Intelligent agents
for modern business.

AI agents and AI-powered platforms for health, call centers, finance and customs, built around how each industry actually works.

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One company, five industries, each built around the clients it serves.

01

Optima Health

Sofía answers patients on the clinic’s WhatsApp and books into each doctor’s real calendar.

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02

Optima Call Centers

Voice and WhatsApp agents for inbound lines and outbound campaigns, next to your team.

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03

Optima Finance

A private AI analyst for deal teams, connected to the data sources your firm already licenses.

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04

Optima Aduanas México

Document capture and classification support for customs brokers.

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05

Optima Platforms

One AI-powered platform for your operations, connected to your ERP.

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Every channel your clients use, one intelligence behind it.

How Optima fits together Channels on the outside: WhatsApp, Email, Instagram, Phone, Web chat, In person, Apps. Inside them, agents, built with the Optima agent builder. They work across Customer service, Sales, Scheduling, Payments & collections, Operations, Your systems. At the center, intelligence: orchestration and recommendations. WhatsAppEmailInstagramPhoneWeb chatIn personApps AGENTS AGENT BUILDER CustomerserviceAnswers 24/7 SalesLeads to deals SchedulingReal calendars Payments &collectionsPay links OperationsBack office YoursystemsCRM · ERP · EMR Intelligence Orchestration +recommendations

AI that does the work, not just the talking

Optima started with AI receptionists for small businesses. Today we build agents and complete platforms for clinics, contact centers, investment banks, customs brokers and operating companies.

Every project starts with the people who do the work. We learn their process, connect to the systems they already use, and stay on after launch to keep improving it.

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We build the AI behind the work that keeps modern companies running.

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