Use cases
Six systems an SME will actually use
No invented client logos. These are situations SMEs call about, what gets built, and what changes for the team.
Sales
Quotes without the one person who knows
Situation
Terms, exceptions and earlier prices sit with one salesperson. Colleagues guess or wait. Quotes go out with old numbers.
What gets built
A way to ask about product, price and terms. Every answer points at the document or mail it came from. From that base, a first version of the quote.
For the company
Everyone starts from the same current answer. The senior sells, instead of rewriting every quote.
Planning
Intake that prepares the schedule
Situation
Requests arrive by email and phone. Someone retypes them into the calendar. Fields are missing, slots clash, and the planner is the bottleneck.
What gets built
An intake that reads the request, lists the missing fields and prepares a schedule proposal in the tool you already use. A person approves before anything is fixed.
For the company
Less retyping. The planner decides. The system prepares.
Operations
Procedures people actually open
Situation
The way of working sits in a folder nobody opens. New people ask whoever sits next to them. The folder and the practice drift apart.
What gets built
A copilot on your procedures and documents. Questions in plain language, the answer with the source document, permissions per role.
For the company
Someone new is useful sooner, without a week of shadowing. The procedure stays the source, not a chat history.
Customer work
The inbox sorted before anyone replies
Situation
Support reads the same questions in different words. Urgent mail sits between quotes. The answer depends on who opens it.
What gets built
Triage on incoming mail: type, urgency, and a proposed reply from your knowledge. Nothing leaves until a person presses send.
For the company
The queue is sorted. The voice stays yours. A wrong answer does not go out on its own.
Operations
Map the process, then automate
Situation
Everyone describes the same work differently. An automation fails because the exceptions were never written down.
What gets built
First the process, sharp: steps, systems, exceptions, and where a person must keep deciding. Only then automate what is stable.
For the company
You automate a process that is true. The rest stays manual on purpose.
Systems
AI on the tools you already have
Situation
The team does not want another platform. The truth sits in the mailbox, the CRM and shared folders.
What gets built
Connections to what you have. No migration of all the data. Permissions, logging and an off switch, the way production work requires.
For the company
The team stays in its own tools. The AI comes to the work.