Tax prep client data collection
Annual organizer pre-fill from prior year, smart questionnaire flow, document chase, missing-info nudges.
smb
prof-services
operations
accounting
inference
retrieval
agentic
multimodal
evaluation
Real estate showing scheduling
Coordinate showings between buyer/seller agents, lockbox codes, feedback capture post-showing, conflict resolution.
smb
prof-services
operations
agent
inference
voice
agentic
evaluation