Use cases

The same assistant, in your industry.

These are the most common starting points — not the limits. Because the assistant builds its answers from your documents, the same setup runs appointments in a hospital, returns in e-commerce, claim intake in insurance. You pick the channel — web, email, phone, or integrations.

Sales

Qualifies the incoming lead, answers product and price questions, and follows up on its own.

  • Sourced answers from your product and price documents
  • Qualifies the lead and writes it to the customer record
  • Runs follow-ups and reminders as scheduled tasks
Channels
Web chat · Email · Phone

This scenario runs as lead qualification in real estate, test-drive booking in automotive, enrollment calls in education.

Customer support

Resolves the common asks with citations and hands the rest to a human, context included.

  • Sourced answers from your help documents
  • Calls tools like opening a ticket or checking an order
  • Hands the conversation to an agent with its full history
Channels
Web chat · Site embed · Phone

This scenario runs as returns in retail, fault tickets in telecom, application status in banking.

People & HR

Answers leave, payroll, and internal policy questions in the employee's own language.

  • Sourced answers from your internal documents
  • Shows each person only what their permissions allow
  • Runs hiring and onboarding steps as a flow
Channels
Web chat · Email · Desktop

This scenario runs as candidate pre-screening calls at staffing firms and onboarding Q&A in the enterprise.

Finance & accounting operations

Reads invoices and reports, checks the numbers, and runs the approval steps.

  • Extracts fields from invoices and contracts
  • Flags the exceptions and sends them for approval
  • Prepares periodic reports as a scheduled task
Channels
Web chat · Email · Integrations

This card is the department; for banking and insurance see the separate 'Financial services' industry page.

Start from your industry

Up nextAutomotiveTravel & hospitalityEducationEnergy, telecom & subscriptionsReal estatePublic sector & municipalitiesProfessional services