Mobility & delivery,
Scheduling demos and appointments for field sales reps
AI agents can manage the entire scheduling process for field sales teams, proposing available times for demos and appointments. By integrating with the sales rep’s calendar and taking into account factors like location, time zone, and availability, the AI agent can book meetings and automatically send reminders to both parties. It can also reschedule if needed and follow up with customers to ensure they attend.
Running the KYC and compliance checks for new customers
For onboarding new partners, especially in mobility or marketplace platforms, AI agents can automate the Know Your Customer (KYC) process. The AI can gather necessary documents from new partners, verify identities, and cross-check against existing databases. It can flag suspicious activity or incomplete data for human review.
Onboarding new drivers, couriers, and businesses
AI agents can handle the end-to-end onboarding process for drivers, couriers, and businesses. This includes collecting required documentation, verifying information, and guiding new partners through the steps needed to join the platform. AI can also provide real-time updates on the status of the onboarding process, alerting the individual or business when each step is complete and what to do next.
Driving partner engagement on the platform
AI agents can proactively engage platform partners, sending notifications about new opportunities, promotions, or performance reports. For example, AI could notify a driver about peak demand times, offer businesses incentives for achieving sales targets, or remind couriers to update their availability. AI can also analyze partner behavior on the platform to tailor these engagements, ensuring they are relevant and timely.