Use cases
The examples below are potential applications—not completed customer projects, promised outcomes, or a claim that every workflow should be automated.
Coordinate requests arriving through shared inboxes or queues: classify, gather account context, follow procedures, update systems, prepare permitted responses, and escalate exceptions.
Run repeatable research methods across approved sources, organize evidence, draft structured outputs, identify conflicts or uncertainty, and route work for expert review.
Keep operational sales work moving without turning the agent into an unsupervised salesperson. Maintain records, prepare context, enforce process steps, and surface follow-up needs.
Coordinate routine vendor workflows across email, forms, document repositories, and finance or procurement systems while preserving approval authority.
Answer internal questions from controlled sources, guide employees through procedures, capture missing knowledge, and hand ambiguous policy decisions to the responsible owner.
Observe technical signals, collect diagnostics, execute approved runbooks, maintain tickets, and escalate when risk, confidence, or permissions require an engineer.
Own scheduled, rules-driven work that crosses tools and currently depends on people remembering each handoff.
A useful qualification test
A practical first conversation
We will examine the volume, systems, exceptions, risk, and economics—then tell you whether an agent is a sensible next step.