SupportReplies drafted from your help center
Reads each new ticket and the customer's recent orders, drafts a reply from your help center articles with the source linked, and leaves it for an agent to edit and send.
- Works in
- Help desks such as Zendesk, Freshdesk or Intercom
- Measured by
- Time to first reply, and how many drafts go out with few or no edits
OperationsIncoming requests sorted and routed to the right team
Reads requests arriving by email and web form, picks the request type, urgency and owner, fills in the fields and creates the task. Anything unclear goes to a person to sort.
- Works in
- Shared inboxes and work tools such as Jira, ServiceNow or Asana
- Measured by
- Requests sent to the wrong team, and time until the right owner picks them up
FinanceInvoices read and matched to purchase orders
Reads PDF and scanned invoices from your accounts payable inbox, pulls the supplier, line items, totals and tax, and matches each one to its purchase order. Mismatches go to a person with the difference highlighted.
- Works in
- Accounting systems such as NetSuite, Xero or QuickBooks
- Measured by
- Invoices keyed in by hand, and mismatches caught before payment
SalesAccount briefs drafted from your CRM before each call
The day before a meeting, gathers the account's open deals, recent emails, support tickets and notes into a one-page brief. Every fact links to the record it came from.
- Works in
- CRMs such as Salesforce or HubSpot, plus email and calendar
- Measured by
- Prep time per meeting, and facts in briefs that turn out wrong
HRPolicy questions answered from your own handbook
Answers staff questions about leave, benefits and expenses using only your handbook and policies, quotes the section it used, and says it doesn't know when the documents are silent.
- Works in
- Slack or Microsoft Teams, reading your handbook in SharePoint or Google Drive
- Measured by
- Repeat questions reaching HR, and answers checked as correct in weekly samples
ITAccess requests checked and prepared for approval
Checks each access request against the person's role and your access policy, prepares the change in your identity system, and waits. Nothing changes until IT approves.
- Works in
- Identity systems such as Okta or Microsoft Entra ID, with requests from your service desk
- Measured by
- Time from request to access, and changes made without approval (the target is none)