Custom Operations / Feature

AI Agents

Purpose-built agents understand, prepare, recommend, communicate, and complete approved work inside your operating controls.

GOVERNED AI AT WORK
Shared operating contextExplicit permissionsConfidence thresholdsHuman review where requiredTraceable actions
AGENT OPERATING FLOW

AI participates in the operation, not outside it.

The right agent is invoked with permitted context, works within policy, and hands uncertain or sensitive decisions to people.

ConversationDocumentBusiness event
1
Work arrivesA request, document, event, or system signal begins the operation.
2
Agent is selectedWorkflow invokes the agent configured for the task and policy.
3
Context is loadedPermitted records, knowledge, history, and live system data are assembled.
4
Work is completedThe agent prepares, recommends, communicates, or performs an approved action.
5
Control remains visiblePeople review exceptions; evidence and actions remain traceable.
One shared contextConnected applicationsPolicy, approvals & audit

Horizontal AI agents

Reusable agents for operations shared across businesses and industries. Each agent works within configured permissions, policies, confidence thresholds, human-review rules, and a traceable operating record.

Accounts Payable AI

AI agents extract invoice data, calculate landed cost, match it to POs and receipts, flag exceptions, prepare postings, and coordinate approved payments.

Accounts Receivable AI

AI agents prioritize overdue accounts, personalize collection outreach, track promises and disputes, match receipts, and surface cash-application exceptions.

Compliance & Verification AI

AI agents collect and validate onboarding data, verify identities and entities, screen against policy, explain exceptions, and monitor lifecycle changes.

Contract Lifecycle AI

AI agents classify legal requests, extract and compare clauses, prepare review context, track obligations and deadlines, and flag contract risk.

Customer Service AI

AI agents understand intent, retrieve policy-grounded answers, complete eligible requests, assist human agents, and evaluate service quality.

Employee Service AI

AI agents answer HR and IT questions, complete approved service requests, coordinate onboarding, route approvals, and track assets and compliance.

Expense Management AI

AI agents read receipts, code expenses, check policy, detect duplicates and anomalies, prepare approvals, and route reimbursement exceptions.

Field Service AI

AI agents diagnose service needs, recommend remote resolution, optimize dispatch, assist technicians, predict parts needs, and prepare proof and billing.

Financial Close AI

AI agents validate finance data, match balances, propose reconciliations and journals, detect anomalies, assemble reports, and prepare audit evidence.

Online & In-Store Sales AI

AI agents interpret buying intent, recommend products, assist sellers, check inventory, resolve fulfillment exceptions, and handle eligible returns.

Custom Operations AI

AI agents extract documents, classify work, apply decision rules, retrieve knowledge, act in connected systems, and surface operational risk.

Order-to-Cash AI

AI agents read customer POs, validate orders, plan fulfillment, track delivery evidence, prepare invoices, resolve disputes, and apply cash.

Procurement AI

AI agents interpret requisitions, check budget and policy, compare supplier quotes, prepare approvals, create POs, and monitor receipt exceptions.

Prospecting AI

AI agents discover and research accounts, generate personalized outreach, manage multichannel responses, qualify intent, and hand off sales-ready prospects.

Sales AI

AI agents summarize opportunities, support discovery, prepare proposals and pricing, coordinate contracts and signatures, and connect orders, invoicing, and payment.

Industry AI agents

Purpose-built agents, copilots, and engines for the journeys, terminology, evidence, decisions, controls, and exceptions unique to each vertical.

Accounting & Audit AI

AI agents screen client acceptance, request and classify evidence, track engagement work and deadlines, surface compliance gaps, and update clients.

Automotive Dealer AI

AI agents qualify service needs, book visits, brief advisors, optimize workshops, interpret inspections, check parts and warranty, and trigger ownership outreach.

Banking AI

AI agents guide onboarding, complete routine account service, investigate payments, assemble dispute evidence, prioritize fraud alerts, and coordinate approved growth journeys.

Biotech & Clinical Research AI

AI agents coordinate site activation, participant outreach, protocol deviations, data queries, study evidence, and Trial Master File quality checks.

Education AI

AI agents match programs, guide applicants, classify documents, coordinate interviews and assessments, answer student requests, and identify fee or retention risk.

Fintech AI

AI agents verify new users, score identity and fraud risk, resolve transaction requests, prepare chargeback evidence, personalize repayment outreach, and recover service failures.

GCC & Shared Services AI

AI agents classify shared-service requests, resolve eligible HR and IT work, execute finance and procurement tasks, govern knowledge, and predict SLA risk.

Healthcare & Patient Services AI

AI agents answer access questions, coordinate appointments, collect referral and authorization requirements, complete digital intake, explain balances, and run follow-up.

Diagnostic Labs AI

AI agents interpret test orders, schedule collections, route mobile phlebotomy, validate samples, predict turnaround risk, manage exceptions, and deliver reports.

Infrastructure & Construction AI

AI agents classify site issues, draft and route RFIs, review submittal evidence, compare procurement responses, monitor contractor compliance, and flag claim or schedule risk.

Insurance AI

AI agents qualify prospects, extract new-business documents, prepare underwriting context, triage claims, coordinate evidence and actions, and identify renewal risk.

Legal Operations AI

AI agents capture client and matter details, screen conflicts and eligibility, classify legal documents, track matter work, and prepare billing and collection actions.

Manufacturing AI

AI agents diagnose dealer and technical requests, assist field teams, assemble warranty evidence, classify quality incidents, and identify aftermarket opportunities.

Mortgage Lending AI

AI agents track application stages, validate documents, apply approved policy rules, prepare offers, identify outstanding conditions, and coordinate borrower and broker handoffs.

NBFC & Lending AI

AI agents engage borrowers, process KYC and documents, score fraud and risk signals, prepare loan documents, answer servicing requests, and personalize collections.

Pharmaceuticals AI

AI agents intake safety cases, coordinate clinical operations, assemble regulatory evidence, investigate quality events and complaints, and prioritize supply exceptions.

Real Estate Developer AI

AI agents qualify buyers, recommend available units, prepare booking documents, follow payment milestones, coordinate handover, and classify defect requests.

Residential Community AI

AI agents answer resident requests, triage facility issues, dispatch maintenance, evaluate vendor service, follow up dues, and coordinate community and visitor workflows.

Retail & eCommerce AI

AI agents recommend products, answer order questions, determine return eligibility, prepare refunds, resolve fulfillment exceptions, assist store teams, and recover at-risk customers.

Salon & Spa AI

AI agents book services, capture consultation needs, fill waitlist gaps, improve utilization, manage memberships, follow up guests, and recommend eligible retail products.

Technical Services AI

AI agents diagnose requests, attempt remote resolution, optimize dispatch, assist technicians, predict parts needs, and monitor contract and SLA commitments.

Wealth Management & Brokerage AI

AI agents coordinate KYC and suitability, prepare advisor briefs, complete routine client requests, assemble transaction context, monitor compliance reviews, and personalize engagement.

One shared business context. Horizontal and industry agents can work together across the same records, workflows, applications, integrations, approvals, permissions, and audit trail.