Use cases · seven industries
What AI actually does inside your kind of company.
Seven industries, the workflows we design for each, and who approves what. Every agent works inside the same rule: the less sure it is, or the bigger the decision, the sooner a person steps in.
Facilities management
Work orders, vendors and SLAs run on phone calls.
Facilities teams coordinate technicians, vendors and clients across many sites. Most of that coordination is messages and follow-ups.
Workflow 01
Complaint-to-work-order
A client reports an issue on WhatsApp or email. The agent logs it, classifies urgency, drafts the work order and proposes a technician.
Human gate: Supervisor approves dispatch.
Workflow 02
SLA watch
The agent tracks open tickets against SLA clocks and warns the site lead before a breach, with the likely cause.
Human gate: Site lead decides the escalation.
Workflow 03
Vendor and invoice chase
The agent matches completion proofs to vendor invoices and chases missing photos or sign-offs.
Human gate: Finance approves every payment.
Manufacturing and engineering
Quotes, order status and service calls pull your best people away.
Engineering and manufacturing teams lose days to quotes and status calls while production needs the same people.
Workflow 01
Quote and tender drafting
The agent reads the enquiry, finds similar past jobs and pricing, and drafts the quote with its assumptions listed.
Human gate: Sales head approves before it goes out.
Workflow 02
Order status without the calls
The agent answers 'where is my order?' from your order sheet and tells the customer what is delayed and why.
Human gate: Delays above a set threshold go to a person first.
Workflow 03
Breakdown and service desk
The agent logs a breakdown call, collects the machine details and proposes an engineer visit slot.
Human gate: Service lead confirms the visit.
Logistics
Shipment calls, slow quotes and late billing.
Logistics teams spend hours answering where a shipment is, and billing waits on paperwork.
Workflow 01
Live shipment updates
The agent sends customers status updates on WhatsApp from tracking data and answers common questions.
Human gate: Exceptions and delays are flagged to ops.
Workflow 02
Rate quotes in minutes
The agent prepares a quote from your rate cards and lane history.
Human gate: Every quote is approved by your team.
Workflow 03
Proof to invoice
The agent reads delivery proofs, prepares the invoice and reminds customers about dues.
Human gate: Billing exceptions go to a person.
Trading and distribution
Enquiries, price changes and payments move faster than the team can.
Trading and distribution businesses win on how quickly they quote and how tightly they track receivables. Both depend on a few people holding a lot in their heads.
Workflow 01
Enquiry to quote
An enquiry arrives by email or WhatsApp. The agent pulls current supplier rates and stock, drafts a quote and the margin it implies.
Human gate: Sales owner approves price and sends. First contact with a new buyer is always human.
Workflow 02
Supplier rate comparison
When supplier rate sheets arrive, the agent reads them, compares against last purchase and the open orders, and flags where margin has moved.
Human gate: Purchase head decides what to buy or hold.
Workflow 03
Order, documents and shipping
The agent checks invoice, packing list and order for mismatches before dispatch and tracks the shipment to delivery.
Human gate: Anything unusual is held for a person.
Workflow 04
Receivables follow-up
The agent tracks ageing, sends polite reminders by customer and flags large or disputed dues.
Human gate: You decide on holds and credit limits.
Insurance brokers and agencies
Renewals, document chasing and client queries fill the day.
Brokers and agencies depend on timely renewals and complete documents. The work is repetitive, deadline-driven and spread across many clients.
Workflow 01
Renewal desk
The agent builds the renewal list from your policy records, prepares reminders with the right details and tracks who has responded.
Human gate: Advisor reviews messages before the first reminder to a client.
Workflow 02
Claim document chase
The agent tells the client exactly which documents are missing, checks uploads against the insurer's list and keeps the file moving.
Human gate: Claim decisions and advice always stay with your people and the insurer.
Workflow 03
Quote comparison prep
The agent collects the client's details once, prepares the inputs for each insurer's quote and lays the results side by side.
Human gate: Advisor recommends and the client decides.
Workflow 04
Client query desk
The agent answers common questions on policy status, due dates and process from your records.
Human gate: Anything about coverage interpretation goes to an advisor.
Pharma and healthcare
Brand teams wait on review cycles. Clinics run on the front desk.
Two kinds of teams here. Pharma brand and marketing teams lose weeks to content review and rework. Clinics and hospitals lose hours to bookings, queries and claims paperwork. Nothing medical goes out without a person's approval.
Workflow 01
MLR pre-flight check
Before a piece goes to medical, legal and regulatory review, the agent checks every claim against your approved references and flags unsupported claims, missing safety text and wrong formats.
Human gate: The MLR reviewers still make the approval decision. The agent only shortens the rework loop.
Workflow 02
Claim and reference library
The agent keeps a searchable library of approved claims with their references and expiry dates, so writers pick only what is cleared.
Human gate: Medical affairs owns what is approved.
Workflow 03
Content adaptation
The agent adapts approved material into the channel and language formats you need, within the approved claims.
Human gate: Any new claim goes back through review.
Workflow 04
Review tracker
The agent tracks every asset through review, chases pending reviewers and shows where cycle time is lost.
Human gate: Brand manager decides priorities.
Workflow 05
Field team support
The agent plans rep visits and prepares call notes using approved content only.
Human gate: Anything outside approved material is blocked.
Workflow 06
Clinic front desk
The agent books, reminds and reschedules patients and answers routine questions. It also prepares claims paperwork.
Human gate: Medical questions go to staff, never to the agent.
Agencies and service businesses
New business depends on the founder, and proposals take senior time.
Agencies and service firms sell time and expertise. The pipeline and the proposals are where that time leaks away.
Workflow 01
Client finder
The agent finds brands likely to need your services and prepares a short reason to reach out.
Human gate: You approve the target list.
Workflow 02
Outreach follow-up
The agent keeps follow-ups going so no lead goes cold.
Human gate: First message to a new brand is approved by a person.
Workflow 03
Proposal drafting
The agent drafts a pitch from the brief and your past work in hours, not days.
Human gate: Senior partner approves every pitch.
Workflow 04
Ad spend watch
The agent flags wasted spend daily across client accounts.
Human gate: You approve any budget change.
Workflow 05
Invoice chase
The agent chases overdue invoices politely and on time.
Human gate: You decide how to handle sensitive clients.
How we build every one of these
Shadow mode first, approval gates always.
No agent goes live until it passes an evaluation set on your own past work and a review panel approval of at least 90%. It then runs in shadow mode beside your team. Money going out, first contact with a new client, and public claims always stay with a person.
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