The Customer Communication Agent sends confirmations, tracking and delay notices before customers ask, so your support team stops pasting tracking numbers.
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The Fee Schedule Agent requests current PPO fee schedules, compares them with your UCR fees and flags underwater procedures so owners decide with facts.
The Engagement Status Agent chases updates, keeps the dashboard current, flags risk and drafts the client report so engagement managers stay with clients.
The Invoicing Agent builds the monthly pay app from the schedule of values, collects sub lien waivers and tracks retainage, so your PM can run the job.
The New Client Consultation Capture Agent handles intake so your team can focus on service. It captures hair goals, maintenance habits, and skin analysis.
The Lender Submission Agent tracks approvals and stipulations, chases customers for documents and follows up on funding so F&I managers keep selling.
The Accounts Payable Agent captures invoices, runs the three-way match, routes approvals and confirms payments, so bookkeepers stay with client businesses.
The New Client Onboarding Agent sends forms before the visit, requests prior vet records and checks pet insurance, so the front desk greets families.
The Post-Trip Follow-Up Agent routes supplier refund claims, sends the survey, and times the next-trip offer, so advisors stay with travelers booking now.
The Reservation Agent confirms large parties, applies your no-show policy and maps each booking to a real table, so managers run the floor, not the book.
The Talent Pool Agent checks in with past candidates, sorts them by role and seniority and surfaces silver medalists for new reqs, so recruiters recruit.
The Lead Capture Agent pulls portal, social and open house leads into one queue, replies, scores and routes them, so your agents stay with clients.