AI Agents
AI Agent Directory
Purpose-built AI agents with defined roles, inputs, outputs, and human oversight requirements.
Lead Intake Agent
Captures, classifies, and routes incoming leads
Form submissions, Email inquiries, Phone call transcripts, Chat messages
Structured lead record, Industry classification, Quality score, Routing recommendation, Initial response draft
Lead scoring thresholds set by management, Response templates approved by team lead
Sales Follow-Up Agent
Manages follow-up sequences and next actions
Lead status updates, Meeting notes, Email responses, Calendar data
Follow-up email drafts, Meeting prep documents, Overdue alerts, Pipeline status updates
All outbound communications reviewed before sending, Pricing discussions require human involvement
Customer Onboarding Agent
Guides new clients through structured onboarding
Signed agreement, Client contact info, Project scope, Timeline requirements
Onboarding progress tracker, Document collection status, Kickoff meeting agenda, Portal setup confirmation
Portal access provisioning, Custom onboarding modifications
Scheduling Agent
Coordinates meetings and manages calendars
Meeting requests, Calendar availability, Time zone data, Meeting preferences
Scheduled meetings, Calendar invites, Meeting reminders, Pre-meeting materials
Priority meeting scheduling, Double-booking resolution
Research Agent
Conducts prospect and market research
Company name, Industry, Research questions, Existing data
Research brief, Company profile, Industry analysis, Competitive landscape summary
Research findings reviewed before use in proposals, Sensitive competitive information flagged
Document Review Agent
Reviews, classifies, and extracts information from documents
Uploaded documents, Classification rules, Extraction templates
Classified documents, Extracted data, Compliance flags, Document summaries
Compliance flags reviewed by qualified professional, Legal documents reviewed by attorney
Proposal Drafting Agent
Drafts proposals from approved data and templates
Discovery findings, Assessment data, Pricing guidelines, Template library
Draft proposal, Pricing breakdown, Scope document, Timeline estimate
Every proposal reviewed and approved before sending, Pricing approved by authorized personnel, Custom terms require legal review
Customer Support Agent
Handles support inquiries and routes complex issues
Support tickets, Knowledge base, Client history, Product documentation
Ticket responses, Escalation requests, Knowledge base updates, Satisfaction reports
Complex technical issues, Billing disputes, Policy exceptions
Accounts Receivable Agent
Manages invoicing and payment follow-up
Invoice data, Payment records, Client contact info, Payment terms
Payment reminders, AR aging reports, Collection escalations, Payment confirmation records
Payment plan negotiations, Write-off decisions, Legal collection escalation
Quality Assurance Agent
Conducts checklist-based reviews of deliverables
Deliverables, Quality checklists, Acceptance criteria, Previous review data
QA review reports, Non-conformance flags, Quality trend analysis, Improvement recommendations
Final quality sign-off, Non-conformance resolution decisions
Marketing Agent
Assists with content creation and campaign management
Content briefs, Brand guidelines, Campaign goals, Performance data
Content drafts, Performance reports, Campaign recommendations, A/B test results
All published content reviewed, Campaign budgets approved, Brand compliance verified
Training Agent
Generates and manages training content
Role descriptions, Skill requirements, Existing training materials, Assessment data
Training modules, Quizzes, Progress reports, Skill gap analysis, Learning path recommendations
Training content reviewed by SMEs, Certification criteria approved by management