Skip to main content

AI roles for corporate teams

Find the AI role that fits the work.

Start with a bounded AI role for one responsibility, or use it inside a wider end-to-end automation solution.

Explore by business function

6 agents shown

Sales enquiry qualification and routing diagram

Sales and CRM

Sales and lead qualification agent

Role
Structures and routes incoming sales enquiries against agreed criteria.
Primary outcome
Helps sales teams focus consistently and promptly on relevant enquiries.

Relevant connections

  • CRM
  • Email
  • Web form
View agent
Customer enquiry response and escalation diagram

Customer service

Customer support agent

Role
Answers repeat customer questions from approved knowledge and routes exceptions.
Primary outcome
Helps support teams handle standard enquiries consistently and focus on complex cases.

Relevant connections

  • Helpdesk
  • Email
  • Web chat
View agent
Employee request response and HR handoff diagram

HR

HR and employee support agent

Role
Answers standard employee HR questions from approved policies and routes requests.
Primary outcome
Helps HR teams manage repeat information requests consistently.

Relevant connections

  • HRIS
  • Email
  • Knowledge base
View agent
Document data extraction and validation diagram

Finance and documents

Document processing agent

Role
Extracts and validates data from approved document types for a human-governed workflow.
Primary outcome
Helps teams organise repetitive document data work more consistently.

Relevant connections

  • Document storage
  • Business system
  • Email
View agent
Data-to-report and management summary diagram

Operations

Reporting and analytics agent

Role
Collects data from approved sources, validates it against rules, and prepares reporting summaries.
Primary outcome
Helps teams make recurring reporting preparation more consistent and traceable.

Relevant connections

  • Reporting source
  • Business system
  • Email
View agent
Internal knowledge retrieval and sourced answer diagram

Operations

Internal knowledge agent

Role
Finds information in authorised internal sources, cites the source, and routes unanswered questions.
Primary outcome
Helps corporate teams access approved internal knowledge more consistently.

Relevant connections

  • Knowledge base
  • Document storage
  • Collaboration channel
View agent

Beyond the catalogue

Your process does not need to fit a template.

We also design bespoke automation around your existing process, systems, controls, and human handoffs.