Key takeaways
- Support triage, lead qualification, document processing, internal Q&A—all automatable.
- Agents connect systems and reduce manual steps.
- Start with one workflow, prove it, then expand.
AI agents aren't just for chat and voice. They can automate workflows: moving data between systems, triggering actions, and handling multi-step processes. Here are real use cases we've built.
Support ticket triage
Incoming tickets get classified, tagged, and routed. Simple queries get auto-responses. Complex ones go to the right team with context. Volume drops, resolution time improves.
Lead qualification
New leads get scored and enriched. Hot leads go to sales; cold ones go to nurture. The agent pulls data from forms, CRM, and enrichment APIs. Sales focus on qualified opportunities.
Document processing
Invoices, contracts, applications—extract key fields, validate, and push into your systems. Reduces manual data entry and errors.
Internal Q&A
Agents trained on your docs, policies, and knowledge base. Staff ask questions and get answers with sources. Reduces back-and-forth and speeds onboarding.