| ID / Name | Triplet | Vertical | Capabilities | Description |
|---|---|---|---|---|
|
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 recall + dormant patient reactivation smb-dental-recall-reactivation |
smb healthcare marketing | dental | inference retrieval agentic voice evaluation | Identify patients overdue for cleaning/check-up; multi-channel personalized recall; rebook from dormant list. |
|
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. |
|
Financial advisor client meeting prep smb-financial-advisor-client-prep |
smb financial sales | advisor | inference retrieval voice evaluation | Pre-meeting brief on client portfolio, life events, suggested talking points; post-meeting note + action item capture. |
|
Seasonality-Aware Delinquency Outreach smb-financial-ag-delinquency-recovery |
smb financial finance | ag-lending | inference voice agentic | Manages automated outreach for delinquent farm loans by matching communication schedules with regional harvest and payment windows. It prevents premature collection actions by recognizing temporary seasonal cash-flow constraints. |
|
AR collections & dunning automation smb-financial-ar-collections-dunning |
smb financial finance | inference retrieval agentic evaluation | Automated payment-reminder cadences for unpaid invoices: polite first reminder, escalating tone, payment links, exception flagging for accounts needing human follow-up. | |
|
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. | |
|
Long document summarization smb-financial-document-summarization |
smb financial cross | inference retrieval multimodal evaluation | Summarize contracts, research papers, board decks, regulatory filings into executive-friendly briefs with cited extracts. | |
|
Farm Credit Administration Compliance Reporter smb-financial-fca-regulatory-reporting |
smb financial finance | ag-lending | inference retrieval evaluation | Aggregates and formats loan portfolio data to meet Farm Credit Administration reporting standards. It automates the classification of farm financial ratios for quarterly regulatory disclosures. |
|
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. |
|
Inbound lead response + qualification smb-financial-inbound-lead-response |
smb financial sales | inference retrieval agentic voice evaluation | Sub-5-minute response to inbound leads: qualify against ICP, ask 2-3 discovery questions, route to right rep, book meeting. | |
|
Outbound cold email personalization smb-financial-outbound-cold-email |
smb financial sales | inference retrieval agentic evaluation | Researched first-line personalization at scale: scrape signal, draft sequences with the right hook, A/B test messaging. | |
|
Sales call summarization + CRM update smb-financial-sales-call-summarization |
smb financial sales | inference voice agentic evaluation | Transcribe calls, extract decisions/action items, draft follow-up email, update CRM stage + notes — all hands-off. | |
|
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-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. | |
|
AR collections & dunning automation smb-healthcare-ar-collections-dunning |
smb healthcare finance | inference retrieval agentic evaluation | Automated payment-reminder cadences for unpaid invoices: polite first reminder, escalating tone, payment links, exception flagging for accounts needing human follow-up. | |
|
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. | |
|
Long document summarization smb-healthcare-document-summarization |
smb healthcare cross | inference retrieval multimodal evaluation | Summarize contracts, research papers, board decks, regulatory filings into executive-friendly briefs with cited extracts. | |
|
Local SEO blog + landing pages smb-healthcare-local-seo-blog-content |
smb healthcare marketing | inference retrieval evaluation | Geo+intent keyword research, on-brand long-form drafts, internal-link suggestions, schema markup hints. | |
|
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. | |
|
Review response + reputation management smb-healthcare-review-response-reputation |
smb healthcare marketing | inference retrieval evaluation | Monitor Google/Yelp/industry-specific review sites; draft on-brand responses; escalate complaints to ops; track NPS sentiment. | |
|
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. | |
|
Insurance broker quote comparison smb-insurance-broker-quote-comparison |
smb financial sales | insurance-broker | inference retrieval agentic evaluation | Multi-carrier quote pulls, side-by-side coverage comparison, plain-language explanation of differences, e-application prep. |
|
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. |
|
Optometry frame selection + Rx upload smb-optometry-frame-selection |
smb healthcare sales | optometry | inference multimodal retrieval evaluation | Help patients pick frames from inventory using face shape + budget + insurance allowance; capture Rx for lab order. |
|
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. |
|
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. |
|
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. |
|
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. |