Meet the AI agents built for your industry.

Pick one, run a pilot in your environment, and prove ROI in 30 to 45 days.

AI agents by industry

Banking, Insurance, Retail, Healthcare, Travel, Hospitality

Most deployed AI agents

Identify customers

Identify customers instantly across channels

Answer common questions

Get answers to common questions instantly

Collections

Resolve overdue payments with guided support

Appointments

Schedule and manage appointments instantly

Password reset

Reset your password instantly

Find a store, specialist, or service

Get routed to the right place or person instantly

AI agents for Banking

Handle high-volume, time-sensitive requests, without putting customers on hold or routing to an agent.

• Phone banking 24x7x365
• Loan management
• Collections
• Online banking help
• Client identification and verification
• Outbound account opening
• Outbound loan prequalification
• Account access
• Account balance
• Payments & transfers
• Last transactions
• Manage card requests
• Access loan details
• Payment information and payoff quotation
• Next best product recommendation
• Appointment scheduling

AI agents for Insurance

From policy lookups to claims status, give policyholders instant answers on the interactions they contact you most about.

• Policy administration
• Claims management
• Billing
• Policyholder identification
• List policies and policy details
• Proof of coverage
• Billing information for account and policy
• First notice of loss (FNOL)
• Claim status & updates
• List claims and claim details
• New quote
• Appointment scheduling

AI agents for Retail

Resolve order questions, cancellations, and returns before they reach your support queue. Automatically and at scale.

• Cart abandonment
• Product recall notifications
• Customer lookup
• Cancel my order
• Where is my order
• Cancel an item on order
• Find a store
• Change shipping address
• Product information
• Product returns
• Order refunds
• Find a specialist

AI agents for Healthcare

Reduce front-desk volume and patient wait times with agents that handle appointments, directions, and FAQs around the clock.

• Primary and specialty complex appointment scheduling
• Patient identification
• Manage existing appointments
• Lab and diagnostic scheduling
• Post-discharge engagement
• Patient portal access
• Prescription refills
• Care navigation
• Preventive screenings
• FAQs
• Appointment information & directions

AI agents for Travel

Keep travelers informed and in control with agents that manage bookings, changes, and proactive notifications in real time.

• Passenger lookup & profiles
• Proactive rebooking for disrupted travel
• FAQs
• Proactive travel notifications
• Booking & itinerary management

AI agents for Hospitality

Elevate the guest experience from booking to checkout with agents that handle requests, confirmations, and service needs instantly.

• Guest lookup & profiles
• Housekeeping requests & bellhop services
• FAQs
• Proactive guest stay notifications
• Stay management

"We really started leaning into multi-AI agent orchestration by leveraging the capabilities within Talkdesk CXA. Using Autopilot and intent flows built for very specific use cases, we evolved them into a set of specialized AI agents. This allows customers to self-serve when it makes sense, while always preserving a clear path to a live agent when needed."

Thomas Grosso Jr. Executive Director, Service Desk at CAI.

Supported integrations

AI agents that work alongside the tools your team already uses.