Featured scenarios
E-commerce & SaaS
Customer Support Triage
Order status, account updates, password resets, and shipping changes handled end-to-end with live data from your stack.
- Verify caller and pull account or order context
- Handle address changes, cancellations, and subscription edits within policy
- Escalate complex or high-value accounts with a ready-made summary
92% completion without human transferNPS lift +12 points
SaaS & Fintech
Account & Billing Desk
Explains invoices, adjusts plans, initiates refunds, or logs disputes while following your approval rules.
- Authenticate caller and inspect subscription usage
- Walk through invoice line items and thresholds
- Trigger credits, refunds, or plan changes and push updates to CRM
30% faster resolutionCharge dispute accuracy 99%
Healthcare & Field Ops
Scheduling Concierge
Books, reschedules, or cancels appointments using calendar availability, sends prep instructions, and logs confirmations.
- Check identity and eligibility in EHR or internal systems
- Surface best appointment slots and capture preferences
- Send SMS/email confirmations with prep instructions automatically
No-show rate down 18%Scheduling workload -60%
Insurance
Tele-underwriting Calls
Outbound scripted calls collect disclosures, flag risks, and sync structured data back to underwriting tools.
- Uses approved script with branching logic per policy
- Captures disclosures verbatim with timestamps
- Flags risk answers and packages data for human underwriters
Compliance exceptions <1%Throughput +3× vs. manual dialing
Banking & Fintech
Banking Self-Service Desk
Handles card status, transaction explanations, balance lookups, and dispute intake directly inside core banking systems.
- Multi-factor verification with OTP or knowledge-based questions
- Reads balances, recent transactions, and performs instant card actions
- Logs dispute tickets with structured evidence + call summary
First-call resolution 78%Agent workload per shift -45%