Book a Demo
Use Cases

USE CASES: Built for
Your Industry

Grace AI adapts its intelligence to the specific context, language, regulations, and workflows of each sector. Explore interactive demos of real-world implementations.

Hospitality & Food Service

24/7 AI agents that handle ordering, reservations, menu queries, and post-visit feedback ā€” all synced directly with your POS, inventory, and CRM systems.

24/7 WhatsApp Ordering
Syncs directly with POS & inventory ERP. Customers order anytime, system checks stock in real-time, and orders flow straight to kitchen.
WhatsApp POS Sync Inventory
Reservation Management
Logged to CRM for guest history & preferences. AI remembers returning guests and their favorite tables, dietary requirements, and special occasions.
CRM Guest History Preferences
Menu Queries & Dietary Filters
Upsell suggestions via web chat or WhatsApp. AI handles allergen questions, recommends dishes based on preferences, and suggests add-ons.
Web Chat Allergens Upselling
Post-Visit Feedback
Collected via SMS/email ā†’ stored as CRM insights. Automatically triggers follow-ups for negative feedback and loyalty offers for promoters.
SMS Email CRM Insights
Data Flow
Customer
Sends order via WhatsApp
Grace AI
Validates order, checks inventory via ERP
POS System
Order created, sent to kitchen display
Confirmation
Customer receives order confirmation & ETA

Fintech & Banking

Secure AI agents handling account queries, KYC onboarding, loan applications, and fraud alerts ā€” all integrated with your core banking ERP and CRM systems.

Account Balance & Statements
Queries via voice IVR, WhatsApp, or web ā€” live from core banking ERP. Secure authentication with OTP verification before sensitive data access.
Voice IVR WhatsApp Core Banking
KYC Onboarding
Document collection via chat, validation, CRM record creation. AI guides customers through ID upload, selfie verification, and form completion.
Document Upload Validation CRM
Loan Application Triage
Pre-screen eligibility against ERP data, update CRM pipeline. AI collects income details, checks credit score, and routes qualified leads to officers.
Eligibility Check Credit Score Pipeline
Fraud Alerts
Triggered from ERP, customer verified via CCS, case logged to CRM. Instant outreach for suspicious transactions with one-tap confirmation or block.
Real-time Alerts Verification Case Management
Secure Data Flow
Customer
Requests balance via WhatsApp
Authentication
OTP sent & verified
Core Banking ERP
Live balance & recent transactions pulled
Response
Secure message with balance details

Healthcare

HIPAA-compliant AI agents handling appointment booking, patient intake, medication reminders, and insurance queries ā€” integrated with HMS/EHR systems.

Appointment Booking
Via WhatsApp/SMS ā€” checks HMS/ERP availability in real time. Patients book, reschedule, or cancel with automatic confirmation and reminders.
WhatsApp SMS HMS Integration
Patient Intake
Form collection via chat, data written directly to hospital CRM/EHR. Pre-visit questionnaires completed before arrival, saving front-desk time.
Forms EHR Pre-Visit
Medication Reminders
And follow-up care sent via SMS or WhatsApp automatically. Personalized schedules based on prescriptions, with refill alerts and adherence tracking.
Reminders Follow-up Adherence
Insurance Pre-Authorization
Query handling ā€” reads policy data from ERP. AI checks coverage, explains benefits, and initiates pre-auth requests for procedures.
Coverage Check Pre-Auth Policy Data
HIPAA-Compliant Flow
Patient
Requests appointment via WhatsApp
HMS/EHR
Real-time availability checked
Booking
Slot reserved, confirmation sent
Reminders
24hr and 1hr SMS reminders sent

Retail & E-Commerce

AI agents handling order tracking, product recommendations, returns processing, and abandoned cart recovery ā€” all integrated with your ERP/OMS and CRM.

Order Tracking
Via WhatsApp/web chat ā€” live pull from ERP/OMS. Customers get real-time status updates, delivery ETAs, and driver contact when available.
WhatsApp ERP Real-time
Product Recommendations
Engine powered by CRM purchase history. AI suggests complementary products, restocks based on usage patterns, and personalized offers.
Personalization CRM Upsell
Returns Processing
Customer initiates via chat, ERP updated, CRM case created. AI handles reason collection, generates return labels, and processes refunds.
Self-Service ERP Update Case Management
Abandoned Cart Recovery
Triggered from e-commerce ERP, sent via email/SMS/WhatsApp. Personalized reminders with incentives to complete purchase.
Automation Multi-channel Conversion
Order Flow
Customer
Asks "Where's my order?"
ERP/OMS
Order status & tracking pulled
Tracking
Live location & ETA shared
Updates
Proactive delivery notifications

Logistics & Supply Chain

AI agents managing shipment tracking, driver dispatch, proof-of-delivery, and supplier queries ā€” integrated with TMS, fleet ERP, and CRM systems.

Shipment Tracking
Via WhatsApp/SMS ā€” live data from logistics ERP/TMS. Customers and partners get real-time updates on shipment location and estimated arrival.
WhatsApp TMS Real-time
Driver Dispatch Coordination
Via internal ops chat connected to fleet ERP. AI assigns drivers, optimizes routes, and handles real-time schedule changes.
Fleet ERP Route Optimization Internal Chat
Proof-of-Delivery
Confirmation captured via chat, logged to CRM & ERP. Photo capture, e-signature collection, and automatic invoice triggering.
Photo Capture E-Signature Auto-Invoice
Supplier Query Management
PO status pulled from ERP, responded via email/chat. Suppliers get instant updates on payment status, delivery schedules, and order changes.
PO Status Supplier Portal Multi-channel
Tracking Flow
Customer/Partner
Requests shipment status
TMS/ERP
Live tracking data retrieved
Location
Current position & ETA shared
Delivery
POD captured, CRM updated

Real Estate

AI agents handling property searches, viewing schedules, tenant management, and lead qualification ā€” integrated with property ERP and CRM systems.

Property Search & Listing Queries
Via WhatsApp/web ā€” synced to property ERP. Buyers get instant responses to availability, pricing, and amenity questions with photo galleries.
WhatsApp Property ERP Instant Response
Viewing Scheduling
Via chat ā†’ logged as CRM opportunity with agent assigned. AI coordinates between buyers and agents, sends confirmations and reminders.
Calendar Sync CRM Agent Routing
Tenant Onboarding & Management
Rent reminders & maintenance requests via WhatsApp/email. AI handles lease renewals, payment reminders, and work order creation.
Rent Reminders Maintenance Lease Management
Lead Qualification
From web chat ā†’ CRM pipeline creation and agent routing. AI captures budget, timeline, preferences and scores leads for priority follow-up.
Lead Scoring Pipeline Auto-Routing
Lead to Viewing Flow
Lead
Inquires about property via WhatsApp
Qualification
Budget, timeline, preferences captured
CRM
Opportunity created, agent assigned
Viewing
Scheduled with confirmations sent

Telecoms

AI agents handling SIM/plan queries, network fault reporting, bill payments, and churn prevention ā€” integrated with billing ERP, CRM, and ticketing systems.

SIM, Plan & Data Queries
Via USSD, WhatsApp, or IVR ā€” live from billing ERP. Customers check balance, data usage, plan details, and available upgrades instantly.
USSD WhatsApp IVR
Network Fault Reporting
Via chat ā†’ ticket auto-created in CRM/ticketing system. AI collects location, symptoms, and troubleshooting steps, then escalates appropriately.
Auto-Ticket Troubleshooting Escalation
Bill Payment & Usage Alerts
Reminders sent via SMS/WhatsApp from billing ERP. Proactive notifications for upcoming bills, low balance, and data threshold warnings.
Reminders Low Balance Proactive
Churn Prevention
At-risk flags from CRM trigger proactive outreach via CCS. AI offers retention deals, upgrades, and resolves issues before customers leave.
At-Risk Detection Retention Offers Proactive CCS
Balance Query Flow
Customer
Sends "Balance" via WhatsApp
Verification
Phone number authenticated
Billing ERP
Balance & data usage retrieved
Response
Balance, data, validity sent
Get Started

Ready to implement
these use cases?

Let's discuss how Grace AI can transform your industry-specific workflows.

Book a Demo Call Sales