SubServAI assistance
Give your people a capable helping hand.
Purposeful assistance for research, preparation and routine administration, with people close to the decisions that need judgement.
Lead Qualification Agent
Qualifies inbound leads, enriches records, and prepares next actions for sales review.
Support Triage Agent
Classifies tickets, detects urgency, drafts summaries, and routes work to the right queue.
Internal Knowledge Agent
Answers team questions from approved internal sources with citations and permission-aware retrieval.
Document Processing Agent
Extracts facts, compares documents, and prepares structured review outputs.
Meeting Summary Agent
Turns meeting notes and transcripts into actions, decisions, risks, and CRM updates.
Finance Admin Agent
Supports invoice routing, payment checks, and recurring admin reporting.
CRM Hygiene Agent
Finds stale records, missing fields, duplicate contacts, and next-step gaps.
Research Briefing Agent
Builds source-grounded briefs on companies, accounts, competitors, or market topics.
Operations Router Agent
Routes internal requests, documents, forms, and alerts to the right owner or workflow.
Reporting Insights Agent
Summarises operational data, flags anomalies, and drafts management updates.
Let’s start
with your day.
Tell us what takes too much time, what feels disconnected and where you want to go next.