Practical uses of AI

Artificial Intelligence (AI) technology is experiencing an unprecedented boom, transforming the way businesses operate and interact with customers.

In this section, we explore the practical uses of AI in the business world, highlighting innovative solutions that enhance efficiency, improve decision-making, and drive growth. From automating routine tasks to providing data-driven insights, AI is reshaping industries and creating new opportunities for.

Join us as we delve into the exciting possibilities that AI brings to the modern business landscape.

AgileXRM and AI

AgileXRM's innovative Dialogs and BPM technology, combined with the transformative power of AI, empower businesses to create best-in-class solutions tailored to address real business challenges.

This powerful integration allows organizations to streamline processes, enhance customer engagement, and drive efficiency with ease. By simplifying development and harnessing Intelligent Automation, AgileXRM empowers businesses to adapt and thrive in a rapidly changing landscape, ultimately delivering impactful results that meet their unique needs.

Try AgileXRM now

Use cases for AI & BPM

In AgileXRM we have tested and implemented AI-enabled solutions for our customers, and we can validate the scenarios and use cases where AI technology fits the needs and solves business problems efficiently. Here we present practical examples you can be sure to reference.

Businesses use AI for automating repetitive tasks, analyzing large volumes of data, and gain actionable insights in real time, and enhancing productivity. Specific use cases range from improving customer service with chatbots and personalized experiences, optimizing supply chains and inventory management, strengthening cybersecurity through advanced threat detection, enabling data-driven decision-making via business analytics, personalizing marketing campaigns, and supporting creativity and content generation among many other examples.

Sample process model in Microsoft Visio integrating AI Agents alongside with human interaction and other systems integrations.

Front-office & revenue

Sales order capture & validation

Document AI extracts order details from emails or PDFs. A BPM process validates against contracts and pricing. An agent clarifies missing info with the customer and exceptions routed to humans to resolve.

Customer service

AI Agents are embedded in operating models performing triages, drafting answers, and completing actions (refunds, case updates) within BPM-governed process with an auto-curated knowledge base.

Marketing content ops

AI Agents can generate regulated content variants per market or target audience while BPM enforces approval gates, brand standards, compliance checks, and release workflows.

Middle and Back-office

Invoice-to-pay
(AP automation)

Leverage process and task mining with an AI "copilot for COOs" to identifylenecks and suggest improvements. Simulate outcomes, implement optimized processes, and monitor live KPIs.

Procure-to-pay compliance

AI flags policy drift and recommends catalog alternatives. An automated business process enforces thresholds and Segregation of Duties (SoD) controls.

Record-to-report close

Agents can reconcile anomalies, draft commentary and summarize email communications. While a BPM process gates close tasks, certifications, and audit trails.

Industry examples

Integrating AI technology with Business Management (BPM) tools enhances efficiency across industries. In healthcare, AI patient data to streamline scheduling, while in manufacturing it identifies production bottlenecks.

This combination automates tasks and provides insights that drive decision-making, leading to improved operational performance

Insurance claims

Image/text readers extract FNOL data; an adjudication agent proposes decisions; BPM manages investigations, third-party checks, payments.

Video

AI Invoice Management App

This quick 5-minute demo will show you how AI + Power Automate + AgileXRM turn invoice processing into a seamless, orchestrated business process — with humans stepping in only when it matters.

This demo illustrates how AgileXRM:

Power Automate captures incoming emails with invoices
AI automatic processes and extracts invoice information
Structured data is stored in Dataverse and documents in SharePoint.
An business process is triggered to manage the approval and payment of invoices managed by AgileXRM.
The process orchestrates human and AI involving humans only when required.