Use case library

Discover what's possible with AI across the customer operations lifecycle

Explore the use cases our customers are already solving with our AI agents

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    Current Logo
  • Stash logo
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    Zego logo
    Current Logo
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Use case library

AI agent

All

Frontline

Outbound

Back office

Clear filters

Clear filters

Clear filters

Back office

Outbound

Business verification (KYB)

Automate KYB verification. Check documents against your policy, screen for sanctions, chase what's missing, and route to onboarding.

Email icon

Email

Chat icon

Chat

Retail banking

Lending

Insurance

Remittances

Investment & trading

Crypto

Document processing

Account handling

Frontline

Outbound

Back office

Hardship assessment and forbearance

When a borrower says they're struggling, gather the context, run the back-office review, and resolve against your forbearance policies.

Chat icon

Chat

Email icon

Email

Voice icon

Voice

Lending

Collections

Frontline

Handle inbound collections queries

Take every inbound collections call. Authenticate, explain the balance, capture promises to pay, and negotiate plans within your rules.

Voice icon

Voice

Lending

Collections

Frontline

Support active borrowers

Handle every active-borrower query: balances, statements, payment dates, direct debit, settlements, and more. Real time, every channel.

Chat icon

Chat

Email icon

Email

Voice icon

Voice

Lending

Retail banking

Account handling

Outbound

Welcome and onboard new borrowers

Call new borrowers the moment their loan funds. Walk through the schedule, set up autopay, and handle early questions.

Voice icon

Voice

Chat icon

Chat

Lending

Retail banking

Account handling

Back office

Outbound

Subscription cancellation dispute

Work through chargebacks automatically, from evidence collection to filing.

Chat icon

Chat

Email icon

Email

Voice icon

Voice

Retail banking

Disputes

Back office

ISA transfer-out processing

Process ISA transfer-out requests from dozen of providers and formats, at scale.

Email icon

Email

Retail banking

Investment & trading

Account handling

Document processing

Frontline

Policy cancellations and auto-renewals

Handle policy cancellations and auto-renewals automatically, from retention to processing.

Chat icon

Chat

Email icon

Email

Voice icon

Voice

Insurance

Quotes and policies

Account handling

Frontline

First notification of loss

Capture first notifications of loss and route claims automatically across voice, email, and text.

Chat icon

Chat

Email icon

Email

Voice icon

Voice

Insurance

Claims

Outbound

Secure promises to pay

Proactively contact customers approaching delinquency, explain the consequences, and secure a payment commitment or plan.

Voice icon

Voice

Lending

Retail banking

Collections

Frontline

Investigate a missing payment

Investigate missing or unexpected payments, working with transaction data to identify what happened and resolve the case.

Chat icon

Chat

Email icon

Email

Voice icon

Voice

Remittances

Money transfers

Disputes

Outbound

Overdue payment collections

Contact customers with overdue balances and agree to a payment plan before the account reaches serious delinquency.

Voice icon

Voice

Retail banking

Lending

Collections

Surface-level support isn’t enough

Automate the full customer support lifecycle

Surface-level support isn’t enough

Automate the full customer support lifecycle

Surface-level support isn’t enough

Automate the full customer support lifecycle