What Wizard AI does

Wizard AI is a Mexico City-based applied AI agency founded in 2024 by Eduardo and Emilio — two generations of entrepreneurs with combined 40+ years of operating real businesses and three master's degrees in AI, Digital Transformation, and Big Data. The company designs, deploys, and operates modular AI 'Revenue Machines' for Mexican SMEs and solo professionals, positioning itself as a bridge between enterprise-grade AI capabilities used by large corporations and the operational realities of smaller Mexican businesses. The portfolio spans 10 named products plus a BLUEPRINT diagnostic entry point, including AGENT (24/7 WhatsApp conversational sales agent trained on per-client business DNA), CORE (website + agent + SEO), SPRINT (B2B prospecting with verified ICP databases), CONNECT (automated CRM with personalized nurture sequences), VAULT (sales call recording, transcription, scoring, and supervisor alerts), BRAIN (real-time financial KPI dashboard with anomaly detection and natural-language data chat), STACK (data infrastructure layer), PULSE (social media monetization with revenue attribution), and PILOT/CLONE U (personal AI infrastructure for individuals). All products are designed to interconnect as a layered stack, with BLUEPRINT serving as the strategic diagnostic that maps operations and designs phased implementations.

The revenue model combines one-time implementation fees (MXN 28,000-68,000) with recurring monthly subscriptions (MXN 2,800-7,200), plus transaction-priced sprint projects (MXN 37,000-62,000). Payment terms are structured 30/30/40 across setup, publication, and delivery, with no forced long-term contracts. Go-to-market is consultative direct sales anchored by a free 30-minute diagnostic, supplemented by AI Arcade — an interactive product-led growth environment where prospects engage with WIZ (intelligent assistant) to explore AI applications for their specific business before sales engagement. The technology stack integrates with WhatsApp Business API, HubSpot, Salesforce, Pipedrive, Calendly, payment gateways, and major Mexican POS systems, and is built on third-party 'global AI leaders'' foundation models adapted for Mexican SME operations.

The customer base is horizontally diversified across at least 11 verticals including healthcare, food service, distribution, manufacturing, real estate, legal, consulting, architecture, retail, logistics, and education. Documented case-study outcomes include 6-8 week ROI recovery, 80% automated appointment scheduling, 4.2x prospecting ROI, 3.3x sales quota achievement, and inventory anomaly detection saving MXN 45,000. The company is privately held, bootstrapped, headquartered in Mexico City, and operates exclusively in the Mexican market with no disclosed funding, M&A, or international expansion.

Name

Wizard AI

Legal name

Wizard

Website

https://wizard-ai.mx

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Mexico City-based applied AI agency that designs and deploys modular AI Revenue Machines for Mexican SMEs and solo professionals, covering conversational agents, automated prospecting, financial dashboards, sales intelligence, and full commercial pipeline automation.

Ownership category

akta.pro rank

Product category

Applied AI Services for SMEs

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF)

Keywords

• Applied AI agency
• AI implementation services
• Conversational AI agents
• Sales automation platform
• AI business intelligence

Headquarters

HQ city

Mexico City

HQ country

Mexico

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Setup/Implementation Fees: One-time implementation fees for installing and configuring Revenue Machines. Ranges from $28,000 MXN (CLONE U) to $68,000 MXN (CORE+AGENT bundle). Includes setup, agent training with business DNA, system integration, and hands-on accompaniment until auto-operation.
2. Monthly Subscription (Renta): Recurring monthly rental fees for system operation and support. Ranges from $2,800/month (CLONE U) to $7,200/month (CORE+AGENT bundle). No forced long-term contracts — customers can discontinue by not renewing.
3. Sprint-based Projects: Time-bound prospecting projects (3-month sprints) at fixed investment ($37,000-$62,000) including database building, verification, and activation sequences. Module-based pricing allows starting with one machine and expanding.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Wizard AI is an applied artificial intelligence agency based in Mexico that designs, installs, and operates modular AI Revenue Machines for SMEs and individual professionals. Its portfolio includes conversational sales agents (AGENT), automated B2B prospecting (SPRINT), commercial intelligence (VAULT), financial dashboards (BRAIN), CRM automation (CONNECT), digital infrastructure (STACK), and personal AI infrastructure (PILOT, CLONE U). Products are sold as managed subscriptions with one-time setup fees and are bundled or sold individually.

Product overview

Wizard AI is an Applied AI Agency headquartered in Mexico that designs and deploys AI-First architectures for SMEs and professionals. The offering is a portfolio of 10 named Revenue Machines plus BLUEPRINT — a modular, interlocking suite of products spanning two tiers: (1) Individual (PILOT personal AI infrastructure and CLONE U conversation memory) for solo professionals, and (2) Enterprise (CORE, SPRINT, PULSE, AGENT, CONNECT, VAULT, STACK, BRAIN) for businesses seeking to reduce dependence on key individuals and scale with AI infrastructure. BLUEPRINT serves as the diagnostic entry point for both tiers, mapping the current operation and designing a phased implementation roadmap. All products interconnect: CORE anchors digital presence and first contact; AGENT handles 24/7 WhatsApp/website sales; SPRINT and CONNECT build and nurture the prospect pipeline; VAULT supervises the sales team with call intelligence; BRAIN provides financial visibility; STACK provides the underlying data infrastructure; and PILOT/CLONE U serve the individual professional. A REVENUE MACHINE bundle integrates prospecting through automated booking as a single end-to-end system. Products are priced with setup fees (MXN 28,000–68,000) plus monthly subscriptions (MXN 2,800–7,200) and are available separately or in bundles. All implementations include a free 30-minute diagnostic, and the first measurable deliverable is due within 30 days.

Differentiator

Problem solved

Functional benefit

Products and services

• PILOT Personal AI infrastructure system that configures GPTs, Gems, Projects, and NotebookLM as a personal executive assistant, reducing administrative overhead from hours to minutes. Designed for individual professionals and 1-10 person businesses.
• CLONE U Intelligent conversation memory system that records, transcribes, and summarizes all meetings and client interactions, providing searchable chat access to full conversation history by person or project. Designed for solo practitioners, consultants, lawyers, and doctors.
• CORE Digital commercial nucleus combining a conversion-optimized website with an AI conversational agent and SEO/GEO/AEO positioning. Handles first contact, qualification, and appointment booking without human intervention.
• SPRINT Automated B2B prospecting system that builds a verified database of ICP-matched prospects (name, title, company, verified email, and phone) and activates intelligent contact sequences, delivering qualified meetings without cold-calling effort. Sold as 3-month sprints.
• PULSE Turns social media presence into a monetizing database by automating content strategy, managing organic engagement, and running paid campaigns with attribution to real revenue outcomes.
• AGENT 24/7 conversational sales agent deployed on WhatsApp and/or website. Understands natural language in Spanish and English, qualifies prospects, books appointments, processes orders and payments, and escalates to human with full context when needed. Trained on the specific DNA of each client's business.
• CONNECT Automated CRM that ensures every client receives personalized, data-driven outreach. Segments contact base and sends personalized nurturing sequences, building a complete commercial cycle without depending on referrals.
• VAULT Commercial intelligence system that records, transcribes, and analyzes all sales team calls, identifies patterns from top closers, delivers real-time supervisor alerts, and builds a living institutional knowledge base inherited by every new salesperson from day one.
• STACK Full digital infrastructure layer that integrates and connects all business systems (sales, operations, marketing, finance) so they share data, communicate, and trigger automated actions when events occur. The technical foundation of the AI-First architecture.
• BRAIN Real-time financial intelligence dashboard with natural-language data chat, KPI alerts via mobile, anomaly detection, and AI-driven recommendations. Provides business owners the same financial visibility as a large corporation.
• BLUEPRINT Strategic entry point and master plan for digital transformation. Deep diagnostic that maps current operations, identifies revenue leaks, and designs a customized AI-First architecture with phased roadmap, timelines, and expected impact per stage.
• REVENUE MACHINE End-to-end automated sales pipeline bundle from lead entry to booked meeting. Integrates SPRINT (prospecting), SMS/WhatsApp pre-alert, AI voice agent cold calling, qualification, and Calendly booking with automatic CRM update, operating without human intervention.

Quantifiable outcome

• Investment recovered in 6 weeks (Clínica CDMX with CORE)
• +12 more outcomes

Named customers19 records

Segments5 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability9 records

Feature6 records

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Aivo: LATAM-based conversational AI platform for customer service and sales automation. Comparable as a regional conversational AI vendor targeting SMB/mid-market, though Aivo sells primarily as a SaaS platform rather than agency-installed solutions.
• ManyChat: WhatsApp and Instagram chatbot platform targeting SMBs and creators globally. Comparable because ManyChat occupies a similar WhatsApp-conversational-AI niche for smaller businesses — though ManyChat is a self-serve SaaS platform rather than an agency-led implementation.

Broad incumbents

• Baufest: LATAM software development and digital transformation consultancy with AI practice. Comparable as a regional AI/digital transformation services firm, though Baufest is significantly larger and more enterprise-focused than Wizard AI.
• Softtek: Large Mexican-founded IT services firm with a significant AI and digital transformation practice. Comparable as a Mexican-rooted AI services provider, though Softtek operates at much larger enterprise scale across multiple geographies.
• KIO Networks: Mexican IT infrastructure and services company with AI and digital transformation offerings. Comparable as a Mexico-headquartered technology services provider, though KIO operates primarily at enterprise/government scale rather than SME.
• Genesys: Global contact center and conversational AI platform serving SMB to enterprise. Comparable as a vendor offering AI-powered customer engagement and sales automation that overlaps with Wizard AI's AGENT, VAULT, and CONNECT products.
• HubSpot: CRM and marketing automation platform with embedded AI tools (Breeze AI, ChatSpot) targeting SMBs and mid-market. Comparable because HubSpot increasingly bundles AI agents and conversational tools that overlap with Wizard's CRM, prospecting, and conversational offerings.
• Globant: Large LATAM IT services and AI engineering firm with extensive operations across the Americas. Comparable as a LATAM AI services provider, though Globant serves global enterprise customers and operates at vastly larger scale than Wizard AI's SME focus.
• UiPath: Global leader in RPA and process automation with growing AI agent capabilities. Comparable as an automation platform competing for the same 'process automation' budget that Wizard's AGENT and STACK products target.
• NEORIS: LATAM-headquartered IT consulting and digital transformation firm with AI capabilities. Comparable as a regional AI/digital transformation consultancy, though NEORIS primarily serves enterprise clients globally.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wizard AI