The enterprise catalog for specialist AI agents

AI agent use cases, mapped to the job you actually need done

A catalog of 104 specialist AI agents across 13 enterprise verticals, each one built around a real workflow, its systems, its exceptions, and the outcome it needs to hit. Search by department, pain point, or business outcome and see exactly how each agent works before you commit.

104 specialist agents 13 enterprise verticals

AI agent use cases are the unit that matters, not the tool underneath them. A platform demo shows you what an agent can do in principle; a use case tells you which tasks actually leave your team's plate on Monday. That is why this catalog is organised by the job rather than by the technology — every entry names one workflow, the systems it reaches, the exceptions it has to survive and the outcome it is judged on.

The 13 verticals below map to how work is genuinely owned inside a company, not to a product taxonomy. Finance owns invoice coding and revenue recognition. Support and customer success own triage, sentiment and renewal risk. Legal owns contract review and regulatory monitoring. Reading the catalog this way is faster than reading it as a feature list: find the process you already argue about in your Monday meeting, and the relevant agents are in the same place.

Each card states what the agent produces, so two things stay comparable that usually are not. Vendors describe capability in the abstract — “automates finance”, “improves support” — while a defined use case names the deliverable: a payer-ready prior-auth packet, a coded invoice with confidence scores, a triaged ticket routed by severity and account value. If a description cannot survive being written that plainly, it is a demo rather than a use case.

Healthcare Agents

Healthcare operations run on paperwork with a patient on the other end of every delay. These agents take on prior auth, coding, claims, and care coordination.

Healthcare

Prior Auth Agent

Learns payer-specific documentation rules, assembles the submission package, and tracks status end to end.

Healthcare

Medical Coding Agent

Suggests ICD-10 and CPT codes with confidence scoring and validates against payer rules before submission.

Healthcare

Claims Adjudication Agent

Applies a configurable rule engine to check coverage, medical necessity, and contracted pricing.

Healthcare

Eligibility Verification Agent

Confirms active coverage and service-specific benefits in real time at scheduling.

Healthcare

Discharge Coordination Agent

Auto-generates discharge needs assessments and coordinates follow-up scheduling across care teams.

Healthcare
P1
P2
P3

Medication Management Agent

Screens a patient's full medication list for interactions and duplicate therapy.

Healthcare

Radiology Review Agent

Delivers an AI preliminary read that prioritizes likely-urgent studies to the top of the queue.

View all Healthcare agents

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Finance Agents

Finance teams are asked to close faster, catch more, and explain every number. These agents handle reconciling, matching, and monitoring work.

Finance

AP Invoice Agent

Automates OCR extraction, three-way matching, and GL coding on incoming invoices.

Finance
P1
P2
P3

Expense Approval Agent

Validates receipts, policy limits, and duplicate charges automatically.

Finance

Revenue Recognition Agent

Maps contracts to performance obligations and calculates ASC 606 recognition schedules.

Finance

AR Collections Agent

Scores accounts by risk and automates a tiered outreach cadence.

Finance

Recon Variance Agent

Auto-matches zero-variance accounts and classifies remaining variances by root cause.

Finance

Tax Compliance Agent

Validates receipt presence, business-purpose documentation, and GL coding on tax-sensitive transactions.

Finance

Budget Alert Agent

Compares daily actuals against budget by GL line and flags material variances in real time.

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Supply Chain Agents

Supply chain decisions get made on incomplete information. These agents connect the data that already exists so planners see problems before they become disruptions.

Supply Chain

Demand Forecasting Agent

Builds SKU and location-level demand models from historical sales and seasonality.

Supply Chain

Supplier Relationship Agent

Builds a trend-tracked scorecard from delivery, quality, and pricing data per supplier.

Supply Chain

Shipment Visibility Agent

Connects carrier, customs, and warehouse systems into one live tracking view.

Supply Chain

Demand-Supply Matching Agent

Applies rules-based priority to allocate constrained supply automatically.

Supply Chain

Customs Compliance Agent

Verifies or suggests the correct HS code and applies current tariff rules.

Supply Chain

Freight Cost Agent

Models true landed cost per carrier and lane from rate cards and performance history.

Supply Chain

Contract Renewal Agent

Tracks expiration dates across the supplier portfolio and triggers renewal workflows.

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Sales & CRM Agents

Pipeline reviews, proposal cycles, and forecasts often run on gut feel. These agents surface what's actually happening in each deal.

Sales & CRM

Deal Progression Agent

Tracks emails, meetings, and stakeholder breadth against a qualification framework.

Sales & CRM

Proposal Builder Agent

Drafts scope, pricing, and timeline directly from RFQ requirements.

Sales & CRM

Contract Risk Agent

Extracts liability, payment, and termination terms and scores them against a risk model.

Sales & CRM
P1
P2
P3

Win/Loss Agent

Pulls email threads and stage history automatically when a deal closes.

Sales & CRM

Customer Health Agent

Scores account health from usage, support, and billing signals.

Sales & CRM

Lead Scoring Agent

Enriches incoming leads with firmographic and intent data automatically.

Sales & CRM

Pipeline Forecast Agent

Calculates close probability from deal stage, rep track record, and competitive context.

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Operations Agents

Procurement and vendor operations accumulate manual handoffs. These agents apply consistent rules across the procure-to-pay cycle.

Operations

Vendor Compliance Agent

Tracks obligations and SLAs against contract terms continuously.

Operations

PO Approval Agent

Applies policy and spend-limit rules automatically.

Operations
P1
P2
P3

Requisition-to-Pay Agent

Automates handoffs across requisition, sourcing, PO issuance, receiving, and invoicing.

Operations

Supplier Scoring Agent

Builds a standardized scorecard from delivery, quality, and pricing data.

Operations

Demand Planning Agent

Applies pattern-aware forecasting instead of simple historical averages.

Operations

Invoice Matching Agent

Runs fuzzy three-way matching that tolerates OCR and timing noise.

Operations

Contract Lifecycle Agent

Monitors terms, renewal dates, and obligations across the full contract portfolio.

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Manufacturing Agents

On the plant floor, small gaps in visibility compound fast. These agents bring continuous, condition-based visibility to production decisions.

Manufacturing

Maintenance Scheduling Agent

Models failure probability per asset from sensor and usage data.

Manufacturing
P1
P2
P3

Quality Inspection Agent

Runs AI defect classification at production checkpoints.

Manufacturing

Production Scheduling Agent

Builds a constraint-based schedule that minimizes changeover and idle time.

Manufacturing

Materials Planning Agent

Forecasts raw-material demand and triggers supplier orders at optimal reorder points.

Manufacturing

Work Order Agent

Auto-prioritizes and tracks work orders in real time.

Manufacturing

Capacity Planning Agent

Tracks real-time asset utilization by line and shift.

Manufacturing

Warranty Claims Agent

Validates purchase records and coverage terms, auto-approves straightforward claims.

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HR & Talent Agents

Every HR moment generates data that usually gets lost. These agents turn that data into consistent, timely action across the employee lifecycle.

HR & Talent

Offer Letter Agent

Proposes salary, bonus, and benefits from role, level, and market band.

HR & Talent

Onboarding Agent

Orchestrates equipment, access, and training requests across IT and facilities.

HR & Talent

Performance Review Agent

Drafts evidence-based review narrative from goals and peer feedback.

HR & Talent

Succession Planning Agent

Maps org-wide leadership pipeline and flags retirement or flight risk.

HR & Talent

Comp Benchmarking Agent

Compares pay against real-time external market data.

HR & Talent

Attrition Risk Agent

Detects behavioral anomalies against each employee's own baseline.

HR & Talent

Learning Path Agent

Builds a skill-gap profile per employee and recommends personalized learning.

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Need a custom vertical agent?

Our team regularly works with enterprise partners to configure custom orchestrations, private LLM layers, and specific compliance guardrails.

Marketing Agents

Marketing teams juggle segmentation, scoring, attribution, and competitive tracking largely by hand. These agents automate the operational core of the funnel.

Marketing

Email Campaign Agent

Builds behavioral segments, personalizes content per segment, and determines send time per recipient.

Marketing

MQL Scoring Agent

Combines behavioral and intent signals with automatic decay as engagement ages.

Marketing

Content Performance Agent

Aggregates performance across channels and surfaces specific optimization actions.

Marketing

Demand Gen Agent

Orchestrates email, paid, and social execution from one workflow and tracks ROI.

Marketing

Attribution Modeling Agent

Applies multi-touch attribution across every channel in the customer journey.

Marketing

Competitor Monitoring Agent

Tracks competitor pricing, messaging, and feature changes continuously.

Marketing

Event Promotion Agent

Automates pre-event promotion, on-site lead capture, and post-event nurture.

Marketing
P1
P2
P3

Sales Enablement Agent

Generates on-brand one-pagers, decks, and battlecards from a reusable template system.

Legal & Compliance Agents

Legal teams review more contracts and track more regulatory change with the same headcount. These agents extract terms, flag risk, and monitor change continuously.

Legal & Compliance

Contract Review Agent

Extracts key terms and flags risky language against a risk library.

Legal & Compliance

Regulatory Monitoring Agent

Tracks regulatory publications across jurisdictions in real time.

Legal & Compliance

Litigation Risk Agent

Scores litigation risk and models likely timeline and outcome scenarios.

Legal & Compliance

Clause Library Agent

Surfaces the best-fit approved clause for the current contract.

Legal & Compliance

IP Enforcement Agent

Continuously scans for potential trademark, patent, and copyright infringement.

Legal & Compliance

Regulatory Impact Agent

Runs automated gap analysis against current policies.

Legal & Compliance
P1
P2
P3

Dispute Tracking Agent

Clusters similar disputes to surface patterns and models settlement ranges.

Legal & Compliance

NDA Review Agent

Auto-clears standard NDAs and flags non-standard terms.

Support & CS Agents

Support teams are measured on speed and quality simultaneously. These agents route work by real priority and give every ticket the same quality lens.

Support & CS
P1
P2
P3

Ticket Triage Agent

Classifies issue type and severity, scores priority by severity times account value.

Support & CS

Knowledge Base Agent

Detects recurring ticket topics not yet covered and drafts first-pass articles.

Support & CS

Sentiment Analysis Agent

Runs NLP sentiment extraction across tickets, surveys, and reviews.

Support & CS

First-Contact Resolution Agent

Surfaces the most relevant knowledge article and resolution steps in real time.

Support & CS

Self-Service Agent

Matches incoming ticket intent to an automated resolution path.

Support & CS

Support SLA Agent

Monitors the SLA clock per ticket and flags tickets trending toward breach.

Support & CS

Agent Productivity Agent

Scores quality across every ticket interaction, not just a small sample.

Support & CS

Renewal Risk Agent

Scores accounts against their own usage baseline to flag renewal risk early.

Real Estate Agents

Facility and portfolio teams juggle maintenance, leasing, billing, and access across properties. These agents bring portfolio-wide visibility.

Real Estate
P1
P2
P3

Facility Maintenance Agent

Classifies incoming requests by urgency and dispatches the right vendor.

Real Estate

Space Utilization Agent

Tracks occupancy continuously via sensor or badge data.

Real Estate

Lease Renewal Agent

Tracks expiration dates and triggers renewal workflows ahead of deadline.

Real Estate

Tenant Billing Agent

Auto-generates rent and CAM invoices and escalates past-due accounts.

Real Estate

Energy Management Agent

Connects occupancy and energy-usage sensors to adjust HVAC and lighting.

Real Estate

Visitor Access Agent

Replaces manual logging with digital check-in and automated ID verification.

Real Estate

Maintenance Triage Agent

Prioritizes requests by urgency and safety implication.

Real Estate

Rent Optimization Agent

Benchmarks current rents against real-time market comps.

Workforce Management Agents

Frontline workforces run on schedules and time data often built by hand. These agents apply forecasting and automation to scheduling, attendance, and dispatch.

Workforce Management

Shift Scheduling Agent

Builds an optimized roster from demand forecast, availability, and skills.

Workforce Management

Labor Forecasting Agent

Models labor demand at the interval level from sales, traffic, and weather data.

Workforce Management

Time & Attendance Agent

Validates clock-in and clock-out data with biometric, GPS, or photo checks.

Workforce Management

Intraday Adherence Agent

Monitors real-time adherence and recommends break moves or reallocation.

Workforce Management
P1
P2
P3

Shift Fill Agent

Cascades open-shift offers to qualified staff in priority order.

Workforce Management

Fair Workweek Agent

Applies predictability-pay rules per employee location automatically.

Workforce Management

Overtime Optimization Agent

Tracks hours against the overtime threshold and flags assignments.

Workforce Management

Field Dispatch Agent

Routes jobs to field technicians based on location, skill, and SLA priority.

ROI Management Agents

As AI programs scale, spend and impact become harder to see clearly. These agents give AI program owners visibility to attribute and defend AI spend.

ROI Management

AI Spend Tracking Agent

Attributes token-level usage to the team, feature, or prompt that generated it.

ROI Management

AI Unit Economics Agent

Connects AI spend to specific business units to derive cost-per-query.

ROI Management

Model Routing Agent

Classifies each request's complexity and routes routine work to lower-cost models.

ROI Management

Automation ROI Agent

Tracks hours reclaimed and converts them into P&L-ready savings figures.

ROI Management

Agent Performance Agent

Unifies success rate, cost, and business impact across every deployed agent.

ROI Management
P1
P2
P3

Cost Anomaly Agent

Monitors AI spend in real time and flags statistically unusual patterns.

ROI Management

Shadow AI Agent

Detects unsanctioned AI tool usage and estimates spend and data exposure.

ROI Management

AI Governance Agent

Maintains a live inventory of production AI systems and runs policy checks.

Choosing your first agent is a risk decision, not a shopping decision. The workflows that pay off first are high-volume, low-judgment and already documented. Volume makes the saving visible in weeks. Low judgment means the agent rarely needs a human ruling. Documented means somebody can already describe the exception path — and if nobody can, that is the work to do before any agentic tooling enters the picture, because an agent will not discover a rule your organisation has never written down.

Match autonomy to blast radius rather than to confidence. Internal work — reconciliation, planning, workforce management, reporting — can move to Autopilot early because a mistake is caught before it leaves the building. Anything that reaches customer conversations or external users deserves to sit at Copilot until the exception rate is boring. The four-stage ladder further down exists precisely so an agent earns the right to act autonomously from its own run history, one workflow at a time.

Three things are worth checking before a pilot rather than during one: whether the records the workflow depends on are reachable and clean, whether your team agrees on what a correct output looks like, and who reviews the output while the agent is still learning. Those are almost always the binding constraint — far more often than model capability or the tools an agent has to integrate with. Teams that settle them in advance are usually running in Copilot within the first cycle.

Implementation

How it works: Graduated Autonomy

A clear path from assisted workflows to self-driving systems — built for control, visibility, and continuous improvement.

  1. 01

    Assisted

    Human triggers work; the agent suggests the next draft. You review, refine, and approve.

  2. 02

    Copilot

    The agent drafts automatically; you review and approve the output. Confidence grows with every run.

  3. 03

    Autopilot

    The agent executes work; you audit logs and validate outcomes. Exceptions are surfaced automatically.

  4. 04

    Self-Driving

    The agent governs the workflow; it raises flags on exceptions and continuously improves with feedback.

Find the agent built for your next workflow

Search the catalog, see exactly how an agent works, and bring a shortlist to your team, backed by modeled outcomes instead of guesswork.

From shortlist to something running. Most teams leave this catalog with three or four candidates rather than one. That is the right number: it lets you compare how much of each workflow an agent genuinely absorbs, and which of the tasks in it still need a person. Bring the shortlist to the people who do the work today, not only to the people who sponsor the budget — the reviewer who spots a bad output in week one is worth more to the pilot than any projection.

Expect the first cycle to change the agent. Catalog entries are starting points: you clone one, adapt its instructions to how your organisation actually runs the process, and the version in production a month later rarely matches the version you started from. That is the system working. What should not change is the surrounding discipline — scoped access, an audit trail, a named owner, and a budget the agent has to justify against what it returns.

Where an agent touches a customer, keep a human in the loop longer than feels necessary. Internal tasks forgive a bad run; a mishandled account does not. The teams that scale fastest are usually the ones that were slowest to promote their first customer-facing agent, because by the time they did, they had the evidence to defend the decision.

Questions teams ask before picking their first agent

What are AI agent use cases?
AI agent use cases are the specific jobs an agent is built to do end to end — coding an invoice, triaging a support ticket, checking a contract against a risk library — as opposed to the open-ended chat a general assistant offers. A use case is defined by its workflow, the systems it touches, the exceptions it has to handle and the outcome it is measured on. That framing is what makes agents comparable: two vendors both claim to "do finance", but only a defined use case tells you which tasks actually leave your team's plate.
How is this catalog organized?
104 specialist agents across 13 enterprise verticals — healthcare, finance, supply chain, sales and CRM, operations, manufacturing, HR and talent, marketing, legal and compliance, support and customer success, real estate, workforce management, and ROI management. Each entry names the workflow it owns and what it produces, so you can scan by department, by the pain point you recognize, or by the business outcome you are being asked to hit. Start from the problem you already have rather than from the technology.
How do I choose which agent to start with?
Pick the workflow that is high-volume, low-judgment and already documented. Those three together predict a fast first win: high volume means the saving is visible within weeks, low judgment means the agent rarely needs a human ruling, and documented means someone can already describe the exception path. Teams that begin with their hardest, most contested process usually spend the pilot arguing about edge cases instead of proving value. Start narrow, prove it, then widen.
What makes a vertical agent different from a general AI assistant?
Scope and accountability. A general assistant answers whatever you ask and leaves the judgment with you. A vertical agent knows one process — its systems, its data shapes, its failure modes — and is measured on the outcome of that process. Because the scope is narrow, it can be permissioned narrowly, tested against real cases and audited properly. Broad tools are easy to adopt and hard to hold responsible; narrow agents are the opposite.
Do these agents work with the tools we already use?
Yes. Agents reach your systems through governed connectors that are approved once at the platform, then inherited by every agent built afterwards. That covers more than a thousand tools teams already work in, and integration is scoped rather than blanket: an agent gets the specific access its workflow needs, not a general key to the system. Adoption does not begin with a migration project.
How much of a workflow does one agent handle?
One coherent slice, not a whole department. An invoice agent covers OCR, three-way matching and GL coding; it does not also run your month-end close. That is deliberate — narrow agents are testable, permissionable and replaceable, while an agent that owns everything is none of those things. When a process genuinely spans several slices, you chain agents rather than growing one.
Which tasks are a bad fit for an agent?
Work where the rule changes every time, where the input is a conversation nobody logged, or where being wrong once is unacceptable and there is no review step. Agents do well on repetitive tasks with a describable exception path; they do badly on judgment calls that depend on context living only in someone's head. If your team cannot write down how the decision is made today, an agent will not discover it for you.
What happens when an agent hits an exception?
It surfaces it rather than guessing. Exceptions are raised for a human to resolve, and the resolution feeds back so the same case is handled better next time. Action guards define what the agent may touch before it runs, every step is written to an immutable audit trail, and any agent can be stopped instantly with a kill switch. The measure of a production agent is not that it never fails — it is that you can see the failure and reverse it.
Can agents run autonomously, or does someone approve every action?
Both, and you choose per workflow. Graduated Autonomy moves an agent through four stages: Assisted, where a human triggers work and the agent suggests a draft; Copilot, where it drafts automatically and you approve; Autopilot, where it executes and you audit the logs; and Self-Driving, where it governs the workflow and raises flags on exceptions. Agents earn the right to act autonomously with evidence from their own run history, one workflow at a time.
What data does an agent need before it is useful?
The systems the workflow already reads, and nothing beyond them. Retrieval is permission-aware, so an agent sees only what the person or team invoking it is entitled to see, and sensitive-data filters sit in front of the sources that need them. In practice the binding constraint is rarely model capability — it is whether the relevant records are reachable and clean enough to act on. That is worth checking before the pilot, not during it.
How long before a catalog agent is doing real work?
Faster than a build, because the workflow logic, the connector pattern and the exception handling already exist — configuration replaces development. The realistic gate is not the agent, it is your side: access to the systems, agreement on what "correct" looks like, and someone to review output during the Assisted and Copilot stages. Teams that line those up in advance are usually running in Copilot within the first cycle.
Can we modify an agent from the catalog?
Yes — catalog agents are starting points, not fixed products. Clone one, adapt its instructions and connectors to how your organization actually runs the process, and publish your version for other teams. Every change carries full version history and an approval step, so an edit that makes things worse is visible and reversible. Most agents that end up in production look meaningfully different from the day they were cloned.
What if our workflow isn't in the catalog?
The catalog covers the use cases that recur across most organizations, not every process in yours. For anything genuinely specific, our team configures custom orchestrations, private model layers and industry compliance guardrails on the same governed foundation — so a bespoke agent inherits the same permissions, audit trail and cost controls as everything else. A custom agent should be an extension of the platform, not an exception to it.
Can several agents work together on a larger process?
Yes. Multi-agent systems let one request hand off across specialists: an agent runs the query, another builds the visualization, a third publishes the digest — all from a single prompt. Chaining narrow agents beats growing one agent that does everything, because each link stays testable and each hop is logged. A multi-step run ends up as auditable as a single-step one.
Who should own an agent once it is live?
The team that owns the process, not the team that built it. A platform group holds identity, approved connectors and budgets; the department holds the agent, its exceptions and its outcome. Ownership is recorded rather than assumed, and it transfers cleanly when people change roles — the agent, its history and its integrations stay with the team. An agent nobody owns is an agent nobody maintains.
How do we measure whether an agent is working?
Against the outcome the workflow was already measured on, not against activity. Volume processed tells you the agent ran; cycle time, exception rate and rework tell you whether it helped. Each agent reports what it cost against what it returned, with spend attributed to the team that generated it, so an agent that cannot justify itself gets retired instead of quietly renewed. Counting tasks completed is the most common way to be busy and wrong at once.
Do these work in regulated industries?
The healthcare, finance and legal use cases in this catalog are built around workflows where the audit question comes first — prior authorization, claims adjudication, revenue recognition, contract review. Agents run in your environment under your credentials, every action is logged, and access is scoped per agent. What the platform cannot do is decide your regulatory position for you: your compliance team still sets what an agent may act on unsupervised, and the controls exist to enforce that decision.
Can agents work with customers directly, or only internally?
Both appear in the catalog, and the two deserve different autonomy settings. Internal agents — reconciliation, planning, reporting — can often move to Autopilot quickly because a mistake is caught before it leaves the building. Customer-facing work such as ticket triage, renewal risk and first-contact resolution touches your relationship with users directly, so most teams keep those at Copilot longer and promote them only once the exception rate is boring.
How is this different from the automation we already have?
Classic automation runs on rules you wrote in advance and breaks on the first case nobody scripted. An agentic approach reads the situation, handles the exception path and escalates what it genuinely cannot resolve. That is why the two coexist well: keep deterministic rules where the process is truly fixed, and put agents where the variance lives. Replacing working rules with an agent for its own sake adds risk without adding much.
How do we roll agents out across more departments?
Publish what worked. Once an agent is proven, it becomes a shared asset other teams adopt with the same guardrails, so the second department starts from something that already runs instead of a blank canvas. Pair that with enablement where the work happens rather than a portal nobody opens. Management attention is usually the scarce input, not technology — one proven agent per quarter compounds faster than ten pilots nobody finished.