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.
140 agents that connect to SAP, Salesforce or Zendesk
Account planning
Client account plans from relationships and pipeline
Agent commission statements
Producer commissions computed and the statements sent
Assembly yield tracking
Package and assembly yield across subcontractors
Automation exception handling
Failed automated transactions fixed and fed back
Benefits eligibility check
Applications assessed against the program rules
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
Capital call notices
Call and distribution notices per investor
Capital project tracking
Plant projects tracked on spend, schedule and approvals
Case note summarization
Case histories summarized for the next caseworker
Claim file summary
The claim's facts, coverage and reserves on one page
Client escalation handling
Client escalations answered with the root cause and the fix
Client feedback synthesis
Engagement feedback turned into practice actions
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