AI Agents

Strategic Recommendation Agent

Professional Services Gestão de Volatilidade e Riscos de Mercado

The high-risk alert has been confirmed. What should we do to mitigate the exposure?

I am evaluating the scenario based on our internal investment policy to suggest tactical mitigation actions.

I noticed that our current hedge position in DI futures contracts is undersized to support the new yield curve projected after the exchange rate volatility.

I suggested a contextualized recommendation for adjustment in derivatives (contract rollover) and generated the consolidated report for the requester. Would you like me to forward it for human validation by the CFO?

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What this Agent solves for you

What it does

It suggests tactical actions such as hedging, adjustments to derivatives, or mitigation measures based on the scenario.

Automated activities

Risk assessment based on internal policy
Contextualized recommendation by asset type
Generation of a consolidated report for the requester.

Agent Subfunction

Human Technical Validation (when necessary)

Results and impact

95%

less time spent generating alerts

80%

less rework in risk analysis.

Your life gets faster with Pipefy AI Agents

95% faster

Traditional path

1–3 hours

With Pipefy AI Agent

5–10 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

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

The Strategic Recommendation Agent is a specialized AI Worker within Pipefy's Gestão de Volatilidade e Riscos de Mercado with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual processes, 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 Strategic Recommendation Agent in Pipefy?

The cost of the Strategic 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 Strategic Recommendation Agent and manual processes?

While manual processes rely on manual intervention at every step, the Strategic 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 Strategic Recommendation agent for my company?

To choose the right Strategic 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.