Where an agent makes a real difference
Twelve areas and sixty concrete use cases an agent typically takes over – grouped into four parts of the business according to where routine work slows you down today. For each case we list the systems involved, the benefit and where the decision stays with your people.
Sales and customers
Enquiries, quotes, orders, customer support, e-commerce and marketing content.
4 areas · 20 use casesFinance and documents
Invoices, payment matching, month-end paperwork, contracts and document filing.
2 areas · 10 use casesOperations and logistics
Transport, shipment tracking, supplier documents, warehouse, production and field service.
3 areas · 15 use casesPeople and industries
HR and internal processes, clinics and healthcare, real estate and property management.
3 areas · 15 use casesRead, extract, verify, decide, record
Once the agent has mastered this pattern on orders, it handles the other requests that reach you by email, web form or portal the same way.
- Read
- Extract
- Verify
- Decide
- Record
Supplier invoice
Matches it to the purchase order. Escalates any difference in the amount; prepares a match for posting.
Complaint with a photo
Finds the original order, checks the warranty and proposes a resolution. A person approves.
Request for a quote
Adds company details from the CRM and prepares a quote from the price list. A salesperson reviews and sends it.
Service request
Creates a service job, proposes a date and sends a confirmation.
Can't find your area?
An agent isn't tied to an industry – what matters is repetition, rules that can be written down and inputs that can be reached. In a free consultation we walk through your process and tell you straight away whether it makes sense.
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