Every member of staff gets their own assistant, tuned to the job they do: it knows the procedures, the documents and the client history, and it acts on the company's Italian systems — email, ERP, CRM — inside the chats the team already works in. Productivity grows for every role, not only for the people who know how to use AI.
30 minutes on the area you want to look into · no slides, no commitment
Deadlines slipping, mail piling up, senior staff tied to routine work instead of the strategic kind. The usual answers do not solve it:
Your sharpest people use ChatGPT from personal accounts. It is fast for the individual and a time bomb for the company:
The "done properly" answer looks like buying an AI tool for the company and training the team. But it stays a tool:
Not another chat to learn: an assistant the team uses from day one.
Not a tool you open and steer, but an assistant that lives in an isolated environment — not on your PC — and that you reach with a message, written or spoken, in the chats the team already uses. It works while you do something else and it acts on your systems: it does not only answer, it carries out the task.
Once procedures, contracts and client history are connected, it works like a colleague who knows the place. New hires start alongside someone who already knows how things are done here — and you depend less on the people who leave.
Cerase does not replace the team with an AI that works in its place: it gives each person one or more assistants — marketing, administration, sales — tuned to the trade. The result is not fewer people, it is each person doing more.
Before a single word leaves the perimeter, a per-tenant filter masks sensitive Italian data. The admin chooses what to mask, what to block, what to merely flag in the audit trail — per group, per connector, per agent.
«I am sending the quote to Mario Rossi (tax code RSSMRA80A01H501U, mario.rossi@acme.it) for IBAN IT60X0542811101000000123456 by Friday.»
«I am sending the quote to [FIRST LAST 1] ([TAX CODE 1], [EMAIL 1]) for IBAN [IBAN 1] by Friday.»
Two families of tools let it work inside your perimeter. Connectors (MCP and CLI) let it talk to your systems — mail, ERP, CRM, drive. Skills tell it how to carry out an agreed procedure: reconciling a transaction, writing a follow-up, preparing a report. The admin decides what is enabled, for which agent and for which user — everything goes through the internal gateway. Connector credentials stay in the Gateway: the assistant invokes authorised actions only, and never sees a token, a password or an API key.
The admin decides who reaches what, and under which procedures. Connectors and skills are enabled per agent and per user from the administration console. No command steps outside the boundary of its permission; no procedure starts without having been enabled on the template. Before it can be enabled, every skill passes an automatic security check that looks for risky instructions or behaviour outside the perimeter.
For example sofia@rossispa.cerase.email, or on your own domain. It uses the address to write to clients and suppliers: the replies come back to the assistant, not into your personal mailbox.
When the message has to come from you instead, the assistant prepares it and you find it among the drafts in your own mail: you read it and decide whether to send it.
From the console you can see every email the assistant has received and sent.
Good morning,
your invoice 247 has been recorded and the due date set to 30 June. If the IBAN has changed since the last payment, could you confirm it?
--
Sofia · AI assistant of Luigi Bianchi, CEO @ Rossi S.p.A.
To speak directly with Luigi Bianchi: luigi.bianchi@rossispa.com
This message was written and sent by an AI assistant, powered by Cerase.ai
Representative cases on flows typical of Italian SMEs: the chat is the way in, the work happens in the systems.
A supplier invoice arriving by certified email does not sit in the queue: the assistant reads the attachment, checks the supplier, prepares the entry in the ERP and updates the payment schedule. The manager reviews the summary instead of copying data.
After a call, the salesperson sends a voice note. The assistant updates the CRM, creates the next step, prepares the follow-up and saves the draft quote in the client folder. The team sees the same state without chasing each other by email.
Every Monday the assistant collects receipts, unpaid items, open orders and margins from the systems, prepares a PDF report and a detail sheet, then sends them to the CFO. Anomalies stay visible instead of being buried in hand-made files.
You invite it with the link, like any other participant. What happens after the transcript is up to you.
It records the audio and transcribes it on infrastructure we choose in the EU: the meeting never passes through a third-party service, and the transcript stays in your environment alongside the rest of your documents.
Tasks created and assigned in your project management tool, a recap mailed to the participants, a record updated in the CRM. These are the same connectors as the rest of the platform, with the same permissions and the same audit trail.
It does not speak in the meeting: it only listens, and participants see it as a silent guest. And it does not attribute sentences to the people who said them — the audio is kept on a single track, so the minutes record what was said and not who said it.
The meeting-hour equivalences in the plans are worked out from that sum, not from the transcription alone. See the plans.
The conversation is only the interface: the assistant updates the CRM, the ERP, documents and mail with the permissions the company has set.
Representative examples on flows typical of Italian SMEs. Every action goes through authorised connectors, with confirmations and audit records according to the company's rules.
An integrated administration console: who can do what, who did what, how much the team spent. Every call the assistants make to your systems goes through the connector Gateway: that is where it is authorised, carried out and recorded. The admin decides which connectors are enabled for each assistant and each user. Approval thresholds, immutable audit trail, AI Act policies. Add new users in one click — with no in-house IT.
An “action” is a call to a connector — sending an email, creating a deal, issuing an invoice. All of them go through the Gateway, all of them end up in the audit trail.
| 14:32 | Carlo Rossi | Sofia · Pro | Email sent · ACME · invoice 247 | Done |
| 14:30 | Giulia Bianchi | Marco · Pro | Contract change · BiancoSrl | Awaiting OK |
| 14:25 | Carlo Rossi | Sofia · Pro | Payment schedule updated · 30/05 | Done |
Who has access to Cerase, in which group, with which assistants assigned. Add, suspend, change permissions.
| Name | Role | Groups | Assistants | Last access |
|---|---|---|---|---|
| Paolo Rossi | CEO | management | Cesare Pro | today 09:45 |
| Maria Conti | CFO | managementadmin | Anna Pro · Sofia Pro | today 14:02 |
| Carlo Rossi | Administration | admin | Sofia Pro | today 14:32 |
| Stefano De Luca | Admin operator | admin | Sofia Smart · Luca Smart | today 14:18 |
| Giulia Bianchi | Sales account | sales | Marco Pro · Lara Smart | today 13:58 |
| Roberto Greco | Sales operator | sales | Marco Smart | yesterday 17:32 |
| Elena Marin | Marketing | marketing | Lara Smart | today 10:08 |
| Anna Veneri | Customer service | cs | Luca Smart | today 11:20 |
Each assistant is a personal instance of a template (Sofia, Marco, Anna, Luca, Lara, Cesare). It has its own independent memory (A-MEM) and its own approval levels. The admin configures connectors and permissions for each one.
| Instance | User | Specialisation | Connectors | A-MEM notes | Last used |
|---|---|---|---|---|---|
| Sofia Pro | Carlo Rossi | Administration | 6 active | 47 | today 14:32 |
| Sofia Smart | Stefano De Luca | Admin operator | 4 active | 12 | today 14:18 |
| Sofia Pro | Maria Conti · CFO | CFO/administration | 8 active | 38 | today 14:02 |
| Marco Pro | Giulia Bianchi | Sales · account | 5 active | 23 | today 13:58 |
| Marco Smart | Roberto Greco | Sales · operations | 4 active | 8 | yesterday 17:32 |
| Anna Pro | Maria Conti · CFO | Management reporting | 7 active | 19 | today 14:02 |
| Luca Smart | Stefano De Luca | Bank reconciliation | 3 active | 14 | today 14:18 |
| Cesare Pro | Paolo Rossi · CEO | Management / decisions | 8 active | 27 | today 09:45 |
| + 3 more instances (Marco · Lara · Luca) | |||||
Users create them in chat ("Sofia, every Monday at 9 send me the invoice summary"). The admin sees everything: recurring (fixed times) and event-based (triggers on the systems). Pause or change them when needed.
| Task | Assistant | Frequency | Next run | Status |
|---|---|---|---|---|
| Daily card payments | Sofia Stefano | Daily 18:00 | today 18:00 | Active |
| Morning management brief | Cesare Paolo · CEO | Daily 07:00 | tomorrow 07:00 | Active |
| Campaign performance report | Lara Elena | 1st of the month 09:00 | Sun 01/06 09:00 | Paused |
| Task | Assistant | Trigger | Last run | Status |
|---|---|---|---|---|
| Automatic supplier reply | Sofia Carlo | Certified email · new message received | today 11:32 | Active |
| New lead brief | Marco Giulia | HubSpot · lead created | today 10:08 | Active |
| Unpaid invoice alert | Anna Maria · CFO | Invoice · due +45 days | yesterday 09:18 | Active |
| Campaign spend alert | Lara Elena | Meta Ads · budget > €2000 | Mon 12/05 | Active |
Two families of capability — connectors (the routes into your systems) and skills (operating procedures the assistant follows). The admin enables both per template and sets the human approval levels (HITL) per connector — read only, draft only, with confirmation, autonomous.
| Skill | Template | Instances | Default behaviour |
|---|---|---|---|
| Answer from the knowledge base | All | 11 | Autonomous |
| Prepare a draft | Sofia · Marco · Anna · Lara | 8 | Draft, never sent directly |
| Update records with confirmation | Marco · Sofia | 5 | Awaits the user's OK |
| Triage and first reply | Sofia · Luca | 4 | Draft for admin, autonomous for cs |
| Attachment handling (audio · images · documents) | All | 11 | Autonomous |
| Set up an automation | Cesare · Anna · Lara | 4 | Awaits the admin's OK |
An immutable history of everything: every conversation — with the input and output of each call to the model — and every action carried out, proposed or refused. By whom, and when. Exportable in JSON / CSV for the accountant or the lawyer.
| Time | Staff member | Assistant | Action | Conversation | Status |
|---|---|---|---|---|---|
| 14:32 | Carlo Rossi | Sofia · Pro | Email sent · ACME · invoice 247 | Open thread | Done |
| 14:30 | Giulia Bianchi | Marco · Pro | Contract change · BiancoSrl | Open thread | Awaiting OK |
| 14:25 | Carlo Rossi | Sofia · Pro | Payment schedule updated · 30/05 | Open thread | Done |
| 14:18 | Stefano De Luca | Luca · Smart | Bank reconciliation · 47 lines | Open thread | Done |
| 14:02 | Maria Conti · CFO | Anna · Pro | Monthly payments report generated | Open thread | Done |
| 13:58 | Giulia Bianchi | Marco · Pro | Sales proposal · RossiSpa | Open thread | Draft |
| 10:08 | Elena Marin | Lara · Smart | New oil campaign report · Drive | Open thread | Done |
Knowledge is organised into notebooks. Native ones live inside Cerase; the ones you already have on Notion (or other external tools) are connected through APIs. For each notebook you decide who can write, who can read, and which agents have access. Data in external systems (Drive, ERP, certified email, CRM) stays reachable by the agents through the connector Gateway.
Cerase institutional knowledge · 8 curated Italian regulatory areas (GDPR · FatturaPA · NIS2 · Whistleblowing · AI Act · Insolvency Code · Legislative Decree 231 · Workplace safety) · maintained by Cerase
Which connectors you use, which agents generate the most value, where the activity concentrates. Filter by team, user, agent.
Organisation configuration, security, audit, notifications. All from one place, without having to write to Cerase.
When a company starts with Cerase, it receives the documents it needs to answer the DPO, the accountant or an inspection straight away.
A Cerase Data Processing Agreement ready for signature. No three-month legal negotiation.
Which model, which provider, in which region, for which purpose. Updated whenever it changes.
A pre-filled impact assessment for the most common use cases — your DPO adapts it instead of writing it from scratch.
Immutable history: conversations, model inputs and outputs, actions. JSON/CSV for the accountant, the lawyer, an inspection. Retained for 24 months.
A template for telling the team how the AI assistant works. Satisfies Italian Legislative Decree 104/2022 and the AI literacy duty in AI Act Art. 4.
Automatic copies in GDPR-compliant EU data centres, encrypted AES-256 at rest. Included in every mode.
Cerase puts an AI assistant in your company for every person on the team — one that acts on your Italian systems (email, ERP, CRM, contracts), not a chat that answers. Getting started takes 3 things: the first two you do (almost) on your own, the third we do together if needed.
Start from the templates by role: administration, sales, customer service, marketing, management. They are ready to use, built on the most common cases in Italian SMEs — invoicing, payment schedules, client briefs, mail triage.
5-10 minutesYour ERP and your PEC (Italian certified email), the internal knowledge you keep in Cerase or already have on Notion/Drive, the channel where the assistants live (Slack, Discord, Telegram). All through connectors, with permissions per role and per agent.
a few hours spread over 1-2 weeksThe presets cover the average case. For what is specific to your company — the tone of your emails, approval levels, particular workflows — you can be accompanied through a targeted setup, with specific development work if custom connectors are needed.
assisted setupFor teams using Cerase every day: predictable budget, monthly credits included, and a lower effective cost than occasional use.
For simple, repetitive tasks: sorting, classifying, answering recurring questions.
For everyday work: writing emails, preparing documents, updating the ERP.
For people who use the assistant all day: the largest monthly allowance, and a boost that moves a single assistant onto the most powerful model for as long as you decide.
* Indicative figures: what an activity uses depends on how complex it is. Each line stands alone and spends the whole monthly allowance.
For light or occasional use: you keep the assistant active and buy only the credits you need.
You can buy them in any mode (including plans with credits included, and BYOK). They are there for when the monthly pool runs out and for paid Cerase add-ons such as connectors, extra skills, searches and attachments. They are shared between the assistants enabled for the company pool and stay valid for 12 months.
| Credits | Price | €/1,000 credits |
|---|---|---|
| 5.000 | €29 | €5,80 |
| 50.000 | €249 | €4,98 |
| 100.000 | €449 | €4,49 |
| 200.000 | €799 | €4,00 |
For companies that already have an AI provider, negotiated rates, or requirements that keep the model and the tokens inside their own perimeter.
You connect the key for your cloud provider, or a model running on your own infrastructure. Cerase handles assistants, permissions, the privacy filter, the audit trail, connectors and the dedicated EU server; the cost of the models stays separate and goes through your contract.
Base catalogue of connectors (MCP and CLI) and skills, dedicated EU server, full audit trail.
Automatic copies in EU data centres, AES-256 encryption, retained up to 24 months. Details
Cerase reuses already computed work from cache, keeps only what is needed in context, and draws on a catalogue of MCP and CLI connectors chosen to be light on consumption.
99.5% availability, response within 4 hours, continuous monitoring. Details
Thirty minutes in a demo is enough to find the right mode for your company.
See if it's right for youA tool has to be configured, maintained and kept compliant. Cerase is a managed service: defined service levels, continuous monitoring and a contact who knows your company. The same SLA applies to every mode.
Our SLA, the same in every mode
Service availability guaranteed at 99.5% on a monthly basis. Scheduled maintenance is planned for evenings or public holidays and announced at least 48 hours in advance.
If the service is unavailable or the assistants unreachable, the case is taken up within 4 working hours. Within 1 working day for degradation of a significant function, within 2 for non-blocking requests.
Daily backup and restore within 1 working day. Encrypted copies kept in the EU for up to 24 months. Maximum data loss is limited to the last working day.
Incidents are reported proactively, before they affect operations. The state of your environment is always available to check, in real time.
Support coverage on working days, Mon–Fri 9–18 CET, in every mode.
30 minutes on the area you care about most. Nothing to sell you, no commitment: if it is not right for you, we will both see it straight away.
Clear answers to the questions you will hear from your partner, your CFO and your adviser before signing.