Appointment booking (voice + chat)
Phone + chat booking: slot finding, conflict resolution with calendar, confirmation, deposit collection where applicable.
mid-market
prof-services
operations
inference
retrieval
voice
agentic
evaluation
AR collections & dunning automation
Automated payment-reminder cadences for unpaid invoices: polite first reminder, escalating tone, payment links, exception flagging for accounts needing human follow-up.
mid-market
prof-services
finance
inference
retrieval
agentic
evaluation
Cash flow forecasting & alerts
Project cash position 4-13 weeks out from AR/AP/payroll trends. Alert on shortfall risk before it bites.
mid-market
prof-services
finance
inference
retrieval
evaluation
License + compliance deadline reminders
Track licensing, certifications, tax deadlines, OSHA filings; remind responsible parties; pre-fill forms where possible.
mid-market
prof-services
operations
inference
retrieval
agentic
evaluation
Long document summarization
Summarize contracts, research papers, board decks, regulatory filings into executive-friendly briefs with cited extracts.
mid-market
prof-services
cross
inference
retrieval
multimodal
evaluation
Email nurture + drip sequences
Segment-aware drip drafting, subject-line A/B tests, send-time optimization, suppression logic for engaged buyers.
mid-market
prof-services
marketing
inference
retrieval
agentic
evaluation
Expense + receipt categorization
OCR receipts, categorize against chart-of-accounts, flag missing approvals, sync to accounting. Eliminates the monthly receipt-reconciliation slog.
mid-market
prof-services
finance
inference
multimodal
evaluation
Inbound lead response + qualification
Sub-5-minute response to inbound leads: qualify against ICP, ask 2-3 discovery questions, route to right rep, book meeting.
mid-market
prof-services
sales
inference
retrieval
agentic
voice
evaluation
Invoice coding + approval routing
Receive vendor invoices, code to GL, route to approver based on amount + project, flag duplicates / unusual patterns.
mid-market
prof-services
finance
inference
retrieval
agentic
multimodal
evaluation
Local SEO blog + landing pages
Geo+intent keyword research, on-brand long-form drafts, internal-link suggestions, schema markup hints.
mid-market
prof-services
marketing
inference
retrieval
evaluation
No-show reminders + reconfirmation
Multi-channel (SMS / voice / email) reminder cadence with confirmation capture; auto-rebook from waitlist on cancellation.
mid-market
prof-services
operations
inference
agentic
voice
Outbound cold email personalization
Researched first-line personalization at scale: scrape signal, draft sequences with the right hook, A/B test messaging.
mid-market
prof-services
sales
inference
retrieval
agentic
evaluation
Quote / estimate generation
Customer describes job, AI scopes it, prices from price list, drafts proposal with SOW and terms — sent within minutes.
mid-market
prof-services
sales
inference
retrieval
agentic
multimodal
evaluation
Review response + reputation management
Monitor Google/Yelp/industry-specific review sites; draft on-brand responses; escalate complaints to ops; track NPS sentiment.
mid-market
prof-services
marketing
inference
retrieval
evaluation
Sales call summarization + CRM update
Transcribe calls, extract decisions/action items, draft follow-up email, update CRM stage + notes — all hands-off.
mid-market
prof-services
sales
inference
voice
agentic
evaluation
Tier-1 FAQ deflection chat
Answer high-volume product/service questions from knowledge base; escalate ambiguous or sentiment-negative threads to humans.
mid-market
prof-services
support
inference
retrieval
agentic
evaluation