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
Experience Management
Facilities
Facilities Management
Faculty Affairs
Family Office
Finance
Finance Operations
Financial Aid
Financial Planning
Fleet Management
Food and Beverage
Front Desk
Front Office
Fundraising
Governance
Group Management
Guest Services
HR
Health Information Management
Hospitality
Housekeeping
IT
Influencer Management
Information Technology
Institutional Research
Insurance
Intake
Integration
International
International Programs
International Relations
Inventory Management
Investment
Investment Management
Investor Relations
Knowledge Management
Land Management
Leadership
Learning
Learning and Development
Legal
Library
Litigation Support
Localization
Logistics
Maintenance
Management
Manufacturing
Market Analysis
Market Research
Marketing
Media
Membership
Merchandising
Network Management
Offboarding
Omnichannel Support
Onboarding
Operations
Optimization
Outreach
PR
Partner Management
Partnerships
Patient Services
Patient Support
Payroll
Performance Management
Personalization
Pharmacy
Planning
Policy
Population Health
Pricing
Pro Bono
Process Improvement
Procurement
Product Management
Production
Program Management
Project Management
Property Management
Provider Relations
Public Relations
Quality
Quality Assurance
Quality Control
Recruitment
Registrar
Relationship Management
Remote Work
Research
Research Administration
Resource Management
Retirement Planning
Revenue Cycle Management
Revenue Management
Risk
Risk Management
SEO
Function
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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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