Practical use cases
| Area | What the agent does | Typical systems |
|---|---|---|
| Sales | Replies to new leads quickly, qualifies them and books calls | CRM, calendar, WhatsApp, email |
| Customer support | Answers from your help content, creates tickets, hands off complex cases | Help desk, knowledge base |
| Intake & triage | Screens requests against your rules, books the right appointments, collects documents | Website, WhatsApp, SMS, case system |
| Documents | Reads invoices, forms or IDs and extracts data | OCR, ERP, storage |
| Operations | Moves data between systems and flags exceptions | ERP, spreadsheets, APIs |
| Internal knowledge | Answers staff questions from policies and manuals | Intranet, document stores |
| Research | Gathers and summarises information from approved sources | Web, databases |
| Reporting | Prepares summaries and dashboards in plain language | BI tools, databases |
Where should a business start?
Pick one process that is frequent, rule-based and painful today — for example slow lead follow-up or unanswered support messages. Define what success looks like, keep a person in the loop for important decisions, and expand once it works. Our services cover agents, automation, generative AI, software, conversational AI and data.
Frequently asked questions
Which department benefits first?
Usually the one with the most repetitive messages or data entry — often sales, support or operations.
Do AI agents work on WhatsApp?
Yes. Agents can work on websites, WhatsApp, SMS, email and voice, connected to the same back-end systems.