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Use Cases

This document outlines common use cases and industry-specific scenarios for the platform.

Sales & Marketing​

Lead Qualification & Routing​

Problem: Marketing teams receive 1,000+ leads/month. Manually reviewing each lead takes 3-5 minutes. High-value leads sit unattended for hours.

Solution: AI agent automatically qualifies leads and routes to appropriate sales rep.

Workflow:

Business Value:

  • Response Time: < 2 minutes (vs. 4 hours manual)
  • Conversion Rate: +35% for high-score leads
  • Sales Rep Time Saved: 80 hours/month

Personalized Cold Outreach​

Problem: Sales reps spend 45 minutes researching each prospect before cold email.

Solution: AI agent auto-generates personalized outreach based on prospect's online presence.

Workflow:

Business Value:

  • Research Time: 5 minutes (vs. 45 minutes manual)
  • Email Response Rate: 18% (vs. 5% generic templates)
  • Volume: 50 prospects/day/rep (vs. 10 manual)

Content Calendar Automation​

Problem: Marketing teams manually create 20+ social posts, 5 blog articles, 10 email campaigns per month.

Solution: AI agent generates content calendar with drafts for all channels.

Business Value:

  • Content Creation Time: 12 hours (vs. 60 hours manual)
  • Content Volume: +50% more posts
  • Engagement Rate: +22%

Customer Support​

Ticket Triage & Auto-Response​

Problem: Support team receives 500 tickets/day. 40% are simple questions answerable from docs.

Solution: AI agent auto-triages tickets, answers simple questions, escalates complex issues.

Workflow:

Business Value:

  • Auto-Resolution Rate: 35% (175 tickets/day)
  • First Response Time: 2 minutes (vs. 4 hours manual)
  • Support Team Capacity: +40%
  • CSAT Score: +15% improvement

Sentiment Analysis & Escalation​

Problem: Angry customers wait 4+ hours for response, leading to churn.

Solution: AI detects negative sentiment, immediately escalates to senior support.

Business Value:

  • Response Time for Negative Tickets: 30 minutes (vs. 4 hours)
  • Customer Satisfaction: 80% leave positive review after resolution

Human Resources & Recruiting​

Resume Screening & Candidate Matching​

Problem: HR receives 200 resumes/week. Manually reviewing each takes 5 minutes.

Solution: AI agent screens resumes, extracts skills, ranks candidates by fit.

Workflow:

Business Value:

  • Screening Time: 10 minutes/week (vs. 16 hours manual)
  • Time-to-Hire: 18 days (vs. 35 days)
  • Quality of Hire: +25% retention rate

Compliance:

  • EEOC: No demographic data used in scoring
  • GDPR: Candidate data deleted after 90 days if not hired
  • Resume data encrypted at rest

Onboarding Automation​

Problem: New employee onboarding involves 30+ tasks. Coordinating takes 8 hours of HR time per employee.

Solution: AI agent orchestrates entire onboarding process with automated task scheduling.

Business Value:

  • HR Time Saved: 7.5 hours per employee
  • New Hire Productivity: +30% faster time-to-productive
  • Onboarding Experience: 95% satisfaction (vs. 70%)

Finance & Operations​

Invoice Processing​

Problem: Finance team manually processes 500 invoices/month. Data entry errors cause payment delays.

Solution: AI extracts invoice data, validates against POs, routes for approval.

Workflow:

Business Value:

  • Processing Time: 2 minutes/invoice (vs. 15 minutes manual)
  • Error Rate: 0.5% (vs. 5% manual)
  • Payment Delays: -80%

Expense Report Automation​

Problem: Employees spend 30 minutes creating expense reports. Finance spends 15 minutes reviewing each.

Solution: AI extracts receipts, categorizes expenses, validates against policy.

Business Value:

  • Employee Time Saved: 25 minutes per report
  • Finance Review Time: 3 minutes (vs. 15 minutes)
  • Policy Compliance: 98% (vs. 85%)

Healthcare​

Patient Intake Automation​

Problem: Medical offices spend 20 minutes per patient on intake paperwork. Data entry errors cause billing issues.

Solution: AI extracts patient forms, validates insurance, pre-populates EHR.

Business Value:

  • Intake Time: 5 minutes (vs. 20 minutes)
  • Data Entry Errors: -90%
  • Billing Claim Rejections: -60%

Compliance:

  • HIPAA: All PHI encrypted, BAA with platform vendor
  • Patient consent captured before processing

Medical Coding Assistance​

Problem: Medical coders process 100 charts/day. Complex cases require 15 minutes each.

Solution: AI suggests ICD-10 and CPT codes based on clinical notes.

Business Value:

  • Coding Time: 5 minutes per chart (vs. 15 minutes)
  • Coding Accuracy: 95% (vs. 88%)
  • Revenue Capture: +8% from accurate coding

Legal & Compliance​

Contract Review​

Problem: Legal team reviews 50 contracts/month. Each review takes 2 hours.

Solution: AI extracts key terms, identifies risks, suggests redlines.

Business Value:

  • Review Time: 30 minutes (vs. 2 hours)
  • Risk Detection: 40% more issues caught
  • Turnaround Time: 2 days (vs. 2 weeks)

Compliance Monitoring​

Problem: Compliance team manually monitors 10 regulatory feeds for relevant updates.

Solution: AI monitors regulatory sources, summarizes changes, assigns action items.

Business Value:

  • Monitoring Time: 15 minutes/day (vs. 2 hours)
  • Missed Updates: 0 (vs. 5/month)
  • Response Time: 24 hours (vs. 2 weeks)

Real Estate​

Property Listing Generation​

Problem: Agents spend 45 minutes writing each property listing. Quality varies.

Solution: AI generates professional listings from property data and photos.

Business Value:

  • Listing Creation Time: 5 minutes (vs. 45 minutes)
  • Listing Quality: Consistent professional tone
  • Lead Generation: +25% inquiries from better listings

Lead Follow-Up Automation​

Problem: Agents receive 50 leads/week. Following up within 5 minutes increases conversion 10x.

Solution: AI sends personalized follow-up within 2 minutes, schedules showings.

Business Value:

  • Response Time: 2 minutes (vs. 4 hours)
  • Conversion Rate: +35%
  • Agent Time Saved: 10 hours/week

Education​

Assignment Grading Assistance​

Problem: Teachers spend 15 hours/week grading essays. Feedback quality varies.

Solution: AI provides first-pass grading and detailed feedback suggestions.

Business Value:

  • Grading Time: 5 hours/week (vs. 15 hours)
  • Feedback Quality: Consistent, detailed feedback
  • Teacher Satisfaction: +40%

Personalized Learning Paths​

Problem: Students have different learning speeds. One-size-fits-all curriculum leaves some behind.

Solution: AI assesses student performance, recommends personalized content.

Business Value:

  • Student Engagement: +30%
  • Learning Outcomes: +20% improvement in test scores
  • Teacher Time: Focus on struggling students

Implementation Patterns​

Common Workflow Patterns​

PatternDescriptionExamples
Extract → Classify → RouteParse unstructured input, categorize, send to handlerTickets, leads, resumes
Enrich → Score → ActAdd context, calculate score, take actionLead qualification, risk assessment
Monitor → Detect → AlertWatch for changes, identify anomalies, notifyCompliance, security, SLA
Generate → Review → PublishCreate content, human approval, publishMarketing, reports, documents

Integration Points​

System TypeIntegration MethodExamples
CRMREST API, WebhooksSalesforce, HubSpot
TicketingREST API, WebhooksZendesk, Jira
HRISREST APIWorkday, BambooHR
ERPREST API, SFTPSAP, NetSuite
EmailIMAP, APIGmail, Outlook
ChatREST API, WebhooksSlack, Teams