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Use Case Library

Real AI, CX and automation use cases — filter by service, industry and platform.

A living library of enterprise use cases we implement across CCaaS, agentic AI, enterprise AI and business automation programs. Ungated, filterable and shareable — use it as a starting point for your own roadmap.

Illustrative only. Use cases, metrics and platform pairings are representative of engagements delivered by Pronix or its practitioners and may be generalized or anonymized; results depend on engagement-specific factors and are not a guarantee of future outcomes. See our Terms of Use.

48 of 48 use cases · page 1 of 4

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CX & Contact Center AIHealthcare Providers

Voice AI for appointment scheduling & reschedules

Problem. High call volume for routine scheduling ties up patient-access agents and drives long queues.

Approach. Natural-language voice bot on Amazon Connect + Lex, integrated with EHR scheduling APIs and healthcare-grade auth.

Outcome. Self-service containment on scheduling calls with warm transfer to a human agent when clinical questions arise.

60–75% call containment on scheduling intents
Amazon ConnectAmazon Lex
CX & Contact Center AIHealth Payers

Claims status IVA with member authentication

Problem. Claim-status calls flood member services and are highly repetitive.

Approach. Genesys + Kore.ai IVA fronting the claims platform with knowledge-grounded responses and secure auth.

Outcome. Members self-serve status, EOB questions and denial reasons; agents focus on appeals.

Up to 45% containment · 25% AHT reduction on transferred calls
Genesys CloudKore.ai
CX & Contact Center AIFinancial Services

Real-time agent assist for retail banking

Problem. Complex product mix drives long AHT and inconsistent responses from newer agents.

Approach. NICE Enlighten + Azure OpenAI copilot with RAG over product, policy and compliance content.

Outcome. Next-best-action prompts, live compliance checks and auto-summary at wrap.

20–30% AHT reduction · 90%+ auto-summary acceptance
NICE CXoneAzure OpenAI
CX & Contact Center AIInsurance

First-notice-of-loss (FNOL) conversational triage

Problem. FNOL calls are long, structured and expensive; adjusters get incomplete intake data.

Approach. Five9 IVA + Kore.ai bot collects loss details, uploads photos, sets severity and books the adjuster.

Outcome. Structured, adjuster-ready FNOL packages delivered before the first human touch.

35% AHT reduction · 2x faster claim assignment
Five9Kore.ai
CX & Contact Center AIRetail & Ecommerce

Omnichannel order & returns bot

Problem. WISMO and returns account for the majority of contact volume during peak seasons.

Approach. Agentforce service agents backed by Commerce Cloud + OMS APIs; voice fallback via Amazon Connect.

Outcome. WISMO and returns fully deflected from live agents across web, app and voice.

50–70% deflection on WISMO and returns
Salesforce AgentforceAmazon Lex
CX & Contact Center AIBPO

Automated QA scoring across 100% of interactions

Problem. Traditional QA samples 1–3% of calls, missing risk and coaching signal at scale.

Approach. AI QA scoring every voice and digital interaction with client-specific scorecards and dispute workflow.

Outcome. 100% coverage, faster coaching cycles and defensible client reporting.

100% interaction coverage · 40% faster coaching cycles
NICE CXoneGoogle CCAI
CX & Contact Center AIHealthcare Providers

Agent assist for patient financial services

Problem. Billing, coverage and payment-plan questions require agents to navigate 4–6 systems.

Approach. Grounded copilot surfaces balance, plan eligibility and script-safe payment options in real time.

Outcome. Faster resolution and consistent, compliance-safe messaging.

25% AHT reduction · higher first-contact resolution
Genesys CloudAzure OpenAI
CX & Contact Center AIHealth Payers

Conversation analytics for Stars and CAHPS lift

Problem. Member experience drivers are buried in unstructured call and chat data.

Approach. Enlighten + custom topic models surface Stars/CAHPS drivers and coaching moments.

Outcome. Targeted coaching against measurable Stars/CAHPS drivers.

Measurable Stars driver lift within 2 quarters
NICE CXone
CX & Contact Center AIFinancial Services

Compliant AI voice agent for early-stage collections

Problem. Early-stage collections outreach is expensive and inconsistent with FDCPA/UDAAP rules.

Approach. Retell AI voice agent with policy-grounded scripts, hot transfer to human on hardship signals.

Outcome. More right-party contacts at lower cost, with full audit trail.

3–5x right-party contact rate vs. dialer-only
Retell AIAmazon Connect
Agentic AIHealthcare Providers

Prior-authorization agent for provider back-office

Problem. Prior auth is a multi-step, payer-specific workflow that consumes clinical and admin time.

Approach. Multi-agent system: intake agent, payer-rules agent, submission agent, follow-up agent — human-in-the-loop on approvals.

Outcome. Autonomous submission and status tracking; humans review exceptions only.

60% fewer manual touches per prior auth
Azure OpenAICopilot Studio
Agentic AIFinancial Services

KYC refresh agent for commercial banking

Problem. Periodic KYC refresh is manual, time-boxed and expensive across large customer books.

Approach. Agentforce + Bedrock agents pull entity data, screen adverse media, generate refresh packets and route for review.

Outcome. Analyst-ready refresh packets with reasoning trace; humans approve.

50% analyst time reduction on refresh cases
AWS BedrockSalesforce Agentforce
Agentic AIInsurance

SMB underwriting agent for commercial P&C

Problem. SMB submissions are low-margin and slow, forcing declines or long turnaround.

Approach. Underwriting agent extracts submission data, runs appetite checks, prices tiers and drafts quotes for underwriter approval.

Outcome. Same-day quotes on straight-through submissions with underwriter oversight.

Quote turnaround down from days to hours
Azure OpenAI
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