Agentic AI
Autonomous logic engines built on Azure OpenAI for reasoning over data, automating complex decision-making processes across your stack without manual intervention.
31 agents across 10 industries
Below, the agents we build are organized by the industries we serve, each designed to ship inside a governance frame from day one.
Supplier Risk Agent
addSupply chain disruptions are detected too late. A key supplier misses a delivery and the line stops. Nobody monitors supplier financial health, lead-time trends, or quality rejection rates proactively.
An agent continuously monitors supplier performance in D365 (on-time delivery, quality rejection rates, lead-time variance) and external signals (news, financial filings, weather events in supplier regions). When risk scores exceed thresholds, it identifies alternative approved suppliers, generates comparison reports, and alerts procurement to act before the disruption hits production.
Vegetation Management Agent
addUtilities must manage vegetation near power lines to prevent wildfires and outages. Calendar-based trimming with no risk prioritization gives high-risk corridors the same attention as low-risk areas.
The agent combines LiDAR survey data, satellite imagery, weather patterns, historical outage data, and species growth rates to prioritize vegetation management by risk score. It proposes risk-ranked trimming schedules, drafts the work orders in D365 for your teamโs approval, and tracks compliance against NERC FAC-003.
Proposal Assembly Agent
addResponding to RFPs means assembling team bios, past-performance narratives, technical approaches, and pricing from multiple sources.
The agent searches the firm knowledge base (past proposals, case studies, team bios, certifications, rate cards) to assemble a first draft. It matches RFP requirements to relevant past performance, suggests team members by required skills, and generates a pricing model from historical win rates.
Predictive Maintenance Agent
addMaintenance is either reactive (fix it when it breaks) or calendar-based (replace parts whether they need it or not).
The agent ingests equipment telemetry (vibration, temperature, pressure, current draw) and maintenance history from D365 Asset Management. ML models predict remaining useful life.
KYC & Onboarding Agent
addCustomer onboarding takes 2-3 weeks due to manual KYC document collection, verification, and compliance checks.
An agent orchestrates the full onboarding workflow: collects identity documents, extracts and validates information using AI Document Intelligence, cross-references against sanctions lists.
Grid Monitoring & Anomaly Agent
addOperators rely on SCADA alerts that generate thousands of alarms daily, most of them false positives. Real anomalies get buried in noise.
An AI agent continuously analyzes SCADA telemetry, weather data, and historical failure patterns to filter noise, correlate related alarms, and surface genuine anomalies.
Enrollment & Admissions Agent
addProspective students submit inquiries and applications but receive slow, generic responses. Yield rates decline as competing institutions respond faster.
A conversational agent handles prospective-student inquiries 24/7 (program details, financial aid, campus life, application status). It personalizes responses by student profile.
Project Health Agent
addProject managers discover margin erosion and scope creep at month-end, when the damage is done. There is no real-time view of burn rate vs. budget.
An agent monitors project financials in D365 Project Operations in real time: actual hours vs. budget, burn-rate trajectory, milestone completion, and scope changes.
Prior Authorization Agent
addPrior authorization requests take 3-5 days on average. Staff spend hours on the phone with payers, faxing clinical documentation, and tracking approval status manually.
The agent assembles clinical documentation from the EHR, matches it against payer-specific authorization requirements, submits requests electronically where supported, tracks status, and follows up automatically on pending requests. Reduces authorization turnaround from days to hours.
Warehouse Optimization Agent
addOperations run on manual pick lists, static slotting, and reactive labor planning. Pick paths are inefficient, slotting does not reflect current demand, and labor is either over- or under-scheduled.
The agent analyzes order patterns, SKU velocity, and seasonal trends to optimize warehouse slotting dynamically. It generates pick routes that minimize travel distance, predicts labor requirements from incoming order volume, and adjusts wave planning in D365 WMS.
Contract Review Agent
addLegal and procurement teams manually review vendor contracts, MSAs, and SOWs. Review cycles take 1-2 weeks per contract.
The agent ingests contract documents, extracts key terms and clauses using AI Document Intelligence, compares them against the organizationโs approved playbook, and generates a risk-scored summary highlighting deviations.
Patient Intake & Scheduling Agent
addFront-desk staff spend hours on phone scheduling, rescheduling, and collecting insurance information. No-show rates hover around 20%.
A voice and chat agent handles appointment scheduling, insurance verification, and intake form collection 24/7. It checks provider availability in real time.
Regulatory Reporting Agent
addCompliance teams spend weeks assembling data for SOX, Basel III, and state filings. Data spans multiple systems requiring manual reconciliation.
The agent extracts reporting data from D365 Finance and upstream trading/lending systems, applies regulatory calculation rules, identifies data-quality exceptions, and generates pre-formatted reports.
Citizen Service Agent
addCall centers overwhelmed with 50K+ monthly inquiries about tax filing, permits, benefits, and case status. Wait times exceed 20 minutes.
Deploys a conversational AI agent grounded in 2,000+ pages of agency documentation using RAG architecture. The agent handles tier-1 citizen inquiries across web chat, phone IVR, and portal.
Financial Aid Processing Agent
addAid offices process thousands of FAFSA applications, verification documents, and award packages manually. Students wait weeks for award letters.
The agent automates document verification (tax transcripts, identity verification, dependency status), cross-references FAFSA data with institutional records, identifies discrepancies for manual review.
AP Invoice Processing Agent
addAccounts payable teams manually key invoices, route for approvals, match against POs, and handle exceptions. Processing cost per invoice is $8 to $15.
The agent receives invoices via email, portal, or EDI. AI Document Intelligence extracts header and line data and matches against open POs and goods receipts in D365.
Claims Processing Agent
addClaims involve manual document review, coverage verification, damage assessment, and fraud detection. Average processing time is 7-10 days, and satisfaction drops with every day of delay.
An agent receives claim submissions, extracts information from documents and photos using AI Vision and Document Intelligence, validates coverage against policy terms, flags potential fraud indicators, calculates reserves from historical patterns, and routes the claim for adjuster review with a pre-populated assessment. Straightforward claims can auto-approve within configurable thresholds.
Grant Compliance Agent
addFederal and state grants require tracking drawdowns, matching expenditures to allowable costs, filing progress reports, and maintaining audit-ready documentation.
An autonomous agent monitors grant-funded projects in D365, validates expenditures against allowable cost categories, flags disallowed charges before they post, calculates cost-share and match requirements, and pre-assembles sponsor reports with supporting documentation.
Production Scheduling Agent
addPlanners manually adjust schedules based on demand changes, machine breakdowns, and material shortages.
An autonomous agent continuously monitors demand signals from D365 SCM, machine availability from IoT sensors, and material inventory levels. When disruptions occur, it recalculates the production schedule.
Clinical Documentation Agent
addClinicians spend 2+ hours per day on documentation. Notes are inconsistent, coding is inaccurate, and chart completion delays billing cycles.
An agent listens to patient encounters (with consent), generates structured clinical notes aligned to organization templates, suggests ICD-10 and CPT codes based on the encounter.
Customer Experience Agent
addOnline and in-store service is disconnected. Customers repeat their issue across channels, and agents lack visibility into purchase history.
An omnichannel agent unifies customer context across web chat, email, phone, and in-store interactions, surfacing purchase history, loyalty tier, open orders, and return history in real time.
Procurement Compliance Agent
addDBE/MBE participation tracking is manual, contract compliance monitoring is reactive, and vendor evaluation happens only at renewal.
The agent continuously monitors procurement activity against DBE/MBE participation targets, flags contracts approaching compliance thresholds, validates vendor certifications against SAM.gov.
Campus Operations Agent
addFacilities, IT helpdesk, and student services handle thousands of requests with no unified tracking, no SLA visibility, and inconsistent response times.
A unified service agent receives requests across channels (chat, email, portal, SMS), classifies them by type (facilities, IT, housing, parking, dining), routes to the right department with priority scoring.
IT Helpdesk Agent
addInternal IT support handles password resets, access requests, VPN issues, and software installation through email and phone.
A conversational agent handles the top 20 IT support request types autonomously: password resets via identity verification, access provisioning through Entra ID, VPN troubleshooting.
Demand Sensing Agent
addForecasts are based on historical sales and manual adjustments. Promotions, weather, competitor actions, and social trends are not factored in, causing overstocks on slow movers and stockouts on hot items.
The agent ingests POS data, promotional calendars, weather forecasts, local event schedules, and social-media sentiment to generate store-level demand forecasts that update daily. When actual sales deviate from forecast beyond a configurable threshold, it adjusts replenishment orders automatically and alerts category managers to investigate.
Student Retention Agent
addUniversities lose 30% of first-year students. Advisors have no early-warning system and rely on mid-semester grades that arrive too late to intervene.
The agent unifies data from the SIS (enrollment, GPA), LMS (logins, submissions, participation), financial aid (balance holds, disbursement status), and housing (dining-card usage). A predictive model identifies at-risk students 6 weeks before traditional indicators surface.
Quality Inspection Agent
addQuality checks are manual, paper-based, and happen too late. Defective batches are discovered at final inspection.
An AI agent analyzes in-process sensor data and visual inspection images to detect quality deviations in real time. When a deviation exceeds tolerance, it triggers a quality hold.
Care Coordination Agent
addPost-discharge follow-up falls through the cracks. Patients miss medication refills, skip follow-up appointments, and end up readmitted.
An autonomous agent monitors discharge events, triggers personalized follow-up sequences (medication reminders, appointment scheduling, symptom check-ins), detects early warning signals.
Field Crew Dispatch Agent
addDispatching crews for maintenance, outage response, and inspections is manual. Dispatchers juggle phone calls, spreadsheets, and radio.
An autonomous agent monitors incoming work orders, outage reports, and inspection schedules, then optimizes crew assignments by location, skill certifications, equipment on truck, and priority.
Constituent Case Routing Agent
addIncoming constituent requests sit in shared inboxes with no triage, no SLA tracking, and no visibility into resolution times.
An AI agent classifies incoming requests by type and urgency, routes them to the correct department or caseworker based on topic and jurisdiction, sets SLA timers.
Resource Allocation Agent
addPartners and practice leads spend hours weekly matching consultants to projects. Skills, certifications, availability, and utilization targets live in spreadsheets.
An agent continuously monitors the resource pool (skills, certifications, availability, utilization, client history) and incoming project requirements. When a new project is confirmed, it proposes optimal team compositions.
Governed by design
The biggest blocker to agent adoption is not capability, it is trust. Every agent we deliver ships inside a governance frame from day one.
Human in the loop
Agents propose; your people approve the actions that matter. Roles and thresholds define exactly what runs autonomously and what waits for sign-off.
Grounded in your data
Answers and actions cite your governed sources through retrieval and lineage, not open-web guesses. If the data does not support it, the agent says so.
Auditable end to end
Every agent action is logged with a full trail, built for HIPAA, FERPA, and FedRAMP-aligned environments where an auditor will ask.
Guardrails and cost control
Content safety, prompt-injection defenses, least-privilege access through Entra ID, and budget limits on every agent, so nothing runs wild.
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