01
Proposal Agent
- Pain
- Individual customer and project requests arrive as unstructured emails or PDFs. Your sales team loses valuable hours manually reviewing old proposals, price tables and portfolios to produce a reliable calculation.
- What the agent does
- The agent is optimized for your calculation logic, product catalogs and historical proposals. It analyzes the incoming request immediately, checks feasibility and automatically creates a precise, ready-to-review proposal draft directly in your CRM.
- Result
- Hours of manual research become minutes. Your sales team only needs to approve the draft. You respond faster than competitors and increase close rates.
for wholesale, technical services, plant and mechanical engineering, among others
02
Customer Service Agent
- Pain
- Your support and customer-success team loses valuable time every day on repetitive standard questions: order status, returns, appointment changes, simple incidents. This flood blocks your experts from solving complex customer problems and extends waiting times.
- What the agent does
- The agent is connected directly to your CRM infrastructure, for example Salesforce. It resolves recurring routine requests in real time, securely validates customer data in the background and automatically creates tickets, return processes or callback notes when needed.
- Result
- Standard questions are solved around the clock in seconds. Your team regains capacity for demanding cases while customers receive immediate, accurate answers.
for B2B software & IT, premium e-commerce, professional services and hospitality, among others
03
Order Intake and Dispatch Agent
- Pain
- Incoming orders, material lists, freight documents or schedule changes arrive unstructured as email, PDF or scan in a central inbox. Dispatch and back office spend hours typing data manually, matching item numbers in the system and writing confirmations.
- What the agent does
- The agent monitors the central inbox continuously. It understands the context of free text or documents, extracts business-critical order data, checks real-time availability and creates a complete, verified draft directly in the ERP.
- Result
- Fifteen minutes of manual typing become twenty seconds of automated preparation. Employees only need one click to approve the process. Error sources are eliminated.
for transport & logistics, building-materials and technical wholesale, waste management and container services, among others
04
Phone and Appointment Agent
- Pain
- Constant calls interrupt the flow of specialists at the counter or in the office and break concentration. At the same time, every missed call outside core hours costs real money because new customers drop off or appointment slots remain unused.
- What the agent does
- The agent answers the phone directly, speaks natural, fluent German and understands the caller context. It pre-qualifies the request, books appointments autonomously in your practice or dispatch software, records structured service requests and documents the call completely in the target system.
- Result
- Round-the-clock availability without additional staff. Your team works undisturbed by ringing phones while appointment utilization and service quality increase.
for medical care centers and large practices, service businesses, hospitality and call-intensive B2B teams, among others
05
Review and Compliance Agent
- Pain
- Highly qualified advisors and experts lose valuable hours manually reviewing contracts, loan applications or complex KYC documents. This administrative load blocks active client advisory work and creates high liability risks when manual errors occur.
- What the agent does
- The agent takes over the complete regulatory and formal pre-check. It scans incoming documents in seconds, matches them precisely against your internal acceptance rules, tariffs or legal requirements and prepares a structured decision template.
- Result
- Maximum relief for your revenue owners. Experts gain time for strategic advisory work while formal pre-checks run accurately in the background. They only decide on complex edge cases.
for wealth management, financial advisory, premium insurance brokers and private credit institutions, among others
