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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.

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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
Agentic AIRetail & Ecommerce

Merchandising agent for markdowns & replenishment

Problem. Markdown and replenishment decisions across thousands of SKUs are analyst-bound.

Approach. Agents monitor sell-through, propose markdown/replenishment actions with rationale, execute after buyer approval.

Outcome. Proactive recommendations with human sign-off on execution.

Faster markdown cycles · fewer stockouts
AWS Bedrock
Agentic AIBPO

Operations copilot agent for BPO team leaders

Problem. Team leaders spend hours daily on scheduling, adherence, and shrinkage triage.

Approach. Copilot Studio agent connected to WFM, CCaaS and HR data proposes coverage actions and drafts comms.

Outcome. Team leaders manage exceptions, not routine reallocation.

10+ hours/week returned to each team lead
Copilot StudioMicrosoft Dynamics 365
Agentic AIHealth Payers

Appeals & grievances drafting agent

Problem. Appeals require case review, policy citation and template-consistent drafting on tight SLAs.

Approach. Agent assembles case timeline, cites policy, drafts decision letter for reviewer.

Outcome. Reviewers edit and approve rather than draft from scratch.

50% cycle-time reduction on standard appeals
Azure OpenAI
Agentic AIHealthcare Providers

Perioperative and infusion scheduling optimization agent

Problem. Block utilization, cancellations and add-ons create idle capacity, delays and manual rebooking work.

Approach. Agentic scheduler proposes block releases, fill lists and predictive bump lists based on EHR and historical patterns for human approval.

Outcome. Higher utilization, fewer same-day cancellations and less manual scheduling overhead.

5–10% block utilization lift · 15% fewer manual scheduling hours
Copilot StudioMicrosoft Dynamics 365
Agentic AIBPO

Employee IT helpdesk agent

Problem. Internal IT tickets for password resets, access requests and device issues consume service-desk capacity and slow employee productivity.

Approach. Kore.ai Agent Platform employee-facing agent integrated with IAM, ticketing and device-management systems to resolve requests end-to-end.

Outcome. Employees self-serve common IT requests through chat, with seamless human handoff for complex issues.

50–65% employee IT requests resolved autonomously
Kore.ai
Agentic AIFinancial Services

HR service desk & onboarding assistant

Problem. HR teams field repetitive questions on policies, benefits and onboarding tasks, delaying new-hire ramp and open-enrollment support.

Approach. Kore.ai conversational agent answers HR questions, guides onboarding checklists and escalates sensitive cases to HR business partners.

Outcome. Faster employee onboarding and fewer routine HR inquiries reaching specialists.

40% reduction in HR ticket volume · faster new-hire time-to-productivity
Kore.ai
Agentic AIRetail & Ecommerce

Procurement intake & PO status agent

Problem. Procurement requests, PO status checks and vendor inquiries are handled through fragmented email and ticketing channels.

Approach. Kore.ai agentic process assistant captures intake, checks ERP/PO status, routes approvals and surfaces vendor updates conversationally.

Outcome. Procurement stakeholders get status and complete requests without chasing teams across systems.

30–45% faster procurement cycle time · 50% fewer status-update emails
Kore.ai
Agentic AIInsurance

Insurance claims intake process assistant

Problem. Claims intake involves multiple forms, document uploads and coverage checks that create delays and incomplete submissions.

Approach. Kore.ai Agent Platform orchestrates conversational intake, document collection and policy validation, assembling adjuster-ready packages.

Outcome. Complete, validated claims packages reach adjusters faster with fewer back-and-forth requests.

35% faster first-touch claim handling · 25% fewer incomplete submissions
Kore.ai
Agentic AIHealthcare Providers

Prior authorization process agent

Problem. Prior auth requires payer-specific forms, clinical documentation and status follow-up that slows care and reimbursement.

Approach. Kore.ai Agent Platform assembles submissions, checks payer rules, attaches required documentation and tracks status with human review on exceptions.

Outcome. Faster prior-auth submission and fewer denied or delayed authorizations due to missing information.

40% faster prior-auth turnaround · 25% fewer denial rework touches
Kore.ai
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