Ten use cases
| Use case | What the agent does | Human check |
|---|---|---|
| Lead qualification | Asks budget, timeline and needs; scores and routes leads | Sales reviews hot leads |
| FAQ support | Answers from your help content on web and WhatsApp | Escalates unclear cases |
| Appointment booking | Finds slots, confirms, reminds | None for standard bookings |
| Invoice chasing | Sends polite reminders and logs replies | Owner approves escalation |
| Quote drafting | Turns a brief into a draft quote | Always reviewed |
| Meeting notes | Summarises calls into tasks | Owner skims |
| CRM hygiene | Updates fields and finds duplicates | Spot checks |
| Stock alerts | Watches thresholds and drafts purchase requests | Manager approves |
| Review requests | Asks happy customers for reviews | Alert on low ratings |
| Weekly report | Pulls numbers and writes a summary | Manager reads |
How to start
- Pick the task that costs the most hours per week.
- Write the steps and rules as if training a new employee.
- Build a thin version with logging.
- Pilot with real data for two weeks.
- Measure time saved and errors.
- Expand only after the first one works.
Guardrails
- Limited permissions and clear scope
- Approval before money, contracts or customer-facing risk
- Logs you can read
- Privacy review for personal data
See also prompt injection and guardrails.
Automate your first process Free process review
Describe one repetitive process. We reply with a plan and a fixed price.
Frequently asked questions
Will agents replace my staff?
They remove repetitive work so staff focus on exceptions and customers. Plan training and keep humans accountable.
How much do AI agents cost?
Simple agents are inexpensive to build; running costs depend on message volume and model usage. We quote after scoping.
What data should I avoid giving an agent?
Sensitive personal, health and payment data unless you have a reviewed legal and technical basis.
Get a free quote in 24 hours
Tell us what you need. We reply with scope, timeline and a fixed price.