Function

Prospecting

Agents working in prospecting — 2 agents.

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Value-led prospecting & advice copilotInsuranceProspecting

Earns a prospect's trust with a free policy audit or claim guidance, then remembers what it learned for the advisor's eventual handoff.

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Portfolio diagnostic & overlap engineerWealthProspecting

Turns an uploaded CAS statement into a first-look audit — stock overlap, expense-ratio drag, and a lead dossier an advisor can act on.

Built on the same memory layer

🛒Sales agentSales · Retail 🔍Competitor watchMarketing · Competitive intelligence 📚Syllabus coverage auditorEducation · Schools 📝Meeting follow-throughProductivity · Teams 🚨On-call incident agentEngineering · SRE 🧠Revision plannerEducation · Students 🧪Test case builderEngineering · QA ✅UAT scenario builderEngineering · QA 🛡️Notice defenderTax · Litigation 🧾Statutory audit & working paper copilotTax · Statutory audit 🧮Tax structuringTax · HNW tax planning 🏷️Transaction tagging & ledger disambiguationTax · Bookkeeping ⚖️Claims copilotInsurance · Claims 🤝Client engagement & retention agentInsurance · Client retention 🧭Value-led prospecting & advice copilotInsurance · Prospecting 🔍Portfolio diagnostic & overlap engineerWealth · Prospecting 🎯Goal & SIP navigatorWealth · Rebalancing 📉Market sentiment & panic interceptorWealth · Behavioural finance 👪Family wealth engineWealth · Family office ⚖️SEBI suitability auditorWealth · SEBI compliance ✂️Tax-alpha co-pilotWealth · Tax harvesting 🎙️Order intake agentRetail · Order intake 📦Warehouse & dispatch agentRetail · Fulfilment 🧾Ledger & recovery agentRetail · Khata / receivables 🎓Placement coachEducation · Campus placements 🧑‍🏫AI teaching assistantEducation · Doubt resolution