27 Industries, One Platform
Click any industry to see how AI agents transform workflows with the tools you already use.
Construction
General contractors, superintendents, estimators
Real Estate
Agents, brokers, property managers
Consulting
Consulting firms, strategy advisors
Healthcare
Doctors, therapists, medical offices
Legal
Attorneys, paralegals, law firms
Accounting
CPAs, bookkeepers, tax preparers
Financial Advisory
Advisors, wealth managers, RIAs
Manufacturing
Plant managers, operations, QC
E-Commerce
Online stores, DTC brands
Hospitality
Hotels, resorts, events
Education
Teachers, administrators, tutors
Government
Officials, administrators, agencies
Nonprofit
Directors, fundraisers, volunteers
Dental
Dentists, hygienists, practice managers
Restaurant
Restaurants, catering, food service
Travel
Travel agencies, tour operators
Logistics
Warehousing, fulfillment, 3PL
Recruiting
Staffing agencies, recruiters
Marketing Agency
Agencies, campaign managers
IT Services
MSPs, IT consultancies, helpdesks
Insurance
Agents, brokers, underwriters
Automotive
Dealers, mechanics, parts
Veterinary
Vet clinics, animal hospitals
Home Services
HVAC, plumbing, electrical, roofing, landscaping, cleaning, pest control, pool
Property Management
Property managers, landlords
Beauty & Salon
Salons, spas, beauty studios
Fitness Studio
Gyms, studios, personal trainers
What the agents work with, industry by industry
Each industry gets its own records, its own pipeline and its own words. The agents work in them from day one.
Construction
Customers are contacts; projects move through Lead → Site Visit → Estimate → Bid Submitted → Won → Scheduled → In Progress → Complete. Agents also keep job sites and change orders.
Real Estate
Customers are clients; transactions move through New Lead → Pre-Qualified → Showing Scheduled → Offer Submitted → Under Contract → Closed. Agents also keep listings and showings.
Consulting
Customers are clients; engagements move through Initial Contact → Discovery Meeting → Proposal Drafted → Proposal Sent → Negotiation → Engagement Active. Agents also keep engagements and deliverables.
Healthcare
Customers are patients; care episodes move through Inquiry → Scheduled → Insurance Verified → In Treatment → Follow-up → Discharged. Agents also keep referrals.
Legal
Customers are clients; matters move through Intake → Conflict Check → Engaged → Discovery → Litigation → Settlement → Closed. Agents also keep cases / matters and filings.
Accounting
Customers are clients; engagements move through Inquiry → Discovery Meeting → Proposal Sent → Engagement Letter Signed → Documents Collected → Filing Complete. Agents also keep filings and engagements.
Financial Advisory
Customers are clients; proposals move through Introduction → Discovery Meeting → Plan Presented → Proposal Sent → Onboarding → Client. Agents also keep accounts and reviews.
Manufacturing
Customers are contacts; orders move through RFQ Received → Engineering Review → Quote Submitted → Purchase Order Received → In Production → Shipped / Invoiced. Agents also keep purchase orders and production runs.
E-Commerce
Customers are customers; orders move through Browsing → Cart Created → Checkout Started → Order Placed → Shipped → Delivered. Agents also keep orders and products.
Hospitality
Customers are guests; reservations move through Inquiry → Quote Sent → Reservation Confirmed → Pre-Arrival → Checked In → Post-Stay Follow-Up. Agents also keep reservations and events.
Education
Customers are students; enrollments move through Inquiry → Campus Tour Scheduled → Application Submitted → Assessment Complete → Enrolled → Active Student. Agents also keep programs and enrollments.
Government
Customers are constituents; cases move through Request Received → Under Review → Additional Info Needed → In Process → Approval Pending → Resolved / Closed. Agents also keep cases and service requests.
Nonprofit
Customers are supporters; gifts move through New Contact → Engaged → Pledge Made → Donation Received → Acknowledged → Stewardship. Agents also keep campaigns and grants.
Dental
Customers are patients; treatment plans move through New Patient Inquiry → Insurance Verified → Consultation Scheduled → Treatment Planned → Treatment In Progress → Follow-Up. Agents also keep appointments and recalls.
Restaurant
Customers are guests; bookings move through Reservation Request → Reservation Confirmed → Catering Inquiry → Catering Quoted → Event Booked → Completed. Agents also keep reservations and catering orders.
Travel
Customers are travelers; trips move through Trip Inquiry → Itinerary Drafted → Itinerary Approved → Booking Confirmed → Pre-Departure Prep → Post-Trip Follow-Up. Agents also keep itineraries and bookings.
Logistics
Customers are contacts; loads move through Quote Request → Rate Quoted → Load Booked → In Transit → Delivered → Invoice Sent. Agents also keep loads and shipments.
Recruiting
Customers are candidates; placements move through Sourced → Screened → Interview Scheduled → Interview Complete → Offer Extended → Placed. Agents also keep job openings and submissions.
Marketing Agency
Customers are clients; engagements move through Discovery Call → Proposal Sent → Negotiation → Contract Signed → Onboarding → Active Client. Agents also keep campaigns and content.
IT Services
Customers are contacts; contracts move through Discovery → Assessment Scheduled → Proposal Sent → SOW Signed → Onboarding → Active Support. Agents also keep tickets and assets.
Insurance
Customers are policyholders; policies move through Quote Request → Information Gathered → Quotes Compared → Quote Presented → Policy Bound → Renewal Review. Agents also keep policies and claims.
Automotive
Customers are customers; sales move through Website Lead → Contacted → Test Drive Scheduled → Negotiation → Finance Approved → Sold / Delivered. Agents also keep vehicles and service orders.
Veterinary
Customers are clients; cases move through New Client Inquiry → Appointment Scheduled → Exam Complete → Treatment Plan Created → Treatment In Progress → Follow-Up. Agents also keep patients (pets) and appointments.
Home Services
Customers are customers; jobs move through Call In → Scheduled → Dispatched → On Site → Estimate Sent → Approved → In Progress → Completed → Invoiced. Agents also keep equipment and recurring services.
Property Management
Customers are tenants; leases move through Application Received → Background Check → Approved → Lease Signed → Move-In Scheduled → Active Tenant. Agents also keep units and maintenance requests.
Beauty & Salon
Customers are clients; bookings move through New Client Inquiry → Consultation Scheduled → Consultation Complete → Appointment Booked → Service Complete → Rebooking Due. Agents also keep appointments and services.
Fitness Studio
Customers are members; memberships move through Trial Inquiry → Free Trial Scheduled → Trial Completed → Membership Offered → Member Enrolled → Renewal Due. Agents also keep classes and check-ins.
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