Marketplace
Agents built for the work your team already does. Each one connects to the systems you use and runs with the permissions you set.
186 agents that connect to NetSuite, Box or Salesforce
Accessibility compliance review
Web pages and documents checked against the standard
SharePoint, Jira, BoxAccount planning
Client account plans from relationships and pipeline
Salesforce, MS Teams, BoxAgent commission statements
Producer commissions computed and the statements sent
SAP, NetSuite, SalesforceAnalog design review
Review packs from simulation results and checklists
Confluence, Jira, BoxAudit finding follow-up
Audit recommendations tracked until they are closed
ServiceNow, Box, SharePointBenefits eligibility check
Applications assessed against the program rules
ServiceNow, SAP, BoxBill tracking
Legislation that affects the agency, followed to a vote
SharePoint, MS Teams, BoxBilling dispute resolution
Disputed charges investigated with the usage record
SAP, Zendesk, SalesforceBoard minutes drafting
Minutes and resolutions drafted from the meeting record
Box, MS Teams, SharePointCall summary to CRM
Sales calls summarized and logged with the next steps
Gong, Salesforce, SlackCapital call notices
Call and distribution notices per investor
NetSuite, Box, SalesforceCase note summarization
Case histories summarized for the next caseworker
Salesforce, Box, MS TeamsClaim file summary
The claim's facts, coverage and reserves on one page
Box, Salesforce, SnowflakeClient escalation handling
Client escalations answered with the root cause and the fix
Salesforce, ServiceNow, MS Teams
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