| ID / Name | Triplet | Vertical | Capabilities | Description |
|---|---|---|---|---|
|
Bookkeeping transaction categorization smb-accounting-bookkeeping-categorization |
smb prof-services finance | accounting | inference retrieval evaluation | Auto-categorize bank/CC transactions by client, learn from corrections, surface anomalies, draft month-end review. |
|
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. |
|
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. |
|
Restaurant catering inquiry handling smb-restaurant-catering-inquiries |
smb restaurant sales | catering | inference retrieval agentic voice evaluation | Qualify catering inquiries (event size, date, dietary needs), build menu suggestions + price estimate, schedule tasting. |