Use cases
What the AI agent executes, request by request
A catalog of use cases for your customer and for your team, filtered by industry and channel, and five scenarios told from start to finish.
Catalog
By request, for the customer and for the team.
Filter by industry or channel. Each card says what the agent executes and what the customer gets.
- WhatsAppWebsiteApp
Duplicate bill
Executes: finds the open bill and issues the duplicate in your billing system.
Bill PDF in the conversation, no queue.
Financial · Education · Services - AppWhatsApp
Pix and transfers
Executes: the Pix in the bank core, with the confirmation code outside the AI. The same operation never runs twice.
Receipt in the conversation.
Financial - WhatsAppWebsiteApp
Booking and rescheduling
Executes: reads the medical order from a photo, checks the health plan and reserves the slot in the schedule.
Slot confirmed and voucher sent.
Healthcare · Services - WhatsAppWebsite
Tracking, exchange and return
Executes: checks the carrier and applies the exchange or refund policy of your system.
Shipping label or refund started.
Retail - WhatsAppWebsiteApp
Enrollment and certificate
Executes: identifies the student by enrollment number, issues the certificate and runs the re-enrollment.
Certificate as PDF and re-enrollment completed.
Education - WhatsAppApp
Card block and replacement
Executes: blocks the card at once and opens the request for a new one, with the security rule in your system.
Protocol and delivery date in the conversation.
Financial - WhatsAppWebsite
Tech support and site visit
Executes: runs the guided diagnosis, opens the ticket and books the technician in the operations schedule.
Visit date confirmed, no phone call.
Services - WebsiteWhatsApp
Quote qualification
Executes: collects what the sales rep needs and creates the lead in your CRM with a summary of the conversation.
Sales rep notified with the context ready.
Services · Retail
And for your team
The same agent serves the people who work at your company: sales reps, brokers, technicians, resellers and managers talk to your systems on WhatsApp, without opening the CRM, the ERP or the dashboard.
- WhatsAppApp
Sales team in the CRM
Executes: "my leads for today", "book a visit with Souza Ltd", "close the deal at R$ 12k": searches, schedules and updates the stage in your CRM.
Pipeline updated without opening the CRM.
Sales · any industry - WhatsApp
Real estate brokers
Executes: the broker asks for "a 2-bedroom apartment up to 600k in Vila Mariana": the agent searches the portfolio, sends the listing and books the showing.
Listing and showing booked in the conversation.
Real estate · Services - WhatsAppWebsite
Insurance brokers
Executes: the broker sends a photo of the car document and gets the quote calculated by your system; the proposal goes to their client.
Quote and proposal with no call center queue.
Insurance · Financial - WhatsAppApp
Field technicians
Executes: receives the work order of the day, closes the ticket with a photo of the job and triggers the next visit in the operations system.
Work order closed from the phone.
Services · Telecom - WhatsApp
Resellers and sales reps
Executes: the reseller asks to "restock 40 boxes of item 2210": the agent checks stock and price list and places the order in your ERP.
Order in the ERP with instant confirmation.
Manufacturing · Retail - WhatsAppApp
Managers asking for numbers
Executes: "how much did the Downtown store sell today?", "how many appointments tomorrow?": queries your system and answers with the number and the source.
Answer with system data, no report.
Management · any industry
Detailed cases
Five scenarios from start to finish.
The company context, the problem, the whole conversation, what the agent executes and what stays outside the AI.
Illustrative scenario. The company, the people and the conversation are fictional and were built to show how OmniAgent works. This page has no measured customer results.
Services · Residential and business internet provider (fictional)
From support ticket to booked technician visit, in the same conversation
An internet provider resolves support tickets and books the technician visit with no phone queue.
- Channel
- What the agent executes
- Open a support ticket, schedule a technician visit, reissue an invoice, look up a case number
EExample Provider
support
- my internet has been down since early this morning
- Sorry about that. To open the ticket, enter your CPF (taxpayer ID) in the secure form I sent.
- • • • • • • • • • • •
- I found the contract on Rua das Flores. Can you send a photo of the modem, with the lights visible?
- red light is on
- The red light means a signal failure. I already opened the ticket and can book the visit: tomorrow morning or afternoon?
- morning
- Visit booked for tomorrow, between 8am and 12pm, case number S-20418. You will get a notice when the technician heads out.
Healthcare · Clinic and lab network (fictional)
Reschedule an appointment and confirm exam prep without calling the clinic
A clinic network reschedules appointments, confirms exam prep and frees the slot on the calendar.
- Channel
- What the agent executes
- Reschedule and cancel appointments, confirm exam prep, free a slot on the calendar
EExample Clinic
verified patient
- Reminder: you have a blood count tomorrow at 7:40am at the Centro location. Are you confirmed?
- I can't make it, I need to reschedule
- No problem. I have Friday at 7:40am or Saturday at 8:10am, same location. Which do you prefer?
- friday
- Rescheduled to Friday at 7:40am. Tomorrow's slot has been freed.
- Prep: 8 hours of fasting, water only. Bring a photo ID and the doctor's order.
Financial services · Credit union (fictional)
Block the lost card and order the new one in a few minutes
A credit union blocks a lost card right away and orders the new one, with the security rule outside the AI.
- Channel
- WhatsApp and app
- What the agent executes
- Confirm identity, block a card, request a new card, confirm the delivery address
EExample Credit Union
verified account
- I lost my card, I need to block it
- I will block it now. To confirm it is you, enter the code I sent by SMS.
- • • • • • •
- Code confirmed. Card ending in 4821 blocked. No new purchases will be accepted on it.
- Do you want to order a new card? It will be sent to the address on file: Av. Central, 120.
- yes, the address is right
- Order opened, case number C-55120. The new card arrives within the time stated in your contract.
Education · College with on-campus and online programs (fictional)
Re-enrollment and enrollment certificate with no registrar queue
A college issues the enrollment certificate and runs re-enrollment in the conversation, with the student identified by enrollment number.
- Channel
- WhatsApp and web
- What the agent executes
- Identify the student, run re-enrollment, issue an enrollment certificate, advise on deadlines
EExample College
virtual registrar
- I want to confirm my re-enrollment and get the certificate
- Sure. Enter your enrollment number in the secure form I sent.
- • • • • • • • • • •
- Júlia, I found your re-enrollment for the 2nd semester. Are the courses for the semester correct?
- yes they are
- Re-enrollment confirmed. Once the tuition payment is processed, your status changes to active.
- declaracao-matricula.pdfHere is your enrollment certificate.
Retail · Store chain with its own e-commerce (fictional)
Late order resolved in the conversation, under the store policy
A store chain checks the late order and applies the reship or refund policy without opening a ticket.
- Channel
- WhatsApp and web
- What the agent executes
- Check tracking, identify a delay, request a reship or refund, provide the case number
EExample Store
verified customer
- my order hasn't arrived
- Let me check. I found order 48213, shipped 9 days ago. The carrier shows a delay on the route.
- Under our policy, I can reship the order or refund the amount. Which do you prefer?
- reship
- Reship requested, case number R-30871. You will get the new tracking code as soon as the order ships.
Next step
What request does your customer make the most?
Bring the case to the demo: we show the agent executing it with your flow.
- 01Chat with the assistant: it asks for your details and what you are looking for
- 02The sales team receives your contact right away
- 03Demo with your use case
- 04Proposal and start of the pilot with a controlled group of customers