Use Cases

A mid-sized European insurer only offered email and telephone as customer channels and was overwhelmed by a 5x spike in policy and claims questions. Average response time exceeded 18 hours and CSAT had dropped to 3.4/5.

We extended the channel mix beyond email and phone to web chat, WhatsApp, and in-app messaging, selected Parloa as the right partner platform, and integrated it with the insurer's policy core system and claims database via secure APIs. AI agents — with guardrails and a custom knowledge layer on top of Parloa — now handle the bulk of incoming volume across all channels and only route to human agents where they can add the most value, with full audit trails for compliance.

A B2B distributor with 40,000+ SKUs handled complex RFQs manually. Sales reps spent 4-6 hours per quote pulling pricing, margin rules, contract terms, and stock data from five disconnected systems. Quote turnaround averaged 3.5 days and win rates were declining.

We selected WizCommerce as the AI quoting platform purpose-built for industrial distribution and integrated it into the distributor's stack — connecting it to SAP for live stock and contract pricing, and customizing the pricing, margin, and approval logic to their business. The AI agent ingests inbound RFQs (PDF, email, EDI), drafts a fully formatted quote, and only routes edge cases to sales for review.

A global logistics operator processed over 1.2M supplier invoices per year across 14 countries, in 9 languages and dozens of formats. The AP team spent thousands of hours on manual data capture, exception handling, and PO matching, leading to late payments and missed early-payment discounts.

We selected Rossum as the off-the-shelf intelligent document processing partner, integrated it with the company's ERP (Oracle NetSuite) and existing approval workflows, and layered a GenAI exception agent on top to auto-resolve common mismatches and supplier queries.

A fast-growing logistics operator closed its books across 8 entities and multiple currencies, with thousands of intercompany transactions, freight accruals, and bank movements reconciled manually in spreadsheets. Month-end close took 12 business days, flux analysis was inconsistent, and the controllership team had no time left for actual analysis.

We selected Numeric as the AI accounting platform, connected it to the ERP and core banking feeds, and configured automated transaction matching, reconciliation workflows, and AI-generated flux commentary. A GenAI agent layered on top drafts variance explanations and flags anomalies for the controllership team to review and approve.