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.