Built for real business problems
Not theoretical AI. These are production workflows that save hours, reduce errors, and make customers happier. Here are six of the most common use cases.
Customer Onboarding
From signup to success in hours, not weeks
Automate document collection, identity verification, account setup, and welcome sequences. Your customers get a self-service portal; your team gets time back.
Key Benefits
- 70% faster onboarding completion
- Self-service document upload and e-signatures
- Automated compliance checks and KYC workflows
- Personalized welcome sequences triggered by progress
Workflow Steps
Customer signs up via portal
AI collects and validates required documents
Automated checks run in parallel (KYC, credit, compliance)
Account provisioned and welcome sequence triggered
Customer dashboard goes live with setup wizard
Ticket Triage & Resolution
Resolve 60% of tickets before a human sees them
AI reads, categorizes, and routes support tickets instantly. Common issues get auto-resolved with knowledge base answers. Complex tickets reach the right person with full context.
Key Benefits
- 60% of tickets auto-resolved or deflected
- Average response time under 2 minutes
- Smart routing based on topic, urgency, and agent skills
- Full conversation context passed to human agents
Workflow Steps
Customer submits ticket via portal, email, or chat
AI classifies urgency, topic, and sentiment
Knowledge base searched for matching solutions
Auto-response sent for known issues; complex ones routed
Agent receives ticket with AI-generated summary and suggested response
Invoice Processing
From inbox to books in minutes, not days
AI extracts data from invoices (any format), matches to POs, flags discrepancies, and routes for approval. Integrates directly with your accounting software.
Key Benefits
- 95% data extraction accuracy across formats
- Automatic PO matching and discrepancy flagging
- Approval workflows with configurable thresholds
- Direct sync to QuickBooks, Xero, or your ERP
Workflow Steps
Invoice received via email, upload, or API
AI extracts line items, amounts, vendor info
Matched against purchase orders and contracts
Discrepancies flagged for human review
Approved invoices synced to accounting system
Quote-to-Cash
Close deals faster with automated quoting and billing
Generate accurate quotes from CRM data, automate approval chains, convert to contracts, and trigger billing — all through a unified workflow.
Key Benefits
- 50% faster quote turnaround
- Zero manual data re-entry between systems
- Configurable approval chains and discount limits
- Automatic contract generation and e-signature
Workflow Steps
Sales rep requests quote from CRM or portal
AI pulls product catalog, pricing rules, and customer history
Quote generated and routed for approval
Customer receives quote in portal, signs electronically
Contract created, billing triggered, CRM updated
Knowledge Base Assistant
Your docs, instantly searchable and conversational
Turn your documentation, SOPs, and FAQ into an AI assistant that answers questions accurately — with source citations and escalation to humans when needed.
Key Benefits
- Instant answers from your existing documentation
- Source citations for every response
- Automatic escalation when confidence is low
- Learns from corrections and new content
Workflow Steps
Customer or employee asks a question
AI searches knowledge base using semantic understanding
Answer composed with relevant source citations
Low-confidence answers flagged for human review
Feedback loop improves accuracy over time
Portal Self-Service Automation
Let customers help themselves — beautifully
Give customers a branded portal where they can view orders, update info, download documents, track requests, and interact with AI assistants — without calling your team.
Key Benefits
- 40% reduction in inbound support contacts
- 24/7 availability for common account actions
- Branded, white-label portal experience
- Real-time status tracking for requests and orders
Workflow Steps
Customer logs into branded portal
Dashboard shows orders, invoices, tickets, and documents
Self-service actions: update info, download docs, submit requests
AI assistant available for questions and guided workflows
Complex requests automatically create internal tickets
Don't see your use case?
These are just the most common starting points. Akwazi's modular architecture means we can configure workflows for almost any repeatable business process. Talk to us about your specific needs.
Discuss Your Use CaseReady to give your customers
a better experience?
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