
4.7 (200+ reviews)
Explore top Virtual Agent use cases
Discover how top global brands leverage high-stakes automation to eliminate compliance risks and secure transactions at scale. Our library is packed with 60+ expert-approved edge cases that your customers will love.
Security & Member Identity

Multi-Factor Auth (MFA)
Secure identity verification via SMS OTP or member credentials
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Security & Member Identity

Multi-Factor Auth (MFA)
Secure identity verification via SMS OTP or member credentials
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Security & Member Identity

Risk-Based Step-Up Auth
Triggers high-security validation for wire transfers and routing changes
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Security & Member Identity

Risk-Based Step-Up Auth
Triggers high-security validation for wire transfers and routing changes
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Account Operations

Travel Notices
Logs domestic and international travel logs to prevent false card flags
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Account Operations

Travel Notices
Logs domestic and international travel logs to prevent false card flags
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Account Operations

Card Control & Reordering
Freezes compromised cards and initiates new plastic shipments.
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Account Operations

Card Control & Reordering
Freezes compromised cards and initiates new plastic shipments.
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Account Operations

Bill Pay Setup & Issues
Adds checking billers and clears scheduled automated ledger entries.
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Account Operations

Bill Pay Setup & Issues
Adds checking billers and clears scheduled automated ledger entries.
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Account Operations

Direct Deposit Inquiries
Parses pending ACH registries to detail expected payroll posting timelines.
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Account Operations

Direct Deposit Inquiries
Parses pending ACH registries to detail expected payroll posting timelines.
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Account Operations

ACH & Wire Tracking
Triggers automated IMAD/OMAD transaction validation rules.
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Account Operations

ACH & Wire Tracking
Triggers automated IMAD/OMAD transaction validation rules.
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Account Operations

Fee Reversal Requests
Checks loyalty attributes against institutional matrices to clear overdraft fees.
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Account Operations

Fee Reversal Requests
Checks loyalty attributes against institutional matrices to clear overdraft fees.
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Lending & Asset Management

Mortgage & Auto Quotes
Calculates tier-based loan payments based on live credit scores rates.
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Lending & Asset Management

Mortgage & Auto Quotes
Calculates tier-based loan payments based on live credit scores rates.
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Lending & Asset Management

Loan Application Status
Interfaces with underwriting platforms to deliver instant pipeline milestones.
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Lending & Asset Management

Loan Application Status
Interfaces with underwriting platforms to deliver instant pipeline milestones.
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Security & Member Identity

Fraud Dispute Intake
Structures unauthorized transaction lists to handle immediate account freezes.
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Security & Member Identity

Fraud Dispute Intake
Structures unauthorized transaction lists to handle immediate account freezes.
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Account Operations

Direct Check Deposit Inquiries
Provides clearing status updates for checks deposited via mobile apps.
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Account Operations

Direct Check Deposit Inquiries
Provides clearing status updates for checks deposited via mobile apps.
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Lending & Asset Management

CD Rate Lock Inquiries
Provides live CD rate quotes and processes transfer structures
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Lending & Asset Management

CD Rate Lock Inquiries
Provides live CD rate quotes and processes transfer structures
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Account Operations

Online Banking Access Reset
Unlocks locked user profiles and walks members through password resets.
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Account Operations

Online Banking Access Reset
Unlocks locked user profiles and walks members through password resets.
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Account Operations

Official Document Requests
Generates and sends official tax forms and bank statements.
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Account Operations

Official Document Requests
Generates and sends official tax forms and bank statements.
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Patient Care Coordination

Appointment Management
Manages patient scheduling directly within provider scheduling slots.
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Patient Care Coordination

Appointment Management
Manages patient scheduling directly within provider scheduling slots.
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Patient Care Coordination

Referral Tracking
Checks specialist authorization pipelines inside core EHR networks
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Patient Care Coordination

Referral Tracking
Checks specialist authorization pipelines inside core EHR networks
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Clinical Access

Prescription Refill Requests
Routes prescription renewal validations directly to pharmacy portals.
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Clinical Access

Prescription Refill Requests
Routes prescription renewal validations directly to pharmacy portals.
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Patient Care Coordination

Medical Records Requests
Validates identity criteria to distribute secure digital chart files.
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Patient Care Coordination

Medical Records Requests
Validates identity criteria to distribute secure digital chart files.
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Clinical Access

Pre-Op Instruction Delivery
Delivers mandatory safety and compliance timelines before surgery.
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Clinical Access

Pre-Op Instruction Delivery
Delivers mandatory safety and compliance timelines before surgery.
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Clinical Access

Find a Doctor / Provider Match
Filters medical registries by specialty, insurance network, and location.
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Clinical Access

Find a Doctor / Provider Match
Filters medical registries by specialty, insurance network, and location.
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Clinical Access

Lab & Test Results Access
Explains normal result fields and routes abnormal flags to clinicians
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Clinical Access

Lab & Test Results Access
Explains normal result fields and routes abnormal flags to clinicians
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Clinical Access

Symptom Triage Guidance
Evaluates acuity metrics against protocols to recommend appropriate care channels.
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Clinical Access

Symptom Triage Guidance
Evaluates acuity metrics against protocols to recommend appropriate care channels.
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Billing & Financial Operations

Treatment Estimate Inquiries
Calculates out-of-pocket costs based on specific insurance benefit metrics.
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Billing & Financial Operations

Treatment Estimate Inquiries
Calculates out-of-pocket costs based on specific insurance benefit metrics.
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Billing & Financial Operations

Balance Inquiry & Bill Payment
Explains outstanding medical line items and processes secure card payments.
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Billing & Financial Operations

Balance Inquiry & Bill Payment
Explains outstanding medical line items and processes secure card payments.
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Clinical Access

Insurance Authorization Status
Queries insurance portals to track pending medication or procedure approvals.
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Clinical Access

Insurance Authorization Status
Queries insurance portals to track pending medication or procedure approvals.
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Patient Care Coordination

Telehealth Session Tech Checks
Troubleshoots video connection and link issues for telehealth visits.
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Patient Care Coordination

Telehealth Session Tech Checks
Troubleshoots video connection and link issues for telehealth visits.
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Clinical Access

Immunization Records Access
Pulls and verified state registries to distribute vaccination records.
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Clinical Access

Immunization Records Access
Pulls and verified state registries to distribute vaccination records.
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Billing & Financial Operations

Insurance Card Capture & Updates
Processes insurance card photos to update patient insurance records.
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Billing & Financial Operations

Insurance Card Capture & Updates
Processes insurance card photos to update patient insurance records.
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Clinical Access

On-Call Triage Routing
Connects urgent after-hours cases with on-call care clinicians.
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Clinical Access

On-Call Triage Routing
Connects urgent after-hours cases with on-call care clinicians.
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Order Lifecycle & Logistics

Dynamic Order Modifications
Modifies shipping addresses or voids orders directly inside the OMS post-purchase.
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Order Lifecycle & Logistics

Dynamic Order Modifications
Modifies shipping addresses or voids orders directly inside the OMS post-purchase.
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Loyalty & Fraud Mitigation

Instant Return & Refund Processing
Validates items against return policies to generate automated shipping labels.
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Loyalty & Fraud Mitigation

Instant Return & Refund Processing
Validates items against return policies to generate automated shipping labels.
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Order Lifecycle & Logistics

Real-Time WISMO Tracking
Pulls dynamic carrier milestones and delivery windows instantly.
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Order Lifecycle & Logistics

Real-Time WISMO Tracking
Pulls dynamic carrier milestones and delivery windows instantly.
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Loyalty & Fraud Mitigation

Loyalty Account Management
Checks points balances and applies active rewards during checkout.
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Loyalty & Fraud Mitigation

Loyalty Account Management
Checks points balances and applies active rewards during checkout.
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Product Discovery

Size & Fit Recommendation Guide
Processes user measurements against sizing vectors to recommend correct fits.
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Product Discovery

Size & Fit Recommendation Guide
Processes user measurements against sizing vectors to recommend correct fits.
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Product Discovery

Live Store Inventory Check
Queries local ERP stock ledgers to check real-time item availability.
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Product Discovery

Live Store Inventory Check
Queries local ERP stock ledgers to check real-time item availability.
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Order Lifecycle & Logistics

Gift Card Balance Inquiries
Validates gift card ledger codes to return current balances.
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Order Lifecycle & Logistics

Gift Card Balance Inquiries
Validates gift card ledger codes to return current balances.
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Loyalty & Fraud Mitigation

Promo Code Troubleshooting
Validates promo code criteria against checkout carts to explain errors.
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Loyalty & Fraud Mitigation

Promo Code Troubleshooting
Validates promo code criteria against checkout carts to explain errors.
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Order Lifecycle & Logistics

Subscription Auto-Ship Updates
Modifies delivery schedules and product selections for recurring subscriptions.
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Order Lifecycle & Logistics

Subscription Auto-Ship Updates
Modifies delivery schedules and product selections for recurring subscriptions.
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Product Discovery

Personalized Product Finder
Filters catalogs based on preferences and styles to recommend products.
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Product Discovery

Personalized Product Finder
Filters catalogs based on preferences and styles to recommend products.
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Order Lifecycle & Logistics

Damaged Item Intake & Replacement
Collects damage reports and item photos to trigger automated replacement shipments.
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Order Lifecycle & Logistics

Damaged Item Intake & Replacement
Collects damage reports and item photos to trigger automated replacement shipments.
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Order Lifecycle & Logistics

Out-of-Stock Notification Sign-Up
Enrolls customers in SKU stock alerts directly inside inventory logs.
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Order Lifecycle & Logistics

Out-of-Stock Notification Sign-Up
Enrolls customers in SKU stock alerts directly inside inventory logs.
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Loyalty & Fraud Mitigation

Warranty & Registration Processing
Validates retail purchase histories to activate product warranties.
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Loyalty & Fraud Mitigation

Warranty & Registration Processing
Validates retail purchase histories to activate product warranties.
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Order Lifecycle & Logistics

Split-Shipment Tracking Coordination
Details status milestones for multi-item orders shipping separately.
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Order Lifecycle & Logistics

Split-Shipment Tracking Coordination
Details status milestones for multi-item orders shipping separately.
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Product Discovery

Store Locator & After Hours Support
Provides nearby store operational details based on location searches.
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Product Discovery

Store Locator & After Hours Support
Provides nearby store operational details based on location searches.
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Reservation Management

Flight Rebooking & Disruption
Automates re-routing during travel disruptions directly inside the PSS:
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Reservation Management

Flight Rebooking & Disruption
Automates re-routing during travel disruptions directly inside the PSS:
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Loyalty & Ancillary Revenue

Ancillary Upgrades & Add-ons
Pulls real-time inventories to sell seat upgrades and add-ons securely.
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Loyalty & Ancillary Revenue

Ancillary Upgrades & Add-ons
Pulls real-time inventories to sell seat upgrades and add-ons securely.
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Reservation Management

Hotel Stay Extensions
Queries property management systems to extend hotel bookings instantly.
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Reservation Management

Hotel Stay Extensions
Queries property management systems to extend hotel bookings instantly.
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Loyalty & Ancillary Revenue

Baggage Location Tracker Claims
Validates missing luggage barcodes to provide delivery tracking updates.
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Loyalty & Ancillary Revenue

Baggage Location Tracker Claims
Validates missing luggage barcodes to provide delivery tracking updates.
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Reservation Management

Flight Cancellation & Credit Issuance
Processes tickets cancellations and issues travel credits based on fare rules.
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Reservation Management

Flight Cancellation & Credit Issuance
Processes tickets cancellations and issues travel credits based on fare rules.
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Guest Relations

Digital Check-In & Room Key Access
Processes hotel check-ins and delivers digital room keys directly to devices.
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Guest Relations

Digital Check-In & Room Key Access
Processes hotel check-ins and delivers digital room keys directly to devices.
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Guest Relations

In-Room Amenity Requests
Dispatches housekeeping and amenity tasks directly into hospitality ticket queues.
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Guest Relations

In-Room Amenity Requests
Dispatches housekeeping and amenity tasks directly into hospitality ticket queues.
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Loyalty & Ancillary Revenue

Loyalty Point Redemption Search
Queries award availability matrices to process reward-based bookings.
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Loyalty & Ancillary Revenue

Loyalty Point Redemption Search
Queries award availability matrices to process reward-based bookings.
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Reservation Management

Rental Car Fleet Modifying
Alters rental vehicle categories and pickup times in reservation architectures.
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Reservation Management

Rental Car Fleet Modifying
Alters rental vehicle categories and pickup times in reservation architectures.
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Guest Relations

Late Check-Out Inquiries
Validates elite loyalty tiers against occupancy status to approve late checkouts.
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Guest Relations

Late Check-Out Inquiries
Validates elite loyalty tiers against occupancy status to approve late checkouts.
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Reservation Management

WiFi Access & Tech Support
Validates guest credentials to reset high-speed internet access codes.
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Reservation Management

WiFi Access & Tech Support
Validates guest credentials to reset high-speed internet access codes.
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Reservation Management

Frequent Flyer / Loyalty Merging
Combines duplicate traveler accounts to update historical point logs.
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Reservation Management

Frequent Flyer / Loyalty Merging
Combines duplicate traveler accounts to update historical point logs.
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Guest Relations

Airport Shuttle Booking Coordinates
Schedules airport shuttle pickups directly within local transfer logs.
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Guest Relations

Airport Shuttle Booking Coordinates
Schedules airport shuttle pickups directly within local transfer logs.
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Loyalty & Ancillary Revenue

In-Flight WiFi Pass Purchases
Processes voucher purchases for in-flight high-speed internet access.
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Loyalty & Ancillary Revenue

In-Flight WiFi Pass Purchases
Processes voucher purchases for in-flight high-speed internet access.
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Guest Relations

Lost & Found Log Intake
Files missing property reports directly within resort tracking desks.
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Guest Relations

Lost & Found Log Intake
Files missing property reports directly within resort tracking desks.
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4.7 (200+ reviews)

4.7 (200+ reviews)
See Level AI Virtual Agent in action
Walk through a tailored Virtual Agent deployment for your contact center — built around your stack, your compliance posture, and your highest-volume intents.
30-minute working session
30-minute working session
Live transcripts on your top 3 use cases
Live transcripts on your top 3 use cases
Integration plan for your existing CCaaS
Integration plan for your existing CCaaS
