Risk: MediumComplexity: Low
Lead Qualification Agent
Scores incoming inquiries and routes them.
- Department
- Sales · Marketing
- Minimum approval:
- Sample review
Details
Tools · Agents
AI agent library
Twelve typical AI agent roles. For each one you'll see its purpose, what goes in and comes out, what you need first, the risks, where a person approves and how complex it is to implement.
A planning catalogue. The agents here are not connected to your systems and do not take actions.
12 of 12 agents
- Risk: LowComplexity: Low
Sales Research Agent
Prepares a short brief before a call.
- Department
- Sales
- Minimum approval:
- Sample review
Details
- Risk: MediumComplexity: Medium
Proposal generation assistant
Drafts a proposal from approved templates.
- Department
- Sales
- Minimum approval:
- Approval before external actions
Details
- Risk: HighComplexity: Medium
Customer Support Agent
Prepares customer replies from approved knowledge.
- Department
- Customer support
- Minimum approval:
- Approval before external actions
Details
- Risk: MediumComplexity: Medium
Content Operations Agent
Prepares product and marketing copy.
- Department
- Marketing
- Minimum approval:
- Approval before external actions
Details
- Risk: MediumComplexity: Medium
E-commerce catalogue assistant
Completes and checks product data.
- Department
- Marketing · Operations
- Minimum approval:
- Approval before external actions
Details
- Risk: HighComplexity: High
Document Processing Agent
Extracts data from invoices, orders and contracts.
- Department
- Operations · Finance · HR
- Minimum approval:
- Sample review
Details
- Risk: MediumComplexity: Medium
Knowledge Assistant
Answers from your documentation, with sources.
- Department
- IT and internal knowledge · Customer support · HR · Operations
- Minimum approval:
- Sample review
Details
- Risk: MediumComplexity: Low
Scheduling Agent
Proposes times and books meetings.
- Department
- Sales · Customer support · HR · Operations
- Minimum approval:
- Approval before external actions
Details
- Risk: MediumComplexity: Medium
Reporting and Insights Agent
Prepares regular summaries from your data.
- Department
- Operations · Finance · Sales · Marketing
- Minimum approval:
- Sample review
Details
- Risk: MediumComplexity: High
Workflow Coordinator
Distributes work between agents and people.
- Department
- Operations · IT and internal knowledge
- Minimum approval:
- Sample review
Details
- Risk: MediumComplexity: Medium
Human Approval Supervisor
Sends actions with an effect to the right person.
- Department
- Operations · IT and internal knowledge
- Minimum approval:
- Approval of every action
Details
Want an agent for a specific process?
We'll agree the scope, data and approvals and suggest a realistic pilot.