Each of these started as a client engagement. They're the templates we reach for when a new client hits a familiar shape of problem.
Real-time AML surveillance with narrative-grade SAR drafts
An agentic AML engine that watches every wire, ACH and card leg in real time, clusters entities across accounts, and hands compliance a SAR-ready narrative with citations from KYC files, sanctions lists and counterparty history.
SME + mid-market credit decisions in minutes
An autonomous underwriter that ingests financials, bank statements and covenants, runs stress + scenario models against your policy, and returns a decision memo any credit committee can defend.
Portfolio reviews + IPS-aligned rebalancing
A portfolio agent that reads each client's IPS, monitors drift, tax lots and life events, and pre-writes rebalancing proposals your advisors approve in one click, fully aligned with suitability rules.
Break resolution across front / middle / back
A multi-system reconciliation agent that matches trades, confirms, positions and cash across counterparties, explains every break in plain English, and books the correcting entries itself where policy allows.
Case triage + customer contact in one loop
A fraud-ops agent that triages alerts from your engines, opens the case, calls or texts the cardholder in their language, freezes the card and files the chargeback, all inside 60 seconds.
SKU-store-week forecasting + auto-allocation
A planning agent that forecasts demand at SKU × store × week, reconciles it against OTB and vendor capacity, and pushes allocation + replenishment orders directly into your merchandising system.
PDP-grade assistant across web, app and WhatsApp
A brand-tuned shopping agent that understands your catalog, sizing, returns history and inventory in real time, guides shoppers with 2–3 questions, and hands them off to checkout with the right cart pre-filled.
Competitor-aware pricing with guardrails
A pricing agent that watches competitor moves, elasticity and inventory position across channels, and re-prices millions of SKUs nightly inside brand and MAP guardrails, with a merchant-approvable change log.
Refund, replace, or resell, decided in-thread
A returns agent that judges each request against the SKU cost, condition photos and customer LTV, then decides refund vs replace vs keep-it, and routes the item to the best recovery lane automatically.
First-notice-of-loss intake in 90 seconds
A multimodal claims agent that takes the FNOL by voice, video or chat, extracts scene facts, checks policy coverage in real time, opens the file in your claims system and dispatches the right adjuster.
Submission triage + risk appetite match
A commercial submissions agent that reads broker packets, extracts risk facts, matches to your appetite, prices the layers and returns a quotable indication, or a well-reasoned decline, in minutes.
Fault attribution + carrier demand packages
A subro agent that reads every closed claim, spots recoverable exposure, builds the fault narrative from evidence, and files the demand with the at-fault carrier, following it to settlement.
Voice + chat servicing across lines
A servicing agent that handles endorsements, billing, ID cards, coverage questions and mid-term changes across auto, home and commercial, with adjuster-quality accuracy on policy language.
Payer-aware PA submission and appeal
A prior-auth agent that reads the chart, assembles the medical-necessity packet against each payer's current criteria, submits through the right portal or EDI, and appeals denials automatically with cited evidence.
Encounter notes + orders + coding, in room
An ambient scribe that listens to the encounter, drafts the note in your specialty's template, proposes orders and E/M codes, and writes directly into the EHR, with the clinician reviewing, not typing.
Longitudinal outreach for chronic + risk cohorts
A patient-facing agent that follows chronic-care cohorts between visits, personalizes outreach in the patient's language, closes care gaps, books follow-ups and escalates deterioration to the care team.
Autonomous denial rework and appeal
A revenue-cycle agent that classifies every denial, pulls the missing evidence from chart and 835/837 data, rebills or appeals per payer rules, and tracks the dollar to close.
Protocol-grade patient matching
A clinical-trials agent that reads structured + unstructured EHR data against every open protocol at your institution and surfaces eligible patients to the PI, with reasoning traceable to the source note.
NOC L1/L2 automation with runbook grounding
A NOC agent that correlates alerts across OSS + probes, hypothesizes root cause against your runbooks, executes safe remediation and hands escalations to L3 with a full timeline.
Personalized retention across postpaid + fiber
A retention agent that reads network + billing + care signals to predict churn intent, decides the offer that maximizes NPV per household, and delivers it in the channel each customer actually responds to.
Skill + SLA aware dispatch for install / repair
A dispatch agent that continuously re-solves the tech schedule against SLAs, traffic, part availability and skill match, and negotiates windows with customers by SMS when reality shifts.
RFQ, negotiate, contract, PO, end to end
An agentic procurement stack that runs the RFQ, benchmarks bids against clean-sheet cost, negotiates with suppliers in-thread, drafts the contract from your paper, and cuts the PO into the ERP.
Multi-tier visibility + autonomous replan
A control-tower agent that fuses tier-1 + tier-2 signals, port + weather + geopolitical risk, and re-solves the plan when disruption hits, proposing swaps, expedites or allocation moves for planner sign-off.
3-way match + contract-aware validation
An AP agent that ingests invoices from email or portal, does clean 3-way match to PO + GR, validates against contract terms, and posts to the ERP, with a review queue only for true exceptions.
Continuous slot optimization for pick paths
A slotting agent that studies pick patterns, seasonality and SKU velocity, and quietly re-slots the DC overnight, publishing a low-effort move list your team can complete in one shift.
Continuous 3rd-party risk + resilience scoring
A supplier-risk agent that continuously scores every vendor on financial, cyber, ESG, sanctions and geopolitical exposure, and triggers your resilience playbook before a Tier-2 problem hits your line.
Route, load, fuel + driver-hour orchestration
A fleet agent that jointly optimizes routes, loads, fuel stops and driver-hour compliance across the network, and re-solves the plan when weather, breakdowns or new loads hit.
Gate-to-dock orchestration in real time
A yard agent that watches gate cameras, ELD pings and dock status, and sequences trailer moves + door assignments to keep drivers moving and detention off your P&L.
Passenger recovery + crew + aircraft in one loop
An IROPS agent that co-solves passenger, crew and aircraft recovery during weather and mechanical disruption, proposing minimum-cost, DOT-compliant recovery plans within minutes of the trigger.
Structured screening + rubric-based shortlist
A recruiting agent that runs structured intake chats or calls with every applicant, scores them against a job-specific rubric with evidence, flags bias risks, and hands recruiters a defensible shortlist.
Tier-1 HR + IT servicing in every channel
An employee-servicing agent grounded in your HRIS + IT knowledge base that resolves benefits, payroll, PTO, access and device tickets end-to-end, and escalates to the right owner when it can't.
Skills, capacity + succession, continuously
A workforce agent that keeps a live map of skills, capacity and succession, and proposes internal moves, upskilling paths and hiring gaps for every quarter, before finance asks.
First-90-days concierge for every new hire
A new-hire concierge that provisions systems, schedules the right introductions, tracks 30/60/90 milestones and answers everything a fresh employee is too polite to ask their manager.
Enterprise account research, outreach + booking
An account-based SDR agent that researches your ICP against 40+ signals, personalizes every touch to a stakeholder's public footprint, books meetings with calendar arbitration and keeps the CRM honest.
Pricing, approvals + CPQ, in-thread
A deal-desk agent that reads the deal shape, applies your pricing + discount policy, orchestrates approvals across finance/legal/product and produces a compliant CPQ quote, all inside Slack + Salesforce.
Bottoms-up commit with rep-level rationale
A forecasting agent that reads every deal's activity, sentiment and stage-fit, produces a bottoms-up commit with rep-level rationale, and challenges deals that shouldn't be in the number.
Renewal + expansion signal, per account
A CS agent that fuses product usage, support tone, executive changes and invoice signals into a live health score, and drives the plays your CSMs would run, if they had the hours.
One source, twelve channel-native cuts
A brand-tuned content agent that turns any long-form source into channel-native cuts, LinkedIn carousels, YouTube shorts, threads, newsletters, in the client's exact voice, with human approval gates.
Cross-channel budget + creative optimization
A performance-media agent that re-allocates budget hourly across Meta, Google, TikTok and DSPs, launches creative variants against your brand system, and kills underperformers before the day ends.
Journey design + send-time in every channel
A lifecycle agent that designs journeys per segment, generates copy + subject + send-time per user, and adapts the map when a segment stops responding, inside your existing CRM.
Competitor + category + earnings, continuously
An always-on market-intel agent that reads competitor sites, ad libraries, review sites, filings and earnings calls, and briefs your leadership weekly on what actually changed in your category.
Playbook-grade redlines across MSAs, NDAs, DPAs
A legal-ops agent that redlines contracts against your playbook, cites the offending clause, proposes the negotiated position, and hands the lawyer a diff, not a blank Word document.
Policy-aware review of every artifact
A compliance agent that reviews contracts, marketing copy and support transcripts against your policies + regulatory pack, cites the offending clause and proposes redlines before anything ships.
Privilege + relevance review at scale
An eDiscovery agent that runs privilege and relevance review on custodial datasets with citation to source, keeping human lawyers in the loop only for the decisions that shift outcome.
Consulting delivery ops, on rails
A delivery agent for consulting + professional-services firms that keeps every engagement's plan, staffing, risks and financials current, and drafts the client status pack the partner would send anyway.
Defect detection + root cause on the line
A vision-based QA agent that inspects every part in real time, classifies defects against your taxonomy, and links spikes back to upstream process variables so engineering fixes cause, not symptom.
Failure prediction + work-order orchestration
A maintenance agent that reads vibration, thermal and process signals, predicts failure windows per asset, opens the work order and reserves the technician and parts, before the line drops.
Multi-line scheduling against changeover + demand
A scheduling agent that sequences orders across lines to minimize changeover, respect material availability, and hit customer promise dates, replanning when material or breakdowns say so.
Real-time energy + carbon optimization
An energy agent that co-optimizes production, HVAC and utilities in real time against tariff windows, carbon targets and process constraints, with dashboards your ESG team can defend.