Use cases
Start with the process. Then the agent.
For teams with a process a person still does by hand: pick the one that sounds like your week. Each runs in Slack, WhatsApp or Salesforce. Reply within 24 hours.
- 01Models · Claude, Gemini, OpenAI, Bedrock
- 02Agentic systems · Agentforce, CrewAI, ADK, A2A
- 03Agentic memory · Neo4j, Cognee, IndyKite
- 04Automation and voice · n8n, Retell
- 05Deployment and governance · identity, evals, policy, audit
Use cases
Find the process that sounds like your week.
Open the one that matches the work. Each card says where it runs: Slack, WhatsApp or Salesforce. Search for Slack to see the Slack AI agents, including Agentforce in Slack and Claude in Slack. If none fit, clear the cut and tell us the process.
- SalesAI Sales Pipeline AutomationA pipeline the desk can trust. Lead scoring, opportunity tracking, and a forecast built from the org, not a side spreadsheet.Runs in: Salesforce, Slack
- OperationsAI Customer Service TransformationCases, knowledge, and the channel the customer already uses. An agent on the repeats. A person on the exceptions.Runs in: Salesforce, WhatsApp, Slack
- FinanceFinancial reportingClose, statements, and a pack finance can run without a rebuild. Salesforce plus the finance system of record.Runs in: Salesforce
- MarketingMarketing campaignsJourneys on a customer the org already knows. Consent first. Marketing Cloud when the send can stand behind the list.Runs in: Salesforce
- HRHR onboardingA named onboarding desk. Documents, access, and a reviewer on the exceptions. Not a $7,000-per-hire slide.Runs in: Slack
- ITAI IT Support TransformationTicket routing and a knowledge desk. An agent on the repeats. A person on the exceptions.Runs in: Slack, Salesforce
- LegalLegal document reviewContracts as a desk. Review, redline, and a lawyer on the exceptions. We will not invent a 209% ROI.
- OperationsSupply chainInventory and orders between ERP and Salesforce when that is the job. Real-time or batch from the desk.Runs in: Salesforce
- DataData analyticsA view on records the org already trusts. Tableau or the CRM report after the duplicates are gone.Runs in: Salesforce
- ComplianceCompliance monitoringAudit, consent, and a trail that travels with the record. We will not invent avoided-penalty euros.Runs in: Salesforce
- Product DevelopmentProduct developmentA named R&D desk. Requirements, reviews, and a person on the exceptions. Not a $50M savings slide.
- OperationsInventory managementStock as a desk between ERP and Salesforce. Accuracy after the mapping is owned.Runs in: Salesforce
- FinanceInvoice processingAccounts payable as a process, not a folder of PDFs. Capture, match, and a person on the exception.
- MarketingContent creationA content desk with a reviewer. Scale after the voice is named. Not a 42x email ROI.
- Quality AssuranceQuality assuranceA test desk. Coverage you can name. A person on the defect that matters. Not a 675% ROI.
- HRRecruitment screeningA hiring desk. Screen against a written role. A person on the shortlist. Not a 3x quality-of-hire slide.
- OperationsMeeting schedulingCalendar as a desk. The inbox the team already uses. A person on the exception.
- FinanceExpense reportsCapture, policy, and approval on a named desk. We will not invent a 500% ROI or a sterling fraud number.Runs in: Slack
- MarketingSocial media operationsA social desk. Queue, reply, and a person on the brand voice. Not a 753% revenue slide.
- LegalContract managementContract lifecycle as a desk. Intake, review, and a lawyer on the exception. Not a $2.2M breach slide.
- Government ServicesGolden Visa screeningEligibility as a named desk. Documents, rules, and a reviewer. We will not invent an annual euro savings.
- Health CampaignsHealth awarenessA public-health desk. Content, language, and a reviewer. We will not invent AED 15M or 2.8M residents.
- Cultural PreservationCultural heritage guideA heritage desk. Guides, languages, and a reviewer. We will not invent AED 15M or 2.8M residents.
- OperationsFirst processA repetitive, documented job tied to revenue. We set up one agent on that process and keep a reviewer on the exceptions.Runs in: Salesforce, Slack, WhatsApp
- SalesBook of businessPull policy data from the last system into yours. Insurance and brokerage books. UAE and US teams buy this.Runs in: Salesforce
- OperationsWhatsApp for customers, Slack for the companyCustomers write on WhatsApp and your team answers from Slack, so the same question is retyped twice. One agent job runs in both, with the record in Salesforce.Runs in: WhatsApp, Slack, Salesforce
- SalesAgentforce in SlackYour team asks Salesforce questions in Slack and waits for someone with a licence to look. Agentforce answers in the channel from the record, and a person approves the update in the thread.Runs in: Slack, Salesforce
- OperationsClaude in SlackWork that spans documents, tickets and other tools gets passed around in DMs. Claude joins the channel as a shared teammate on one named job, and the whole team sees what it did.Runs in: Slack
How we work
From use case to production.
- 01Week 1 in the orgWe read what already exists before anyone adds a cloud.
- 02Written noteWhat is worth fixing, what is worth finishing, and what is not. Not a dashboard.
- 03Fixed scope and priceWe can fix-price a named, scoped piece once the process is clear. We will not fix-price a rescue we have not assessed.
- 04BuildWe implement around the process you already run.
- 05We stayAfter go-live, a person stays on the exceptions.
Sounds like your week?
Three desks and the use case each one opened.
Typical starting points. Each card opens the use case.
Example
Head of service, Dubai property developer
Today: Buyers send snag reports on WhatsApp. Someone retypes each one into Slack, then into Salesforce.
After: The team decides in Slack with the record attached, and Salesforce is updated once.
WhatsApp or Slack agentExample
Finance controller, Riyadh distributor
Today: Month end starts with a pile of supplier PDFs on the clerk’s desk.
After: Each invoice is matched to its purchase order, and a mismatch goes to a named person on arrival.
Invoice processingExample
IT manager, Abu Dhabi hospital group
Today: Engineers spend the morning on password resets and access requests.
After: The agent handles standard requests as the user. Engineers get the real incidents.
IT helpdesk
The brief
Tell us which one is yours.
One email starts it. We ask about the use case and the object after. The assessment is free: a short read of the org and a written note. If you go ahead, the first build week is a fixed AED/SAR 14,900 (about USD 4,050), credited in full when you sign the build within 60 days. The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.