Agent examples and use cases
The examples below show how teams can combine knowledge, tools, and execution into a defined outcome. They use fictional people, companies, tickets, and records. Check each Agent Library template for the current requirements and availability.
By department
Sales
Account briefing agent: For the fictional account ExampleCo, gather recent meetings, open opportunities, product usage notes, and support activity. Produce a one-page briefing before the account team's next meeting.
Start with the Sales prospect outreach template when the main outcome is prospect research and outreach drafting.
Support
Ticket next-steps agent: For fictional ticket SUP-1842, summarize the conversation, find matching troubleshooting guidance, and draft a response. Require a support specialist to approve the response before it is sent.
Start with the Support ticket next steps template.
Engineering
Pull request review agent: For fictional repository northstar/web and pull request #482, inspect the changed files, compare them with the team's review checklist, and return risks grouped by severity.
Start with the Pull request reviewer template.
People operations
Onboarding readiness agent: For fictional employee Jordan Lee, compare the approved onboarding checklist with the tasks recorded across the connected systems. Report missing assignments for the coordinator to review. Do not change employment records.
By industry
Software and technology
Correlate an incident alert, a runbook, and recent tickets. Recommend an owner and prepare a status update for the incident channel.
Financial services
Compile an internal research packet from approved sources for a fictional customer review. Keep regulated decisions and external communication with the responsible reviewer.
Healthcare
Route a fictional non-clinical service request to the correct operations team and summarize the relevant policy. Do not make clinical recommendations or expose restricted records.
Retail
Compare fictional store feedback with inventory and operations updates. Produce a regional digest with issues that need a manager's attention.
By task pattern
Research and synthesis
Gather information from several approved sources, resolve conflicting details, and produce a brief with source links. The Meeting recap template is an example of this pattern.
Triage and routing
Classify an incoming request, identify the right procedure or owner, and route the work. The support and incident examples above use this pattern.
Drafting with review
Use context from connected systems to draft an email, report, or ticket update. Keep a person in the approval loop for external or high-impact writes.
Monitoring and follow-up
Start from a supported event or schedule, check whether defined conditions are met, and notify or prepare work for the owner. Keep trigger filters narrow to avoid noisy runs.
Multi-step updates
Read a record, validate required information, update an approved system, and report the result. Use explicit Workflow mode steps when the order and write conditions must be predictable.
Design each example as an outcome
For any use case, define the starting input, knowledge sources, tools, allowed actions, expected output, owner, and escalation path. Then choose the build path that matches the required control. See When to use an agent and Choose how to build your agent.