What is an Agentic Enterprise System (AES)?

An AES is a business operating system where artificial intelligence agents can execute real actions across all business modules — not just answer questions. OMB Cloud AES includes AI voice agents managing sales, collections, invoicing, marketing and customer success autonomously, coordinated and available 24/7.

How long does OMB Cloud AES implementation take?

Zero days of implementation. OMB Cloud AES is opinionated software — it arrives pre-configured with industry best practices for B2B qualification (MEDDIC), social selling, sales maturity scoring and the full customer lifecycle. Your company can operate from the first login without consultants, without configuration and without a learning curve.

What sales methodologies does OMB Cloud AES include?

OMB Cloud AES integrates four enterprise-grade sales frameworks: a social-selling scoring engine for digital prospecting, MEDDIC for B2B qualification, a sales maturity scoring model to evaluate and scale commercial discipline, and a customer-lifecycle bowtie to maximize acquisition, retention and account expansion.

Does OMB Cloud AES replace HubSpot or Salesforce?

OMB Cloud AES goes beyond HubSpot or Salesforce. In addition to CRM, it includes fiscal invoicing, automated collections, AI social media, landing pages, contracts with digital signature, and AI voice agents that execute real actions across all modules. If voice quota maxes out, calls seamlessly continue in WhatsApp with the same agent — a unique capability in the market. No implementation or consultants needed. All in one system, live from day one.

In which countries is OMB Cloud AES available?

OMB Cloud AES is available worldwide with support in English, Spanish, Portuguese and French. It has a presence in Miami, Mexico City, Barcelona and Sydney, and serves companies in the United States, Mexico, Spain, Brazil, Argentina, Colombia, France and Australia, among other markets.

Security and trust

Security and trustEnterprise grade infrastructure, designed to protect what is yours.

Your commercial operation and the data of your clients live on a platform designed to isolate it, encrypt it and answer for it. What follows is published and documented.

Book an executive session See security and trust in Why AES

What it covers

Every front, run to the same standard.

First tier integrations

Direct integration with the Meta platforms, with accredited business identity. Official WhatsApp Business Platform. Electronic invoicing through providers authorized by the tax authority. Payments through processors under the PCI DSS standard.

Service status, in public

Availability published continuously, with history, and a responsible disclosure channel for vulnerabilities, with top priority.

Incident response

Immediate containment, timely notification and a root cause report.

Confidentiality and data processing

The data of your clients is processed only to run your account. Terms and privacy are public, versioned and reviewed at least once a year; each version maintains or raises the level of protection.

What you get

Results, not one more tool.

Verified isolation between clients

Each business operates inside its own data perimeter, with hardened identity and traceability of every access. Each client sees only what is theirs.

Encrypted in transit and at rest

Credentials, keys and documents encrypted in the database; communication always over TLS; encrypted backups with key rotation.

Vault Mode

Three privacy levels per module, up to an encrypted vault only your business can open, even against OMB. You decide what the artificial intelligence sees.

Contracts with evidentiary value

Electronic signature with reliable attribution, SHA-256 integrity, a complete chain of events and a cryptographic time stamp.

How it runs

We take it on. Here is how.

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01One session

By design

Isolation, encryption and traceability are part of the architecture, not a layer on top.

02In days

With clear rules

Terms, privacy and data processing published, versioned and applied the same way for every client.

03Every week

In public

Service status, terms and privacy published and versioned.

For leadership

What changes, in three numbers.

Mike Silva · Incidents

Timely

In an incident: immediate containment, timely notification and a root cause report, what happened and what was corrected, explained to your leadership without jargon.

Anna Laurent · Your data

Yours

Your data is yours: access always included, export whenever you ask for it and deletion on request. The system operates it, it does not hold it hostage.

Roger Vega · Integrations

Accredited

Official integrations with Meta, WhatsApp Business, the tax authority and the payment processors, with accredited business identity in every one of them.

Questions from leadership

What usually comes up before deciding.

Where is my data hosted?

On infrastructure managed by OMB with isolation between clients, encryption at rest and encrypted backups. The detail lives in the security section.

Can I take my data with me?

Always. Access to your inbox, your reports and your data is included, and deletion is done on request.

What does the artificial intelligence see of my information?

What you decide, module by module, with Vault Mode, under contracts with each provider that exclude the use of your data for training.

Combinations that add up

With Security and trust, this goes further.

No piece works alone. Three combinations that add up with what you just read, and why.

Invoicing and collectionsElectronic invoicing through providers authorized by the tax authority and keys encrypted in the database. Quotes and contractsElectronic signature with the evidentiary document generated on the server, not in the browser. CRM and follow upIsolation between clients and Vault Mode for the sensitive information on your records.

Dozens of use cases, one single operation: hybrid when your team wants to decide, autonomous when it does not need to.

You choose how much the system runs and how much your people run, case by case. It all runs to the same standard and leaves the same record.