Use cases

Pick a task or your industry

Each use case explains the problem, what changes with the agent and what’s under the hood to make it work.

By industry

📊

Accounting and services

🩺

Clinics

Automatic bookings and reminders for a clinic

🏠

Real estate

Qualifying leads from property portals

💼

Consulting

Summarising client meetings and preparing the follow-up

🛠️

Building & renovation

Following up renovation quotes that went quiet

🚗

Car dealerships

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🍽️

Restaurants & holiday lets

Asking for reviews and replying to restaurant customers

💻

Sole traders & freelancers

Gathering documents and tracking deadlines for a sole trader

By task

Answering emailsAccounting and services

Answering client emails at an accounting practice

An agent reads incoming requests, sorts them by type and leaves a draft reply. You review it and hit send.

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Invoices and documentsAccounting and services

Reading invoices and receipts and putting the data into a spreadsheet

Send in an invoice as a PDF or photo and the agent pulls out the supplier, amount, VAT and due date into your spreadsheet.

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Bookings and remindersClinics

Automatic bookings and reminders for a clinic

Patients book online and get a confirmation and a reminder before their appointment. You, or your front desk, stop spending the day on the phone.

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Qualifying leadsReal estate

Qualifying leads from property portals

Every enquiry from the portals gets a score and a first reply. The agent tells you who to call first.

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Meetings and follow-upsConsulting

Summarising client meetings and preparing the follow-up

After the call you get a summary, the decisions and everyone's tasks, with the follow-up email already drafted.

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Following up quotesBuilding & renovation

Following up renovation quotes that went quiet

The agent drafts follow-ups for your kitchen and bathroom quotes. You approve every email and see which quotes are going cold.

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Getting paidAccounting and services

Chasing unpaid monthly fees at an accounting practice

Invoices on credit terms are tracked before and after their due date. You approve the reminders and receive a summary every Monday.

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ReviewsRestaurants & holiday lets

Asking for reviews and replying to restaurant customers

After a meal or stay, the review request is ready. Replies are drafted too, always with your approval.

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Deadlines and paperworkSole traders & freelancers

Gathering documents and tracking deadlines for a sole trader

Deadlines checked by your accountant are tracked. Every month, your documents are gathered and the email is ready for you to approve.

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