AbstractPrisma
Learning Business Studio

Learn to turn leads into commercial operations

The Business Studio path teaches how to organize contacts, move opportunities, answer customers, create proposals and automate follow-up.

Business Studio is the operations Studio in AbstractOS: it brings together CRM, pipeline, help desk, booking, proposals, knowledge base, automations, projects and email marketing connected to leads.

View path guidesOpen Business Studio
Business StudioOperacao conectada

Business Studio

Hub executivo · Operacao conectada

Hub ao vivoEspaço: Studio Bella

Studio Bella

CRM, vendas, atendimento e documentos em uma visão operacional.

CRMPipelineTarefasHelp DeskDocs

Contatos

1.248

+42 esta semana

Pipeline

R$ 84k

18 deals ativos

Tickets

7

2 urgentes

Win rate

47%

12 ganhos

Studio Copilot

Cmd+J

Criar contatos, abrir deals, resumir tickets e consultar a base por comando.

SB

Studio Bella

admin · atendimento e vendas

Corp

Funil de Pipeline

32 deals
1292%

Lead

R$ 18k

872%

Qualificado

R$ 24k

558%

Proposta

R$ 31k

338%

Negociação

R$ 11k

446%

Ganhos

R$ 19k

Forecast

+12%

Módulos principais

CRM

1.248 contatos

Pipeline

18 deals

Help Desk

7 tickets

Base

32 artigos

E-mail

4 campanhas

Agenda

9 reservas

Atividade recente

Deal movido

Loja Verão -> Proposta

agora

Ticket respondido

Pedido #1842

8 min

Copilot sugeriu

Priorizar follow-up

12 min

Learning Business Studio

What to learn first in Business Studio

Start with CRM and pipeline, then move into support, proposals, automations and nurturing.

CRM and contacts

Organize companies, people, history, next actions and commercial context.

Expected result: a CRM and contacts flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn CRM
CRM Lead ProfileLead enriquecido
CRM
ListaGridSelecionar
buscar e-mail, empresa ou tag
Todos 128Lead 42Prospect 31
ContatoEmpresaStatusScore
AM

Ana Martins

ana@studioaura.com

Studio AuraCliente86
JS

Joao Sales

joao@clinicanorte.com

Clinica NorteProspect78
RP

Rafa Prado

rafa@paoquente.com

Pao QuenteLead52
JS

Joao Sales

Diretor · Clinica Norte

lead_score_78campanha_qropt-in
prospect

Origem

utm_google · qr_evento

CPF/CNPJ

12.345.678/0001-90

Dono

Marina Ribeiro

Proxima acao

ligar sexta 10h

2

Deals

1

Tickets

3

Tarefas

Criar tarefa e enviar para pipeline

Sales pipeline

Move opportunities through stages and track value, priority and probability.

Expected result: a Sales pipeline flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn pipeline
Pipeline de Vendas

Ativos

18

Pipeline

R$ 2,4M

Ganhos 30d

7

Ticket médio

R$ 13k

Lead2

Loja Verão

Loja Verão Ltda

R$ 8.500há 1 dia
MR

Studio Pilates

Studio Pilates

R$ 6.200há 3 dias
AL
Qualificado2

Clínica Bem-Estar

Clínica Bem-Estar

R$ 14.000há 2 dias
JP

Padaria Pão Quente

Pão Quente

R$ 9.300hoje
MR
Proposta2

Agência Norte

Agência Norte

R$ 22.000há 4 dias
AL

Café Central

Café Central

R$ 7.800há 1 dia
JP
Negociação2

Construtora Lar

Construtora Lar

R$ 48.000há 1 dia
JP

Auto Peças SP

Auto Peças SP

R$ 31.000há 5 dias
MR
Ganho1

Mercado Bom Preço

Mercado Bom Preço

R$ 27.500há 2 dias
AL

AI Prospector

Create campaigns, define ICP, generate pitches and convert prospects into CRM leads.

Expected result: a AI Prospector flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn prospecting
Prospector15 prospects prontos
Prospector
Todas 3Running 1Paused 1Draft 1
running

Clínicas SP

clinicaSão Paulo
found42
contacted18
converted5
paused

Contabilidades BH

clinicaSão Paulo
found28
contacted12
converted2
draft

Restaurantes PR

clinicaSão Paulo
found0
contacted0
converted0

Help Desk

Centralize conversations, tickets, SLA, replies and customer history.

Expected result: a Help Desk flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn support
Caixa de entrada

Abertos

12

SLA risco

1

CSAT

4,8

TodosAbertosMeus
Pedido não chegoualta
WhatsAppMaria S.2min
Dúvida sobre o planomedia
E-mailJoão P.12min
Troca de produtobaixa
InstagramAna L.25min
Erro no pagamentourgente
WhatsAppCarlos M.1h
Pedido não chegou WhatsAppAberto
Oi, meu pedido #4821 não chegou ainda.
1ª resposta em 2min · dentro do SLA
Responder ou aplicar uma macro…

Knowledge base

Create articles, categories, public portal and self-service to reduce repeated tickets.

Expected result: a Knowledge base flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn knowledge base
Knowledge BaseArtigos filtrados
Base de conhecimento
CategoriasGerar com IANovo artigo
buscar: pagamento, prazo, pedido
Todos 42Publicado 28Rascunho 6Interno 8

42

Artigos

1.2k

Views

164

Util

ArtigoStatusUsoAções

Como rastrear pedido

entregapedido
Publicado

320

94%

Troca e reembolso

pos-venda
Rascunho IA

74

novo

Nota fiscal e pagamento

financeiro
Interno

188

81%

Commercial proposals

Create sales documents, track status and connect negotiation to CRM.

Expected result: a Commercial proposals flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn proposals
Nova propostaModelo: Consultoria Gerar com IA

Blocos

Capa
Escopo
Investimento
Assinatura

Proposta para {{cliente}}

InvestimentoValor
Setup e onboardingR$ 2.000
Mensalidade (12x)R$ 800
Total no anoR$ 11.600
Gerando proposta…

Online booking

Configure services, slots, team and public page connected to CRM.

Expected result: a Online booking flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn booking
Agenda
12 – 18 jan

Próximos 7d

18

Confirmados

15

No-show

2

Dom12
Seg13

09:00

Maria

Corte

14:00

João

Consulta

Ter14

10:30

Ana

Avaliação

Qua15

09:00

Bia

Retorno

16:00

Léo

Sessão

Qui16

15:00

Rui

Corte

Sex17

09:30

Sofia

Avaliação

13:00

Tom

Consulta

Sáb18

Automations

Create rules, reminders and workflows for follow-up, support and recurring operations.

Expected result: a Automations flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn automations
Automação Ativaexecutando

Gatilho

Deal marcado como Ganho

Condição

Valor maior que R$ 10.000

Ação

Criar tarefa de onboarding

Ação

Enviar WhatsApp ao cliente

Email marketing

Create campaigns, segment contacts, track opens, clicks and CRM-connected nurturing.

Expected result: a Email marketing flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn email marketing
Nova campanha · Lançamento de outono Assunto com IA

Blocos

Imagem
Texto
Botão
Divisor
AssuntoGerando assunto…

Olá, {{nome}}

Aproveitar a coleção

Products and orders

Organize catalog, prices, variations, orders and items connected to sales.

Expected result: a Products and orders flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn catalog
Produtos12 ativos Novo produto
ProdutoPreçoEstoqueStatus
Vestido Floral
R$ 1598Ativo
Bolsa de Palha
R$ 893Estoque baixo
Sandália Couro
R$ 1190Esgotado
Chapéu de Sol
R$ 4915Ativo

Projects and tasks

Manage deliveries, owners, deadlines, checklists and post-sale execution.

Expected result: a Projects and tasks flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn projects
Site novo · Construtora LarCliente do CRM
BRLMTS
Backlog
Discovery

Briefing inicial

BRBruna
UX

Estrutura do site

LMLucas
A fazer
Design

Wireframes mobile

BRBruna
Em andamento
Dev

Implementar landing

LMLucas60%
Dev

Setup analytics

TSThiago40%
Concluído
Infra

Setup de domínio

TSThiago

Operational analytics

Track sales, forecast, tickets, SLA, CSAT and operational bottlenecks.

Expected result: a Operational analytics flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn analytics
AnalyticsPainel vivo
Analytics · vendas e atendimento90 dias

R$31,2k

Receita ganha

R$84k

Pipeline

94%

SLA suporte

4.7

CSAT

Receita por mes

Funil ponderado

Lead64 deals
Proposta18 deals
Negociacao11 deals
Ganho9 deals

Atendimento

Tickets resolvidos · 128

Backlog aberto · 14

Tempo medio · 2h18

Acao sugerida

Revisar propostas paradas ha mais de 7 dias e abrir follow-up para os deals de maior valor.

Report builder

Build custom reports by metric, dimension, period, team and operational stage.

Expected result: a Report builder flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn report builder
Report BuilderGrafico aplicado

Report Builder

Receita ganha por etapa

Metrica

won_value

Dimensao

stage

Visualizacao

bar

Periodo

90 dias

7

Campos

3

Graficos

CSV

Export

Resultadobar chart
Lead · R$ 8.40012 deals
Proposta · R$ 18.9008 deals
Ganho · R$ 31.2009 deals

CSV import

Import contacts from spreadsheets, normalize fields and prepare the base for CRM, email and follow-up.

Expected result: a CSV import flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn CSV import
CSV ImportImportacao validada

Importar contatos

Upload
2Mapear
3Confirmar
4Resultado
Mapeamento de colunasauto-map
CSVCampo CRMPreview
nome_completonameMaria Souza
emailemailmaria@loja.com
telefonephone+55 11 99999
empresacompanyLoja Verão
statusstatusLead

WhatsApp and inbox

Use WhatsApp with CRM context, support and follow-up without losing customer history.

Expected result: a WhatsApp and inbox flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn WhatsApp
WhatsApp HandoffHandoff concluido
WhatsApp · +55 11 99999-0101opt-in

Contexto do contato

MS

Maria Souza

3 pedidos · SLA 2h

Último pedido #1842

Canal WhatsApp

Criar ticket

cliente

Oi, meu pedido atrasou e queria falar com alguém.

sistema

Contato identificado · Maria Souza · Cliente VIP

agente

Localizei o pedido e vou acompanhar a entrega por aqui.

Handoff no Business Studio

Contato

Maria Souza

Ticket

#1842

Deal

Upgrade Pro

Tarefa

Follow-up 10h

64

Conversas

11

Deals

96%

SLA

Operational Copilot

Use contextual AI to prioritize deals, tickets, tasks, proposals and next steps.

Expected result: a Operational Copilot flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn Copilot
Copilot ComercialSugestao aplicada
Studio CopilotCmd+J

Contexto

Deal: Clínica Norte

Resuma esse deal e sugira próxima ação.

Resumo pronto com risco, contexto e próximos passos.

Pergunte ou peça uma ação...

Deal em foco

risco medio

Clínica Norte · Implantação CRM

Objeção: ROI em 30 dias. Copilot sugeriu caso similar e tarefa de follow-up.

Lerhistorico do deal
Sugeriracao e argumento
3Aplicartarefa no CRM

Permissions and roles

Control read, write and admin access by module, function and team responsibility.

Expected result: a Permissions and roles flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn permissions
Roles MatrixRole revisada

Perfis do workspace

AdminGestorVendasSuporteViewer

5

Roles

32

Permissoes

live

Logs

Matriz · Vendasread/write/delete
MóduloLerEditarExcluir
CRM & Contatos
Pipeline de Vendas
Help Desk
Analytics
API Keys

Privacy and consent

Manage source, purpose, consent and data requests for contacts.

Expected result: a Privacy and consent flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn privacy
LGPD LedgerConsentimento ativo

Política de exclusão de dados

Contatos com exclusão solicitada entram em carência de 30 dias. Durante o período, o time pode exportar dados ou cancelar a solicitação.

Base legal

opt-in

Fonte

formulario

Log

auditoria

Registro de consentimento

LGPD
Opt-incampanha lead magnet
Expiracaorenovar em 180 dias
Preferenciaemail permitido

LGPD

Base

812

Opt-ins

3

Pendencias

Social inbox and WhatsApp

Centralize social and WhatsApp conversations with CRM, ticket and follow-up context.

Expected result: a Social inbox and WhatsApp flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn inbox
Social InboxFila organizada
TodosWhatsAppInstagramE-mailSLA 3

Maria Souza

WhatsApp

meu pedido atrasou

suporte

18min

@studiobella

Instagram

qual o preço do pacote?

comercial

42min

financeiro@corp.com

E-mail

nota fiscal pendente

financeiro

2h

Roteamento IA

Classificarsuporte urgente
Associar contatoMaria Souza
Destinoticket + responsavel

92

Mensagens

4

Filas

91%

SLA

API and webhooks

Connect contacts, deals, tickets, documents and events to external systems.

Expected result: a API and webhooks flow connected to leads, owners, next actions, and operational history.

Use it when sales, support, or operations need a repeatable process, shared context, and less information loss.

  • organize data and owners
  • create a trackable routine
Learn integrations
API Webhook LogHTTP 200

Chaves de API

api_keys.write

Salvar esta chave agora

bs_live_ab12_sk_9xQ...

Logs de entrega

deal.won200 · 126ms
contact.createdpending · retry #2
ticket.created500 · timeout
Business StudioOperacao conectada

Business Studio

Hub executivo · Operacao conectada

Hub ao vivoEspaço: Studio Bella

Studio Bella

CRM, vendas, atendimento e documentos em uma visão operacional.

CRMPipelineTarefasHelp DeskDocs

Contatos

1.248

+42 esta semana

Pipeline

R$ 84k

18 deals ativos

Tickets

7

2 urgentes

Win rate

47%

12 ganhos

Studio Copilot

Cmd+J

Criar contatos, abrir deals, resumir tickets e consultar a base por comando.

SB

Studio Bella

admin · atendimento e vendas

Corp

Funil de Pipeline

32 deals
1292%

Lead

R$ 18k

872%

Qualificado

R$ 24k

558%

Proposta

R$ 31k

338%

Negociação

R$ 11k

446%

Ganhos

R$ 19k

Forecast

+12%

Módulos principais

CRM

1.248 contatos

Pipeline

18 deals

Help Desk

7 tickets

Base

32 artigos

E-mail

4 campanhas

Agenda

9 reservas

Atividade recente

Deal movido

Loja Verão -> Proposta

agora

Ticket respondido

Pedido #1842

8 min

Copilot sugeriu

Priorizar follow-up

12 min
Business animated mockup

Recommended learning flow

The animated mockup shows a lead entering, moving through pipeline, receiving a proposal and becoming automated follow-up.

1

Add or import leads

Start with contacts, companies and source so history stays reliable.

2

Define pipeline stages

Create a visual routine to know what is stuck, moving or ready for proposal.

3

Standardize support and documents

Use help desk, knowledge base and proposals to reduce improvisation.

4

Automate follow-up

Create rules and sequences to remind, reply and nurture without spreadsheets.

What is Business Studio for?

It centralizes sales, support and commercial operations in an AI CRM with pipeline, tickets, booking, proposals and automations.

Is Business Studio only a CRM?

No. CRM is the center, but the Studio also covers help desk, documents, booking, products, projects, knowledge base and email.

How does it connect to Marketing Studio?

Marketing generates traffic and leads; Business organizes relationship, follow-up, pipeline, support and conversion.

AbstractOS

Organize what happens after the lead.

Use this path to move from scattered contacts to a trackable commercial operation inside AbstractOS.

View path guidesOpen Business Studio