Which deals close this month?
Three deals close before the 31st: Ferreteria Puig (€12,400, negotiation), Hotel Costa (€8,900, proposal) and Clínica Sant Pere (€5,200, proposal). All three are in Laia’s portfolio.
Kèrix runs agents that query the CRM, invoicing and spreadsheets, answer the team on Telegram and carry out scheduled tasks. Everything runs on your own installation, and no agent writes anything without a person approving it.
Each agent has its instructions, the people who can talk to it and only the tools you give it. This is how they work today with a company’s data.
Which deals close this month?
Three deals close before the 31st: Ferreteria Puig (€12,400, negotiation), Hotel Costa (€8,900, proposal) and Clínica Sant Pere (€5,200, proposal). All three are in Laia’s portfolio.
Which customers have overdue invoices?
Four overdue invoices for a total of €9,360. The oldest is from Distribucions Bages, 47 days ago. I have left you the list sorted by amount.
Add today's order to the sales sheet.
I have prepared the row for the «Sales 2026» sheet. It is waiting for someone to approve it in the panel before it is written.
Every Monday at 8: the week’s summary for management.
Week 42: 18 orders and €41,300 invoiced. Two large deals move to negotiation and €9,360 is still to be collected. Sent to management on Telegram.
Example conversations with the invented data of the demo.
Each agent has its own instructions, model, Telegram bot and the people who can talk to it. It is created in the panel, from a template or by describing it to the assistant.
Each connector is a catalogue of tested tools, for reading and writing. The company creates the keys, and Kèrix checks what they allow before saving anything.
Contacts, companies, deals, owners and notes.
Customers, invoices, payments and products.
Read and add rows to the company’s sheets.
One bot per agent, with the authorised people.
OpenAI, Anthropic and OpenRouter, with the company’s key, or a local model.
Kèrix is built for companies that cannot leave an agent alone with their data. Every permission is explicit and every action is logged.
When an agent wants to create or change something, it stops and waits for a person to approve it in the panel.
You decide which tools each agent has and through which connection. The invoicing agent does not see the CRM unless you give it access.
Every tool call is recorded: who, when, what and with which result, including the denied ones.
Integration keys are stored encrypted on your server. Neither the agents nor the browser ever see them again.
Set how much each agent can spend on the AI model every month, and whether it stops when it gets there.
Administrators and members, and a list per agent of who can talk to it on Telegram.
What happened today, what is awaiting approval, who talked to whom and what it cost. Designed so that someone non-technical can run it.




It is always the company’s own installation. The difference is where the AI model runs.
| Standard installationOn your server | Zero data retentionWith a local model | |
|---|---|---|
| Where it is installed | A company server or a private server you choose | Hardware on your premises |
| AI model | OpenAI, Anthropic or OpenRouter, with the company’s key | A language model running on your machine |
| Who processes the conversations | The provider of the model you choose | Only your machine |
| Hardware | Not needed | Sized with you for the volume and the tasks. It is yours. |
| Panel, permissions, approvals and log | Included | Included |
| Integrations and Telegram | Included | Included |
You decide what leaves the company: if you connect cloud services (HubSpot, Holded, Google) or talk to the agents on Telegram, that data goes through those services as usual. For a fully internal setup, the team uses the panel chat.
Let's talk about a local installationYou do not need a technical team of your own. We do it and leave it running; then you manage it from a panel in your language.
A meeting to see which tools you use, which tasks you want to delegate and who will talk to the agents.
On the server you choose or on the company’s hardware, with HTTPS, nightly backups and one-command updates.
We connect HubSpot, Holded or Google Sheets with keys the company creates itself, and set up the first agents with you.
Authorised people talk to the agents on Telegram or in the panel, and administrators approve what needs approving.
No. Every company has its own installation of Kèrix, on its own server. The data, the keys and the conversations stay there; we have no access unless you give it to us.
Whichever you choose for each agent: OpenAI or Anthropic models, or any model on OpenRouter, with the company’s key. We can also install a local model so that no data reaches a provider.
Agents read the data you give them freely, but before writing or changing anything they stop and wait for a person’s approval. Every action is in the activity log.
No. We do the installation, connect the tools and set up the first agents with you. After that, day-to-day work happens in the panel.
It depends on the installation, the integrations and whether you want a local model. We give you a tailored quote. The AI model’s usage is billed separately and you control it with each agent’s budget.
Yes. The public demo is the real panel with an invented company: you can see agents, integrations, conversations and approvals without signing up.
A person replies, not a robot, with a proposal and the steps to get started.
hola@kerix.cat
We will write to you soon at the address you left. In the meantime, have a look at the demo.