Directory · 15 entries
Agent
use cases
Practical patterns for presales and enterprise IT. Each entry names the problem, how an agent helps and the kind of tools involved.
Presales01
RFP first draft
- Problem
- Teams spend days assembling answers to long questionnaires from scattered past responses.
- How an agent helps
- An agent retrieves approved past answers, drafts responses per question and flags gaps for experts.
- Tools
- LLM, vector search, SharePoint or Drive
Presales02
Discovery call summaries
- Problem
- Notes from discovery calls are inconsistent and requirements get lost.
- How an agent helps
- An agent turns call transcripts into structured requirements, risks and open questions.
- Tools
- Transcription, LLM, CRM
Presales03
Solution sizing assistant
- Problem
- Early sizing estimates depend on a few senior people.
- How an agent helps
- An agent applies your sizing rules to captured requirements and produces a reviewable estimate with assumptions listed.
- Tools
- LLM, spreadsheets, pricing rules
Presales04
Competitive briefings
- Problem
- Account teams lack quick, current context on competing offers.
- How an agent helps
- An agent compiles public information into a short briefing with sources for each claim.
- Tools
- Web search, LLM, docs
Sales05
Account research pack
- Problem
- Reps prepare for meetings by hand across many websites.
- How an agent helps
- An agent gathers public news, filings and org changes into a one-page brief before each meeting.
- Tools
- Web search, LLM, calendar
Sales06
CRM hygiene
- Problem
- Opportunity records go stale and forecasts suffer.
- How an agent helps
- An agent reads emails and meeting notes, suggests field updates and asks the owner to confirm.
- Tools
- CRM API, email, LLM
Sales07
Proposal personalisation
- Problem
- Generic proposals don't reflect what the client said.
- How an agent helps
- An agent tailors standard proposal sections using discovery notes, keeping approved language intact.
- Tools
- LLM, document templates
IT Ops08
Incident triage
- Problem
- On-call engineers sift through noisy alerts.
- How an agent helps
- An agent groups related alerts, pulls recent changes and suggests a likely cause and runbook.
- Tools
- Monitoring tools, ITSM, LLM
IT Ops09
Change request review
- Problem
- Change requests arrive incomplete and get bounced back.
- How an agent helps
- An agent checks each request against policy, fills obvious gaps and lists what's missing.
- Tools
- ITSM, LLM, policy docs
Data10
Natural-language reporting
- Problem
- Business users wait on analysts for simple questions.
- How an agent helps
- An agent translates questions into queries on a governed data model and explains the result.
- Tools
- SQL warehouse, semantic layer, LLM
Data11
Data quality watcher
- Problem
- Bad records reach dashboards before anyone notices.
- How an agent helps
- An agent runs checks, explains anomalies in plain language and opens tickets for owners.
- Tools
- Data pipelines, LLM, ticketing
Security12
Alert enrichment
- Problem
- Analysts spend time gathering context for every alert.
- How an agent helps
- An agent enriches alerts with asset, user and threat-intel context and drafts a triage note.
- Tools
- SIEM, threat intel, LLM
Security13
Policy Q&A
- Problem
- Staff can't easily find what security policy allows.
- How an agent helps
- An assistant answers questions from approved policy documents and cites the section.
- Tools
- LLM, retrieval, intranet
Support14
Ticket deflection
- Problem
- Repeat questions fill the support queue.
- How an agent helps
- An assistant answers from the knowledge base and hands over to a person with full context when unsure.
- Tools
- Help desk, retrieval, LLM
Support15
Knowledge base upkeep
- Problem
- Articles drift out of date as products change.
- How an agent helps
- An agent spots resolved tickets with no matching article and drafts updates for review.
- Tools
- Help desk, LLM, docs