AI Agents

Analysis and Recommendation Agent

Marketing Recomendações Personalizadas de Produtos

The client 'Global Retail' renewed their basic contract. What additional products can we offer?

I am consolidating the client's tool usage history and transaction volume to identify upsell and cross-sell opportunities based on similar profiles (Lookalike).

I identified that, although the client has high engagement with the logistics module, they only use 10% of the reporting module's capacity, indicating that they may be using an external BI tool or are unaware of our advanced functionalities.

I generated a recommendation for 'Advanced Analytics Module' with a 92% confidence level. I prepared a detailed rationale comparing the cost of the external tool with our integrated package and prioritized this card in the 'Expansion' pipeline for the account manager.

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What this Agent solves for you

What it does

It automatically consolidates customer data, identifies relevant patterns, and generates product recommendations with a level of confidence and prioritization.

Automated activities

Validates and standardizes customer data, identifying inconsistencies
Analyzes historical behavior, engagement, and upsell and cross-sell opportunities
Generates personalized recommendations with detailed rationale and confidence level.

Agent Subfunction

Step 1: AI analysis and recommendation generation

Results and impact

89%

less time to generate personalized recommendations

Up to 40%

less rework with automatic data validation.

Your life gets faster with Pipefy AI Agents

89% faster

Traditional path

30–60 min

With Pipefy AI Agent

2–5 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Analysis and Recommendation Agent and how does it work?

The Analysis and Recommendation Agent is a specialized AI Worker within Pipefy's Recomendações Personalizadas de Produtos with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike disconnected marketing tools, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Analysis and Recommendation Agent in Pipefy?

The cost of the Analysis and Recommendation Agent in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Analysis and Recommendation Agent and disconnected marketing tools?

While disconnected marketing tools rely on manual intervention at every step, the Analysis and Recommendation Agent executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best Analysis and Recommendation agent for my company?

To choose the right Analysis and Recommendation agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.