Role-Based Agents

No setup hassles. No complex training. Instantly empower Sales, HR, Support, Education, Healthcare, and more, with role specific AI Agents.

What Are
Role-Based Agents?

Role-Based Agents are predefined, specialized AI assistants built to match the daily workflows, tasks, and decision-making needs of different job roles.

Instead of starting from scratch, you can choose an agent designed specifically for your department, already trained to handle your typical tasks, conversations, or data processes, and start using it immediately.

In short:
Sales teams get sales agents. HR gets hiring assistants. Support teams get helpdesk bots.
Everyone gets exactly what they need, faster.

What Can Role-Based
Agents Do

Follow up with all leads that showed interest last week.

For Sales Teams

Screen applicants for the Digital Marketing Manager role and shortlist top 5.

For HR Teams

Prioritize support tickets marked as urgent and route to live agent.

For Customer Support Teams

Create a 30 minute math lesson on ratios for Grade 7.

For Educators

Summarize the last 3 visits for Patient #4582 in one report.

For Healthcare Teams

Why Choose Role-Based
Agents?

Instant Deployment

Start using right away, no training period needed

Optimized for Your Role

Pre configured prompts, workflows, and knowledge structures

Customizable

Tailor to your company’s data, tone, and workflow needs

Scalable

Deploy across teams, offices, or entire organizations easily

Examples of Role-Based Agents Available

Department Role-Based Agent
Sales Lead Nurturing Agent, CRM Update Agent
HR Resume Screening Agent, Interview Scheduling Agent
Support Ticket Triage Agent, Response Drafting Agent
Education Lesson Planner Agent, Student Support FAQ Agent
Healthcare Patient Summary Agent, SOP Reference Agent
Finance Invoice Tracker Agent, Cost Analyzer Agent

Real world Results

Our sales productivity shot up 40% in the first quarter by deploying role-based lead management agents.

Sales Director, SaaS Company

HR interview scheduling time was cut in half, freeing our recruiters for deeper conversations.

Head of Talent Acquisition, Global Enterprise

Empower Your Teams Today

Get a head start on intelligent automation.

Pick a ready-made Role-Based Agent, or customize your own to fit your exact business needs.

Users across 40+ countries rely on our services

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FAQs

Role-Based Agents are prebuilt AI assistants designed specifically for common job functions, such as Sales, HR, Support, Education, Finance, and Healthcare. Each agent is tailored to perform the tasks, respond to the queries, and automate the workflows relevant to that role.

Role-Based Agents come with pre-configured prompts, workflows, and logic based on the needs of specific job functions. This allows you to get started quickly without having to build an agent from scratch.
  • Sales: Lead follow-up agent, CRM sync bot
  • HR: Resume screener, interview scheduler
  • Support: Ticket triage assistant, first-response drafter
  • Educators: Lesson planner, quiz generator
  • Healthcare: Patient summary agent, discharge note generator

Yes! All Role-Based Agents are fully customizable. You can connect your own data, adjust the prompts, integrate with your tools, and personalize the agent’s tone and behavior to fit your organization.

Some are industry specific (e.g., Healthcare agents for clinical summaries), while others are applicable across multiple industries (e.g., HR or Finance agents). You can explore available templates or build your own variant.

No. Role-Based Agents are designed to be no-code and easy to deploy. You can get started with just a few clicks and customize through a simple interface.

They use a combination of predefined logic and your uploaded/internal data (documents, CRM fields, policies, etc.) to understand context and deliver accurate, relevant responses or actions.

Absolutely. You can deploy as many agents as needed across teams, Sales, HR, Operations, etc., and manage them centrally through your admin dashboard.

Each agent runs in a secure, private environment with:
  • Role-based access
  • Data encryption
  • Full audit logs
  • Enterprise-grade compliance (GDPR, HIPAA-ready)

Yes. You’ll have access to usage metrics, conversation logs, completion stats, and feedback insights for each deployed agent.

Here work meets
INTELLIGENCE.

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