| ID / Name | Triplet | Vertical | Capabilities | Description |
|---|---|---|---|---|
|
Tax prep client data collection smb-accounting-tax-prep-data-collection |
smb prof-services operations | accounting | inference retrieval agentic multimodal evaluation | Annual organizer pre-fill from prior year, smart questionnaire flow, document chase, missing-info nudges. |
|
Auto dealer service appointment scheduling smb-auto-dealer-service-scheduling |
smb home-services operations | auto-dealer | inference retrieval voice agentic evaluation | Voice + web scheduling, recall lookups, loaner coordination, multi-point inspection follow-up. |
|
Auto repair service status updates smb-auto-repair-service-comms |
smb home-services support | auto-repair | inference multimodal voice agentic evaluation | Customer-facing repair updates, parts ETA, photo + video walkthroughs of damage, approval capture for added work. |
|
Cleaning service recurring scheduling smb-cleaning-recurring-scheduling |
smb home-services operations | cleaning | inference agentic evaluation | Multi-frequency recurring schedule management (weekly/biweekly/monthly), reschedule on cancellation, preferred-cleaner matching. |
|
Daycare parent daily updates + enrollment smb-daycare-parent-daily-updates |
smb education operations | daycare | inference multimodal agentic evaluation | Daily activity/meal/nap summaries, enrollment paperwork, waitlist management, parent inquiry handling. |
|
Dental insurance verification smb-dental-insurance-verification |
smb healthcare operations | dental | inference retrieval agentic evaluation | Pre-visit: pull eligibility, benefits, max remaining; flag pre-auth needed; calculate patient out-of-pocket. |
|
Dental treatment plan explainer smb-dental-treatment-plan-explainer |
smb healthcare operations | dental | inference retrieval voice multimodal evaluation | Explain proposed treatment in plain language with cost breakdown + payment options; answer common questions about procedures. |
|
Tier-1 FAQ deflection chat smb-education-tier-1-faq-deflection |
smb education support | inference retrieval agentic evaluation | Answer high-volume product/service questions from knowledge base; escalate ambiguous or sentiment-negative threads to humans. | |
|
Electrical permit + inspection tracking smb-electrical-permit-tracking |
smb home-services operations | electrical | inference retrieval agentic evaluation | Track permit applications, inspection windows, jurisdictional differences; remind techs of pre-inspection prep. |
|
License + compliance deadline reminders smb-financial-compliance-deadline-reminders |
smb financial operations | inference retrieval agentic evaluation | Track licensing, certifications, tax deadlines, OSHA filings; remind responsible parties; pre-fill forms where possible. | |
|
USDA FSA Loan-Guarantee Document Coordinator smb-financial-fsa-guarantee-workflow |
smb financial operations | ag-lending | inference agentic retrieval | Orchestrates the preparation and cross-referencing of bank loan files with USDA Farm Service Agency requirements. It streamlines the complex paperwork needed to secure federal loan guarantees for rural borrowers. |
|
Harvest-Loss Documentation Collector smb-financial-harvest-loss-documentation |
smb financial operations | ag-lending | inference multimodal retrieval | Facilitates the intake of yield reports and loss evidence from farmers for crop-insurance claims during harvest. It solves the challenge of gathering fragmented field data under time-sensitive insurance deadlines. |
|
Seasonal Agricultural Operating Loan Intake smb-financial-seasonal-loan-intake |
smb financial operations | ag-lending | inference retrieval | Automates the collection and verification of loan application data during peak planting cycles. It addresses the sudden surge in seasonal credit requests that often overwhelm small bank staff. |
|
Tier-1 FAQ deflection chat smb-financial-tier-1-faq-deflection |
smb financial support | inference retrieval agentic evaluation | Answer high-volume product/service questions from knowledge base; escalate ambiguous or sentiment-negative threads to humans. | |
|
Voice customer support agent smb-financial-voice-customer-support-agent |
smb financial support | inference retrieval voice agentic evaluation | Phone-based tier-1 support: account lookup, common-issue resolution, transfer to human with context for complex cases. | |
|
Appointment booking (voice + chat) smb-general-appointment-booking-voice |
smb general operations | inference retrieval voice agentic evaluation | Phone + chat booking: slot finding, conflict resolution with calendar, confirmation, deposit collection where applicable. | |
|
Inventory reorder + variance alerts smb-general-inventory-reorder-triggers |
smb general operations | inference retrieval evaluation | Watch SKU velocity, predict stockout dates, draft purchase orders for review, flag unusual variance for investigation. | |
|
Tier-1 FAQ deflection chat smb-general-tier-1-faq-deflection |
smb general support | inference retrieval agentic evaluation | Answer high-volume product/service questions from knowledge base; escalate ambiguous or sentiment-negative threads to humans. | |
|
Voice customer support agent smb-general-voice-customer-support-agent |
smb general support | inference retrieval voice agentic evaluation | Phone-based tier-1 support: account lookup, common-issue resolution, transfer to human with context for complex cases. | |
|
Gym class booking + waitlist management smb-gym-class-booking-mgmt |
smb general operations | gym | inference agentic evaluation | Class schedule + booking, waitlist promotion, no-show enforcement, capacity-based pricing prompts. |
|
Appointment booking (voice + chat) smb-healthcare-appointment-booking-voice |
smb healthcare operations | inference retrieval voice agentic evaluation | Phone + chat booking: slot finding, conflict resolution with calendar, confirmation, deposit collection where applicable. | |
|
License + compliance deadline reminders smb-healthcare-compliance-deadline-reminders |
smb healthcare operations | inference retrieval agentic evaluation | Track licensing, certifications, tax deadlines, OSHA filings; remind responsible parties; pre-fill forms where possible. | |
|
No-show reminders + reconfirmation smb-healthcare-no-show-reminder-cadence |
smb healthcare operations | inference agentic voice | Multi-channel (SMS / voice / email) reminder cadence with confirmation capture; auto-rebook from waitlist on cancellation. | |
|
Voice customer support agent smb-healthcare-voice-customer-support-agent |
smb healthcare support | inference retrieval voice agentic evaluation | Phone-based tier-1 support: account lookup, common-issue resolution, transfer to human with context for complex cases. | |
|
Appointment booking (voice + chat) smb-home-services-appointment-booking-voice |
smb home-services operations | inference retrieval voice agentic evaluation | Phone + chat booking: slot finding, conflict resolution with calendar, confirmation, deposit collection where applicable. | |
|
License + compliance deadline reminders smb-home-services-compliance-deadline-reminders |
smb home-services operations | inference retrieval agentic evaluation | Track licensing, certifications, tax deadlines, OSHA filings; remind responsible parties; pre-fill forms where possible. | |
|
Field tech dispatch + routing smb-home-services-dispatch-tech-routing |
smb home-services operations | inference agentic evaluation | Match incoming jobs to available techs by skill, location, parts on truck; optimize daily routes; reschedule on cancellation. | |
|
No-show reminders + reconfirmation smb-home-services-no-show-reminder-cadence |
smb home-services operations | inference agentic voice | Multi-channel (SMS / voice / email) reminder cadence with confirmation capture; auto-rebook from waitlist on cancellation. | |
|
Voice customer support agent smb-home-services-voice-customer-support-agent |
smb home-services support | inference retrieval voice agentic evaluation | Phone-based tier-1 support: account lookup, common-issue resolution, transfer to human with context for complex cases. | |
|
HVAC emergency dispatch + customer comms smb-hvac-emergency-dispatch |
smb home-services operations | hvac | inference retrieval voice agentic evaluation | 24/7 voice + chat triage on outages, severity scoring, ETA communication, parts-on-truck check before dispatch. |
|
K-12 parent communications + attendance smb-k12-parent-communications |
smb education support | k12 | inference retrieval agentic voice evaluation | Translate-and-personalize school comms in family language, handle attendance reporting, conference scheduling. |
|
Law firm conflict check + matter intake smb-law-conflict-check |
smb prof-services operations | law | inference retrieval agentic evaluation | New-client conflict-of-interest screening across history; draft engagement letter; collect retainer + IOLTA setup. |
|
Legal document drafting (contracts, demand letters) smb-law-document-drafting |
smb prof-services operations | law | inference retrieval evaluation | First-draft contracts, demand letters, motions from firm templates + matter facts; track changes for attorney review. |
|
Mental health intake + screening smb-mental-health-intake-screening |
smb healthcare operations | mental-health | inference retrieval agentic evaluation | Pre-session intake forms (PHQ-9, GAD-7), risk assessment flagging for clinician, insurance + scheduling coordination. |
|
Therapist session prep + notes smb-mental-health-session-prep |
smb healthcare operations | mental-health | inference retrieval voice evaluation | Pre-session: surface key items from prior notes. Post-session: SOAP-format note draft from clinician dictation. |
|
Mortgage broker doc collection + pre-qual smb-mortgage-broker-doc-collection |
smb financial operations | mortgage | inference retrieval agentic multimodal evaluation | Pre-qual screening, document checklist + chase, income verification, soft-pull credit explanations. |
|
Pharmacy refill + OTC consultation smb-pharmacy-refill-otc |
smb healthcare support | pharmacy | inference retrieval voice agentic evaluation | Refill status + ready-time + cost; OTC product recommendations within scope; route clinical questions to pharmacist. |
|
Primary care prescription refill processing smb-primary-care-rx-refills |
smb healthcare operations | primary-care | inference retrieval agentic evaluation | Patient-portal refill requests: check Rx history, days-supply rules, lab requirements; route compliant requests for clinician sign-off. |
|
Primary care telehealth triage smb-primary-care-telehealth-triage |
smb healthcare operations | primary-care | inference retrieval voice evaluation | Symptom triage to route patients (in-person / telehealth / urgent care / 911); flag red-flag symptoms. |
|
Appointment booking (voice + chat) smb-prof-services-appointment-booking-voice |
smb prof-services operations | inference retrieval voice agentic evaluation | Phone + chat booking: slot finding, conflict resolution with calendar, confirmation, deposit collection where applicable. | |
|
License + compliance deadline reminders smb-prof-services-compliance-deadline-reminders |
smb prof-services operations | inference retrieval agentic evaluation | Track licensing, certifications, tax deadlines, OSHA filings; remind responsible parties; pre-fill forms where possible. | |
|
No-show reminders + reconfirmation smb-prof-services-no-show-reminder-cadence |
smb prof-services operations | inference agentic voice | Multi-channel (SMS / voice / email) reminder cadence with confirmation capture; auto-rebook from waitlist on cancellation. | |
|
Tier-1 FAQ deflection chat smb-prof-services-tier-1-faq-deflection |
smb prof-services support | inference retrieval agentic evaluation | Answer high-volume product/service questions from knowledge base; escalate ambiguous or sentiment-negative threads to humans. | |
|
Property mgmt tenant communications + maintenance triage smb-property-mgmt-tenant-comms |
smb prof-services support | property-mgmt | inference retrieval voice agentic multimodal evaluation | Tenant maintenance request triage (severity, vendor routing), rent reminders, lease renewal nudges, complaint escalation. |
|
PT progress notes + plan-of-care updates smb-pt-progress-notes |
smb healthcare operations | pt | inference retrieval voice evaluation | Draft progress notes from session inputs, update plan of care, flag patients needing physician sign-off for continued auth. |
|
Real estate showing scheduling smb-real-estate-showing-scheduling |
smb prof-services operations | agent | inference voice agentic evaluation | Coordinate showings between buyer/seller agents, lockbox codes, feedback capture post-showing, conflict resolution. |
|
License + compliance deadline reminders smb-restaurant-compliance-deadline-reminders |
smb restaurant operations | inference retrieval agentic evaluation | Track licensing, certifications, tax deadlines, OSHA filings; remind responsible parties; pre-fill forms where possible. | |
|
Inventory reorder + variance alerts smb-restaurant-inventory-reorder-triggers |
smb restaurant operations | inference retrieval evaluation | Watch SKU velocity, predict stockout dates, draft purchase orders for review, flag unusual variance for investigation. | |
|
Restaurant online ordering + menu Q&A smb-restaurant-online-ordering |
smb restaurant support | fast-casual | inference retrieval agentic evaluation | Menu questions (allergens, spice level, customizations), order modifications, status updates, recovery offers on delays. |
|
Restaurant phone reservations smb-restaurant-phone-reservations |
smb restaurant operations | full-service | inference voice agentic evaluation | Voice agent takes reservations during prep/service; checks seating availability; sends SMS confirmation; flags VIPs. |
|
Inventory reorder + variance alerts smb-retail-inventory-reorder-triggers |
smb retail operations | inference retrieval evaluation | Watch SKU velocity, predict stockout dates, draft purchase orders for review, flag unusual variance for investigation. | |
|
Retail product Q&A + fit guidance smb-retail-product-qa-fitting |
smb retail support | apparel | inference retrieval multimodal agentic evaluation | Sizing recommendations, material/care answers, in-stock check across stores, shipping ETA. |
|
Retail returns + exchange processing smb-retail-returns-processing |
smb retail support | general | inference retrieval agentic evaluation | Validate return eligibility, generate label, suggest exchanges over refunds, surface fraud patterns. |
|
Tier-1 FAQ deflection chat smb-retail-tier-1-faq-deflection |
smb retail support | inference retrieval agentic evaluation | Answer high-volume product/service questions from knowledge base; escalate ambiguous or sentiment-negative threads to humans. | |
|
Voice customer support agent smb-retail-voice-customer-support-agent |
smb retail support | inference retrieval voice agentic evaluation | Phone-based tier-1 support: account lookup, common-issue resolution, transfer to human with context for complex cases. | |
|
Salon / spa booking + rebook prompts smb-salon-spa-booking-rebook |
smb general operations | salon-spa | inference voice agentic evaluation | Voice + chat appointment booking, stylist preference matching, optimal-rebook prediction (color/cut intervals). |
|
Senior care CMS reporting (MDS / OASIS) smb-senior-care-cms-reporting |
smb healthcare operations | senior-care | inference retrieval agentic evaluation | Pre-fill MDS / OASIS reports from EHR; flag inconsistencies; draft Plan of Correction responses to surveyor findings. |
|
Senior care family communication updates smb-senior-care-family-updates |
smb healthcare support | senior-care | inference retrieval voice agentic evaluation | Daily/weekly updates to family members about resident wellbeing, activities, meals, meds; field family inquiries 24/7. |
|
Senior care intake + admission processing smb-senior-care-intake-admission |
smb healthcare operations | senior-care | inference retrieval agentic multimodal evaluation | Coordinate admission packets, insurance + Medicare verification, care plan setup, family onboarding, room readiness checklist. |
|
Senior care medication management + MAR smb-senior-care-medication-management |
smb healthcare operations | senior-care | inference retrieval agentic evaluation | Reconcile medication administration records, flag missed doses, draft incident reports, notify clinician on refusal patterns. |
|
Tutoring student-tutor matching + scheduling smb-tutoring-student-matching |
smb education operations | tutoring | inference retrieval agentic evaluation | Match students to tutors by subject + style + availability, recurring session scheduling, parent progress reports. |
|
Veterinary appointment booking + triage smb-vet-appointment-booking |
smb healthcare operations | vet | inference retrieval voice agentic evaluation | Book wellness/sick visits with symptom triage; flag emergencies for immediate human; confirm with pet owner. |
|
Veterinary medication refill processing smb-vet-medication-refill |
smb healthcare operations | vet | inference retrieval agentic evaluation | Pet-owner refill requests: validate Rx history, check vet approval needs, route to pharmacy or in-house dispense. |