the data, applies business rules, protects margins and prepares the next action for human approval.
No rip-and-replace. No generic chatbot. Your existing systems stay in place. Human approval stays in control.
Latest on YouTube: Vou Estudar IA, Construir Sistemas Reais e Mostrar Tudo Aqui
START HERE
Three ways to start with AI operations
Start free, deploy the proven system yourself, or have NovaGente implement it around your existing CRM/ERP.
B2B Shadow Quoting Blueprint
System architecture, extraction logic, validation guardrails and a deployment checklist.
Get the Free BlueprintB2B Shadow Pipeline Deploy Kit
The complete implementation kit for turning unstructured B2B requests into validated quotes and orders.
Get the Deploy KitCustom AI Implementation
NovaGente connects the workflow to your CRM, ERP, channels and business rules with human approval built in.
Apply for ImplementationFEATURED SYSTEM
The B2B Shadow Pipeline Blueprint & Deploy Kit
Turn chaotic customer messages into structured, validated quotes and orders in seconds.
- System Prompt for extraction and structuring
- Margin, minimum-order and validation guardrails
- Visual workflow architecture + deployment checklist
- 3 real test scenarios: normal, ambiguous and high-volume
- Quick Start implementation walkthrough
“Need 1,500 units of Industrial Grade Sealant. What’s the best bulk discount?”
VENTURES
Companies I am building
I do not just consult on AI — I build and run companies on top of it.
We install operational intelligence around real business processes — requests, quotes, orders, approvals and system integrations.
novagente.com.brTraceability and compliance infrastructure for supply chains facing the EU Deforestation Regulation.
buscaboi.comHOW SHADOW OPS WORKS
The AI does the invisible back-office work. Your team keeps the final decision.
Capture
Email, WhatsApp, forms, transcribed audio, spreadsheets or documents.
Extract
Items, quantities, SKUs, urgency, delivery constraints and customer data.
Validate
Pricing tables, margin rules, minimum orders, stock and missing information.
Human Approval
Exceptions, discounts and sensitive decisions stay with your team.
Sync
Approved data flows into your CRM, ERP, spreadsheet or internal system.
TECHNICAL DEPTH BEHIND THE SYSTEMS
The infrastructure behind reliable AI operations
The Shadow Pipeline is a business outcome. Underneath it are production-grade retrieval, orchestration, guardrails and integrations.
Knowledge & RAG
Ground operational decisions in your catalog, policies, documents and business knowledge instead of model guesses.
Learn moreAgentic Orchestration
Coordinate extraction, validation, routing and escalation as observable multi-step workflows.
Learn moreGuardrails & Security
Keep pricing, margins, permissions and sensitive decisions inside deterministic rules and human approval.
Learn moreIntegrations & Production
Connect email, WhatsApp, CRM, ERP, spreadsheets and APIs with logs, monitoring and production reliability.
Learn moreOPEN SOURCE & PROJECTS
Building in public on GitHub
The technical building blocks behind operational AI — retrieval, orchestration, validation, guardrails and production tooling.
- Sentinel-AI — LangGraph + Weaviate security automation platform
- InvestBet — full-stack AI financial analysis app
- RAG Toolkit — production-ready retrieval pipeline templates
- Prompt Library — 100+ battle-tested LLM system prompts
WHY THIS WORKS IN PRODUCTION
Built for operational reliability — not AI demos
The goal is not more AI. It is less manual work, fewer errors and a controlled path from request to business action.
Watch the intro videoFast to value
Start with one repetitive workflow and ship a useful automation before expanding the system.
Learn moreHuman-in-the-loop by design
Exceptions, discounts and sensitive actions stay with the people responsible for the business.
Learn moreMeasurable operations
Track cycle time, exception rate, manual touches and business outcomes instead of vanity AI metrics.
Learn moreAI OPERATIONS & SHADOW OPS
Build in public: practical AI operations
Field notes, architectures and implementation lessons from building real AI back-office systems.
AI BACK-OFFICE USE CASES
Where Shadow Pipelines create operational leverage
Quote Automation
Extract products, quantities and constraints, validate pricing rules and prepare quotes for approval.
Learn moreOrder Intake
Turn email, WhatsApp and forms into structured order data without repetitive copy-and-paste.
Learn moreCRM / ERP Data Entry
Validate and sync approved operational data into the systems your team already uses.
Learn moreCustomer Request Triage
Classify requests, identify missing information and route exceptions to the right person.
Learn moreDocument Processing
Extract structured fields from purchase orders, PDFs and operational documents with traceability.
Learn moreFollow-up & Operations
Trigger reminders, status updates and back-office follow-up from validated business events.
Learn moreLATEST ON YOUTUBE
Vou Estudar IA, Construir Sistemas Reais e Mostrar Tudo Aqui
Watch the newest build, workflow breakdown or AI operations lesson from the channel.
FREE AI OPERATIONS DIAGNOSTIC · ~5 MINUTES
Discover what your business should automate first.
Map your current vs. desired operating state and get a personalized result with your biggest gap, 90-day priority, what to automate first and the next practical step.
At the end you get what to automate first, what not to automate yet, and the offer that best fits your current stage.
Frequently asked questions
What is a Shadow Pipeline?
A Shadow Pipeline is a controlled AI layer between messy inbound business requests and your existing systems. It extracts structured data, validates business rules, routes exceptions to humans and prepares approved data for CRM/ERP sync.
Does this replace my CRM or ERP?
No. The architecture is designed to sit around your current systems. The goal is to remove manual back-office work without forcing a rip-and-replace project.
Can this work with WhatsApp and email?
Yes. Requests can come from email, WhatsApp, forms, documents or transcribed voice notes, then be normalized into the same operational workflow.
How do you stop AI from changing prices or margins?
Pricing, margin thresholds, permissions and other critical rules should be deterministic guardrails. AI extracts and interprets; sensitive business decisions remain constrained and can require human approval.
What is included in the $97 Deploy Kit?
The Deploy Kit is designed around the system prompt, validation and margin guardrails, workflow architecture, deployment checklist, test scenarios and a quick-start implementation walkthrough.
What is the difference between the Kit and Custom Implementation?
The Kit is for teams that want to deploy the system themselves. Custom Implementation is done-for-you work where NovaGente connects the workflow to your real channels, CRM/ERP, business rules and approval process.
What happens during the free AI Ops Audit?
You describe one repetitive workflow, your systems and operating volume. I review the case and identify a practical first automation opportunity. Qualified cases can then move to an implementation discussion.
KEEP BUILDING YOUR AI OPERATIONS
From free blueprint to production system
Use the free architecture, deploy the kit, keep improving inside the Operators Hub, or have NovaGente implement it for you.
Start with the free blueprint
Understand the Shadow Pipeline architecture, extraction logic, guardrails and human-approval model.
Get the free blueprintDeploy the production kit
Use the expanded prompts, validation rules, test scenarios and deployment checklist.
Open the Deploy KitAI Ops Weekly
Un workflow práctico de Shadow Ops, una lección de implementación o un sistema de backoffice con IA cada semana.