What AI agents can handle every day.
Four example scenarios showing the systems, controls, and handoffs involved. For verified production results, read the Xtractor Depot case study.
A qualified lead reaches the right person with the context attached.
A new lead lands. The agent checks the company against your agreed profile, prepares a tailored response, updates the CRM, and proposes the next available meeting time. Exceptions and high-value opportunities are surfaced for review.
Reorder preparation starts before the stockout becomes urgent.
The agent watches approved inventory records, compares stock levels with open orders, prepares the reorder details, and sends the proposed purchase order to the responsible person for approval.
The weekly finance review arrives with the questions already organized.
Using approved read access, the agent gathers the relevant accounting records, compares the selected periods, identifies missing context, and prepares a review packet. Accounting changes remain separately authorized.
Every sales call leaves the CRM with a usable next step.
The agent turns the transcript into an account summary, maps evidence to the team's qualification method, drafts the follow-up, and prepares the CRM update for review instead of leaving the rep with another admin task.
Want one running in your tools?
Managed plans carry a 30-day go-live guarantee. We'll scope which of these fits your business on the call.