Use cases
From requests to completed work.
Explore practical ways to automate tasks, orchestrate workflows and help teams get work done—with approved system access, human oversight and measurable results.
Appointment booking and reminders
- Request
- Available times
- Confirm
- Reminder
The starting point
A patient asks to book or change an appointment.
How the workflow can progress
- Understand the requested service and collect only the agreed booking details.
- Check available options through an approved booking integration.
- Ask the patient to confirm the selection, then relay the recorded status and agreed reminders.
Where a person takes over
Route unavailable appointments, unclear requests or clinical questions to the care team.
The intended output
A recorded booking request or confirmation from the connected system, with clear next steps.
Customer support and human handover
- Customer request
- Clarify
- Support team
- Context included
The starting point
A customer needs help with a service request.
How the workflow can progress
- Identify the request using approved knowledge and available context.
- Follow the agreed service flow or ask for clarification.
- Transfer the conversation and relevant request details when a person is needed.
Where a person takes over
Sensitive, unresolved or out-of-scope requests reach the appropriate support team.
The intended output
A supported next step or a human handover with context, rather than a disconnected conversation.
Lead qualification and follow-up
- Interest
- Qualify
- CRM record
- Agreed follow-up
The starting point
A person asks about a product or responds to a campaign.
How the workflow can progress
- Capture intent, relevant details and communication preferences.
- Apply agreed qualification criteria and update the approved CRM connection.
- Route the opportunity or continue a consent-based follow-up journey.
Where a person takes over
Sales teams review exceptions, commercial commitments and requests outside approved information.
The intended output
An opportunity with useful context and an agreed owner or next action.
Payment screening and Arabic name matching
- Payment record
- Arabic name match
- Reviewer
- Recorded outcome
The starting point
A payment or name needs screening under the bank’s defined process.
How the workflow can progress
- Access only the records and screening sources approved for the task.
- Assist Arabic name matching and assemble potentially relevant information for review.
- Route the case with supporting context to an authorised reviewer and record the agreed workflow events.
Where a person takes over
Authorised reviewers handle uncertain matches, escalations and consequential decisions.
The intended output
A reviewable screening case and recorded disposition within the agreed process.
Request routing and approvals
- Request
- Configured rules
- Configured approval step
- Status recorded
- Person review if needed
The starting point
An employee or partner submits an operational request.
How the workflow can progress
- Collect the required details and identify the responsible team.
- Route documents and approval requests according to agreed roles.
- Update the system of record and notify the relevant people when the approved step is complete.
Where a person takes over
Exceptions and actions beyond delegated permissions require a responsible person’s review.
The intended output
A request with clear ownership, approval status and a traceable next step.
Knowledge and document assistance
- Approved sources
- Relevant passage
- Answer + source
- Next step
The starting point
An employee needs information from an internal policy or document.
How the workflow can progress
- Check which approved sources the employee is permitted to access.
- Find relevant information and explain it with source context where available.
- Help prepare the next routine step or route uncertainty to the responsible team.
Where a person takes over
People review uncertain answers, sensitive information and consequential actions.
The intended output
Relevant information or a prepared next step within the employee’s permissions.
Bring your next workflow into focus.
Tell us about your team, systems and requirements. We can explore the right starting point together.
Talk to us