53 agents across 6 industries.
Accounting & Bookkeeping Services
Categorizes bank/credit-card transactions and reconciles them against the general ledger.
Prepares and files beneficial-ownership reports for small-business clients per current requirements.
Executes a client's payroll run and checks it against tax/compliance rules before submission.
Matches a vendor invoice against its purchase order and delivery receipt, checks for duplicates and anomalies, and routes it for approval or blocks it before payment.
Enterprise Software / SAP Ecosystem
Routes and enforces approval policy for SAP access requests before provisioning.
Runs periodic 'does this person still need this access' campaigns and captures sign-off.
Pulls, formats, and routes IAS audit/change logs for compliance and internal audit needs.
Configures MFA enforcement and authentication policy rules per client tenant.
Checks a change package for missing required fields/approvals before CAB submission.
Monitors SAML/OIDC signing certificate expiry, alerts, and manages renewal/rotation.
Creates a new IAS user end-to-end: intake, validation, access assignment, activation.
Mirror of the creation agent: offboarding trigger, access revocation, audit entry.
Designs SAP roles and remediates segregation-of-duties conflicts against a risk ruleset.
Coordinates transport sequencing and deployment windows across landscape tiers.
Sets up and maintains IdP trust relationships and SAML/OIDC metadata exchange.
Home Services (HVAC, Plumbing, Electrical & Contracting)
Answers inbound calls/chats/SMS at any hour, checks availability, and books the job.
Builds a job estimate from the pricebook and job details, and sends it for customer approval.
Generates the invoice after job completion and collects payment on the spot or via a payment link.
Assigns and routes technicians to booked jobs based on skill, location, and job priority.
Built on: Field Work Order Dispatch & Routing Agent
Tracks recurring service agreement renewal dates and reaches out ahead of expiration.
Detects missed calls/unanswered leads and follows up automatically to recapture the booking.
Follows up after job completion and requests a review at the right moment.
Independent Insurance Agencies
Tracks each producer's state licensing, continuing education, and E&O insurance status.
Issues a certificate of insurance on request, validated against the current policy terms.
Captures first notice of loss from the policyholder and routes it to the correct carrier claims system.
Collects applicant details once and quotes across multiple appointed carriers.
Flags upcoming renewals, re-quotes when needed, and processes the renewal or flags for non-renewal review.
Real Estate
Flags upcoming lease expirations, applies escalation rules, and drafts renewal paperwork.
Captures listing details, validates required disclosures, and syndicates to MLS/portals.
Tracks milestones (inspection, financing, appraisal) and required documents through to closing.
Utilities (Electric, Gas & Water)
Monitors smart-meter communication health and flags tamper/outage/alarm signals from the AMI network.
Tracks inspection schedules and condition findings for regulated infrastructure (poles, transformers, pipelines).
Detects and merges duplicate customer/business-partner records across service territories or legacy systems.
Consolidates commodity and non-commodity charges onto one invoice and posts incoming payments.
Scores new-customer credit risk and calculates any required deposit at signup.
Manages the regulated notice-and-cure sequence before disconnecting service for non-payment, and reconnection after payment.
Manages customer enrollment in demand-response programs and dispatches load-reduction event notifications.
Validates and processes customer applications for energy-efficiency rebate programs.
Assigns and routes field crews for installs, disconnect/reconnect, off-cycle reads, and site investigations.
Validates, estimates, and edits high-volume interval consumption data before it's released to billing.
Manages periodic and aperiodic (off-cycle) meter read collection, flags missed reads, and applies estimation rules.
Tracks install, replacement, and retirement of physical meters and devices against inventory.
Processes customer-initiated start/stop-service requests and closes out final billing.
Collects and organizes evidence of cybersecurity control compliance for NERC CIP audits.
Processes customer applications to interconnect distributed generation (e.g. rooftop solar) and calculates net metering credits.
Creates a new business partner + point-of-delivery record when a customer/premise enters the system.
Coordinates a brand-new service connection request through site work scheduling and activation.
Correlates AMI alarms/customer calls into outage events and dispatches restoration crews.
Schedules recurring maintenance on substations, lines, and generation assets based on asset class rules.
Assembles supporting schedules and evidence for a PUC/FERC rate case filing.
Coordinates mutual-aid crew requests, resource staging, and public communication during major storm events.
Applies the correct tariff/rate schedule to validated consumption and generates the bill.
Scores right-of-way segments for outage/wildfire risk and schedules trim cycles accordingly.