Agents businesses build with MazXai
A closer look at common agents — and what they can do once connected to your tools.
Customer Support Agent
Handles incoming customer questions using your knowledge base and CRM data.
Can:
- Answer customer questions
- Classify support requests
- Search company knowledge
- Check customer information
- Create support tickets
- Escalate complicated requests
- Prepare email responses
Example workflow
Sales Agent
Qualifies and enriches leads, then keeps CRM records and follow-ups moving.
Can:
- Qualify incoming leads
- Enrich lead information
- Summarize prospects
- Prepare outreach emails
- Update CRM records
- Schedule meetings
- Follow up automatically
Finance Agent
Processes incoming financial documents and flags what needs attention.
Can:
- Process incoming invoices
- Extract invoice information
- Classify financial documents
- Match invoices with purchase orders
- Detect missing information
- Send reminders
- Prepare reports
Important financial actions, such as approving a payment, can be configured to require human approval first.
HR Agent
Supports employees and HR teams with everyday questions and onboarding tasks.
Can:
- Answer employee questions
- Support onboarding
- Prepare onboarding checklists
- Search internal policies
- Classify HR requests
- Remind employees about tasks
Operations Agent
Keeps day-to-day operational processes moving and teams informed.
Can:
- Monitor incoming requests
- Classify documents
- Trigger workflows
- Update databases
- Create reports
- Notify employees when action is required
Email Agent
Monitors a shared inbox and makes sure messages reach the right place.
Can:
- Monitor a shared inbox
- Understand incoming emails
- Categorize messages
- Retrieve information from connected systems
- Prepare responses
- Route emails to the correct person
Document Processing Agent
Extracts and validates data from documents your business receives every day.
Can process: PDFs, invoices, contracts, forms, emails, spreadsheets.
Example workflow
Internal Knowledge Agent
Employees can ask questions about company procedures, manuals, policies, internal documentation, products and services. The agent searches approved company knowledge sources and returns relevant answers.
Example workflow
Which agent could you build first?
Start from a template inside the platform or talk to us about your specific process.