Jobs an agent can take on
Examples we can set up in the tools you already use. Each one is scoped to your process, with a person checking the work.
17 examples
- Sales
Account researcher
Prepares a brief on an account before a call, from your CRM and public sources.
- Support
Knowledge assistant
Answers staff questions from approved sources, and passes on the ones it can’t answer.
- Finance
Reporting assistant
Assembles the monthly report from agreed exports and flags what’s missing.
- Operations
Meeting follow-up
Writes up decisions and next steps after a meeting, and drafts the follow-up.
- Sales
Proposal assistant
Drafts a first proposal from the call notes and your approved templates.
- Support
Request triage
Sorts incoming requests by type and urgency, and routes each to the right queue.
- Finance
Invoice intake
Reads incoming invoices, extracts the fields and queues exceptions for review.
- Operations
Project updates
Collects status from your tools and drafts the weekly project update.
- Sales
CRM assistant
Suggests CRM updates after a meeting, for a person to approve.
- Support
Help-content assistant
Turns resolved tickets into draft help articles for the team to edit.
- Finance
Expense reviewer
Checks expense claims against your policy and flags the ones that need a look.
- Operations
Onboarding guide
Answers a new starter’s questions and points them to the right people and documents.
- Operations
Chase missing documents
Track what is missing and prepare the right follow-up.
- Operations
Keep product information current
Turn approved supplier updates into catalog change drafts.
- Support
Summarize customer feedback
Group recurring issues across reviews and support conversations.
- Finance
Prepare investment meeting packs
Gather approved company materials and open questions.
- Operations
Organize inbound opportunities
Extract key details and route new submissions for review.
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