By function
Pick a team to see what an agent does there.
Resolve more, escalate smarter.
A support agent can classify incoming requests, retrieve approved answers from company documents, draft responses, escalate uncertain cases and summarise the customer history for the human team.
- → Used by support teams across email, chat and helpdesk queues
- → Uses approved knowledge bases, order data and previous conversation context
- → Escalates low-confidence, sensitive or unusual requests to humans
Keep the pipeline warm, automatically.
A sales agent helps reps research accounts, draft follow-ups and keep CRM records current, while humans approve outreach and relationship-sensitive decisions.
- → Used by sales, account management and revenue operations teams
- → Uses CRM records, meeting notes and approved public research sources
- → Measures saved admin time, CRM hygiene and follow-up turnaround
Close the books faster, with fewer errors.
An operations agent can reconcile routine records, flag anomalies, prepare approval packs and create an audit trail for finance and operations teams.
- → Used by finance, procurement and operations managers
- → Uses invoices, ERP records, policy documents and approval rules
- → Escalates financial actions, anomalies and irreversible changes for approval
Turn scattered documents into answers.
A research agent searches approved document sets, creates citation-backed summaries, compares sources and highlights uncertainty before the human team relies on the output.
- → Used by consultants, analysts, legal operations and knowledge teams
- → Uses approved document repositories, reports, contracts and wikis
- → Grounded answers with citations, confidence checks and human review for high-risk outputs
