Business function
Finding, qualifying and converting prospects and growing existing customers.
99 organizations in 24 countries run these use cases in public. 60% of those 111 deployments disclose a measurable outcome.
An AI agent that answers rental prospects and residents by chat, text, email and phone for a property manager: it answers questions about apartments and policies, books tours, takes maintenance requests, sends renewal and payment reminders, and hands anything that needs judgment to leasing or service staff.
A conversational agent that finds the nearest suitable location, checks opening hours and which services it offers, books an in person or video appointment with the right specialist, and records the reason for the visit so staff are prepared. In banking it answers "where is my nearest branch" and books the mortgage or business banker; the same job exists in retail, healthcare and property.
An AI agent that engages inbound prospects the moment they arrive on the website, chat, messaging or the sales phone line, answers their first questions, qualifies them against the organization's criteria, and books a meeting or hands a ready conversation to the right salesperson, with the context written into the CRM.
An AI agent that researches target accounts and contacts, drafts personalized outbound outreach (emails, LinkedIn messages and call scripts) from the campaign, the prospect's context and the sales goals, and sequences the follow ups, with a sales development rep approving or sending every message.
An AI agent that initiates and completes payments or purchases on a customer's behalf, within a mandate the customer set in advance (spending caps, allowed merchants or categories, a tokenized credential and rules for when to ask for confirmation), and then confirms and reconciles every transaction it made.
A customer facing AI agent for banks and card issuers that picks the offer, reward or loyalty action most relevant to each customer at each moment from their transactions and context, delivers it in the app, in messaging or through a colleague, and helps the customer understand, track and redeem rewards in conversation. Unlike campaign personalization, it works inside the customer's own account and loyalty relationship, one moment at a time.
An AI agent that holds the conversation when a bank reaches out first to change something about the customer's account or products, triggered by an event or a campaign: low balance and fee avoidance alerts, payment and renewal reminders, card activation, dormant account reactivation and offers the customer already qualifies for, over messaging or voice, while the bank's own systems decide who is contacted and why. Reminders about appointments and deliveries the customer booked, and the in app coach the customer opens, are separate use cases.
An AI assistant that serves business customers of a telecom operator and the sellers who look after them: it answers product, pricing and contract questions, prepares configurations and quotes for connectivity, mobile fleets and devices, drafts responses to tenders, and handles routine service requests and fault tickets, with a sales or service specialist approving anything binding.
A customer facing AI assistant that guides a new applicant, a person or a small merchant, through a digital account, card or relationship application: it collects and checks identity and supporting documents, orchestrates the know your customer and anti money laundering checks, prefills what it can and sends only the unclear cases to a human reviewer with a summary. The ownership research for complex corporate clients is a separate back office job.
An AI assistant that turns a client's goals into projections and what if scenarios using a rules based planning engine, explains the trade offs in plain language and prepares the plan for an advisor to validate, with every assumption disclosed and reproducible.
An AI assistant for tied agents, independent brokers, advisors and the insurer's own distribution staff that answers product, underwriting and process questions from approved sources, prepares personalized customer engagement and follow ups, validates and prioritizes leads, and drafts meeting notes and emails, so producers spend more time with customers.
An AI assistant that checks whether a proposed product or portfolio fits a client's risk tolerance, objectives, knowledge, experience and financial situation against the firm's rules, flags mismatches, and drafts the suitability rationale and report for the advisor to confirm, while hard rule failures are decided by deterministic checks, not by the model.
An AI assistant that takes a new or existing customer from order to a working service: it collects and checks the order details, guides number porting, eSIM download or SIM activation and installation appointments, tracks the order and fixes or escalates the step that is stuck, on messaging, app, web or phone.
An AI assistant that helps existing and prospective customers choose, compare and buy the right mobile, broadband or TV plan, device or extra, in the app, in messaging, on the phone or through a human advisor, using the customer's usage and eligibility and the operator's current offers, and that completes the order or passes a ready quote to a person.
An AI assistant for telecom shops that gives store associates quick, sourced answers on plans, promotions, devices and the customer's account during the conversation, and that can also greet and serve customers directly on an in store screen or kiosk, sometimes as a digital human, handing them to an associate when they are ready to buy or need help.
An AI copilot for relationship managers, mainly in corporate and commercial banking, whose main job is preparation: before a client meeting it assembles a briefing pack from filings, news, internal notes, product holdings and upcoming maturities, and afterwards it turns the banker's notes into a structured call report and CRM update. Unlike a meeting notetaker, which centres on capturing the conversation, it centres on the credit and cross sell context around the meeting; wealth advisor tools that also prepare meetings overlap with it. The banker reviews every output.
AI that prepares and runs the renewal cycle: it digitizes renewal submissions and changes in risk for underwriters, flags policies at risk of lapsing or leaving, prepares the renewal conversation and answers customers' renewal questions, while renewal prices stay governed by the insurer's pricing rules and fair value obligations.
AI that helps sales and bid teams answer requests for proposal, tenders, security questionnaires and sales proposals: it breaks the request into questions and requirements, retrieves approved answers and past proposals, drafts the response and a compliance matrix, and routes open points to subject matter experts, with a proposal manager reviewing everything before submission.
AI for telecom operators that scores each subscriber's risk of leaving from usage, service, billing and contact signals, explains the likely reason, and chooses the next best retention action, such as fixing a problem, adjusting a plan or making an offer, delivered through the app, messaging, an agent or an advisor within approved offer budgets.
A customer facing assistant that answers home loan questions (rates, loan to value, fees, the documents needed), runs indicative affordability and borrowing estimates from the bank's published rules, and books the customer with a mortgage specialist, grounded in the bank's current, versioned product and policy documents.
A conversational assistant that answers a wealth advisor's or relationship manager's questions in seconds from the firm's own research, house view, product documentation and policies, with every answer linked to the source document so the advisor can check it before using it with a client.
AI that runs marketing campaigns at the level of the individual: it decides for each customer which product, offer, message or content to show next across email, app, web and paid media, and generates the matching copy and creative variants within brand and compliance rules. It is the marketing team's engine across many campaigns and channels, not an agent that converses with the customer.
An AI notetaker for wealth advisors that turns a client advice meeting, recorded with the client's consent, into the file note, follow up message and CRM record the firm needs to evidence its advice; unlike a general meeting summarizer, its output becomes part of the regulated client record. It drafts a structured note with the client's goals, circumstances, decisions and action items, and writes it into the CRM once the advisor has approved it.
An AI engine for wealth advisors, not customers, that scans an advisor's whole book and surfaces a short, ranked list of client specific prompts, such as idle cash, a maturing deposit, a concentration to review, a life event or an early sign of attrition, each with the reasoning and data behind it, for the advisor to act on or dismiss.
AI that turns what a customer sends, such as a product list, a drawing, a roof photo or a request for quotation, into a draft quote: it reads the input, matches items to the catalog, calculates quantities and applies the organization's price rules, and hands the draft to a seller or estimator who checks and sends it.
A training simulator in which generative AI plays a realistic customer, by voice or text, so service, sales and crisis staff can rehearse difficult conversations as often as they need before they handle live ones, and receive structured feedback against the organization's own standards.
AI for sales teams that analyses sales calls and meetings against the team's own sales method to coach sellers and their managers, and writes the call summary, next steps and opportunity updates into the CRM for the seller to confirm. Its purpose is winning deals and building selling skill, not the regulated advice record or general meeting notes.
A conversational assistant on a retailer's site or app that answers product questions, compares items and recommends products from the retailer's own catalog for a need, project or occasion described in the shopper's own words, grounded in product data, reviews and stock, and hands the shopper to a basket, a store or a human expert.
An AI assistant that condenses long research reports, overnight market moves and the house view into short, sourced briefings for advisors and analysts, answers "what is our view on X" on demand, and adapts approved research for different client segments and languages, with every figure traced to the original research.
A customer facing AI assistant that turns an open travel question into a concrete trip by searching live inventory for flights, hotels, rentals, cruises and activities, comparing options and answering questions about the property and the booking, then completes or hands off the booking and supports the traveller with changes and questions before and during the stay.
A customer facing AI agent that sells insurance directly in a conversation: it asks the rating questions in plain language, explains cover options, returns a price from the insurer's rating engine, handles objections and takes payment to bind the policy, with a licensed human available for advice and anything outside its limits.
A conversational assistant on web, app, messaging or voice that explains loan products, captures the application through dialogue in the customer's language, checks documents and basic eligibility rules, and hands a complete, structured application to origination, without making the credit decision.
Computed from the 111 public deployments behind these use cases. Numbers update with every checked record.
| KPI | Median | Reported range | Data points | Claimed by |
|---|---|---|---|---|
| Time saved per task | 15 minutes | 3 minutes to 30 minutes Not pooled: up to 225 minutes, up to 120 minutes | 4plus 2 up to | 2 organization, 2 vendor |
| Conversion uplift | 21% vendor reported | 15% to 75% | 5 | 5 vendor |
8x8, A-LIGN, ANS, Absa Bank, Airbnb, Albo, Amazon, Asset Living, AvalonBay Communities, Banco Santander, Bank of America, Best Buy, Booking.com, Bouygues Telecom, CIMB Niaga, Capital One, CarMax, Catchtable, Citi, Commerzbank, Commonwealth Bank of Australia, DBS Bank, DeAcero, Deutsche Bank, Deutsche Telekom, Dun & Bradstreet, Enpal, Equity Residential, Etisalat, Figure, GoHealth, GroupeActive, Hemominas, Hiscox, Holland America Line, Hughes Network Systems, ING, Industrialized Construction Group, JPMorgan Chase, Lemonade, Lloyds Banking Group, Loft, Lowe's, Lumen Technologies, M-DAQ Global, MOGUL.sg, Majid Al Futtaim, Manulife, Merge, Microsoft, Mobily, Morgan Stanley, Nsure.com, Oper Credits, Orange France, Oyster, PayPal, Priceline, Prudential plc, Quilter, Radisson Hotel Group, Reliance Jio, Rocket Mortgage, SEB, SUSE, Safe Rate, Sandvik Coromant, Scotiabank, Singtel, SoftBank Corp., Square Enix, Standard Chartered, Sun & Ski Sports, Sun Life, Swarovski, T-Mobile, Telefónica España, Telenet, The ODP Corporation, Trip.com, U.S. Department of Veterans Affairs, UBS, Ulta Beauty, UniSuper, Unifonic, Vanguard, Verdantas, Verizon, Virgin Media O2, Virgin Voyages, Visa, Vodafone, Vodafone Business, Vodafone UK, Walmart, Waterdrop, Yes Bank, Zalando, Zurich Insurance Group.
