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Customer Agent
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Missed upsell, cross-sell, and new-sales opportunities because revenue-generating conversations are displaced by low-value service work.
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- Understands the customer's request
- Identifies the customer and relevant account/order
- Retrieves information from CRM, ERP, order, payment, or logistics systems
- Answers routine questions
- Checks order status, inventory, pricing, or eligibility
- Processes eligible requests or transactions
- Detects buying signals
- Recommends relevant products or upgrades
- Creates or updates sales opportunities in the CRM
- Escalates complex or high-value customers to a salesperson
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Employee Agent
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Delayed decisions can hold up launches, quotes, contracts, purchases, and customer commitments—creating slower revenue realization and higher operating costs.
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- Understands the employee's question or task
- Searches across documents, emails, knowledge bases, and business systems
- Retrieves the relevant information
- Combines information from multiple sources
- Answers the question with supporting context
- Generates summaries, reports, or documents
- Creates tickets or requests
- Updates records in business systems
- Initiates approval workflows
- Executes routine administrative tasks
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Data Agent
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Revenue and margin opportunities can disappear before someone identifies and acts on them—while analysts remain a costly bottleneck for routine questions.
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- Understands a business question
- Identifies the relevant data sources
- Queries databases or data warehouses
- Combines data from different sources
- Cleans and transforms data when necessary
- Calculates business metrics
- Identifies trends, anomalies, and changes
- Investigates the drivers behind a result
- Generates charts, tables, or explanations
- Recommends potential actions
- Triggers alerts or workflows when predefined conditions are met
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Security Agent
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A missed or delayed response can turn a security event into downtime, remediation costs, lost productivity, exposure, or lost customer revenue.
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- Ingests security alerts
- Collects context from logs, identities, endpoints, and network activity
- Correlates events across security systems
- Investigates suspicious activity
- Enriches alerts with threat-intelligence information
- Determines whether an alert requires escalation
- Summarizes what happened and the potential impact
- Prioritizes incidents based on severity
- Creates or updates incident tickets
- Recommends remediation actions
- Executes approved containment or remediation actions
- Researches for new reports relevant to your system
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Multi-Agent Systems
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Revenue is delayed or lost when orders aren't fulfilled, customers cancel, sales cycles reopen, or teams spend additional effort resolving preventable handoff failures.
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- Receives an end-to-end business objective
- Breaks the objective into individual tasks
- Assigns each task to the appropriate specialized agent
- Passes information between agents
- Checks whether prerequisites have been completed
- Coordinates actions across departments
- Detects exceptions or missing information
- Requests human approval when required
- Reassigns or escalates failed tasks
- Tracks the workflow from beginning to end
- Confirms that the final business outcome was completed
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