Use cases

Decision pages for real workflows

Each page is designed to be decision-complete: a clear recommendation, a practical framework, evidence, and the failure modes that matter in production.

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Use case

Sales Qualification Copilot

Use an AI copilot to score inbound deals, summarize fit, and route only high-signal opportunities to AEs.

Inbound volume exceeds SDR capacity in at least two regions.Qualification framework exists and can be encoded as deterministic checks + model reasoning.CRM workflow accepts score-based routing without manual bottlenecks.

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Use case

Support Ticket Triage Automation

Treat AI triage as a risk control system. Auto-route only low-risk tickets when confidence is high, and send uncertain or high-liability tickets to human review. Log the reason for every routing decision and run a weekly scorecard for precision, abstention, misroutes, SLA impact, and drift.

Ticket volume and repeat intent patterns are high enough that routing quality materially affects backlog and response time.Queue taxonomy, escalation ownership, and SLA policy are explicit enough to encode deterministic guardrails.Historical resolved tickets and internal policy artifacts are available for baseline measurement and retrieval-grounded reasoning.

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Use case

Finance Close Exception Monitoring

Monitor close workflows, detect anomalies in reconciliation paths, and generate audit-ready exception narratives.

Close process has defined checkpoints with structured artifacts.Historical exception data exists for baseline pattern analysis.Finance leadership will act on prioritized exception queues daily.

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Procurement Intake Routing

Parse procurement requests, identify risk category, and auto-route to legal, security, or finance in the right order.

Procurement requests arrive through a central intake channel.Review dependencies can be represented as policy rules.Stakeholders agree on response-time targets by risk band.

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Use case

Automate Audit Evidence

Automate evidence assembly, not evidence creation. Map each control to verifiable artifacts in systems of record, assemble packets with traceable links, and run weekly human signoff. Use LLMs to summarize evidence, and keep attestations and exceptions human-owned.

Control framework scope is defined (SOC 2, ISO 27001, NIST 800-53, internal controls) with stable control statements for at least a quarter.Evidence already exists in systems of record (tickets, logs, access reviews, CI/CD, HR, vendor management), not only in spreadsheets.You can map each control to an evidence definition (what, where, who signs, retention period, sampling frequency).

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Use case

Incident Response Briefing

Turn fragmented incident timelines into decision-ready briefs with remediation options and owner handoff notes.

Incident data is available from logs, alerting, and ticket systems.Sev-level procedures already define escalation roles.Teams can adopt a standard response brief format.

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Use case

Build an Internal AI Answer System

Build an internal answer layer on your docs, not a generic chatbot. Enforce permissions at retrieval time and require citations for important claims. If confidence is low, return “no answer” and escalate. Fine-tune only when retrieval, prompting, and policy still cannot deliver the behavior you need.

Your knowledge sources are real systems of record (not scattered PDFs and tribal Slack threads) with named owners.You can map and enforce access controls at retrieval time (role/team/project ACLs), not just in the UI.Users need answers with provenance (citations/quotes) so they can verify and correct quickly.

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Customer Onboarding Orchestration

Coordinate onboarding tasks, detect blockers, and deliver role-specific next actions to customers and internal teams.

Onboarding follows repeatable milestone phases.Customer data and project status are visible in a system of record.CS team can enforce standard milestone definitions.