Common deployment
Outbound Loan Sales Agent
Lead qualification, offer explanation, doc nudges, branch/video scheduling.
Use cases
Use cases by industry
Deploy AI agents in production across the full customer lifecycle—growth, operations, service, and compliance—integrated with your existing stack and governed with enterprise controls.
Built for real workflows, not demos: multi-step conversations, authenticated actions, human handoff, audit logs, QA review, and measurable SLAs.
AI agents built for measurable enterprise outcomes.
Each industry has a dedicated blueprint with production-grade integrations, compliance guardrails, and outcome tracking.
Growth
Operations
Service
Compliance
Enterprise controls built-in
Authenticated actions, human handoff, audit logs, QA review, and measurable SLAs from day one.
Role-based access
PII safeguards
Configurable scripts
Analytics & reporting
Lead to KYC to disbursal to servicing to collections
Quotes to servicing to renewals to FNOL to claims
Pre-purchase to order to delivery to returns to retention
Sourcing to screening to scheduling to joining to helpdesk
Inquiry to test drive to purchase to service to NPS
Inquiry to site visit to booking to documentation to support
Appointment to visit to diagnostics to billing to follow-ups
Lead to counseling to enrollment to fees to student services
Lending & Fintech
AI agents that move customers through the full lending lifecycle while reducing TAT and improving conversion.
Common deployment
Inbound Loan Concierge
Eligibility, rates/fees, application status, instant callback.
Common deployment
KYC & Document Chasing Agent
PAN/Aadhaar capture, missing docs follow-up, eSign flows.
Common deployment
Collections & Payment Reminder Agent
Pre-due reminders, PTP capture, soft collections, escalation.
Common deployment
Loan Renewal & Top-up Agent
Renewal eligibility checks, top-up offers, and repayment plan walkthroughs.
Common deployment
Disbursal Status & Setup Agent
Disbursal tracking, account setup, and repayment calendar delivery.
Common deployment
Risk Verification Agent
Employment checks, address validation, and fraud screening callbacks.
Common deployment
Payment Hardship Agent
Hardship intake, reschedule requests, and repayment plan options.
Integrations (typical): LOS/LMS, CRM, dialer, WhatsApp provider, payment links, document storage, analytics.
Insurance
AI agents that support policy and claims journeys with consistent scripts and compliant documentation.
Common deployment
Inbound Policy Servicing Agent
Endorsements, nominee updates, policy docs, premium schedule.
Common deployment
Claims FNOL Agent
Intake, photo/doc collection, survey scheduling, claim tracking.
Common deployment
Renewals & Persistency Agent
Renewal reminders, payment links, lapse prevention, rider guidance.
Common deployment
Agent/Broker Assist Agent
Proposal status, underwriting requirements, commission queries.
Common deployment
Quote & Pricing Agent
Quote generation, rider options, premium comparisons, follow-up nudges.
Common deployment
Claims Status Update Agent
Status tracking, document reminders, survey scheduling updates.
Common deployment
Premium Payment Reminder Agent
Due reminders, payment links, lapse prevention messaging.
Common deployment
Policy Document Dispatch Agent
Policy kit delivery, endorsements summary, certificate downloads.
Integrations (typical): Policy admin system, claims system, CRM, TPA workflows, payment links, knowledge base.
D2C & eCommerce
AI agents that reduce support load and improve revenue across commerce journeys.
Common deployment
Customer Support Agent
Order tracking, COD confirmation, address changes, delivery reschedules.
Common deployment
Returns/Refunds Agent
Eligibility checks, reverse pickup scheduling, refund timelines, RTO reduction.
Common deployment
Pre-purchase Product Expert
Size/fit, comparisons, ingredient/material FAQs, compatibility guidance.
Common deployment
Feedback & Review Agent
NPS/CSAT collection, complaint triage, service recovery routing.
Common deployment
Order Modification Agent
Address edits, item swaps, cancellation windows, delivery notes.
Common deployment
Warranty & Installation Agent
Warranty activation, installation booking, service coordination.
Common deployment
Loyalty & Retention Agent
Tier updates, rewards reminders, win-back campaigns.
Common deployment
Exchange & Replacement Agent
Eligibility checks, reverse pickup, replacement tracking.
Integrations (typical): Shopify/Magento/custom store, OMS/WMS, shipping aggregators, Zendesk/Freshdesk, CRM, review platforms.
Recruitment & HR
AI agents that speed up hiring and reduce HR ops load across the talent lifecycle.
Common deployment
Outbound Recruitment Agent
Outreach, JD pitch, qualification, resume capture, follow-ups.
Common deployment
Screening & Shortlisting Agent
Structured screening, scorecards, red flags, recruiter notes.
Common deployment
Interview Scheduling Agent
Calendar coordination, reminders, reschedules.
Common deployment
HR Helpdesk Agent
Leave, payroll, benefits, policies, onboarding checklists.
Common deployment
Offer Documentation Agent
Offer letter generation, acceptance tracking, documentation.
Common deployment
Onboarding Agent
Day-1 checklists, system access, policy acknowledgements.
Common deployment
Employee Pulse Survey Agent
Pulse checks, sentiment capture, escalations.
Common deployment
Offboarding & Exit Agent
Exit checklist, asset recovery, final settlements.
Integrations (typical): ATS (Greenhouse/Lever/Zoho), calendars, HRMS, ticketing, identity/SSO.
Auto & Mobility
AI agents that convert leads and streamline service across the auto journey.
Common deployment
Inbound Sales Concierge
Variants, on-road price, finance, exchange quotes, dealer routing.
Common deployment
Test Drive Scheduling Agent
Slot booking, reminders, follow-ups, feedback capture.
Common deployment
Service Booking Agent
Appointment booking, pickup/drop, service status updates.
Common deployment
Feedback/NPS Agent
Post-service surveys, complaint triage, dealer escalation.
Common deployment
Exchange Valuation Agent
Vehicle details capture, valuation ranges, appointment booking.
Common deployment
Finance Pre-approval Agent
Eligibility capture, document requests, lender routing.
Common deployment
Service Recall Campaign Agent
Recall notifications, scheduling, compliance tracking.
Common deployment
Warranty Claims Agent
Claim intake, document capture, status updates.
Integrations (typical): Dealer CRM/DMS, service management, dialer, WhatsApp provider, survey tools.
Real Estate
AI agents that accelerate lead qualification and reduce sales ops overhead.
Common deployment
Inbound Lead Qualification Agent
Budget, location, timeline, intent scoring, project matching.
Common deployment
Site Visit Scheduling Agent
Slot booking, reminders, reschedules, feedback capture.
Common deployment
Outbound Nurture Agent
New launch updates, inventory alerts, offer deadlines.
Common deployment
Post-booking Support Agent
Milestone reminders, construction updates, ticket routing.
Common deployment
Inventory Match Agent
Real-time unit availability, pricing, and comparison flows.
Common deployment
Documentation Checklist Agent
Checklist tracking, reminders, digital uploads.
Common deployment
Home Loan Coordination Agent
Bank selection, document tracking, approval timelines.
Common deployment
Maintenance & Association Support Agent
Post-handover tickets, society updates, vendor routing.
Integrations (typical): CRM (Salesforce/HubSpot), telephony, WhatsApp, property inventory systems, ticketing.
Healthcare
AI agents that improve patient experience and reduce admin effort with escalation paths.
Common deployment
Appointment & Triage Agent
Specialty routing, booking/rescheduling, reminders.
Common deployment
Patient Support Agent
Lab reports, billing queries, insurance/TPA coordination.
Common deployment
Care Follow-up Agent
Post-op check-ins, medication adherence, escalation protocols.
Common deployment
Feedback & Experience Agent
NPS collection, complaint triage, service recovery.
Common deployment
Insurance Pre-auth Agent
Pre-auth intake, document capture, payer updates.
Common deployment
Diagnostic Scheduling Agent
Lab and imaging scheduling, preparation reminders.
Common deployment
Pharmacy Refill Agent
Refill reminders, pickup coordination, delivery status.
Common deployment
Billing Follow-up Agent
Outstanding payment reminders, invoice explanations.
Integrations (typical): HIS/EMR, appointment systems, lab systems, billing, ticketing, knowledge base.
Education
AI agents that drive enrollments and improve student support across the lifecycle.
Common deployment
Admissions Concierge
Eligibility, fees, scholarships, intakes, application support.
Common deployment
Outbound Counseling Agent
Nurture, objections, counselor booking, doc chasing.
Common deployment
Student Support Agent
LMS access, timetable, assignments, certificates/transcripts.
Common deployment
Fee Reminder Agent
Installment reminders, payment links, escalation routing.
Common deployment
Scholarship & Aid Agent
Eligibility checks, document collection, award timelines.
Common deployment
Exam & Assessment Agent
Schedules, admit cards, exam rules, retake guidance.
Common deployment
Placement & Alumni Agent
Job opportunity alerts, resume intake, alumni outreach.
Common deployment
Attendance & Retention Agent
Attendance nudges, at-risk outreach, counselor routing.
Integrations (typical): CRM, LMS, student information system, payment gateway, ticketing.
Enterprise-ready by design
Every industry blueprint ships with channels, integrations, controls, and measurement baked in.
Channels
Voice, WhatsApp, Web chat, Email (and Teams/Slack where applicable)
Integrations
CRM, ticketing, dialers, knowledge bases, payments, calendars, internal tools via APIs/webhooks
Controls
Role-based access, configurable scripts, human handoff, audit logs, PII safeguards, QA review
Measurement
AHT, FCR, CSAT/NPS, conversion rate, TAT, ticket deflection, collections PTP rate, no-show rate
Deploy an AI-supervised agent for your highest-volume workflow.
We consult, design, build, and manage the agent end-to-end.