OperationsFeatured
Enterprise document search
Unified semantic search across policies, product and project documents, with answers that cite the source text and permissions that follow the user.
- Cross-industry
- Manufacturing
- Energy
Agent templates
24 curated Agent templates, and growing
Proven use cases distilled from past projects, covering eight functions: operations, legal, finance, engineering, marketing, HR, sales and customer support. Filter by department or industry to find the one closest to your use case.
24 templates
OperationsFeatured
Deep research
Give it a research question and it breaks it into sub-questions, runs multiple rounds of internal and external retrieval, and delivers a structured report with citations.
- Cross-industry
- Financial services
- Professional services
Legal & complianceFeatured
Contract review
Checks contract clauses one by one against your own review checklist, flags risks with suggested edits, and produces a review memo.
- Cross-industry
- Manufacturing
- Professional services
Legal & complianceFeatured
Document compliance review
Reviews official documents, policies and external materials for format, content and compliance, pinpointing each issue with a suggested fix.
- Cross-industry
- Energy
- Financial services
FinanceFeatured
Invoice management
Recognizes, verifies and files invoices in bulk, matches them to contracts and payment orders automatically, and surfaces exceptions at a glance.
- Cross-industry
- Manufacturing
- Retail
FinanceFeatured
Excel data analysis
Ask Excel questions in plain language: it cleans, pivots, calculates metrics and produces charts and conclusions, with every step open to review.
- Cross-industry
- Retail
- Manufacturing
SalesFeatured
Sales assistant
Prepares customer background and interaction history before a visit, writes the follow-up notes and updates the CRM afterwards, so sales reps spend their time with customers.
- Cross-industry
- Manufacturing
- Professional services
Customer supportFeatured
Intelligent customer service
Answers customer questions from the product and service knowledge base, looks up orders, completes transactions and hands off to agents, measured on resolution rate rather than response rate.
- Retail
- Financial services
- Cross-industry
- Education
Operations
Meeting minutes and action items
Turns recordings or transcripts into structured minutes, extracts decisions, action items and owners, and writes them back to your task system.
- Cross-industry
Legal & compliance
Policy and regulation lookup
Brings regulations, industry standards and internal policies together and answers with the clause text and its effective status, so no one cites an outdated rule.
- Financial services
- Pharmaceuticals
- Energy
- Cross-industry
Finance
Expense claim review
Reviews expense claims automatically against travel and expense policy, flags over-limit, missing-receipt and non-compliant items, and cites the governing clause.
- Cross-industry
Engineering
Code review assistant
Connects to your code repositories and checks every merge request for security, performance and coding standards, with suggestions you can apply as-is.
- Cross-industry
Engineering
Alert triage and root cause
Aggregates monitoring alerts and logs, attributes them to likely root causes with recommended actions, and shortens time to diagnosis.
- Cross-industry
- Financial services
- Energy
Engineering
API documentation generator
Generates and maintains API documentation from code and comments, updates it whenever an interface changes, and includes call examples.
- Cross-industry
Marketing
Marketing content generation
Generates multi-channel copy in bulk from product data and brand guidelines, with a consistent voice, verifiable facts and multilingual output.
- Retail
- Cross-industry
- Education
Marketing
Competitor monitoring
Tracks competitor pricing, launches, promotions and public sentiment continuously, and posts a weekly comparison summary to your team chat.
- Retail
- Manufacturing
- Financial services
Marketing
Campaign performance analysis
Consolidates spend, conversion and cost data, breaks down campaign performance by channel and audience, and delivers actionable optimization advice.
- Retail
- Education
- Cross-industry
Human resources
Resume screening
Parses and shortlists resumes against job requirements, with a match score and reasons, cutting screening time while keeping criteria consistent.
- Cross-industry
Human resources
Employee helpdesk assistant
Answers frequent employee questions on attendance, social insurance, expenses and IT, citing the policy text, and hands complex cases to a person.
- Cross-industry
- Manufacturing
Human resources
Interviewer practice simulation
Plays both candidate and interviewer roles so interviewers can practice structured questioning and assessment, with feedback for improvement.
- Cross-industry
- Professional services
Sales
Customer profiling
Combines transaction, service and behavioral data into customer profiles and segments, with explainable tag definitions to support precise outreach.
- Retail
- Financial services
- Cross-industry
Sales
Opportunity analysis
Assesses deal health and win probability, identifies why deals stall and what to do next, and helps sales managers focus on the opportunities that matter.
- Cross-industry
- Manufacturing
- Professional services
Customer support
Ticket dispatch
Understands ticket content, determines category and priority, assigns it to the best-suited handler, and escalates automatically on timeout.
- Cross-industry
- Manufacturing
- Energy
Customer support
Complaint analysis
Analyzes complaint records for root causes and trends, identifies systemic issues and high-risk cases, and produces an improvement report.
- Retail
- Financial services
- Cross-industry
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