AI Agent Examples.

• Ticket triage — reads an incoming ticket, classifies it, and routes it to the right queue or drafts a first response for review.
• Refund and order agents — reads the order, checks it against policy, issues the refund through the billing API if it qualifies, and logs the action.
• Knowledge retrieval — answers customer or internal questions grounded in your actual documentation, with citations back to the source.

• Account research — gathers public and internal data on a prospect and drafts a briefing before a call.
• CRM hygiene — enriches incomplete records and flags stale or conflicting data for review.
• Outbound drafting — produces personalised first-draft outreach grounded in account research, reviewed before sending.

• Document intake — extracts structured data from contracts, invoices, and claims, and routes exceptions to a human.
• Reconciliation — compares records across systems and flags anomalies for review rather than silently resolving them.
• Procurement — matches invoices to purchase orders, flags variances above a threshold, and posts approved ones to accounting.

• Access request triage — checks an incoming access request against role policy and grants or escalates it.
• Alert triage — enriches a security alert with context from logs and other systems before it reaches an analyst.
• Internal support — resolves common IT requests directly, escalating anything outside a defined scope.

Every example above needs the guardrails covered in our AI agent security guide before it touches production data.

For how to size the return on any of these before committing budget, see our AI agent ROI guide.