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Use cases

Find your profession, the repetitive task and how its automation could work.

40 results · 1–12

  • Dental practices & private clinics

    Take appointment enquiries when reception is busy

    While reception is busy, an identified automated voice assistant collects the enquiry and answers approved administrative questions. It prepares a handover, or offers a slot if the calendar can be connected.

    Benefit: Fewer interruptions for reception to handle at once.

    Customer support

  • Estate agencies

    Turn property enquiries into organised viewings

    Enquiry criteria are checked against available properties in your authorised source. Known slots help prepare viewings, confirmations and reminders.

    Benefit: Fewer repeated questions and exchanges to arrange a viewing.

    Sales & CRM

  • Trades & construction

    Draft quotes from your site-visit notes

    Written or voice notes become a draft using your catalogue and rates. You check amounts before sending, then follow-ups use your rules.

    Benefit: Less retyping between the visit and the quote to approve.

    Sales & CRM

  • Accounting firms

    Collect missing documents without chasing every client

    Expected and received documents are compared to prepare targeted reminders. The file is updated on receipt, with ambiguous items flagged for review.

    Benefit: Fewer lists to rebuild and reminders to write.

    Finance & accounting

  • Hotels & guest-service teams

    Answer guests without repeating the same messages

    Approved arrival, facilities and stay information helps answer guests in their language. Instructions are prepared at the appropriate time; special requests go to the team.

    Benefit: Fewer practical messages to rewrite for each stay.

    Customer support

  • Several professions

    Route incoming enquiries

    Website and email enquiries are summarised, sorted against your criteria and assigned to the right person. An initial reply can use approved information.

    Benefit: Fewer messages to read and forward individually.

    Sales & CRM

  • Service businesses & trades

    Follow up unanswered quotes

    Sent quotes trigger reminders tailored to the enquiry. The sequence stops after a reply, acceptance or refusal.

    Benefit: Proposal follow-up that relies less on individual memory.

    Sales & CRM

  • Several professions

    Draft meeting notes and tasks

    Meeting notes become a decision summary and a task list with owners. The draft is reviewed before sharing.

    Benefit: Less reformatting of notes and copying of tasks.

    Operations & admin

  • Service businesses & estate agencies

    Find duplicate customer records

    Incomplete contact details and duplicates are flagged in your customer records. Suggested merges go to your team for approval.

    Benefit: Records that are easier to use for follow-ups.

    Sales & CRM

  • Online retailers

    Answer delivery questions

    A customer message is linked to their order to retrieve available tracking. Complaints and unusual delays go to support.

    Benefit: Fewer order lookups for routine questions.

    Customer support

  • Online retailers

    Guide return requests

    Customers receive return instructions based on your rules. Receipt is tracked and a refund is prepared for approval.

    Benefit: Returns that are easier to track, with fewer repetitive exchanges.

    Customer support

  • Customer service businesses & software firms

    Assign requests to the right person

    Support messages are grouped by topic and priority under your rules. Unusual situations are flagged to the team.

    Benefit: Less manual sorting in the inbox.

    Customer support

Examples of possible services, adapted to your tools and rules.