Use cases

Start from the problem, not the product.

Pick the problem your team has today. Each page shows who it is for, what Agent Serve does, what people still decide, and what you can run first.

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Workflows · KYC onboarding review

Table TriggerNew onboarding applicationHalden Holdings Ltd

AWS TextractRead passport and utility bill2 documents read

AgentCheck pack against policy1 item missing

HumanKYC analyst reviewsApproved

TableUpdate the case recordStatus · Waiting on client

Commerce & marketing

Commerce and marketing.

Orders, ad spend, creative and client reporting: Agent Serve runs the routine work, people approve what spends or ships.

Ecommerce

Ecommerce operations

The problemCOD orders ship unconfirmed, and failed deliveries are chased by phone.

With Agent ServeWorkflows confirm COD orders on WhatsApp, follow up failed deliveries, and keep a store dashboard current, while refunds and cancellations wait for a person.

WorkflowsTablesDashboardsMonitorsRelays

Growth

Performance marketing

The problemOverspend and tired creatives are found days late, in a spreadsheet.

With Agent ServeMonitors track pacing across Meta and Google Ads, a Relay recommends what to change, and budget changes wait for the growth lead.

RelaysMonitorsDashboardsRulesChat

Creative

Creative production

The problemEvery new ad needs a shoot, and AI drafts are scattered across separate tools.

With Agent ServeTurn product photos into UGC-style images and short video ads in Chat. Every file is saved with its prompt, and the brand team approves it.

ChatModelsLibraryWorkflowsAccess policies

Agency

Agency operations

The problemEvery client report is rebuilt by hand, one ad platform at a time.

With Agent ServeClient dashboards, a creative production line and competitor research run in one workspace, and each client sees only their own data.

DashboardsWorkflowsRelaysChatLibrary

Sales, service & care

Sales, service and care.

Pipeline reviews, customer replies and front-desk calls: Agent Serve drafts and sorts, people decide what goes out.

Revenue

Revenue operations

The problemThe weekly pipeline review is rebuilt by hand, and slipping deals surface late.

With Agent ServeA monitor spots slipping coverage, a Relay finds why, the dashboard shows the deals, and the CRM updates after a manager approves.

MonitorsRelaysDashboardsChatWorkflows

Support

Customer support

The problemTickets wait to be sorted, and replies are typed from scratch.

With Agent ServeA Support Triage Relay sorts new tickets, drafts sourced replies from the knowledge base, and waits for approval before sending.

Knowledge basesRelaysChatWorkflowsDashboards

Clinic operations

Clinic front desk

The problemPhones ring through clinic hours, and patients forget appointments.

With Agent ServeAgent Inbound & Outbound answers appointment calls, workflows send WhatsApp reminders, and staff approve anything clinical before a patient hears it.

RelaysKnowledge basesWorkflowsTablesDashboards

Finance & operations

Finance and operations.

Month-end close, spend and IT controls: recurring work that used to live in spreadsheets.

Finance

Finance close

The problemMatching and variance notes pile up in the last days of the close.

With Agent ServeWorkflows pull transactions into tables, rules flag what does not match, a Relay drafts the variance commentary, and the close dashboard shows what is left.

TablesRulesWorkflowsRelaysDashboards

Procurement

Procurement & cost control

The problemOverspend shows up when the invoice arrives, not before.

With Agent ServeSpend is modelled by vendor and category, a monitor flags overruns, and a Relay drafts the renegotiation for a buyer to approve.

Semantic modelMonitorsRelaysDashboardsTables

IT & security

IT and security operations

The problemAccess reviews, questionnaires and change approvals eat weeks of chasing every quarter.

With Agent ServeAgent Serve pulls accounts from your identity provider, flags what needs a decision, and drafts questionnaire answers from policy, with people deciding each step.

WorkflowsTablesKnowledge basesRulesIntegrations

Financial services

Financial services.

Onboarding files, alerts, credit memos, claims, complaints and regulator questions: work with deadlines, evidence and a person who signs off.

KYC & onboarding

KYC onboarding

The problemOnboarding files wait days for a first look, then bounce back for missing documents.

With Agent ServeAgent Serve reads each new KYC pack, checks it against your onboarding policy and lists what is missing, so analysts spend time deciding.

WorkflowsKnowledge basesTablesRulesDashboards

Financial crime

AML alert triage

The problemInvestigators spend most of each alert gathering records before they can judge it.

With Agent ServeAgent Serve gathers the account history behind every alert, drafts a masked case summary, and hands it to an investigator who decides.

WorkflowsTablesRulesMonitorsRelays

Credit & underwriting

Credit and underwriting

The problemAnalysts spend days assembling memos and committee packs instead of judging risk.

With Agent ServeAgent Serve reads the borrower file, drafts the memo in your house format, checks it against credit policy, and waits for the credit officer.

WorkflowsFilesKnowledge basesChatDashboards

Claims

Claims intake

The problemNew claims sit unread, and handlers chase missing evidence one email at a time.

With Agent ServeAgent Serve reads each claim notice, pulls out the policy and loss details, lists missing evidence and routes the claim to the right handler.

WorkflowsTablesKnowledge basesFilesDashboards

Complaints

Complaints handling

The problemComplaints arrive everywhere, deadlines slip, and the same causes keep coming back.

With Agent ServeAgent Serve logs every complaint with its deadline, drafts a reply from your policies for a handler to approve, and shows the causes behind them.

WorkflowsTablesKnowledge basesRulesDashboards

Collections

Collections and arrears

The problemArrears follow-up is manual, uneven, and hard to prove fair when asked.

With Agent ServeAgent Serve drafts each day’s arrears letters from approved templates, flags wording to avoid, routes vulnerable customers to specialists, and waits for approval.

WorkflowsTablesRulesRelaysDashboards

Regulatory reporting

The problemReturns are rebuilt from spreadsheets, and regulator questions arrive with short deadlines.

With Agent ServeAgent Serve checks report data against your rules, keeps one definition per figure, and drafts regulator answers from your policies for an owner to sign.

Semantic modelRulesKnowledge basesWorkflowsDashboards

Combinations

Which parts each use case combines.

No use case needs every module. Each one starts with the part closest to the problem and adds the rest as the work grows.

Agent Serve modules used by each use case
Use case	Workflows	Tables	Dashboards & BI	Monitors & alerts	Relays	Integrations	Rules	Chat	Models	Files	Security & compliance	Knowledge bases	Semantic model
Ecommerce operations	Uses Workflows	Uses Tables	Uses Dashboards & BI	Uses Monitors & alerts	Uses Relays
Performance marketing			Uses Dashboards & BI	Uses Monitors & alerts	Uses Relays	Uses Integrations	Uses Rules
Creative production	Uses Workflows							Uses Chat	Uses Models	Uses Files	Uses Security & compliance
Agency operations	Uses Workflows		Uses Dashboards & BI		Uses Relays			Uses Chat			Uses Security & compliance
Revenue operations	Uses Workflows		Uses Dashboards & BI	Uses Monitors & alerts	Uses Relays			Uses Chat
Customer support	Uses Workflows		Uses Dashboards & BI		Uses Relays			Uses Chat				Uses Knowledge bases
Clinic front desk	Uses Workflows	Uses Tables	Uses Dashboards & BI		Uses Relays							Uses Knowledge bases
Finance close	Uses Workflows	Uses Tables	Uses Dashboards & BI		Uses Relays		Uses Rules
Procurement & cost control			Uses Dashboards & BI	Uses Monitors & alerts	Uses Relays								Uses Semantic model
IT and security operations	Uses Workflows	Uses Tables				Uses Integrations	Uses Rules					Uses Knowledge bases
KYC onboarding	Uses Workflows	Uses Tables	Uses Dashboards & BI				Uses Rules					Uses Knowledge bases
AML alert triage	Uses Workflows	Uses Tables		Uses Monitors & alerts	Uses Relays		Uses Rules
Credit and underwriting	Uses Workflows		Uses Dashboards & BI					Uses Chat		Uses Files		Uses Knowledge bases
Claims intake	Uses Workflows	Uses Tables	Uses Dashboards & BI							Uses Files		Uses Knowledge bases
Complaints handling	Uses Workflows	Uses Tables	Uses Dashboards & BI				Uses Rules					Uses Knowledge bases
Collections and arrears	Uses Workflows	Uses Tables	Uses Dashboards & BI		Uses Relays		Uses Rules
Regulatory reporting	Uses Workflows		Uses Dashboards & BI				Uses Rules					Uses Knowledge bases	Uses Semantic model