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Use cases

Agents that already have a template

The processes almost every company wants off its team's plate. Each one starts from a ready workflow or app template in Orkindo and is fitted to your data, channels and rules before it goes into production.

The template is the starting point, not the final product: the agent ships with your rules, your sources and human approval wherever you want it.

Sales

From the prospect list to the handover to delivery, with no lead going cold in the queue and a sales team that learns from its own conversations.

12 use cases

  • Sales assistant (SDR)

    Answers whoever arrives through WhatsApp, Instagram or the website, asks the qualifying questions your sales team would ask and books the meeting in the right person's calendar. The lead shows up already qualified, with the summary attached.

    WhatsAppInstagramCalendar

  • Outbound prospecting: list and score

    Builds the list of companies that look like your best clients from public sources, scores each one against your ideal profile and fills in what is missing in the CRM, such as size, sector and recent signals. Your salesperson gets the queue already sorted, with the reason each name is on it.

    Public sourcesIdeal profileCRM

  • Sales training (roleplay)

    Your salesperson practises with a simulated client, with the real objections of your market, by chat or voice. At the end they get a score per criterion and what to change in the next conversation.

    VoiceChatScored feedback

  • Review of the meetings that happened

    The agent reads the recordings of your sales meetings and scores each one against your playbook: what was asked, what was left out, how the objection was handled. Every salesperson gets feedback on their own conversation and you see the pattern across the team.

    RecordingsPlaybookFeedback per rep

  • Meetings that update the CRM

    After every sales meeting, the agent summarises the conversation, logs the next steps in the CRM and points out where the deal stalled.

    SummaryCRMNext steps

  • Follow-up on stalled leads

    Finds unanswered proposals and inactive clients and drafts the follow-up in your house tone, on the right channel. Nothing goes out without your approval, if that is how you want it.

    EmailWhatsAppHuman approval

  • Proposals in your template

    From the meeting notes and client data, the agent builds the proposal in your template, with scope, timeline and price under your rules. You review and send.

    House templateHuman review

  • Handover from sales to delivery

    When the contract closes, the agent builds the kickoff briefing: what was sold, what was promised in the meetings, contacts, deadlines and the risks already known. Whoever delivers starts out knowing what the client was told.

    KickoffCRMBriefing

  • Briefing before the meeting

    Before every meeting, the agent gathers what the website, the news and the CRM history say about the client and delivers a one-page briefing with suggested questions.

    ResearchCRMBriefing

  • RFP and questionnaire answers

    Fills in RFPs, vendor questionnaires and registration forms from your already approved answers, flagging what needs someone on the team.

    Answer libraryHuman review

  • Opportunities in your client base

    Crosses each client's history with your portfolio and points out who could hire another service, with the reasoning and a suggested moment for the conversation.

    Client baseCRMPrioritisation

  • What the lost proposals say

    Reads the proposals that did not close and the CRM notes and delivers, every month, the reasons that repeat the most, by client type and by price range, with what is worth changing in the approach.

    CRMMonthlyLoss patterns

Customer service

An instant answer at any hour, and someone from your team stepping in when the conversation needs a person.

8 use cases

  • 24/7 service with human handoff

    Answers frequent questions, status and deadlines from your documents and systems. When the conversation needs a person, someone on the team takes over in the same channel, with the full history.

    WhatsAppWebsiteEmail

  • Agent copilot

    While your team is serving a client, the agent suggests the reply, summarises the client's history and brings up the part of the policy that applies.

    Suggested repliesClient history

  • Request triage and routing

    Requests arriving by email, form or WhatsApp are classified by type and urgency and go to the right owner with a ready summary. Simple cases move on their own.

    ClassificationRoutingSummary

  • Satisfaction insights

    Classifies conversations and surveys by sentiment and reason, and delivers every week what drove the most complaints and what changed from the week before.

    SentimentWeekly report

  • Voice service

    The client talks instead of typing. The agent holds a real-time voice conversation, solves what is simple and hands over to a person with a summary when needed.

    Real-time voiceHuman handoff

  • Appointment confirmations and reminders

    Confirms meetings and visits on WhatsApp, reminds the day before and reschedules on its own when the client cannot make it, cutting no-shows and calendar gaps.

    WhatsAppCalendarRescheduling

  • Post-service survey

    Sends the survey after each delivery or interaction, thanks the promoters and opens a ticket for the owner when a client is unhappy.

    NPSDetractor alert

  • A help centre that keeps itself current

    Turns resolved conversations into help articles and FAQs, and flags when an existing article has gone out of date.

    FAQArticlesReview

People and knowledge

What lives in the partners' heads and the company manuals, available to the team without interrupting anyone.

11 use cases

  • Company knowledge base

    Answers questions about processes, policies and methodology from your documents, always with the source. When the file changes in Drive or OneDrive, the answer changes with it.

    Cited answersDrive and OneDriveSlack and Teams

  • Onboarding for new hires

    Answers new hires' questions about benefits, tools and routine and tracks the first-days checklist, telling the manager what is still pending.

    ChecklistInternal chat

  • Internal training tutor

    Builds learning paths and quizzes from your manuals and answers the team's questions at any hour. Anyone still stuck is handed to an instructor.

    Learning pathsQuizzesInstructor handoff

  • Training material and course handouts

    Turns your methodology and existing material into handouts, exercises and an instructor guide for each class, in the format you use. The expert reviews the content instead of writing it from scratch.

    House methodologyHandoutsExpert review

  • Résumé screening

    Reads résumés against the job criteria, sorts them by fit and prepares the first-interview questions. The decision stays with your team.

    Job criteriaHuman decision

  • Meeting minutes and tasks

    Turns the meeting into minutes, decisions and tasks with an owner and a deadline, and sends them to everyone who attended.

    Google MeetTasksOwners

  • Your open items for the day

    Gathers what was left in your name across email, Slack or Teams conversations, meeting minutes and the task board, and delivers the list at the start of the day. It also brings back what you asked of someone else and never heard about again.

    ScheduledSlack and TeamsTasks

  • Drafts in the way you write

    Writes the email, the client reply or the document from what you and the team have written before, with the history of the case alongside. You get a draft to adjust rather than a blank page.

    House styleEmailDocuments

  • HR help desk for employees

    Answers questions about leave, benefits, reimbursements and internal policies from your documents, and opens the right request when the question becomes a request.

    PoliciesRequestsInternal chat

  • Interview scheduling

    Matches times between candidates and interviewers, sends invitations and reminders and lets you know when someone cancels.

    CalendarEmailWhatsApp

  • 1:1 and review preparation

    Gathers the period's goals, deliveries and notes and prepares the 1:1 agenda or the review draft. The manager reviews it and leads the conversation.

    AgendaDraftHuman decision

Finance

Less manual checking, fewer spreadsheets and a month-end close that does not depend on one person.

6 use cases

  • Collections over WhatsApp

    Sends due-date reminders and payment slips and negotiates within the rules you set. Deals outside the rules go to a person for approval.

    WhatsAppDunning scheduleHuman approval

  • Invoices, slips and statements read for you

    Extracts the data from invoices, payment slips and bank statements and posts it to your ERP or spreadsheet, setting aside for review whatever does not match.

    PDFERPReconciliation

  • Expense and payment approval

    Requests come in through a form, the agent checks them against the policy and routes them to whoever can approve, logging every decision.

    FormPolicyAudit trail

  • Accounts payable

    Receives invoices by email, checks them against the purchase order or contract, posts them to the system and builds the payment schedule for your approval.

    EmailERPApproval

  • Bank reconciliation

    Matches the statement lines to your books and sets aside only the mismatches for someone to look at, instead of checking line by line.

    StatementMismatches

  • Month-end close

    Tracks the closing checklist, chases whoever is late and delivers the month's result with commentary on the biggest variances.

    ChecklistVariancesReport

Marketing

A content calendar that moves every week, with you having the final say.

7 use cases

  • Content team in your house voice

    A team of agents covering research, writing and SEO review produces the week's content from a task board and sends each piece to you for approval.

    Agent teamSEOApproval

  • One piece, many formats

    Turns an article, webinar or presentation into posts, a newsletter and a carousel script, in your brand's tone.

    LinkedInInstagramNewsletter

  • Client testimonials and references

    Finds the moments in meetings and support conversations where a client describes the result they got, and keeps a testimonial library ready for sales and marketing to use, with a record of who approved each quote.

    MeetingsLibraryApproval

  • Market and competitor monitor

    Follows the websites, news and publications that matter to your market and delivers a weekly summary of what changed.

    ScheduledWeekly summary

  • Replies to comments and messages

    Replies to comments and messages on Instagram and the website, answers questions and passes anyone showing interest to sales.

    InstagramWebsiteLead to sales

  • The weekly newsletter

    Gathers the week's content, news and links and builds the newsletter in your format, ready for you to review and send.

    EmailScheduledApproval

  • SEO blog articles

    Researches the topic, builds the outline around the right keywords and writes the draft from what your team knows, for an expert to review.

    SEODraftReview

Operations and reporting

Workflows that run on their own on a schedule or when something happens, and numbers that arrive without anyone asking.

9 use cases

  • Scheduled reports

    Every day or every week, the agent queries your systems and delivers the KPIs on WhatsApp, email or Teams, before the first meeting.

    ScheduledWhatsAppEmail

  • Ask your data

    A manager asks in plain language, as they would ask an analyst, and gets a table and chart straight from the database, with no BI ticket.

    SQL without SQLTables and charts

  • Monthly client report

    Each client's data becomes the month's report in your house format, with commentary, ready for review.

    House formatHuman review

  • Alerts and monitoring

    Watches deadlines, KPIs and queues in the background and tells the owner when something goes off track.

    Event-drivenAlerts

  • Project status for the client

    Consolidates each project's tasks, deliveries and hours and prepares the weekly status for the client, with risks and next steps.

    WeeklyRisksNext steps

  • Project hours and budget

    Reminds the team to log hours, compares them with the budget and warns when a project is close to exceeding its scope.

    TimesheetsBudget vs. actualAlerts

  • Deliverable review before sending

    Checks reports and documents against your quality checklist and house standard before they go to the client.

    ChecklistHouse standard

  • Checking the documents that came in

    Extracts the data from the documents a client sent, checks them against your criteria, flags what is missing or does not add up and prepares the decision with the reasoning. Someone confirms it instead of opening file after file.

    ExtractionChecklistHuman decision

  • Purchasing and quotes

    Requests quotes from suppliers, compares price, lead time and terms and builds the comparison table for the decision.

    EmailComparisonApproval

Research and analysis

Research that would take an analyst days, delivered with the sources for you to check.

4 use cases

  • On-demand market research

    Ask about a sector, competitor or trend and get an organised report, with every claim linked to its source.

    Cited sourcesReport

  • Tender analysis

    Reads public tenders and terms of reference, extracts requirements, documents and deadlines and builds a checklist to decide whether to bid.

    TendersDeadlinesChecklist

  • Public-source data

    Collects and organises data from public portals and databases that matter to your work, and refreshes it on a schedule.

    Public databasesScheduled

  • Long-document summaries

    Summarises reports, expert opinions and dossiers of hundreds of pages into key points, risks and figures, with the page for each item.

    PDFSummaryPage references

IT and security

Everyday support, access control and the repetitive work of whoever looks after your systems, without waiting for someone from IT to be free.

7 use cases

  • Internal IT support

    Answers everyday questions about systems, access and equipment from your procedures, and opens a ticket when someone is needed.

    Internal chatProceduresTickets

  • Access requests with approval

    An employee asks for access to a system, the agent checks their role and routes the request to whoever approves, logging everything.

    FormApprovalAudit trail

  • Periodic access review

    Builds the list of who has access to what, sends it to each manager to confirm and flags access held by people who changed roles or left.

    ScheduledManagersLGPD

  • Licences and renewals

    Tracks software licences, subscriptions and contracts, warns before renewals and points out what nobody is using.

    AlertsCosts

  • Specifications from the conversation with the business

    From the meeting with whoever asked for it, the agent writes the functional and technical specification in your house format, flags what was left open and returns a revised version on each round of comments.

    MeetingHouse formatReview rounds

  • Code and pull request review

    For firms with a technical team: the agent reviews every pull request against your house standard, flags what departs from the convention and summarises the change for whoever approves it.

    GitHouse standardHuman review

  • Release notes and technical documentation

    On every release, the agent gathers what changed and writes the release notes and the documentation update, for the team to review instead of writing from scratch.

    GitDocumentationReview

Apps and forms

Screens with your company's look, for your team or for your clients, wired to the same data, agents and permissions. The booking page on this site was built this way.

8 use cases

  • Booking page

    The client picks a time, answers the qualifying questions and the meeting lands in the right calendar, with the summary ready. Embedded in your site or on its own link.

    PublicCalendarOn your site

  • Public forms

    Quote requests, client sign-up, document uploads or internal requests in a form with your brand. Whatever comes in enters the right workflow, validated.

    Public or internalValidationRouting

  • Client portal

    An app where your client tracks requests, uploads files, sees their own reports and talks to the agent, with a login and access only to what is theirs.

    Client loginReportsChat with the agent

  • Approval queues

    A screen where the manager sees what the agent prepared and approves, adjusts or sends it back, with a record of who decided what.

    Human approvalHistory

  • Live dashboards

    KPIs for operations, sales, leadership or the client themselves, refreshed from the same data the agents query, with no separate BI tool.

    DashboardReal time

  • Online assessment for visitors

    A questionnaire on your site that instantly produces a personalised first assessment for the visitor and hands the qualified lead to sales.

    PublicLead generation

  • Simulators and calculators

    A savings, quote or eligibility calculator on your site, with the agent explaining the result and answering questions.

    PublicOn your site

  • Checklists and inspections on mobile

    The field team fills in checklists and inspections on their phone, with photos, and the report is ready when the visit ends.

    MobilePhotosReport

Your process is not on the list?

The list shows what is asked for most, not the limit. On a 30-minute call we pick your most painful process and show you which template it starts from, or whether it starts from scratch.

Contact Sales

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