Agents for the work around the work.
Most of a team’s hours go to reading records and writing them back: the prep before a call, the notes after it, the review before a renewal. That is the work an agent can take on, and the work you can measure. Each page below says what the agent does, what it reads, and how you would know it is doing the job.
- An agent that does the prep and the follow-up, so reps spend the hour selling.Call prep, call notes and CRM updates: the work around every sales conversation that takes longer than the conversation itself.Read more →
- An agent that reads the whole account before the renewal does.Renewal prep, account health and support history: the picture of a customer that is spread across four systems and assembled by hand before every QBR.Read more →
- An agent that sorts the queue and drafts the first reply from your knowledge base.Ticket triage and first-draft replies: the reading and routing every ticket needs before a person can answer it.Read more →
- An agent that works the access requests and the offboarding checklist, and asks before it grants anything.Access requests, onboarding and offboarding: the checklist work that has to be exactly right every time someone joins, moves or leaves.Read more →
- An agent that reads the alert and the reported email first, so analysts start from the evidence.Alert triage and phishing report review: the first look at every alert and every reported message, done the same way each time.Read more →
- An agent that answers the policy questions and runs the onboarding checklist, while a person decides.Policy questions and onboarding: the questions HR answers every week, and the steps every new hire needs done in order.Read more →
- An agent that does the first pass on NDAs and contracts against your playbook, then hands each one to a lawyer.NDA and contract first-pass review: checking each clause against the positions your legal team has already written down, before a lawyer reads it.Read more →
- An agent that matches each invoice to the order and the contract, and sets aside the ones that do not match.Vendor and invoice reconciliation: checking each invoice against what was ordered, received and agreed, before anyone approves it.Read more →