> Site index: [llms.txt](https://ortelian.com/llms.txt) with all pages and descriptions.

# Use cases

Source: https://ortelian.com/use-cases/
Markdown: https://ortelian.com/use-cases.md

Agents do the work that no team has the hours for, in every part of your company. Your people go into every call and every decision knowing more than they could before.

## Go-to-market

[See in detail](https://ortelian.com/ai-agents-for-sales/)

Agents score every account in your market each day and learn from every call, so your sales team spends its time with customers.

**Account selection**

Scores every account on the problem you solve

**Buying signals**

Shows which account changed, and why now

**Buying committee mapping**

Finds who decides, whatever their job title

**Customer intelligence**

Keeps what every call taught in one place

**Call preparation and follow-up**

A brief before, a summary and CRM update after

**Pipeline risk**

Flags the deals that have gone quiet

Works inside your systems

- ![image](https://ortelian.com/assets/integrations/salesforce.svg)

  Salesforce
- ![image](https://ortelian.com/assets/integrations/hubspot.svg)

  HubSpot
- ![image](https://ortelian.com/assets/integrations/microsoftoutlook.svg)

  Outlook
- ![image](https://ortelian.com/assets/integrations/gmail.svg)

  Gmail
- ![image](https://ortelian.com/assets/integrations/slack.svg)

  Slack
- ![image](https://ortelian.com/assets/integrations/zoom.svg)

  Zoom

## Operations

Agents read each order and each supplier message when it arrives and work out what it changes for stock and delivery dates. Your planners decide what to do.

**Order intake**

Reads orders from email and PDF into the ERP

**Supplier delays**

Works out which customer orders a delay hits

**Commit dates**

Checks stock and capacity before you promise a date

**Order changes**

Applies a change in every system it touches

Works inside your systems

- ![image](https://ortelian.com/assets/integrations/sap.svg)

  SAP
- ![image](https://ortelian.com/assets/integrations/dynamics365.svg)

  Dynamics 365
- ![image](https://ortelian.com/assets/integrations/oracle.svg)

  Oracle
- ![image](https://ortelian.com/assets/integrations/microsoftoutlook.svg)

  Outlook
- ![image](https://ortelian.com/assets/integrations/microsoftexcel.svg)

  Excel

## Customer service

Agents answer customers from the full record: orders, contracts and earlier questions. Your team has time for the customers with a real problem.

**Customer questions**

Answers from orders, contracts and history

**Renewals**

Prepares each renewal with use and terms

**Complaints**

Collects the facts before a person calls

**Account reviews**

Builds the review from the real record

Works inside your systems

- ![image](https://ortelian.com/assets/integrations/zendesk.svg)

  Zendesk
- ![image](https://ortelian.com/assets/integrations/intercom.svg)

  Intercom
- ![image](https://ortelian.com/assets/integrations/hubspot.svg)

  HubSpot
- ![image](https://ortelian.com/assets/integrations/gmail.svg)

  Gmail
- ![image](https://ortelian.com/assets/integrations/microsoftteams.svg)

  Teams

## Compliance

Agents draft the answers to customer and supplier questionnaires from one record of evidence and warn you when a certificate or a rule changes. Your experts decide what the company commits to.

**Customer questionnaires**

Fills them in from your own evidence

**Supplier assessments**

Checks each supplier against your requirements

**Certificates**

Tracks each expiry date and what depends on it

**Regulation changes**

Shows which products and customers a new rule touches

Works inside your systems

- ![image](https://ortelian.com/assets/integrations/microsoftsharepoint.svg)

  SharePoint
- ![image](https://ortelian.com/assets/integrations/googledrive.svg)

  Google Drive
- ![image](https://ortelian.com/assets/integrations/microsoftoutlook.svg)

  Outlook
- ![image](https://ortelian.com/assets/integrations/microsoftexcel.svg)

  Excel
- ![image](https://ortelian.com/assets/integrations/notion.svg)

  Notion

## Finance

Agents match each invoice to its order and contract and explain every difference. Your finance team decides what to do about it.

**Invoice matching**

Matches invoice, order and contract

**Collections**

Follows up late payments with the full context

**Month-end close**

Prepares the reconciliations and explains what moved

**Contract billing**

Bills what the contract says

Works inside your systems

- ![image](https://ortelian.com/assets/integrations/sap.svg)

  SAP
- ![image](https://ortelian.com/assets/integrations/xero.svg)

  Xero
- ![image](https://ortelian.com/assets/integrations/quickbooks.svg)

  QuickBooks
- ![image](https://ortelian.com/assets/integrations/stripe.svg)

  Stripe
- ![image](https://ortelian.com/assets/integrations/microsoftexcel.svg)

  Excel

## These are examples.

We build each workflow with your team, around how your company works. If yours is not on this page, it can still be the first one we build.

[Tell us about yours](https://ortelian.com/contact/)

## We take on three companies per quarter.

The first two weeks start that work on one job.

- PLACE 1

  Closed
- [PLACE 2 - Open](https://ortelian.com/contact/)
- [PLACE 3 - Open](https://ortelian.com/contact/)

[Apply for a place](https://ortelian.com/contact/)

[Or email Laurens](mailto:laurens@ortelian.com?subject=Design%20partner)