| Customer service deflection | Vertical agent platformse.g. Sierra, Decagon, Moveworks, Aisera | A clean knowledge base, defined escalation paths and ticketing integration. | Helpdesk or contact-centre software, CRM, order systems. | High: review transcripts, sample resolutions, audit escalations. | Head of support | Drafting macros and help articles for the support team. Not a deflection agent. |
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| Internal knowledge retrieval | Knowledge copilotse.g. Glean, Dust | Connectors to your document stores with permissions mirrored, and content hygiene. | Wikis, drives, chat, ticketing. | Medium: spot-check answers and test for permission leakage. | IT or knowledge management | Cross-functional drafting alongside a retrieval tool. |
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| Cross-functional drafting and research | Unified model workspacese.g. ZeroTwo, ChatGPT Enterprise, Claude's enterprise plans | An acceptable-use policy, an identity decision and a named pilot group. | Whatever staff connect or upload; the open web. | Low to medium: a person reviews anything before it leaves the company. | IT or the AI program lead | The primary use case. |
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| Custom agent inside a cloud perimeter | Build-your-own on cloud primitivese.g. AWS Bedrock AgentCore, Vertex AI Agent Builder, Microsoft Copilot Studio | Platform engineers, evaluation and logging tooling, cloud data governance. | Your cloud data and internal APIs. | High: you own evaluations, regression tests and incident response. | Platform engineering | A place to draft and test prompts before you build. |
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| Back-office automation | Workflow automation layerse.g. n8n, Tray.ai, Lindy | A documented process, API access to the systems and an exception queue. | ERP, CRM and email through connectors or webhooks. | Medium: handle exceptions and re-test prompts after any change. | Operations or the automation lead | A place to draft and test the prompts those workflows call. |
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