1. Responding to new leads
| What it looks like | A website enquiry arrives. Someone replies hours later, and the lead has cooled. |
| What AI does | Replies in minutes, asks qualifying questions, scores fit and books a call. |
| Where people stay in | Reps handle the conversation once the lead is warm. Approvals for pricing. |
| Measure | Time to first response. |
2. Processing documents and invoices
| What it looks like | Staff re-type data from PDFs and emails into systems. |
| What AI does | Reads, classifies, extracts fields and matches them to records, flagging mismatches. |
| Where people stay in | Exceptions and payments. |
| Measure | Time per document, error rate. |
3. Triaging customer support
| What it looks like | Every message lands in one queue, regardless of urgency. |
| What AI does | Answers routine questions from your knowledge base and routes the rest with a summary. |
| Where people stay in | Complaints, refunds, sensitive cases. |
| Measure | First-response time, handoff quality. |
4. Answering internal questions
| What it looks like | The same HR, IT and policy questions reach the same people. |
| What AI does | Answers from your documents, with sources, respecting access permissions. |
| Where people stay in | Sensitive matters and policy changes. |
| Measure | Number of repeat questions reaching staff. |
5. Building recurring reports
| What it looks like | Someone spends a day each week pulling numbers into slides. |
| What AI does | Pulls the data, builds the draft and highlights what changed. |
| Where people stay in | Review, interpretation and decisions. |
| Measure | Hours spent preparing the report. |
How to pick
