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.
163 agents that connect to Zendesk, Salesforce or ServiceNow
Access review
User access certified by each system owner every quarter
Account planning
Client account plans from relationships and pipeline
Agent commission statements
Producer commissions computed and the statements sent
Application portfolio inventory
Every application, its owner, cost and overlap
ATO package preparation
Authorization packages assembled with the control evidence
Audit finding follow-up
Audit recommendations tracked until they are closed
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
Case note summarization
Case histories summarized for the next caseworker
Don't see the job you need?
Tell us what your team does and we will build the agent for it.