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.
168 agents that connect to Salesforce, Snowflake or Marketo
Account planning
Client account plans from relationships and pipeline
Agent commission statements
Producer commissions computed and the statements sent
Alternative data screening
New datasets tested for signal before anyone buys them
Application portfolio inventory
Every application, its owner, cost and overlap
Assembly yield tracking
Package and assembly yield across subcontractors
Benchmark database update
Cost and performance benchmarks kept current
Benefits tracking
Program savings tracked from initiative to the ledger
Billing dispute resolution
Disputed charges investigated with the usage record
Call quality review
Calls scored against the client's quality form
Call summary to CRM
Sales calls summarized and logged with the next steps
Campaign performance report
Acquisition campaigns reported by channel and cost
Capital call notices
Call and distribution notices per investor
Case note summarization
Case histories summarized for the next caseworker
Cell site optimization
Underperforming cells found and the parameter fix drafted
Don't see the job you need?
Tell us what your team does and we will build the agent for it.