Financial advisor client meeting prep
Pre-meeting brief on client portfolio, life events, suggested talking points; post-meeting note + action item capture.
smb
financial
sales
advisor
inference
retrieval
voice
evaluation
K-12 parent communications + attendance
Translate-and-personalize school comms in family language, handle attendance reporting, conference scheduling.
smb
education
support
k12
inference
retrieval
agentic
voice
evaluation
Optometry frame selection + Rx upload
Help patients pick frames from inventory using face shape + budget + insurance allowance; capture Rx for lab order.
smb
healthcare
sales
optometry
inference
multimodal
retrieval
evaluation
Pest control plan renewal + upsell
Renewal cadence for annual plans, seasonal upsell (mosquito, termite), payment recovery on declined cards.
smb
home-services
sales
pest-control
inference
retrieval
agentic
evaluation
Real estate listing description gen
On-brand listing descriptions from MLS data + agent notes + photos; multiple variants per platform; compliance check.
smb
prof-services
marketing
agent
inference
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