Use Cases
Real agents for real work
Detailed blueprints for deploying AI agents across your organization. Each use case includes setup effort, step-by-step agent flow, and ROI data.
Customer Operations
Order Management & Support
Resolve customer issues in seconds, not hours. The agent connects directly to your OMS and CRM to take real action — not just surface FAQs.
What the agent does
Customer opens the widget and describes their issue: "My order hasn't arrived and I need it by Friday."
Agent calls your Order Management System API, fetches the shipment record, carrier status, and estimated delivery date.
If delivery is delayed beyond SLA, agent checks your policy rules and determines eligibility for replacement or refund.
With customer confirmation (or automatically based on policy), agent initiates replacement order, logs the interaction in CRM, and sends email confirmation.
ROI Impact
Support teams using AI agents for order management report 40–60% reduction in first-response time, 30% drop in escalations to human agents, and measurable improvement in CSAT scores. The agent handles the full resolution loop — humans focus only on edge cases.
Internal Productivity
Sales Call Prep & Intelligence
Walk into every discovery call fully briefed. The agent aggregates CRM history, recent emails, company news, and deal context into a concise one-pager.
What the agent does
Sales rep opens the team workspace and asks the agent to prep for their upcoming discovery call — or triggers it automatically via Slack or the Task API.
Agent reads CRM deal history, open tasks, email threads, previous call notes, and company-level account data.
Produces a structured one-page brief: key stakeholders, deal timeline, open questions, competitive risks, and recommended talk tracks.
Brief delivered to Slack DM or email before the call starts. Rep enters the call with context that previously took 45+ minutes to compile.
ROI Impact
Sales reps save 45–90 minutes of manual prep per week. More importantly, they enter calls better prepared — leading to higher close rates on enterprise deals and faster qualification of poor-fit leads. ROI compounds with deal size.
Automated Monitoring
Scheduled Metric Alerts
Replace dashboard fatigue with intelligent monitoring. The agent watches your metrics on a schedule and only alerts when human action is actually needed.
What the agent does
Task API is called on a schedule (e.g., every hour) with monitoring instructions and metric definitions.
Agent calls your metrics APIs, database queries, or analytics dashboards to fetch current values.
Agent compares values against configured thresholds and recent baselines. Generates natural-language summary with severity assessment.
If threshold is exceeded: routes alert to Slack/PagerDuty with full context. If normal: logs silently. Ops team only gets paged when it matters.
ROI Impact
Teams report 70%+ reduction in false-positive alert noise and a significant drop in mean-time-to-detection for real incidents. Engineers reclaim hours per week previously spent watching dashboards. The agent's natural-language summaries also dramatically reduce time-to-understand when incidents do occur.
Customer Success
Churn Risk Detection
Stop losing accounts you could have saved. The agent monitors usage patterns weekly and surfaces at-risk customers before they churn.
What the agent does
Agent triggered every Monday via Task API cron with instructions to scan all active accounts.
Reads product usage data (login frequency, feature adoption), support ticket history, NPS scores, and contract renewal dates.
Agent scores each account by churn risk using pattern matching against historical churn signals. Flags high-risk accounts with specific reasons.
Outputs a ranked list of at-risk accounts with recommended outreach actions: check-in call, feature training, executive sponsor outreach, or escalation.
ROI Impact
Early detection enables proactive outreach that saves 15–25% of at-risk ARR each quarter. CS teams shift from reactive firefighting to systematic retention programs. The agent's recommended actions also standardize the CS playbook across the team. CS managers can also open the workspace anytime for ad-hoc questions about specific accounts.
Build your own use case
Any workflow that calls APIs, processes information, and needs to take action is a candidate for a Sigmic AI agent.
Get started free