Deploy
Every tool in the catalog.
16 focused workflows across industries — each with interactive use cases, human review paths, and open licensing scoped after discovery.
Automations, agents, and insight tools
End-to-end workflows you can license, extend, or deploy in your environment — each scoped to your stack with human review paths and audit trails.
Featured workflows
Automation
Cross-industry
AI Customer Service Automation
Handles a large portion of customer inquiries through website chat, email, and phone — grounded in your knowledge base and escalation rules.
Handles
- Website chat, email, and phone intake in one workflow
- Learns from past interactions and approved help-center content
- Resolves common issues automatically when confidence is high
Outcomes
- Reduce customer service costs and improve response times
- Human handoff with full transcript when the bot is unsure
- Every answer linked to source material for QA
Interactive use case
Try a suggested prompt or type your own. Responses include tables and export options where relevant.
Automation
Marketing & media
AI Content Creation Engine
Generates social posts, blogs, and marketing copy on brand — with review queues before anything publishes.
Handles
- Social media posts, blogs, newsletters, and ad copy drafts
- Brand voice templates and tone guardrails
- Editorial approval workflow before live publish
Outcomes
- Streamline content production and maintain brand voice at scale
- Cut marketing overhead while increasing output
- Version history and audit trail for compliance-sensitive industries
Interactive use case
Try a suggested prompt or type your own. Responses include tables and export options where relevant.
Automation
Sales & revenue
AI Sales Call Review
Analyzes call recordings to surface objections, talk patterns, and coaching opportunities for managers.
Handles
- Call recording ingestion from dialer or CRM
- Objection tagging and sentiment summaries
- Coaching notes aligned to your sales playbook
Outcomes
- Sentiment analysis and AI-generated coaching insights
- Help teams close more deals with data-driven improvements
- Manager review queue — no automated scoring without human sign-off
Interactive use case
Try a suggested prompt or type your own. Responses include tables and export options where relevant.
More workflows
Automation
Marketing
AI Advertising
Uses AI to build and optimize ad campaigns across platforms — adapting creatives with human approval before spend changes.
Handles
- Multi-platform campaign drafts and creative variants
- Competitive creative analysis and headline testing
- Budget and bid recommendations with approval gates
Outcomes
- Improve ad performance and return on ad spend
- Generate on-brand copy and visuals faster
- Full audit log of every change before it goes live
Interactive use case
Try a suggested prompt or type your own. Responses include tables and export options where relevant.
Automation
Sales & growth
AI Lead Generation
Automates outreach across email, LinkedIn, and web forms to generate qualified leads — synced to your CRM.
Handles
- Email, LinkedIn, and form-capture outreach sequences
- Lead scoring and ICP filtering
- CRM sync and rep handoff with structured notes
Outcomes
- Steady pipeline of qualified leads
- 2× faster speed-to-lead on form submissions
- Reps focus on conversations, not data entry
Interactive use case
Try a suggested prompt or type your own. Responses include tables and export options where relevant.
Automation
Cross-industry
AI Virtual Assistants
Handles repetitive admin, appointment setting, follow-ups, and simple interactions through trained agents.
Handles
- Appointment setting and calendar coordination
- Follow-up reminders and status emails
- Simple customer and internal requests via chat or email
Outcomes
- Free staff from repetitive scheduling and admin work
- Consistent follow-up without dropped threads
- Human escalation for anything outside approved playbooks
Interactive use case
Try a suggested prompt or type your own. Responses include tables and export options where relevant.
Tool
Analytics
AI Data Analysis
Analyzes large data sets from sales, operations, or marketing — delivering actionable insights in near real time.
Handles
- Sales, ops, and marketing data ingestion
- Natural-language questions over governed datasets
- Anomaly detection and trend summaries
Outcomes
- Actionable insights without analyst backlog
- Shared definitions across finance and ops
- Exportable reports for leadership reviews
Interactive use case
Try a suggested prompt or type your own. Responses include tables and export options where relevant.
Automation
Human resources
AI Recruitment Automation
Screens resumes, ranks candidates, and automates interview scheduling with human review at each stage.
Handles
- Resume parsing and role-fit scoring
- Candidate ranking against job requirements
- Interview scheduling and reminder workflows
Outcomes
- Faster time-to-screen for high-volume roles
- Consistent rubric applied to every applicant
- Recruiter approval before reject or advance actions
Interactive use case
Try a suggested prompt or type your own. Responses include tables and export options where relevant.
Automation
Insurance
ClaimAssist
FNOL intake, field extraction, and adjuster routing for P&C carriers.
Handles
- PDF and email FNOL
- Policy lookup
- Severity triage
Outcomes
- 70% faster intake-to-assignment
- Human review before payout
Interactive use case
Try a suggested prompt or type your own. Responses include tables and export options where relevant.
Automation
Healthcare
CarePath Navigator
Patient intake and protocol-grounded answers with PHI-safe defaults.
Handles
- After-hours intake
- Clinical library retrieval
- Urgent escalation
Outcomes
- 50%+ fewer routine calls
- BAA-ready deployment
Interactive use case
Try a suggested prompt or type your own. Responses include tables and export options where relevant.
Automation
Financial services
ComplianceWatch
Regulatory monitoring mapped to your control library.
Handles
- SEC/FINRA feeds
- Gap analysis
- Weekly digest
Outcomes
- 80% faster impact assessment
- Audit-ready citations
Interactive use case
Try a suggested prompt or type your own. Responses include tables and export options where relevant.
Tool
Retail & manufacturing
InventoryPulse
SKU demand forecasting and reorder alerts.
Handles
- POS and warehouse feeds
- Reorder points
- PO draft workflows
Outcomes
- 15–25% fewer stockouts
- Exception-based buying
Interactive use case
Tool
Manufacturing
VisionInspect
Line defect detection with human sign-off on every reject.
Handles
- Camera and batch images
- Defect classes
- Review queue
Outcomes
- 60–80% less manual inspection time
- Labeled archive for RCA
Interactive use case
Tool
Finance & operations
ForecastLens
Demand and supply forecasts with scenario modeling and variance alerts.
Handles
- Demand forecast
- Supply forecast
- Scenario modeling
- Weekly variance alerts
Outcomes
- Linked demand and supply plans
- S&OP-ready assumption log
Interactive use case
Tool
Insurance & automotive
Vehicle Inspection
Auto claims inspections with computer vision, speech-to-text, OBD sensors, and AI report synthesis in four languages.
Handles
- VIN / insurance / incident dropdown
- Physical & mechanical checklists
- CV damage analysis on photos
- OBD-II & TPMS sensor reads
Outcomes
- Carrier-ready reports in EN, ES, Amharic, Oromifa
- Surveyor STT notes with human review gate
- Audit trail for photos, sensors, and synthesis
Interactive use case
VIN: 4T1G11AK8MU123456
Make / model: 2021 Toyota Camry
Mileage: 38,420 mi
Claim #: CLM-VEH-2026-44102
Insurance carrier: StateFarm Mutual · SF-AUTO-8821044
Incident: Rear-end collision — 2026-03-12 @ I-35 & Slaughter Ln, Austin TX
Surveyor: J. Okonkwo, CPCU
Physical inspection
Exterior body panels
Glass & mirrors
Lights & signals
Tires & wheels
Dashboard & controls
Seats & restraints
Electronics & infotainment
Engine bay
Fluids & leaks
Exhaust & emissions
Brake system
Computer vision
Engine / sensor readings
| Sensor | Reading | Status |
|---|---|---|
| OBD-II | P0420 code | warn |
| Oil life | 62 % | ok |
| Coolant temp | 192 °F | ok |
| Battery | 12.4 V | ok |
| TPMS FL | 34 psi | ok |
| TPMS FR | 33 psi | ok |
| TPMS RL | 28 psi | warn |
| TPMS RR | 34 psi | ok |
Surveyor notes
Use the microphone to dictate notes in your selected language.
AI-assisted report
Tool
Insurance & real estate
Real Estate Inspection
Property condition assessments with CV, environmental sensors, field notes, and multilingual AI reports.
Handles
- MLS / policy / property-type dropdown
- Foundation, roof, MEP checklists
- CV for water, mold, structural flags
- Humidity, CO₂, moisture sensors
Outcomes
- Claims and acquisition workflows in one app
- Four-language report synthesis
- Export, print, and email from the workbench
Interactive use case
Address: 742 Evergreen Terrace, Austin TX 78745
Property type: Single-family residential
Square feet: 2,140
Claim #: CLM-RE-2026-22018
MLS / ref: MLS-ATX-882104
Insurance carrier: USAA · USAA-HO-4410291
Incident: Pipe burst / water damage — 2026-03-05
Surveyor: L. Brooks, CPI
Physical inspection
Foundation & grading
Siding & envelope
Roof & structure
Interior walls & ceilings
Flooring
HVAC
Plumbing
Electrical panel
Smoke / CO detectors
Computer vision
Engine / sensor readings
| Sensor | Reading | Status |
|---|---|---|
| CO₂ | 620 ppm | ok |
| Humidity | 48 % | ok |
| Interior temp | 72 °F | ok |
| Wall moisture | 34 % | critical |
| Panel load | 68 % | ok |
| Water pressure | 55 psi | ok |
Surveyor notes
Use the microphone to dictate notes in your selected language.
AI-assisted report
All available tools
| Tool | Type | Description |
|---|---|---|
| AI Customer Service Automation | Automation | Handles a large portion of customer inquiries through website chat, email, and phone — grounded in your knowledge base and escalation rules. |
| AI Content Creation Engine | Automation | Generates social posts, blogs, and marketing copy on brand — with review queues before anything publishes. |
| AI Sales Call Review | Automation | Analyzes call recordings to surface objections, talk patterns, and coaching opportunities for managers. |
| AI Advertising | Automation | Uses AI to build and optimize ad campaigns across platforms — adapting creatives with human approval before spend changes. |
| AI Lead Generation | Automation | Automates outreach across email, LinkedIn, and web forms to generate qualified leads — synced to your CRM. |
| AI Virtual Assistants | Automation | Handles repetitive admin, appointment setting, follow-ups, and simple interactions through trained agents. |
| AI Data Analysis | Tool | Analyzes large data sets from sales, operations, or marketing — delivering actionable insights in near real time. |
| AI Recruitment Automation | Automation | Screens resumes, ranks candidates, and automates interview scheduling with human review at each stage. |
| ClaimAssist | Automation | FNOL intake, field extraction, and adjuster routing for P&C carriers. |
| CarePath Navigator | Automation | Patient intake and protocol-grounded answers with PHI-safe defaults. |
| ComplianceWatch | Automation | Regulatory monitoring mapped to your control library. |
| InventoryPulse | Tool | SKU demand forecasting and reorder alerts. |
| VisionInspect | Tool | Line defect detection with human sign-off on every reject. |
| ForecastLens | Tool | Demand and supply forecasts with scenario modeling and variance alerts. |
| Vehicle Inspection | Tool | Auto claims inspections with computer vision, speech-to-text, OBD sensors, and AI report synthesis in four languages. |
| Real Estate Inspection | Tool | Property condition assessments with CV, environmental sensors, field notes, and multilingual AI reports. |
What most teams need
A practical baseline across discovery engagements — most organizations start with one or two of these capability areas, then expand.
Lead generation automation
Email, LinkedIn, outreach, form capture, and CRM sync.
AI Lead Generation
Sales Qualifier
AI sales support
Email responders, inbound qualification, and sales process augmentation.
Sales Qualifier
AI Sales Call Review
Appointment booking & follow-up
Calendar integration, reminders, and auto-replies.
AI Virtual Assistants
CarePath Navigator
Internal ops & workflow automations
Onboarding, document handling, email filters, and status reporting.
Ops Copilot
AI Virtual Assistants
Website optimization
Launch a first site or add AI chat, booking forms, and conversion paths.
Support Concierge
Custom build
AI reporting dashboards
Real-time metrics from sales, accounting, or marketing sources.
EdgeBoard
ForecastLens
AI Data Analysis
Additional capabilities
| Capability | Description |
|---|---|
| Data ETL & pipelines | Extract, clean, and orchestrate data from ERPs, CRMs, files, and APIs into warehouses your automations can trust. |
| Custom software & integrations | Internal tools, portal extensions, and API bridges when an off-the-shelf workflow is not enough. |
| Cloud & platform engineering | AWS, Azure, GCP, or hybrid — migrations, cost tuning, IAM, and Terraform your team can maintain. |
| Security baseline | SSO, MFA, secrets management, and pragmatic policies matched to your headcount. |
Explore consulting services on the services page or book a discovery call.
Need something bespoke? Request a custom build.