# Report: Automaise (Automaise S.A.) > GAMMA-Ray v0.0.157 (beta, for review; every rating is experimental). The GAMMA-Ray beta report on Automaise (Automaise S.A.): Conversational AI A3 · R2 · C– · O1; 21 provisions lit, 16 sources captured. > Page: https://gamma-ray.sgit.ai/reports/automaise/ · Source: data/reports/automaise.json GAMMA-Ray report · Spectrum 0.2 beta · Public tier · read 2026-11-10 · not reviewed by the company yet Automaise sells a set of three AI agents for customer service teams: a voice and chat assistant, a copilot for human agents, and back-office workflow automation. 1 solution carded of 3 found 16 sources captured and hashed 21 provisions lit in 6 of 8 instruments 6 examples of the agent at work, with sources Built only from Automaise (Automaise S.A.)'s own public pages and, for company basics only, the news sources named beside each fact. Automaise (Automaise S.A.) has not seen this report. Nothing was tested and no credentials were used. If you are Automaise (Automaise S.A.) and something here is wrong or missing, the correction will be made and dated, and you can claim the card to add evidence. ## The agentic solutions One card per solution. Each level is computed from the evidence by a [published rule](../../spectrum/evidence-map/index.md); a dimension with nothing public reads "not yet evidenced", which is not a no. A card rates a product as documented, not anyone's deployment of it. ### Conversational AI Voice and chat assistant (inbound and outbound voice, customer self-service chat, internal helpdesk chat) that answers customers and completes transactions such as data changes, payments and orders. Automaise Conversational AI a product, as documented SPECTRUM 0.2 BETA · Public tier · 2026-11-10 A3 Autonomy Acts with options on · as shipped not yet evidenced π Moderate · S1·R5·A1 ×3 R2 Reach Integrated with options on · as shipped not yet evidenced π Moderate · S1·R5·A1 ×3 C – Control not yet evidenced O1 Openness Disclosed π Moderate · S1·R5·A1 ×3 Draft Stage: Building (6 of 16) In production Standout. Autonomy 3 (Acts): "completed end-to-end by the AI, with no need for an agent" Next unlock. Control 1 (Stated): public evidence that a limit on it is a rule in prose would get there. Trust. FACT-Ray : 6 facts: 6 π Moderate · found by an agent, captured and hashed, checked by 2 other agents (same model family, shared repository); no human has signed it. Standards constellation. 21 provisions lit across 6 of 8 instruments. Salesforce EAAMM OWASP MCP AAGMM Microsoft NIST AI Act Evidence: 4 sources, captured and hashed · the card's page has the vault's read key · Not reviewed by its vendor yet · correct or claim this card [The full card, every answer and its evidence](../../spectrum/cards/automaise-conversational-ai/index.md) · [the governance layer](../../scans/automaise-conversational-ai/index.md) ### AI Workflows Back-office automation of multi-step processes (data changes, payments, claims) across CRM, ERP and APIs, with a no-code workflow builder. *No card yet (generally available (anonymised customer stories)): this solution has not been assessed.* ### Agent Assist Copilot for human agents that follows live voice and chat interactions and puts suggested answers and next steps on the agent's screen. *No card yet (generally available (named customer stories)): this solution has not been assessed.* ## Our reading **The shape.** Automaise Conversational AI reads A3 · R2 · C– · O1 (Building). It is a voice and chat assistant for customer service, one of three Automaise agents beside a copilot for human agents and back-office workflows. The product page says data changes, payments, orders and subscriptions are completed end to end by the AI, and its FAQ says a conversation that needs human intervention passes to an available agent with its context. **Where the evidence is strongest.** Named customers show the assistant acting. CTT uses it to resolve account access issues itself, such as password recovery and unblocking accounts, and its page gives 93% as the automation rate of all webchat interactions. Leroy Merlin customers manage orders and schedule deliveries through it, and Caravela Seguros policyholders use it for service requests. The figures are Automaise's own, from its customer pages. **Options and caveats.** Reach 2 holds as shipped because the assistant works on third-party channels such as WhatsApp and social media. A connection to a customer's own CRM, contact-centre or messaging platform is built per deployment, so that part is an option and the level does not depend on it. The data the service processes is described in the general terms, which still use the older Virtual Employee wording. **What would move it.** Autonomy 4: a page saying the assistant works on its own and a person approves only critical decisions. Reach 3: a published agent interface with documented authorisation narrower than the whole account. Control 1: a public page with a rule in prose on the assistant itself, such as how people approve, override or stop it; Control is not yet evidenced. Openness 2: a page on the assistant's limits and known failure cases, beside the purpose and data already described. **Seen, and not counted.** The general terms forbid certain uses, but that clause binds the customer, not the agent, so it does not count for Control. ISO/IEC 27001 and SOC 2 Type 2 are listed on the trust centre, with no certificate or audit report published. Homepage claims of improvements within 30 to 60 days are listed as announced. ## What would move it The one piece of public evidence that would lift each card next: - **Conversational AI**: Control 1 (Stated). Public evidence that a limit on it is a rule in prose. ## The agent at work Examples from public pages that name a customer or give figures. Each source was captured and hashed on the date shown. ### CTT (ViaCTT) Conversational AI chat assistant that resolves account access issues (password recovery, account unblocking, new passwords); 93% automation rate of webchat interactions. "able to manage and autonomously solve account access related issues" [Source](https://site.automaise.com/use-cases/via-ctt) (captured 2026-11-10T17:48Z, sha256 `eb0467745f882199`) ### Leroy Merlin Conversational AI chat assistant integrated with the CRM; customers can manage orders and a cart and schedule delivery and service requests. "manage orders and a live shopping cart; schedule delivery and service requests" [Source](https://www.automaise.com/use-cases/leroy-merlin) (captured 2026-11-10T10:44Z, sha256 `adb08c911499a8c1`) ### Novobanco Conversational AI internal helpdesk assistant that triages, tags and closes support tickets; 32% deflection within 3 weeks. "autonomously, close a wide range of support tickets." [Source](https://site.automaise.com/use-cases/novobanco) (captured 2026-11-10T10:44Z, sha256 `83644305b867db6b`) ### Caravela Seguros Conversational AI assistant for policyholders that executes service requests; 84% self-service rate. "but also to execute advanced service requests." [Source](https://site.automaise.com/use-cases/caravela) (captured 2026-11-10T10:44Z, sha256 `f480b5ae7389c158`) ### MC Sonae (Continente) Agent Assist ticket workflow in Salesforce that classifies, routes and closes tickets; 35% closed without human intervention. "classify, distribute, prioritize and close a wide range of diverse tickets." [Source](https://site.automaise.com/use-cases/mc-sonae) (captured 2026-11-10T10:44Z, sha256 `0e36b563dac45705`) ### Large health insurance provider (unnamed) AI Workflows automation of medical claim approvals; 58% of claims fully automated. "58% of medical claims fully automated" [Source](https://www.automaise.com/use-cases/health-insurance-client) (captured 2026-11-10T10:44Z, sha256 `bff206fe80f5c5e7`) ## The company - Founded in 2017 by Ernesto Pedrosa and Carlos Oliveira (investor note). "Since its founding in 2017 by Ernesto Pedrosa and Carlos Oliveira" [Source](https://armilar.com/articles/automaises-ai-agents-secure-eu5-million-investment-to-accelerate-growth) (captured 2026-11-10T10:44Z, sha256 `33db7f89240c3fe4`) - Headquartered in Braga, Portugal (investor note). "Founded in 2017 and headquartered in Braga (Portugal)" [Source](https://armilar.com/articles/automaises-ai-agents-secure-eu5-million-investment-to-accelerate-growth) (captured 2026-11-10T10:44Z, sha256 `33db7f89240c3fe4`) - Raised a EUR 5 million Series A in March 2025, led by Oxy Capital. "a significant boost with a €5 million Series A funding round" [Source](https://armilar.com/articles/automaises-ai-agents-secure-eu5-million-investment-to-accelerate-growth) (captured 2026-11-10T10:44Z, sha256 `33db7f89240c3fe4`) - The company describes three agents built to work together. "Three AI Agents. One ecosystem. Built to work together." [Source](https://www.automaise.com/) (captured 2026-11-10T10:44Z, sha256 `f33d8240d602c557`) - The about page lists offices in Braga, Lisbon, Madrid and Barcelona. "Braga, Portugal Lisbon Madrid Barcelona" [Source](https://site.automaise.com/about-us) (captured 2026-11-10T10:44Z, sha256 `7a99e43600337706`) - The trust centre lists ISO/IEC 27001 and SOC2 Type 2. "ISO/IEC 27001 SOC2 Type 2" [Source](https://www.automaise.com/legal/trust-center) (captured 2026-11-10T10:44Z, sha256 `96dca86d7ead2dec`) - The trust centre says Automaise acts as a data processor for its customers. "Automaise processes data on behalf of its customers, acting as a data processor." [Source](https://www.automaise.com/legal/trust-center) (captured 2026-11-10T10:44Z, sha256 `96dca86d7ead2dec`) - Automaise S.A. was a beneficiary of the Center for Responsible AI agenda (PRR), with a stated investment of EUR 2,628,142. "ENTIDADE BENEFICIÁRIA | AUTOMAISE SA" [Source](https://site.automaise.com/legal/responsible-ai) (captured 2026-11-10T10:44Z, sha256 `6e7ee4335c8d31e6`) - In 2023 Automaise announced its own customer-service LLM, Quokka, hosted on its own servers. "With our Large Language Model hosted on our own servers" [Source](https://site.automaise.com/automaise-large-language-model-quokka) (captured 2026-11-10T10:44Z, sha256 `b3ae950caa1cb943`) - Jornal Economico (1 July 2026) reports a Portugal 2030-backed project, the Automaise Sustainable AI Platform. "está a desenvolver o projeto “Automaise Sustainable AI Platform”" [Source](https://jornaleconomico.sapo.pt/noticias/automaise-desenvolve-projeto-de-um-plataforma-de-ia-sustentavel/) (captured 2026-11-10T10:44Z, sha256 `88d8dae0fb3b0b5a`) ## The people Public and professional only, from the company's own pages or a public professional source. - **Ernesto Pedrosa**, Co-founder and CEO. [Source](https://armilar.com/articles/automaises-ai-agents-secure-eu5-million-investment-to-accelerate-growth) - **Carlos Oliveira**, Co-founder. [Source](https://armilar.com/articles/automaises-ai-agents-secure-eu5-million-investment-to-accelerate-growth) - **Fábio Pinto**, Head of AI (as named in a July 2023 company blog post). [Source](https://site.automaise.com/automaise-large-language-model-quokka) ## The graph The company, its people and the stories on the left; each solution, the captured sources behind its card, the indicators those sources evidence and the provisions of the instruments those indicators touch, to the right. "Touched" never means "complies". people and stories company solutions 4 sources 6 indicators 21 provisions, by instrument I08: The product page says, in one vendor sentence with no named customer, that data changes, payments, orders and service subscriptions are completed end-to-end by the AI with no agent stepping in; it does not say through which systems, and the connected-systems configuration is the scan's inference. I10: The product page says Conversational AI connects with CRM, contact-centre (CCaaS) and messaging platforms; it names these categories only, and no named connector or integration list was found in the sources. I17: The FAQ says requests that follow a predictable flow are handled autonomously, and that a conversation needing human intervention passes to an available agent with its context (the FAQ text is in the product page's script file, captured as it loads). I20: The FAQ lists the types of request the assistant handles on its own. I58: The service terms define Customer Data as what a business provides to the service, including assistant configurations, frequent questions' answers and messages, and the data of its end users. S1: CTT, a named customer, uses the chat assistant to resolve account access issues itself (password recovery, unblocking accounts, new passwords); the page gives 93% as the automation rate of all webchat interactions. Automaise (Automaise S.A.) Ernesto Pedrosa Carlos Oliveira Fábio Pinto CTT (ViaCTT) Leroy Merlin Novobanco Caravela Seguros MC Sonae (Continente) Large health insurance provider (unnamed) Conversational AI Conversational AI A3 · R2 · C– · O1 AI Workflows AI Workflows Agent Assist Agent Assist site.automaise.com/conversational… framerusercontent.com/sites/2oOCA… automaise.com/legal/privacy-policy site.automaise.com/use-cases/via-… It executes actions itself I08 It works across several domains or systems I10 The agent handles routine tasks; the person is consulted on exceptions I17 Its purpose and permitted tasks are stated in writing I20 The data it uses is described I58 It is in production: a public source names a customer or gives usage figures for what it does on its own S1 Salesforce 8 EAAMM 2 AAGMM 1 Microsoft 4 NIST AI RMF 5 EU AI Act 1 Salesforce, Level 2: Simple Orchestration, Single Domain Salesforce, Level 1, how to advance from Level 1 to Level 2 Microsoft, 200: Repeatable, Business strategy Salesforce, Level 3: Complex Orchestration, Multiple Domain Salesforce, Level 2, how to advance from Level 2 to Level 3 Salesforce, Level 3, how to advance from Level 3 to Level 4 Microsoft, 400: Capable, Business strategy Microsoft, 200: Repeatable, Technology and data EAAMM, L3 Consultative (survey item Q9) NIST AI RMF, MAP 1.1 NIST AI RMF, MAP 2.1 NIST AI RMF, MAP 3.3 NIST AI RMF, MAP 1.3 EU AI Act, Article 13 AAGMM, GD-05 EAAMM, Readiness dimension 2 Salesforce, Level 0, how companies can advance from Level 0 to Level 1 Salesforce, Level 1, how to advance from Level 1 to Level 2 NIST AI RMF, MAP 1.4 Microsoft, 400: Capable, Business strategy Salesforce, Level 0, how companies can advance from Level 0 to Level 1 ## The evidence | Source | Read | SHA-256 (first 16) | |---|---|---| | [armilar.com/articles/automaises-ai-agents-secure-eu5-million-investmen](https://armilar.com/articles/automaises-ai-agents-secure-eu5-million-investment-to-accelerate-growth) | 2026-11-10T10:44Z | `33db7f89240c3fe4` | | [framerusercontent.com/sites/2oOCAmSqmUJsdceu4ef5J/Qq644o6Aab6qlVpuxwnO](https://framerusercontent.com/sites/2oOCAmSqmUJsdceu4ef5J/Qq644o6Aab6qlVpuxwnOdBYCwMeQYtwb4UBEDaOYKYc.uN0Y50vq.mjs) | 2026-11-10T17:48Z | `38255827e2c7cf4c` | | [jornaleconomico.sapo.pt/noticias/automaise-desenvolve-projeto-de-um-pl](https://jornaleconomico.sapo.pt/noticias/automaise-desenvolve-projeto-de-um-plataforma-de-ia-sustentavel/) | 2026-11-10T10:44Z | `88d8dae0fb3b0b5a` | | [site.automaise.com/about-us](https://site.automaise.com/about-us) | 2026-11-10T10:44Z | `7a99e43600337706` | | [site.automaise.com/automaise-large-language-model-quokka](https://site.automaise.com/automaise-large-language-model-quokka) | 2026-11-10T10:44Z | `b3ae950caa1cb943` | | [site.automaise.com/conversational-ai](https://site.automaise.com/conversational-ai) | 2026-11-10T17:48Z | `890debfa4d78df6b` | | [site.automaise.com/legal/responsible-ai](https://site.automaise.com/legal/responsible-ai) | 2026-11-10T10:44Z | `6e7ee4335c8d31e6` | | [site.automaise.com/use-cases/caravela](https://site.automaise.com/use-cases/caravela) | 2026-11-10T10:44Z | `f480b5ae7389c158` | | [site.automaise.com/use-cases/mc-sonae](https://site.automaise.com/use-cases/mc-sonae) | 2026-11-10T10:44Z | `0e36b563dac45705` | | [site.automaise.com/use-cases/novobanco](https://site.automaise.com/use-cases/novobanco) | 2026-11-10T10:44Z | `83644305b867db6b` | | [site.automaise.com/use-cases/via-ctt](https://site.automaise.com/use-cases/via-ctt) | 2026-11-10T17:48Z | `eb0467745f882199` | | [www.automaise.com/](https://www.automaise.com/) | 2026-11-10T10:44Z | `f33d8240d602c557` | | [www.automaise.com/legal/privacy-policy](https://www.automaise.com/legal/privacy-policy) | 2026-11-10T17:48Z | `3b0ce570f79cb137` | | [www.automaise.com/legal/trust-center](https://www.automaise.com/legal/trust-center) | 2026-11-10T10:44Z | `96dca86d7ead2dec` | | [www.automaise.com/use-cases/health-insurance-client](https://www.automaise.com/use-cases/health-insurance-client) | 2026-11-10T10:44Z | `bff206fe80f5c5e7` | | [www.automaise.com/use-cases/leroy-merlin](https://www.automaise.com/use-cases/leroy-merlin) | 2026-11-10T10:44Z | `adb08c911499a8c1` | ## How this report was made A researcher-assessor gathered and captured the sources and mapped the evidence to indicators, without assigning a level. A challenger argued against every level three and four and every doubtful credit. The [deterministic scorer](../../spectrum/pipeline/index.md) computed the levels and the gate checked the rules. A card appears here only after two rounds of review and a sign-off by agents that did not write it (the team's workflow); Conversational AI: reviewed in 3 rounds, signed off by gamma.approve@web-summit.dinis on 2026-11-10. A person's sign-off of the series is still to come. | Role | Who | |---|---| | researcher-assessor | a sub-agent of gamma.studio@web-summit.dinis | | challenger | a sub-agent | | scorer | build/spectrum.mjs | | analyst, designer, writer | gamma.studio@web-summit.dinis | | review | gamma.review@web-summit.dinis, 3 rounds | | sign-off | gamma.approve@web-summit.dinis, 2026-11-10 | ## The vault Every capture, the dossier, both assessors' mappings, the challenger's notes and this report's data are in a public sgit vault (`gn938lnr`). Read key: sgit_public_read_ac0df2472fde834f3552fd90441fa936ba011f083701d052d32d69a8b44ef30d:gn938lnr With [sgit](https://sgit.ai/): `sgit clone` followed by the key. The key reads; it cannot write. ## Corrections None yet. A correction is made in place, dated here, and carried to the card, the vault and the article. ## The article [Automaise Conversational AI on the GAMMA-Ray Spectrum: A3 · R2 · C– · O1](article.md), written from this report for PrompTugal.news.