100+ AI agent use cases

Use cases for every business sector and function

Find use cases for AI agents that can transform the way you work.

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Accountants
Bookkeeping Services
Business Consultancies
Commercial Real Estate
Commodities Trading
Compliance Monitoring Services
Construction Project Management
Content Creation Studios
Credit Repair Agencies
Customer Loyalty Program Managers
Customer Support Centers
Data Analysis Consultancies
Dental Practices
Ecommerce Agencies
Ecommerce Retailers
Educational Institutions
Equipment Leasing Companies
Event Planning Companies
Farm Management
Financial Advisory Services
Fleet Management Companies
Food Service Distribution
Grant Writing Services
Healthcare Administration
Hospitality Management
Human Resources
IT Managed Service Providers
Importexport Businesses
Insurance Brokerages
Inventory Management Services
Legal Firms
Logistics And Supply Chain Management
Manufacturing Operations
Market Research Firms
Marketing Agencies
Medical Claims Processing
Mortgage Brokers
Nonprofit Organizations
Pharmacies
Professional Certification Organizations
Property Management
Public Relations Agencies
Publication/Editorial Teams
Real Estate Agencies
Recruitment Agencies
Retail Merchandising
Small Business Advisory Services
Social Media Management Agencies
Training And Development Providers
Travel Agencies
Veterinary Clinics
Industry
Academic Affairs
Account Management
Accounting
Accounts Receivable
Accreditation
Administration
Admissions
Advancement
Advertising
Advising
Advisory
Advocacy
Agronomy
Alumni Relations
Analytics
Animal Health
Appeals
Asset Management
Audit
Automation
Benefits
Billing
Brand Management
Build
Business Analysis
Business Development
Business Partner Support
CRM
Calendar Management
Campus Life
Care Coordination
Career Services
Change Management
Claims
Client Relations
Client Service
Client Services
Client Success
Clinical
Clinical Documentation
Clinical Review
Cloud Management
Coding
Collaboration
Communication
Communications
Community Engagement
Community Management
Community Programs
Compensation
Competitive Intelligence
Compliance
Content
Content Creation
Content Management
Continuing Education
Contract Management
Copywriting
Corporate Responsibility
Corporate Services
Creative
Culinary
Customer Experience
Customer Insights
Customer Service
Customer Success
Customer Support
Data Analysis
Data Engineering
Data Management
Data Preparation
Data Science
Data Visualization
Design
Digital
Disability Services
Disaster Recovery
Diversity
Diversity and Inclusion
Document Management
Documentation
Drafting
Due Diligence
E-Discovery
EDI
Ecommerce
Editorial
Education
Employee Engagement
Employee Relations
Employer Relations
Engineering
Environmental
Escalation Management
Estate Planning
Evaluation
Event Management
Events
Executive
Executive Services
Function
Filter use cases:

Mortgage Brokers

Marketing

Client Services

Operations

Client Database Management & Segmentation

Create AI agents for:

Managing and segmenting client databases, identifying opportunities, and enabling targeted communications for ongoing engagement
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Mortgage Brokers

Sales

Marketing

Client Services

Lead Qualification & Nurturing

Create AI agents for:

Qualifying leads and nurturing prospects, providing education and follow-up to convert inquiries into clients
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Mortgage Brokers

Client Services

Operations

Administration

Post-Closing Follow-Up & Servicing Transitions

Create AI agents for:

Managing post-closing follow-up and servicing transitions, providing client education and ongoing support
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Mortgage Brokers

Operations

Administration

Compliance

Lender Submission Package Preparation

Create AI agents for:

Preparing and verifying lender submission packages, ensuring completeness and adherence to requirements through automated processes
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Mortgage Brokers

Operations

Compliance

Client Services

Post-Application Condition Clearing

Create AI agents for:

Tracking and clearing post-application conditions, communicating requirements, and verifying completion through automated processes
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Mortgage Brokers

Operations

Compliance

Client Services

Client Intake & Documentation Collection

Create AI agents for:

Streamlining the collection of client information and documents, ensuring completeness and accuracy through automated processes
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Mortgage Brokers

Operations

Administration

Client Services

Appraisal & Inspection Coordination

Create AI agents for:

Coordinating appraisals and inspections, tracking progress, and managing follow-up to ensure timely property valuation
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Mortgage Brokers

Sales

Operations

Client Services

Pre-Qualification & Pre-Approval Management

Create AI agents for:

Managing pre-qualification and pre-approval processes, generating estimates, and tracking approvals through automated analysis
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