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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.

16 of 48 use cases · page 1 of 2 ·

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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
CX & Contact Center AIHealthcare Providers

Compliant patient collections voice & text outreach

Problem. Self-pay and balance-after-insurance accounts are expensive to reach while staying compliant with patient-billing regulations.

Approach. Voice and SMS bot with healthcare-grade authentication, payment-plan offers and warm transfer on hardship signals.

Outcome. More payments and plans without adding FTEs, with full audit trail.

2–4x right-party contact rate · 30% higher plan adoption
Amazon ConnectAmazon Lex
CX & Contact Center AIHealthcare Providers

Unified patient services concierge bot

Problem. Patients navigate scheduling, billing, portal help and referrals through disconnected phone lines and portals.

Approach. One conversational front door grounded on EHR, RCM and knowledge content with seamless agent handoff.

Outcome. Single-contact resolution for common patient requests and fewer repeat calls.

40–55% containment · 20% higher patient satisfaction
Genesys CloudAzure OpenAI
CX & Contact Center AIFinancial Services

Banking virtual assistant with transactional depth

Problem. Retail banking customers expect to check balances, transfer funds and dispute transactions through digital channels without calling.

Approach. Kore.ai SmartAssist digital assistant with secure authentication, transactional APIs and warm handoff to live agents for fraud or complex requests.

Outcome. Customers complete everyday banking tasks in chat while risk cases route to specialists with full context.

55–70% digital containment on routine banking intents
Kore.ai
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