Blog
AI agents for regulated work, explained step by step.
Solution guides for banks, insurers, lenders and compliance teams. Each one shows how the parts fit: Relays, workflows, dashboards, tables and rules, with people approving what matters.
The Agent Serve blog, from Valnora & Elric, publishes solution guides for building AI agents in the Agent Serve AI workspace for banking, financial services, insurance, compliance automation and call compliance.
Per-order contribution margin: spreadsheet, BI stack or AI workspace
Revenue is easy to see. What each order actually earned after product cost, shipping, RTO, gateway fees and ads is not. This guide compares three ways to build a per-order contribution margin P&L and when each one is the right call.
- Workflows
- Tables
- Semantic model
- Metrics
- Dashboards
- Monitors
- Data sources
- Relays
· 6 min read · Decision guide
Solution deep dives
One problem, solved end to end.
Each deep dive takes one problem a specific team has, then walks through the build, the review points, the rollout and a worked outcome model.
All 9 deep dives- BFSIMixedDeep dive
Reconcile failed card disputes before the chargeback deadline
Disputes that fail reconciliation tend to sit in a side queue until the chargeback window has closed. Here is an end-to-end setup that finds them early, ranks them by deadline and drafts the pack, with an analyst signing every filing.
· 12 min read
- BFSIMixedDeep dive
Clear the KYC periodic review backlog without adding analysts
Periodic reviews pile up because every file starts from scratch, even when nothing has changed. Here is a setup that refreshes the data, drafts the file and routes it by risk, so analysts spend their time on the reviews that need judgement.
· 12 min read
- CallsDashboardDeep dive
Catch missing risk warnings on recorded advice calls within 24 hours
Sampled call reviews find a missing risk warning weeks after the client acted on the advice. Here is a setup that checks every recorded advice call within a day and puts the quote in front of a compliance reviewer.
· 12 min read
96 articles
- GrowthRelay
An operations coworker that investigates store alerts before you wake up
A monitor can tell you RTO jumped. It cannot tell you it is one courier, in one state, since Tuesday. A Relay does the first hour of investigation and hands the owner a short brief with a recommendation.
· 6 min read
- ClinicsRelay
Patient complaints from every channel in one queue, with the practice manager deciding
Complaints reach a clinic by phone, email, WhatsApp and public reviews, and each lives in a different place. These field notes cover one queue, a Relay that triages and drafts, and a practice manager who approves every reply.
· 6 min read
- EcommerceDashboard
Running daily ecommerce decisions from live dashboards instead of spreadsheets
The morning spreadsheet is out of date before the meeting starts, and two people bring two RTO numbers. This playbook moves daily decisions onto dashboards that refresh every 15 minutes or query live, with one definition per number.
· 5 min read
- ClinicsMixed
Appointment calls and reminders for clinics, with staff on anything clinical
Front desks lose hours to booking calls and reminder rounds, and no-shows still slip through. Here is how the parts fit: AI voice for bookings and confirmations, workflows for WhatsApp and SMS, and staff for anything clinical.
· 5 min read
- GrowthWorkflow
Following up abandoned checkouts and new leads on WhatsApp
Most abandoned checkouts and form leads get one email that nobody opens. Here is how a D2C team can follow up on WhatsApp instead, with opt-in, approved templates and a clean way to stop.
· 5 min read
- EcommerceRelay
Running Meta ads from the same workspace as your creative
Performance teams spend their mornings pulling the same numbers out of Ads Manager. These field notes cover connecting Meta ads to Agent Serve, asking questions in Chat, and letting a Relay send a daily review that a person acts on.
· 6 min read
- Cost & securityMixed
Separate AI tools or one AI workspace: a decision guide
A chat assistant here, an image generator there, a video tool, a transcription app, a scraper and an automation service. This guide helps growth teams decide when that stack is fine and when one shared workspace is worth the move.
· 6 min read
- GrowthDashboard
Budget pacing and anomaly alerts across Google Ads and Meta
Overspend shows up on the invoice and underspend shows up as a missed month. This dashboard puts Google Ads and Meta spend against one monthly plan, watches CPA drift and alerts the team, while people make the changes.
· 5 min read
- Cost & securityMixed
Keeping AI model costs low without making every answer worse
AI bills grow quietly: a premium model on every step, a few video generations nobody checked. This guide compares the levers that keep spend down, and which to pull first.
· 6 min read