People and industries
CVs, employee questions and onboarding paperwork, patient scheduling and message sorting in a clinic, property enquiries and fault reports. The agent takes over the routine around people – decisions about people, and certainly medical ones, stay with a person.
HR and internal processes
The agent takes over CV screening, employee questions, onboarding paperwork and approval workflows – decisions about people stay with you.
-
Candidate overview from CVs
The agent extracts experience, education, languages and other details from CVs and cover letters into a single overview and, for each requirement of the role, notes where in the document the candidate addresses it. It does not reject or score anyone – every candidate is assessed by the recruiter, who decides who is invited to interview.
-
Candidate communication and interviews
The agent confirms receipt of applications, proposes interview slots based on the team's calendar and, once confirmed, sends invitations and reminders. Replies to unsuccessful candidates are prepared for approval.
-
Employee onboarding and offboarding
When someone joins, the agent follows your checklist: it prepares the contract paperwork, raises IT access requests, prepares an equipment order for approval and sends the new colleague their welcome information. When someone leaves, it raises requests to revoke access and return equipment and checks that they have been completed. Contracts are always signed and orders approved by a person.
-
Answering employee questions
Employees ask about leave, meal allowances, benefits or internal procedures in plain language in Teams or by email. The agent answers from your policies with a link to the source and passes anything the policies do not cover to HR.
-
Request approvals and attendance
Leave, home office and internal purchase requests are checked by the agent against the rules and remaining balances, sent to the relevant manager for approval and, once approved, recorded in the system. Before the payroll cut-off it chases unresolved requests and missing attendance records.
For example, a mid-sized company receives dozens of CVs in various formats for a single job ad. The agent reads each CV, extracts experience, education and how the candidate meets the requirements into a single table, prepares a short summary and confirms receipt to the candidates. The recruiter starts the selection with a clear overview instead of a folder full of PDFs – and decides for themselves who to invite to interview; the agent never rejects anyone automatically.
Healthcare and clinics
The agent takes over administration and patient communication – scheduling, reminders, sorting messages and preparing paperwork – never diagnosis or clinical decisions.
-
Booking and rescheduling appointments
The agent takes appointment requests from email, a web form or chat, offers available slots based on the type of examination and, once the patient confirms, books the appointment in the practice's scheduling calendar. Changes and cancellations are handled the same way – no waiting on the phone.
-
Reminders and patient preparation
A day or two before the examination, the agent sends patients who have consented to electronic communication a reminder with the instructions the doctor has defined for that type of examination (fasting, documents, test results). If a patient replies that they cannot make it, the slot is released and offered to the next person on the waiting list.
-
Sorting patient messages
The agent divides incoming emails and messages into administrative (confirmations, appointments, documents) and medical. Administrative ones are prepared for handling; anything concerning a patient's health – and anything it is not sure about – is passed to the nurse or doctor without any assessment, and the agent does not reply to the patient itself.
-
Prescription and certificate requests
From a request for a repeat prescription or a certificate (for school, an employer or an insurer), the agent gathers the necessary details, verifies that the person is a registered patient and prepares a clear list of requests with supporting details for the doctor. Prescriptions and certificates are issued exclusively by the doctor in their own practice software – the agent then simply lets the patient know it is ready.
-
Insurer reporting and administration
The agent checks that reported procedures have complete data, flags missing items before the batch is submitted to the health insurer and prepares a monthly overview of visits and procedures. Sensitive data is handled in line with GDPR – within the EU or on the practice's infrastructure, under a data processing agreement.
For example, a private practice receives dozens of emails, web form messages and text messages a day asking for an appointment, a prescription or a certificate. The agent sorts the requests, books routine appointments directly in the practice's scheduling calendar, prepares prescription requests for the doctor as a clear list with supporting details, and immediately hands anything that sounds like a health concern to the nurse. Patient data is processed only under a data processing agreement, within the EU or on the practice's own infrastructure, and is never used to train models.
Real estate and property management
The agent takes over communication with prospective buyers and tenants, fault logging and the routine administration around leases and building management.
-
Replying to property enquiries
The agent reads enquiries from property portals, your website and email, answers basic questions about the property from your records and proposes a viewing slot based on the broker's calendar. Non-standard requests – price negotiation, for instance – are handed to the broker.
-
Logging and triaging faults
From tenant messages (email, form, chat), the agent identifies the type of fault and how urgent it is, creates a request in the property management system and, according to your rules, either assigns it to an in-house technician or prepares a job for a contracted supplier for the property manager to confirm. Emergencies are escalated to the property manager immediately by SMS and push notification.
-
Meter readings and statement inputs
The agent collects meter readings from tenants – from photos, emails or a form – reads the values, compares them with consumption history and flags unusual deviations for review. The inputs for the annual service charge statement go to the accountant, who approves them.
-
Viewing and handover paperwork
Before the meeting, the agent compiles a property summary and pre-fills the handover report with data from your records – tenant, unit, fixtures and fittings. After the viewing it adds meter readings from photos and the broker's notes; the broker checks the report and has it signed.
-
Tenant questions about statements
The agent answers routine tenant questions – payment status, statement breakdown, the energy supplier's contact details – straight from the accounting records and the property management system, after verifying that the message comes from the tenant of that unit (from their registered email or after logging in to the portal). Disputed statements and contentious cases are passed to the property manager with a ready-made summary.
For example, a property management company with several hundred rental units receives dozens of emails from tenants a day – from reported faults to questions about service charge statements. The agent sorts every message, logs faults in the property management system and suggests a technician, and answers routine statement questions from the records. The property manager is left only with the cases that require a decision.
Where else an agent helps
Sales and customers
Enquiries, quotes, orders, customer support, e-commerce and marketing content.
4 areas · 20 use cases Group 02Finance and documents
Invoices, payment matching, month-end paperwork, contracts and document filing.
2 areas · 10 use cases Group 03Operations and logistics
Transport, shipment tracking, supplier documents, warehouse, production and field service.
3 areas · 15 use cases
Which of these would you hand to an agent first?
In a free consultation we walk through one of your real requests from this area and show which steps an agent would take over and where a person stays in the loop. No strings attached.
Free consultation