Enterprise DNA

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

Law

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.

VoiceYour data
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Law

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.

EmailYour data
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Law

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.

OutboundSMSYour data
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Accounting

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.

VoiceWeb chat
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Accounting

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.

OutboundEmailSMS
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Accounting

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.

Email
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Mortgage broking

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.

OutboundVoice
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Mortgage broking

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.

Web chatEmail
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Mortgage broking

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.

OutboundSMSYour data
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Financial advice

Annual review booking for a financial advice practice

Books every client's annual review, collects the pre-meeting questionnaire and never gives advice itself.

OutboundEmailVoice
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Financial advice

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.

Web chat
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Immigration advice

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.

VoiceWeb chat
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Immigration advice

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.

EmailYour data
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Property management

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.

VoiceSMSYour data
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Property management

Rental viewing booker for a property manager

Answers questions about vacant rentals and books prospective tenants into viewings.

Web chatSMSYour data
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Real estate

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.

VoiceYour data
See how it works →
Real estate

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.

OutboundSMS
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Trades and home services

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.

VoiceSMS
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Trades and home services

Quote request intake for an electrician

Turns vague website enquiries into proper quote requests with photos, scope and a booked site visit.

Web chatEmail
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Allied health

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.

VoiceSMS
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Allied health

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.

OutboundSMS
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Hospitality

Reservations line for a restaurant

Takes bookings, answers menu and dietary questions and handles changes during service, when nobody can get to the phone.

VoiceSMS
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Hospitality

Group and function bookings inbox for a venue

Replies to function and group enquiries within minutes with availability, packages and next steps.

Email
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Education and training

Enrolment assistant for a training provider

Answers course, date and fee questions from the course database and walks people through enrolling.

Web chatEmailYour data
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Education and training

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.

VoiceWeb chat
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Recruitment

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.

OutboundVoice
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B2B software

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.

Web chatVoice
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B2B software

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.

OutboundEmailYour data
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Clubs and memberships

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.

OutboundSMSEmailYour data
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Nonprofits and events

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.

VoiceWeb chat
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Internal operations

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.

InternalVoiceYour data
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Internal operations

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.

InternalOutboundYour data
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Internal operations

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.

InternalOutboundEmailYour data
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Internal operations

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.

InternalWeb chatEmail
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Internal operations

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.

InternalVoiceYour data
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Internal operations

Supplier and accounts inbox triage

Sorts the accounts inbox, matches supplier invoices to purchase orders and flags anything that doesn't line up.

InternalEmailYour data
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