rocketkind
Use cases

Start with one process. The next one starts from the last.

Three processes in depth, with the rules each one runs under: a guardrail policy, which actions ask a person, and a budget. Then plays for six industries. Every one lands on the same plane, so connections, definitions and skills are already in place for the next.

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  • IT & identity

    Joiners, movers and leavers

    When an employee’s record changes to leaving in your HR system, an agent disables their sign-in, removes app access, asks the manager where their files go, and verifies nothing was missed.

    Where it runs
    HR system update, your directory through a private tunnel, manager approval in Slack
    Guardrail policy
    “Never remove access for anyone other than the person named in the HR record.”
    Approvals
    Deleting accounts or transferring files asks the manager first.
    Budget
    $2 per run, $50 per day
  • Finance opsStarter package

    Invoice to payment

    An agent reads incoming invoices, matches them to purchase orders, sends exceptions to the right approver and posts the rest to your ledger.

    Where it runs
    Accounts-payable mailbox, ERP, approver in Microsoft Teams
    Guardrail policy
    “Never change bank details on a supplier from what an invoice says.”
    Approvals
    Posting a payment always asks a person; reading and matching run on their own.
    Budget
    $0.50 per invoice, $100 per day
    Starter package
    Reads invoices from Gmail into a Google Sheet.
  • Customer serviceStarter package

    Resolve, not just reply

    An agent answers tickets in your support desk, looks up orders, issues the refunds a lead approves, and hands the rest to a person with the context attached.

    Where it runs
    Zendesk, Intercom or Freshdesk; WhatsApp and email
    Guardrail policy
    “Never promise a refund, credit or delivery date the policy doesn’t allow. Checked on every reply.”
    Approvals
    Refunds ask a support lead.
    Budget
    $0.20 per conversation, $200 per day
    Starter package
    Classifies an incoming message and files it as a Zendesk ticket.

Policies, approvals and budgets are examples of what a team might set. A starter package installs a first step of the process, which you then build on.

By industry

What teams run on it.

Examples, not a catalogue: agents build what your outcome needs. In each one, your team approves what matters.

Sales and CRM

Keep the pipeline moving without adding ops headcount.

  • Lead intake and routing

    Enrich new leads, score them and route each one to the right owner within minutes.

    Your team approvesRouting rules and territory changes

  • Deal desk

    Build quotes and contracts from CRM data and send them out for signature.

    Your team approvesDiscounts above your threshold

  • CRM hygiene

    Find duplicates, stale deals and missing fields, and propose the fixes.

    Your team approvesEach bulk change before it runs

Works withSalesforce · HubSpot · Dynamics 365 · Pipedrive · Zoho CRM · Close · Apollo · Gong · Outreach · DocuSign · PandaDoc

Logistics and supply chain

Exceptions handled before customers notice.

  • Shipment exceptions

    Track every shipment, spot delays early and update customers on their channel.

    Your team approvesRefunds and reshipments

  • Carrier selection

    Compare carrier rates per order, book labels and plan delivery routes.

    Your team approvesSpend above the set budget

  • Inventory and replenishment

    Watch stock across warehouses and draft purchase orders before you run out.

    Your team approvesEvery purchase order

Works withShipStation · ShipEngine · Shippo · EasyPost · AfterShip · ShipBob · Onfleet · OptimoRoute · Cin7 · Katana · NetSuite · Business Central · your on-prem ERP through a tunnel

Finance operations

Close faster, with every payment approved.

  • Accounts payable

    Read invoices, match them to purchase orders and queue the payments.

    Your team approvesEach payment run

  • Spend and expenses

    Check expenses against policy and chase missing receipts.

    Your team approvesPolicy exceptions

  • Billing and reconciliation

    Reconcile subscriptions, payments and the ledger every day, not at month end.

    Your team approvesWrite-offs and credits

Works withNetSuite · QuickBooks · Xero · Business Central · Stripe · Chargebee · Recurly · Brex · Ramp · Expensify · Plaid · PayPal

Retail and e-commerce

Every order, return and channel in one operation.

  • Order operations

    Sync orders across storefronts and marketplaces, and flag fraud and stock gaps.

    Your team approvesHeld orders

  • Returns and refunds

    Run returns end to end, from label to restock to refund.

    Your team approvesRefunds above a set limit

  • Customer messaging

    Answer order questions on WhatsApp, email and chat with live order data.

    Your team approvesGoodwill credits

Works withShopify · WooCommerce · BigCommerce · Amazon Selling Partner · eBay · Square · Stripe · Klaviyo · Mailchimp · ShipStation · AfterShip · WhatsApp

People and HR

Joiners, movers and leavers, handled end to end.

  • Onboarding

    Create accounts, order equipment and schedule training from the HR record.

    Your team approvesAccess to sensitive systems

  • Offboarding

    Remove access everywhere on the last day and collect company equipment.

    Your team approvesThe final checklist

  • Recruiting coordination

    Schedule interviews, collect feedback and draft offers.

    Your team approvesEvery offer

Works withWorkday · BambooHR · Gusto · Greenhouse · Lever · Microsoft Entra ID · Google Admin · LDAP and Active Directory · SCIM apps · Slack · Microsoft Teams

Customer service

One agent on every channel, with your policies built in.

  • Front-line answers

    Resolve common questions on chat, email, WhatsApp and phone using your own systems.

    Your team approvesWhen to hand off to a person

  • Case handling

    Open, triage and route cases with full context, and draft the replies.

    Your team approvesReplies on sensitive cases

  • Account actions

    Issue refunds, change plans or update orders acting as the verified customer.

    Your team approvesActions above a set impact

Works withZendesk · Freshdesk · Intercom · ServiceNow · Twilio · WhatsApp · RingCentral · Telegram · Gmail · Slack · Microsoft Teams

The platform

See agents build your first process.

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