These are example engagements, not claims of deployed customer results. Scope depends on your systems, data quality, policies and integration access.
Customer operations
Retrieve permitted account context, investigate a support request and draft a response or propose a bounded action.
Refund exceptions, sensitive complaints and commitments go to your team.
Measure: Resolution time, escalation quality and rework.
Sales & commercial research
Research accounts from approved sources, qualify enquiries and prepare CRM updates, meeting briefs or proposal drafts.
People approve pricing, outreach and contractual terms.
Measure: Preparation time, source accuracy and useful handoffs.
Document-heavy operations
Extract information from invoices, forms or contracts, check it against business records and route discrepancies for review.
Missing evidence and conflicting records are flagged, not guessed away.
Measure: Field accuracy, exception rate and processing cost.
Internal knowledge & service desks
Find answers across authorised documents, cite the evidence and prepare IT, HR or operations requests through scoped tools.
Source permissions follow the user; access changes require authorisation.
Measure: Grounded answer quality and successful request completion.
Finance & procurement
Match invoices to orders, compare supplier information and prepare reconciliation or purchase recommendations.
Payments, supplier selection and spend exceptions remain approved decisions.
Measure: Matching accuracy, review effort and duplicate prevention.
Product-embedded agents
Add a task-oriented assistant to your SaaS product, with tenant-aware context, validated actions and a visible handover to a person.
Every action is constrained by the signed-in user's permissions.
Measure: Task completion, adoption and cost per successful outcome.