Customer Research Agent

Reads onboarding documents, verifies customer data, and surfaces missing or inconsistent information.

Drafts answers from approved knowledge, links supporting sources, and routes unresolved questions to experts.

Extracts critical information, compares document versions, and transforms findings into structured outputs.

Finds the rules that apply to a specific task and converts them into clear operational guidance.

Researches trusted internal and external sources and generates evidence-backed company SWOT analysis.

Turns customer needs, approved product information, and pricing into personalized proposals and emails.

Converts customer meetings into structured records with decisions, disclosures, risks, and follow-up actions.

Combines CRM, meeting history, internal knowledge, and external research into a source-backed customer briefing.

Matches ERP and counterparty records, classifies unresolved differences, and prepares discrepancy notices.

Compares contracts against approved standards, detects hidden changes, and surfaces clause-level risks.

Handles customer requests and returns while generating marketplace-ready product listings under platform rules.

Reviews claim documents and images, detects missing evidence, and surfaces suspicious patterns for specialist review.

Reconciles shipment documents and flags quantity, weight, value, and classification discrepancies before filing.

Matches expenses with supporting records, checks company policy, and routes suspicious spending for review.

Monitors external sources for reputation, fraud, and brand risks and routes critical findings automatically.

Scores incoming customers by purchase intent and routes high-potential opportunities to the right sales team.

Reads financial documents in bulk, cross-checks key figures, and prepares structured findings for review.

Collects supplier quotes, standardizes commercial terms, and evaluates offers with historical performance.

Analyzes disputes, collects evidence, follows up on missing documents, and prepares bank-ready responses.

Reads payment instructions, verifies authority rules, and flags exceptions before final approval.

Tracks regulatory changes, maps institutional impact, and turns new requirements into assigned actions.

Maps signatories, authority groups, limits, and joint signing rules into a structured authorization model.