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Agent Templates

Accelerate your AI transformation with focused solutions

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All Templates

Sales
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+5

Discount Suggestion

AI-powered discount optimization agent that identifies slow-moving products and applies customer-specific discount strategies based on stock age, while protecting profit margins.

Marketing
Operations
Analytics
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+5

Customer Segmentation

Three AI agents that boost conversions, prevent risks, and optimize pricing through smart behavior analysis and real-time insights.

Marketing
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+5

Email & CRM Optimization

The Engagement Optimization Agent analyzes campaign data to identify the best time slots, channels, and strategies for maximizing engagement and ROI. Built for CRM and performance marketers, it delivers clear, actionable insights through smart cohort analysis and business-focused logic.

Marketing
Sales
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+5

Campaign Performance

This AI agent analyzes campaign performance to identify top and underperforming products, appends key metrics to datasets, and triggers alerts when product-level ROAS falls below set thresholds.

Marketing
Sales
Product
Operations
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+5

Budget Allocation

The Marketing Budget Optimization Assistant reallocates budgets to top-performing campaigns, maximizing ROI and ROAS with real-time data and smart, data-backed recommendations.

Legal
Finance
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+5

Risk and Fraudulent Transactions Analysis

A multi-stream AI agent designed to monitor financial ecosystems for fraud behavior, customer liquidity risks, and terminal anomalies. Each stream independently evaluates patterns, triggers condition-based responses, and automates communications to relevant stakeholders for preemptive action and continuous risk reduction.

Marketing
Sales
Product
Operations
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+5

D2C Upsell/Cross-sell

Analyzes existing e-commerce product bundles for optimization and generates new high-performing combinations using customer behavior and transaction data to boost ROI, upsell rates, and conversion.

Marketing
Analytics
Finance
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+5

Digital Marketing

This AI workflow segments audiences, evaluates engagement, forecasts results, allocates budgets, and generates summaries helping marketers boost performance and make data-driven decisions.

Marketing
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+5

Influencer Fit Assessment

This AI workflow evaluates influencers for brand campaigns using sentiment, audience fit, and engagement, providing scored insights and reports for campaign teams.

Marketing
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+5

SEO Opportunity Mapper

This AI agent automates SEO metadata optimization by validating and improving titles with trending keywords, ensuring quality, keyword alignment, and better search visibility for retail products and blogs.

Operations
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+5

Warranty Card Scanner

Scans warranty cards, calculates end dates using purchase details, and instantly verifies warranty status for eligibility decisions.

Legal
Customer Success
Operations
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+5

Return Abuse

This AI agent detects and mitigates return abuse in retail by analyzing customer behavior and return patterns.

Finance
Procurement
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+5

Invoice Capture, Review & Anomaly Detection

Validates incoming invoices against historical trends, flags anomalies, assesses severity, and routes to finance or vendors for faster, accurate resolution.

Sales
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+5

Cart Abandonment

Tracks behavior in abandoned cart sessions, pinpoints drop-off reasons, and auto-generates personalized recovery emails to re-engage users.

Customer Success
Product
Operations
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+5

Product Review Intelligence

Analyzes product reviews to extract sentiment, flag key issues, recommend next steps, and auto-assigns ownership which is escalating via Buzz and Email when needed.

Sales
Marketing
Analytics
Product
Customer Success
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+5

Initial Call Support

Auto-prepares discovery call briefings 24 hours in advance, compiling lead details, competitors, and pain points into ready-to-use talking points and emails.

Sales
Marketing
IT
Analytics
Customer Success
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Lead Distribution

Automatically matches leads to the best-fit sales rep based on region and language, then updates CRM or sends instant notifications for action.

Sales
Marketing
Analytics
Product
Customer Success
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+5

Smart Pitch Deck Selector

Analyzes a lead’s industry and pain points to suggest the top 3 pitch decks using contextual scoring — delivers links directly via Buzz or email.

Marketing
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+5

Competitive Intelligence

Competitive Sales Intelligence Agent with Actionable Recommendations