| 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. |
|
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. |
|
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. |