What businesses hand to their agent
Not small tasks. The jobs that cross several systems and people, and cost someone hours every week. Every one of these is built for the business that runs it.
Restaurants
AI agents for restaurantsOne menu change, every channel
Call or text one change. The agent updates Square, and Square syncs it to DoorDash, Uber Eats and Grubhub.
Catch vendor price creep
Snap or forward each distributor invoice. The agent checks every line against your agreed prices, flags increases and shorts, and enters the bill.
Cover a sick call-out
A cook texts at 5am that they're out. The agent finds who's free and won't hit overtime, texts them in order, and updates the schedule.
Catering inquiry to booked event
A catering inquiry comes in by call, email or form. The agent asks the questions, quotes from your menu, sends the deposit invoice and books it.
Property management
AI agents for property managementMaintenance from report to closed
Residents call, text or email a repair. The agent sorts emergencies, opens the work order, sends the vendor and follows up until it's closed.
One leasing line for every property
One number answers tour calls for every property from live availability, books tours, follows up no-shows and nudges stalled applicants.
Unit turnover, start to listed
A move-out notice starts it. The agent books the inspection, cleaners, paint and carpet in order, tracks the make-ready date and gets the listing ready.
Vendor certificates of insurance
The agent requests renewals, reads each certificate, checks limits and additional-insured wording, and stops dispatch to vendors whose coverage lapsed.
Construction
AI agents for contractorsNo waiver, no payment
Before a sub gets paid, the agent collects the lien waiver and current COI, checks the amounts, and won't mark the payment ready until both are right.
Monthly pay applications
The agent turns field progress and your schedule of values into the figures and backup for your monthly G702/G703 pay app, ready for your review.
Daily logs from the field
Your super sends a voice note and photos. The agent writes the daily log, and flags and dates every delay for time-extension requests later.
RFIs and submittals
The agent tracks every open RFI and submittal, chases the overdue ones, and tells your PM which ones are holding up the schedule.
Warranty callbacks
A homeowner calls about a problem. The agent finds the job and the responsible sub, sends it with photos, books the visit and confirms it's fixed.
Medical & dental practices
AI agents for medical and dental practicesPrior authorizations
The agent fills the payer's form from the clinical notes, faxes it, tracks every reply and chases denials so procedures don't slip.
Fax referrals
The agent reads each incoming referral fax, preps the patient record, checks coverage, offers the patient times and lets the referring office know.
Eligibility checks before every visit
The day before each visit, the agent checks coverage and copays, and flags problems while there's still time to call the patient.
Law firms
AI agents for law firmsIntake to open matter
The agent takes the caller's details, runs the conflict check, books the consult, sends the engagement letter and retainer, and opens the matter once signed.
Deadlines from documents
The agent reads served papers and court orders, puts each deadline on the calendar with reminders, and sends it to an attorney or paralegal to approve.
Accounting firms
AI agents for accounting firmsTax-season document chase
A checklist per client from last year's return. The agent requests documents, reads what arrives, checks items off and keeps chasing what's missing.
Insurance agencies
AI agents for insurance agenciesSame-day certificates of insurance
A client needs a COI for a job site today. In Momentum AMS the agent checks the policy, issues the certificate with the right holder and sends it.
Renewals
Ninety days out, the agent gathers loss runs and updated client info, builds the submission and tracks carrier quotes as they come back.
Trucking & logistics
AI agents for trucking and logisticsPaperwork to invoice the same day
Rate cons, BOLs and PODs arrive by photo or email. The agent matches them, builds the invoice packet and sends it to your factor the day the load delivers.
Detention pay
The agent tracks arrival and departure times, catches when a driver was held past free time, and builds the detention invoice with the evidence.
E-commerce & wholesale
AI agents for e-commerce and wholesaleWholesale orders by PDF and email
The agent reads buyer POs in any format, enters them in Shopify or your order system, checks stock, confirms with the buyer and invoices.
No overselling
Inventory and prices stay in sync across Shopify, Amazon and wholesale. When stock runs low, the agent drafts the supplier reorder.
Chargebacks
The agent gathers tracking, delivery proof and customer messages for each chargeback and has the response ready, with evidence, before the deadline.
Labels bought, profit per order
When a Shopify order is paid, the agent buys the label on your shipping account, sends tracking and records the label cost against the order.
Staffing & home care
AI agents for staffing and home careCredentials tracked, lapses blocked
The agent collects licenses, certifications and background checks, chases renewals before they expire, and keeps anyone lapsed off the schedule.
Open shifts filled by text
A client asks for coverage, and the agent texts qualified, available people in your order, books the first yes and confirms with the client.
Any business
AI agents for running any businessAsk your company anything
Ask by phone, text or chat and get an answer from your email, files, CRM and accounting. Each person sees only what they're allowed to see.
Purchase approvals by text
Purchase requests go to the right approver by amount and department, the approver replies YES by text, and the PO is created and logged.
Stop vendor bank-change fraud
An email asks to change where you pay a vendor. The agent holds it, calls the vendor at the number on file, and only then marks it verified for your bookkeeper.
New-hire onboarding, start to finish
Say "we hired Maria" and the agent handles the offer letter, I-9 and tax forms, payroll details, accounts, equipment and the first-day schedule.
Contract renewals, caught in time
The agent reads every vendor contract for auto-renewal dates and notice periods, and warns you while there's still time to cancel or renegotiate.
A front desk that answers every call
The agent answers calls you can't take, asks your intake questions, books appointments, puts urgent callers through and texts back anyone who hangs up.
Documents by email, read, filed and routed
Email any invoice, contract, form or receipt to your agent. It pulls out the details, enters them where they belong, files it, and tells the right person.
Software & SaaS
AI features in your product, built and run for youAI features in your product
Your customers ask questions about their own data in plain English and get answers, reports or extracted documents. We build it and run it.
Messy customer imports, done
New customers send spreadsheets in every shape. The agent maps them to your format, flags bad rows and finishes the import without a support ticket.
Support triage with account context
Every ticket arrives with the customer's plan, usage and recent errors attached, goes to the right person, and the routine ones get answered.
What job would you hand to an agent?
Don't see yours? Every agent is built for the business that runs it. Tell us the job on a free call.