Examples library
36 agents we can build, worked through.
Each example shows the problem, how the agent works, a sample conversation and what it connects to. Filter by your industry or by channel, then open one to see it in detail.
Showing all 36 examples
New-client intake line for a law firm
Answers new-client calls, runs the firm's intake questions and books a first consult with the right lawyer.
Matter update inbox for a law firm
Replies to "where is my matter at?" emails from the practice management system, and routes everything else to the right lawyer.
Settlement day updates for a conveyancing team
Texts and calls buyers and sellers at each settlement milestone, so the team stops fielding "has it settled yet?" calls.
Tax season front desk for an accounting firm
Handles the flood of calls and website questions in tax season: deadlines, what to bring, appointments and new-client enquiries.
Year-end document chaser for accountants
Follows up clients for missing year-end records by email, text and a friendly call, and tells the team who is ready to start.
Shared inbox triage for an accounting practice
Sorts the practice's shared inbox, answers the routine questions and hands the rest to the right accountant with a summary.
Instant lead callback for a mortgage broker
Calls every new website or referral lead within minutes, asks the qualifying questions and books a meeting with a broker.
Application checklist chat for a mortgage broker
Answers "what do I need for my application?" on the website and by email, and tracks which documents each client still owes.
Fixed-rate expiry reminders for a mortgage broker
Contacts existing clients before their fixed rate ends and books a review, so the broker keeps the relationship.
Annual review booking for a financial advice practice
Books every client's annual review, collects the pre-meeting questionnaire and never gives advice itself.
New enquiry chat for a financial adviser
Answers questions about the adviser's services and fees on the website, then books a free first meeting.
Multilingual enquiry line for an immigration adviser
Takes enquiries in the caller's own language, switching mid-call if needed, and books a consultation with a licensed adviser.
Application status inbox for an immigration practice
Replies to "any news on my visa?" emails from the case file, in the client's language, and routes real questions to the adviser.
Tenant maintenance request line for a property manager
Logs tenant maintenance requests any time of day, sorts urgent from routine and gets the right tradesperson moving.
Rental viewing booker for a property manager
Answers questions about vacant rentals and books prospective tenants into viewings.
Listing enquiry line for a real estate agent
Answers calls about any listing from the agency's own listing data, and books private viewings with the listing agent.
Open home follow-up calls for a real estate agent
Calls every open home attendee the next day to gather feedback and spot serious buyers, in the agent's own voice if they choose.
Missed-call catcher for a plumbing business
Answers the phone when the plumbers are on the tools, books the job and texts the details to the right person.
Quote request intake for an electrician
Turns vague website enquiries into proper quote requests with photos, scope and a booked site visit.
Booking line for a physiotherapy clinic
Books, moves and cancels appointments over the phone so the front desk can look after the people in the clinic. Admin only, nothing clinical.
Appointment reminders and rebooking for a health clinic
Sends reminders, handles replies like "can I change it?" and fills cancelled slots from the waitlist. Admin only, nothing clinical.
Reservations line for a restaurant
Takes bookings, answers menu and dietary questions and handles changes during service, when nobody can get to the phone.
Group and function bookings inbox for a venue
Replies to function and group enquiries within minutes with availability, packages and next steps.
Enrolment assistant for a training provider
Answers course, date and fee questions from the course database and walks people through enrolling.
International student enquiry line for a private training establishment
Answers international student enquiries in their own language, across time zones, and books calls with the admissions team.
First-round candidate screening calls for a recruitment agency
Calls applicants for a role, asks the agreed screening questions and books shortlisted people with the consultant.
Demo request qualifier for a B2B software company
Answers product questions on the website, qualifies demo requests and books the good ones straight into a sales calendar.
Trial follow-up for a software company
Emails and calls trial users based on what they've actually done in the product, and books help for the ones who are stuck.
Membership renewals for a sports club
Reminds members to renew, answers fee and grade questions from the member database and keeps volunteers out of the chasing.
Event registration and questions line for a nonprofit
Registers people for community events, answers logistics questions and routes supporter enquiries to the small staff team.
Ask your business data by voice
Owners and managers call a number, ask a question about the business and get the answer from their own systems.
Daily briefing call for a business owner
Calls the owner at a set time each morning with the numbers and issues that matter, then takes questions.
Overdue invoice chaser from your accounting data
Works through overdue invoices in your accounting system with polite emails and calls, and logs every promise to pay.
Staff policy and HR helpdesk
Answers staff questions about leave, expenses and procedures from your own policies, and routes the sensitive ones to a person.
Voice job logging for field teams
Field staff call in at the end of a job and talk. The agent writes the job notes, hours and materials into your database.
Supplier and accounts inbox triage
Sorts the accounts inbox, matches supplier invoices to purchase orders and flags anything that doesn't line up.
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