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Roles we staff

Roles AI agents can take on, run by our operators.

Typical roles we scope and run. For each, what the agents take on, what Ergon operators handle, and what stays with your people. These are applications, not past client work or results.

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  • Operations

    Intake coordinator

    New requests, documents, and forms read, sorted, and entered, with gaps chased.

    Agents

    • Read incoming emails, forms, and uploads
    • Sort and enter them in the right system
    • Request missing documents

    Ergon operators

    • Review unclear or low-confidence items
    • Chase gaps the agent could not close
    • Correct entries and log each correction

    Your people

    • Accept or decline new clients or cases
    • Own every conversation that needs judgment
    A first task to trial
    Sort sample intake documents by type and flag missing ones.
    Typical systems
    Shared inbox, forms, CRM or practice system, document storage
  • Finance

    Accounts payable clerk

    Invoices read, matched to orders, and prepared for posting and payment.

    Agents

    • Extract invoice details
    • Match invoices to purchase orders
    • Prepare entries and payment batches

    Ergon operators

    • Resolve differences within policy
    • Post entries the policy allows
    • Answer routine vendor questions

    Your people

    • Approve every payment
    • Decide differences outside policy
    • Own vendor disputes
    A first task to trial
    Match sample invoices to a purchase order export and list differences.
    Typical systems
    Accounting system, AP inbox, purchase orders
  • Field and service teams

    Scheduling and dispatch coordinator

    Requests turned into bookings, reminders, and reschedules across the calendar.

    Agents

    • Propose a slot and a person for each request
    • Send confirmations and reminders
    • Offer reschedule options

    Ergon operators

    • Handle unusual requests and conflicts
    • Confirm bookings the policy allows
    • Watch for missed appointments

    Your people

    • Own the schedule rules
    • Handle complaints and priority customers
    A first task to trial
    Propose technician and slot for sample service requests from a schedule export.
    Typical systems
    Scheduling tool, calendar, field service system, SMS or email
  • Customer service

    First-line customer support

    Common questions answered from your records, with everything else routed to a person.

    Agents

    • Draft replies on status, returns, and common questions
    • Look up orders and accounts
    • Tag and route each conversation

    Ergon operators

    • Send replies the policy allows
    • Correct drafts and log each correction
    • Escalate anything sensitive

    Your people

    • Approve refunds and credits outside policy
    • Own escalations and complaints
    A first task to trial
    Draft order-status replies from sample emails and an order export.
    Typical systems
    Help desk, order system, knowledge base
  • Sales

    Estimating and quoting assistant

    Requests for quotes turned into draft estimates from your price rules.

    Agents

    • Read the request and pull the specification
    • Draft the estimate from price lists and rules
    • Follow up on open quotes

    Ergon operators

    • Check drafts against the pricing rules
    • Fill gaps from past quotes
    • Flag unusual requests

    Your people

    • Approve every price a customer sees
    • Decide discounts and exceptions
    A first task to trial
    Draft estimates for sample requests from a price list.
    Typical systems
    CRM, price lists, quoting tool, email
  • Finance

    Billing and collections follow-up

    Invoices prepared and overdue accounts followed up in your tone and policy.

    Agents

    • Assemble draft invoices from time or job records
    • Send reminders on a schedule
    • Record replies and promises to pay

    Ergon operators

    • Check invoices against billing rules
    • Handle replies outside the script
    • Report accounts at risk

    Your people

    • Approve invoices before they go out
    • Decide payment plans, write-offs, and escalation
    A first task to trial
    Draft invoices from sample time entries and billing rules.
    Typical systems
    Accounting or billing system, time tracking, email
  • People

    Recruiting coordinator

    Applications screened against stated requirements and interviews scheduled.

    Agents

    • Summarize applications against stated requirements
    • Schedule interviews
    • Send status updates to candidates

    Ergon operators

    • Check summaries for errors
    • Handle candidate questions
    • Keep records complete

    Your people

    • Make every shortlist and hiring decision
    • Own offers and rejections
    A first task to trial
    Summarize sample resumes against one job’s stated requirements.
    Typical systems
    Applicant tracking system, calendar, email
  • Operations

    Order entry and data entry clerk

    Orders and records from email, PDFs, and portals entered into your systems.

    Agents

    • Read orders and documents in any format
    • Enter lines in the order or ERP system
    • Flag mismatches with the catalog

    Ergon operators

    • Resolve mismatches within policy
    • Correct entries and log each correction
    • Watch the queue through the day

    Your people

    • Approve credit holds and pricing exceptions
    • Own customer commitments
    A first task to trial
    Turn sample emailed purchase orders into draft order lines.
    Typical systems
    ERP or order system, email, customer portals
  • Management

    Reporting assistant

    Weekly and monthly reports assembled from your systems, with changes explained.

    Agents

    • Pull figures from each system
    • Assemble the report in your format
    • Note what changed since last period

    Ergon operators

    • Check figures against the sources
    • Investigate gaps and conflicts
    • Deliver the report on schedule

    Your people

    • Decide what the numbers mean
    • Approve anything shared outside the business
    A first task to trial
    Assemble a sample weekly report from two system exports.
    Typical systems
    Accounting, CRM, spreadsheets, BI tools

Not listed?

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