01 · Plan
03 · Connect
Use cases
Common first projects in each team: what the AI does, the systems it works in, and how it's measured. Each one starts the same way, with one job and one measure.
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.
Reads the subject, message and attachments, sets the category, product and priority, and assigns the right queue. Tickets it isn't sure about go to a person, with its best guess shown.
Answers common questions in your website chat using only your published help content, links the page it used, and hands over to a person with the full conversation when it can't help.
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.
Checks each new order against stock levels, supplier lead times and the promised delivery date, and flags conflicts before they reach the warehouse. A planner decides what changes.
Answers how-to questions from your operating procedures and equipment manuals, shows the page and section it used, and says so when the manuals don't cover it.
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.
Reads each receipt, checks the amount, date, category and limits against your expense policy, and returns claims that break a rule with the reason. A manager still approves every claim.
Matches bank and card transactions to ledger entries, groups what doesn't match, and drafts an explanation for each difference. Your accountant reviews and posts every adjustment.
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.
Drafts proposals and security questionnaire answers using only your approved product descriptions, pricing rules and past answers, and marks anything it couldn't source for the rep to fill in.
Turns the call recording or the rep's rough notes into a summary, next steps and field updates, then waits for the rep to confirm before anything is saved.
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.
Tracks each new hire's steps from signed offer to first week: contract, laptop, accounts, training. It reminds whoever owns the next step and tells HR what is running late.
Drafts job descriptions from your role templates, salary bands and the hiring manager's notes, following your inclusive language guidelines. HR edits and approves before anything is posted.
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.
Answers questions such as VPN setup, new device setup and printer problems from your IT knowledge base, links the article, and opens a ticket with the details filled in when it can't solve the problem.
After an incident, gathers the alerts, ticket updates, chat messages and recent changes from that window and drafts a timeline and summary. The engineer on call checks it and adds the cause.
We'll tell you honestly whether AI is the right fit, and what a sensible first step looks like.
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