Not every business needs the same agent. Listing types clearly helps you avoid buying a voice bot when you needed a Desk copilot.
Customer support agent: grounded Q&A, ticket create/update, sentiment-aware escalation. Best when ticket volume is high and answers exist in docs.
Voice / reception agent: after-hours call handling, appointment routing, FAQ deflection. Best when missed calls cost leads; requires telephony and CRM logging.
Sales qualification agent: structured chat on site, scores fit, books meeting or creates CRM lead. Best when marketing drives volume but SDR time is limited.
Internal research agent: summarise account history, pull project status, draft meeting prep from CRM and SharePoint. Best for professional services and account management teams.
Workflow agent: watches triggers (new form, stale deal, SLA breach) and executes a playbook of lookups and notifications. Best when rules are complex but repetitive.
We match type to stack: Zoho-first, Microsoft-first, or hybrid with custom API layer. Discovery identifies one type to pilot.
Published 10 August 2026