Eight industries, eight first moves
SaaS · Customer operations
Start with workflows that combine account context, product usage, support history, and routine actions. The agent can prepare next steps and execute low-risk changes while escalating commercial or technical decisions.
D2C · Customer service and operations
Order-status questions, returns, exchanges, delivery exceptions, and post-purchase communication are structured enough to automate while still producing measurable customer outcomes.
Real estate · Lead qualification
Agents can enrich inbound leads, qualify intent, schedule follow-ups, update the CRM, and surface high-priority opportunities for human agents.
Healthcare · Administrative coordination
Focus first on non-clinical workflows such as scheduling, intake preparation, document routing, and administrative follow-up, with appropriate privacy and professional controls.
Finance · Exception management
Reconciliation exceptions, document collection, reporting preparation, and routine review workflows can benefit from agents that gather evidence and route cases.
Travel · Disruption handling
Agents can monitor itinerary changes, collect alternatives, communicate options, and prepare rebooking actions while keeping final decisions within defined authority.
Marketing · Campaign operations
Research, briefing, content variants, asset coordination, performance monitoring, and reporting can be orchestrated as a connected workflow rather than a collection of disconnected tasks.
Manufacturing · Operational exceptions
Agents can consolidate signals from production, inventory, quality, and maintenance systems to prioritise exceptions and coordinate routine follow-up.
The common pattern
Across industries, the first workflow should have a clear owner, a measurable baseline, controlled permissions, and a defined escalation path. Start narrow, instrument deeply, then expand.
Start narrow, instrument deeply, then expand.
