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Illustrative, anonymized engagements · Results vary by scope
2026 priorities

The agent programs enterprise leaders are funding right now.

Six agent use cases reflecting where 2026 budgets are moving: agents that take action in systems of record, supervision of an AI workforce, and governance you can put in front of compliance.

A financial services operations team reviewing account servicing and dispute cases at their workstations.
Customer-Facing AI AgentsFinancial ServicesAutonomousAmazon ConnectAmazon Lex

Action-taking voice agent for billing and payments

Payments, disputes in progress and balance actions complete in the voice channel, with clean escalation when policy or risk rules trip.

Workflow
  1. Intake
  2. Act in Core banking
  3. Update Payments
  4. Escalate exceptions
  5. Measured

Transactions completed in channel · 15–25 pt containment lift over answer-only bots

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A team lead coaching an agent on a BPO contact center floor while reviewing a quality dashboard.
Customer-Facing AI AgentsBPOSupervisedGenesys CloudNICE CXone

Control plane for a hybrid human and AI agent workforce

Operations manages AI capacity the way it manages headcount, with per-client reporting clients can audit.

Workflow
  1. Intake
  2. Act in CCaaS routing
  3. Approval gate
  4. Update WFM
  5. Measured

Single capacity view across human and AI agents · cost per contact reported by agent type within 1 quarter

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A health payer operations team reviewing claims and member eligibility on screen together.
Customer-Facing AI AgentsHealth PayersSupervisedFive9NICE CXone

Quality management agent that scores every interaction and routes on it

Sensitive member calls land with agents who score well on that behaviour, and coaching lands while the gap is fresh. Disputed scores and routing changes require a quality-leader review.

Workflow
  1. Intake
  2. Act in Quality management
  3. Approval gate
  4. Update CCaaS routing
  5. Measured

100% scored interactions · quality signals applied to routing within the shift · compliance risk reduced

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Insurance claims handlers reviewing first-notice-of-loss photos and claim files while one adjuster takes a call.
Process & Operations AI AgentsInsuranceSupervisedAWS BedrockKore.ai

RPA replacement agents that call APIs instead of scraping screens

Automations survive vendor releases, and the exception queue becomes the only thing operations watches.

Workflow
  1. Intake
  2. Act in Policy and claims APIs
  3. Approval gate
  4. Update Workflow orchestration
  5. Measured

40–60% lower automation maintenance cost per process · 50%+ fewer break-fix incidents per release

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A nurse coordinator and a patient-access specialist working scheduling and prior authorization queues at a hospital operations desk.
Process & Operations AI AgentsHealthcare ProvidersSupervisedAWS BedrockAzure OpenAI

Audit-grade agent observability and tracing

Agents clear compliance review because each action can be reconstructed, and regressions surface before they reach patients or payers.

Workflow
  1. Intake
  2. Act in Agent runtime
  3. Approval gate
  4. Update Trace store
  5. Measured

100% of cases reconstructable step by step · drift detected before member impact · 30% shorter compliance approval cycle

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A financial services operations team reviewing account servicing and dispute cases at their workstations.
Employee-Facing AI AgentsFinancial ServicesSupervisedSalesforce AgentforceCopilot Studio

Converged IT and HR employee service agent

Employees ask once, and joint journeys such as onboarding or role change complete without manual hand-offs. Pay, leave and privileged-access actions run behind manager or HR approval.

Workflow
  1. Intake
  2. Act in ITSM
  3. Approval gate
  4. Update HRIS
  5. Measured

Single intake for 100% of internal requests · 40–60% fewer cross-team reassignments · 20–30% lower cost per internal case

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Agent pattern: Assistive — drafts and recommends, a person sends. Supervised — acts in your systems behind approval gates. Autonomous — completes the work end to end within policy and escalates exceptions.

18 of 86 agent use cases · page 1 of 2 ·

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A nurse coordinator and a patient-access specialist working scheduling and prior authorization queues at a hospital operations desk.
Customer-Facing AI AgentsHealthcare ProvidersAutonomous

Patient scheduling agent that books, reschedules and confirms

Problem. Patient access capacity is consumed by routine booking traffic, capping the volume a health system can serve without adding headcount.

Agent design. Voice agent on Amazon Connect and Lex authenticates the patient, reasons over provider availability and scheduling rules, and writes the booking directly into the EHR — escalating to a human the moment a clinical question appears.

Outcome. Scheduling work completes end to end in the call, with clinical and exception traffic routed to patient-access staff with full context.

Acts in. EHR scheduling · Patient identity · CCaaS

Workflow
  1. Intake
  2. Act in EHR scheduling
  3. Update Patient identity
  4. Escalate exceptions
  5. Measured
60–75% of scheduling demand resolved without an agent · capacity released for clinical intake
Works with
Amazon ConnectAmazon Lex
A nurse coordinator and a patient-access specialist working scheduling and prior authorization queues at a hospital operations desk.
Customer-Facing AI AgentsHealthcare ProvidersAssistive

Patient financial assistance agent for billing and payment plans

Problem. Billing and coverage conversations require staff to reconcile four to six systems live, which slows resolution and creates compliance exposure.

Agent design. Assist agent retrieves balance, coverage eligibility and script-safe payment-plan options in real time and proposes the compliant next step for the representative to confirm.

Outcome. Consistent, compliance-safe financial conversations resolved on the first contact. The representative approves every financial commitment before it is offered.

Acts in. Billing / RCM · Eligibility · Payment plans

Workflow
  1. Intake
  2. Draft in Billing / RCM
  3. Human sends
  4. Measured
25% lower cost per contact · higher first-contact resolution on balance questions
Works with
Genesys CloudAzure OpenAI
A nurse coordinator and a patient-access specialist working scheduling and prior authorization queues at a hospital operations desk.
Enterprise Agentic AIHealthcare ProvidersSupervised

Prior-authorization agent that submits and follows up

Problem. Prior auth is payer-specific, multi-step work that consumes clinical time and delays both care and reimbursement.

Agent design. Multi-agent system: an intake agent assembles the clinical packet, a payer-rules agent applies the right criteria, a submission agent files it, and a follow-up agent tracks status — clinicians approve before submission.

Outcome. Submission and chasing run autonomously; clinical staff review exceptions only.

Acts in. EHR · Payer portals · Utilization management

Workflow
  1. Intake
  2. Act in EHR
  3. Approval gate
  4. Update Payer portals
  5. Measured
60% fewer manual touches per authorization · clinical hours returned to care
Works with
Azure OpenAICopilot Studio
A nurse coordinator and a patient-access specialist working scheduling and prior authorization queues at a hospital operations desk.
AI Agent FoundationsHealthcare ProvidersAssistive

Clinical knowledge foundation for patient-facing agents

Problem. Clinical, policy and coding content is scattered across intranets, PDFs and legacy systems, so patient-facing agents cannot be trusted with an answer.

Agent design. Unified semantic index with PHI-aware access controls, freshness signals and evaluation guardrails, exposed as a retrieval tool to clinical and operational agents.

Outcome. Every clinical and operational agent answers from one governed source, so care teams stop verifying answers by hand.

Acts in. Intranet and document stores · Legacy knowledge bases · Access control

Workflow
  1. Intake
  2. Draft in Intranet and document stores
  3. Human sends
  4. Measured
20–35% higher answer accuracy vs. keyword search · one governed source behind every agent
Works with
AWS Bedrock
A nurse coordinator and a patient-access specialist working scheduling and prior authorization queues at a hospital operations desk.
Process & Operations AI AgentsHealthcare ProvidersAutonomous

Records intake agent for EHR classification and indexing

Problem. Fax, PDF and portal records arrive faster than staff can classify them, delaying care decisions and billing.

Agent design. Agent classifies, extracts and indexes documents into the EHR with confidence thresholds, and routes only low-confidence items to human review.

Outcome. Common document types index straight through; humans see exceptions only.

Acts in. EHR · Document capture · Fax and portal intake

Workflow
  1. Intake
  2. Act in EHR
  3. Update Document capture
  4. Escalate exceptions
  5. Measured
70–85% straight-through processing · records backlog cleared without added FTEs
Works with
AWS Bedrock
A nurse coordinator and a patient-access specialist working scheduling and prior authorization queues at a hospital operations desk.
Process & Operations AI AgentsHealthcare ProvidersSupervised

Denials agent for revenue-cycle rework

Problem. Denial rework is revenue-critical yet capacity-bound, so recoverable dollars are written off when queues grow.

Agent design. Agent classifies denials, tags root cause, prioritizes by recoverable value and drafts appeal packets with supporting documentation for reviewer approval.

Outcome. More recoverable denials are worked, with reason coding that feeds prevention upstream.

Acts in. Billing / RCM · Payer remittances · Appeals workflow

Workflow
  1. Intake
  2. Act in Billing / RCM
  3. Approval gate
  4. Update Payer remittances
  5. Measured
2–3x denial rework throughput · net revenue recovered per FTE
Works with
Azure OpenAI
A nurse coordinator and a patient-access specialist working scheduling and prior authorization queues at a hospital operations desk.
Process & Operations AI AgentsHealthcare ProvidersSupervised

Revenue-cycle workqueue agent for clean-claim submission

Problem. Missing charges, coding gaps and denial risk sit across disconnected EHR, billing and payer systems, extending days in AR.

Agent design. Agent prioritizes workqueues by recoverable value, drafts coding clarifications and flags denial risk against payer rules before the claim goes out, with coder approval.

Outcome. Cleaner claims leave the building and cash converts faster with fewer manual touches.

Acts in. EHR · Billing / RCM · Payer rules

Workflow
  1. Intake
  2. Act in EHR
  3. Approval gate
  4. Update Billing / RCM
  5. Measured
15–25% reduction in days in AR and preventable denials
Works with
Azure OpenAIMicrosoft Dynamics 365
A nurse coordinator and a patient-access specialist working scheduling and prior authorization queues at a hospital operations desk.
Customer-Facing AI AgentsHealthcare ProvidersSupervised

Patient balance agent for compliant voice and text outreach

Problem. Self-pay and balance-after-insurance accounts are expensive to reach and carry patient-billing compliance risk on every contact.

Agent design. Voice and SMS agent authenticates the patient, presents policy-approved payment-plan options, takes payment within limits and transfers on any hardship or dispute signal.

Outcome. More balances resolved per outreach dollar, with a complete compliance record.

Acts in. Billing / RCM · Payments · Consent log

Workflow
  1. Intake
  2. Act in Billing / RCM
  3. Approval gate
  4. Update Payments
  5. Measured
2–4x right-party contact rate · 30% higher plan adoption · lower cost per dollar collected
Works with
Amazon ConnectAmazon Lex
A nurse coordinator and a patient-access specialist working scheduling and prior authorization queues at a hospital operations desk.
Customer-Facing AI AgentsHealthcare ProvidersAutonomous

One front-door patient services agent for scheduling, billing and records

Problem. Scheduling, billing, portal help and referrals sit behind separate numbers, so patients repeat themselves and calls multiply.

Agent design. One agent authenticates once, reasons across EHR, RCM and knowledge sources, completes the request in whichever domain it belongs to and hands off with full context.

Outcome. Single-contact resolution across patient services and fewer repeat calls. Clinical questions and financial hardship cases escalate to staff with the record attached.

Acts in. EHR · Billing / RCM · Referral management

Workflow
  1. Intake
  2. Act in EHR
  3. Update Billing / RCM
  4. Escalate exceptions
  5. Measured
40–55% of demand resolved in channel · 20% higher patient satisfaction · lower repeat-contact rate
Works with
Genesys CloudAzure OpenAI
A nurse coordinator and a patient-access specialist working scheduling and prior authorization queues at a hospital operations desk.
Enterprise Agentic AIHealthcare ProvidersSupervised

Capacity agent for perioperative and infusion scheduling

Problem. Idle block time is among the most expensive unused capacity in a health system, and manual rebooking cannot keep up with cancellations.

Agent design. Agent forecasts utilization, proposes block releases and fill lists, predicts likely bumps and executes rebooking once the scheduler approves.

Outcome. Higher utilization of high-cost capacity with less manual scheduling overhead.

Acts in. EHR scheduling · Block management · Capacity analytics

Workflow
  1. Intake
  2. Act in EHR scheduling
  3. Approval gate
  4. Update Block management
  5. Measured
5–10% block utilization lift · 15% fewer manual scheduling hours · contribution per block improved
Works with
Copilot StudioMicrosoft Dynamics 365
A nurse coordinator and a patient-access specialist working scheduling and prior authorization queues at a hospital operations desk.
Customer-Facing AI AgentsHealthcare ProvidersAutonomous

Patient access agent for booking and referrals

Problem. Patient-access centers are the capacity bottleneck for appointment volume, referrals and prep instructions.

Agent design. Kore.ai agent books and modifies appointments in the EHR, manages referral steps, sends prep and reminder messaging and applies HIPAA-aware guardrails throughout.

Outcome. More appointments are self-scheduled and kept, with fewer live-agent touches per booking.

Acts in. EHR scheduling · Referral management · Patient messaging

Workflow
  1. Intake
  2. Act in EHR scheduling
  3. Update Referral management
  4. Escalate exceptions
  5. Measured
50–65% of access demand handled in channel · 30% fewer no-shows · revenue protected per slot
Works with
Kore.ai
A nurse coordinator and a patient-access specialist working scheduling and prior authorization queues at a hospital operations desk.
Enterprise Agentic AIHealthcare ProvidersSupervised

Prior authorization agent for high-volume specialty referrals

Problem. Authorization delays hold up care and reimbursement, and payer-specific rules make the work impossible to standardize manually.

Agent design. Kore.ai agent assembles submissions, applies payer rules, attaches required clinical documentation and tracks status, escalating exceptions to a clinical reviewer.

Outcome. Authorizations submit faster and fewer are denied for missing information.

Acts in. EHR · Payer portals · Clinical documentation

Workflow
  1. Intake
  2. Act in EHR
  3. Approval gate
  4. Update Payer portals
  5. Measured
40% faster authorization turnaround · 25% less denial rework
Works with
Kore.ai
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