AI Agents by industry
Which work can an AI agent do in your industry?
Pick your industry and the workflow. Each page shows what the agent does in your systems, the checks it runs, and what your people still decide.
Banking
AI agents for Banking
Step-up verification and maker-checker approval on account changes.
- Customer Service RequestsAI agents that open, update and resolve service requests.
- Appointment SchedulingAI agents that find availability and book appointments.
- Document CollectionAI agents that request, check and file required documents.
- Account OnboardingAI agents that guide new customers through setup.
- Status UpdatesAI agents that answer 'where is it?' from the system of record.
- Lead QualificationAI agents that research, score and route inbound leads.
- Case IntakeAI agents that turn inbound requests into complete, routed cases.
- Records RequestsAI agents that log, track and fulfill records requests.
- Compliance ChecksAI agents that run pre-defined checks and assemble evidence.
Insurance
AI agents for Insurance
Licensed adjusters and underwriters own coverage, pricing and payment decisions.
- Customer Service RequestsAI agents that open, update and resolve service requests.
- Quote GenerationAI agents that prepare accurate quotes from approved rules.
- Claims IntakeAI agents that open first notice of loss with complete details.
- Document CollectionAI agents that request, check and file required documents.
- Status UpdatesAI agents that answer 'where is it?' from the system of record.
- Lead QualificationAI agents that research, score and route inbound leads.
- Case IntakeAI agents that turn inbound requests into complete, routed cases.
- Compliance ChecksAI agents that run pre-defined checks and assemble evidence.
Financial Services
AI agents for Financial Services
KYC/AML checks and compliance review before any credit or account decision.
- Customer Service RequestsAI agents that open, update and resolve service requests.
- Quote GenerationAI agents that prepare accurate quotes from approved rules.
- Appointment SchedulingAI agents that find availability and book appointments.
- Document CollectionAI agents that request, check and file required documents.
- Account OnboardingAI agents that guide new customers through setup.
- Status UpdatesAI agents that answer 'where is it?' from the system of record.
- Lead QualificationAI agents that research, score and route inbound leads.
- Records RequestsAI agents that log, track and fulfill records requests.
- Compliance ChecksAI agents that run pre-defined checks and assemble evidence.
Manufacturing
AI agents for Manufacturing
Procurement limits, pricing rules and approval thresholds enforced outside the model.
- Order PlacementAI agents that take and submit orders inside policy.
- Quote GenerationAI agents that prepare accurate quotes from approved rules.
- Claims IntakeAI agents that open first notice of loss with complete details.
- Account OnboardingAI agents that guide new customers through setup.
- Status UpdatesAI agents that answer 'where is it?' from the system of record.
- Returns & RefundsAI agents that open returns and refunds within policy.
- Invoice ProcessingAI agents that capture, match and route invoices.
- Procurement RequestsAI agents that turn requests into compliant purchase requisitions.
- Lead QualificationAI agents that research, score and route inbound leads.
- Compliance ChecksAI agents that run pre-defined checks and assemble evidence.
Pharmaceuticals
AI agents for Pharmaceuticals
Approved content only; medical and quality decisions routed to qualified staff.
- Order PlacementAI agents that take and submit orders inside policy.
- Document CollectionAI agents that request, check and file required documents.
- Status UpdatesAI agents that answer 'where is it?' from the system of record.
- Returns & RefundsAI agents that open returns and refunds within policy.
- Invoice ProcessingAI agents that capture, match and route invoices.
- Procurement RequestsAI agents that turn requests into compliant purchase requisitions.
- Case IntakeAI agents that turn inbound requests into complete, routed cases.
- Compliance ChecksAI agents that run pre-defined checks and assemble evidence.
Healthcare
AI agents for Healthcare
PHI stays outside public AI assistants; clinical and billing decisions stay with staff.
- Customer Service RequestsAI agents that open, update and resolve service requests.
- Appointment SchedulingAI agents that find availability and book appointments.
- Claims IntakeAI agents that open first notice of loss with complete details.
- Account OnboardingAI agents that guide new customers through setup.
- Invoice ProcessingAI agents that capture, match and route invoices.
- Procurement RequestsAI agents that turn requests into compliant purchase requisitions.
- Case IntakeAI agents that turn inbound requests into complete, routed cases.
- Records RequestsAI agents that log, track and fulfill records requests.
- Donations & MembershipsAI agents that handle gifts, renewals and member requests.
- Compliance ChecksAI agents that run pre-defined checks and assemble evidence.
Retail
AI agents for Retail
Return, refund and discount policies enforced as rules; payments confirmed by the customer.
- Customer Service RequestsAI agents that open, update and resolve service requests.
- Order PlacementAI agents that take and submit orders inside policy.
- Quote GenerationAI agents that prepare accurate quotes from approved rules.
- Appointment SchedulingAI agents that find availability and book appointments.
- Claims IntakeAI agents that open first notice of loss with complete details.
- Status UpdatesAI agents that answer 'where is it?' from the system of record.
- Returns & RefundsAI agents that open returns and refunds within policy.
- Invoice ProcessingAI agents that capture, match and route invoices.
- Lead QualificationAI agents that research, score and route inbound leads.
- Donations & MembershipsAI agents that handle gifts, renewals and member requests.
Government
AI agents for Government
Official review on every determination; the agent never decides eligibility or outcomes.
- Customer Service RequestsAI agents that open, update and resolve service requests.
- Appointment SchedulingAI agents that find availability and book appointments.
- Document CollectionAI agents that request, check and file required documents.
- Status UpdatesAI agents that answer 'where is it?' from the system of record.
- Invoice ProcessingAI agents that capture, match and route invoices.
- Procurement RequestsAI agents that turn requests into compliant purchase requisitions.
- Case IntakeAI agents that turn inbound requests into complete, routed cases.
- Records RequestsAI agents that log, track and fulfill records requests.
- Compliance ChecksAI agents that run pre-defined checks and assemble evidence.
Non-profit
AI agents for Non-profit
Donor data permissions and staff approval on grant and gift matters.
- Customer Service RequestsAI agents that open, update and resolve service requests.
- Order PlacementAI agents that take and submit orders inside policy.
- Appointment SchedulingAI agents that find availability and book appointments.
- Document CollectionAI agents that request, check and file required documents.
- Account OnboardingAI agents that guide new customers through setup.
- Invoice ProcessingAI agents that capture, match and route invoices.
- Procurement RequestsAI agents that turn requests into compliant purchase requisitions.
- Case IntakeAI agents that turn inbound requests into complete, routed cases.
- Donations & MembershipsAI agents that handle gifts, renewals and member requests.