Use Cases
Ten Jobs You Can Handto AssistJet Today
If you or your team can do a job in your app, AssistJet can do it through the same routes, under the same permissions, with every step on the record. These are the ten jobs we would automate first.
Customer Support
The agent looks up the order, answers from your docs, and runs the refund you approved.
Read the Use Case Support
Lead Follow-Up
Every inquiry gets a reply, a record in your app, and a follow-up two days later.
Read the Use Case Sales
Customer Onboarding
New accounts get the next step, a nudge when they stall, and a call from you when they stay stuck.
Read the Use Case Customer Success
Order Operations
Stuck orders and late shipments get worked every hour, before a customer has to ask.
Read the Use Case Operations
Billing and Collections
Overdue invoices get a reminder, a firmer reminder, and your approval before anything is offered.
Read the Use Case Finance
Renewals and Retention
Thirty days before a renewal, the agent reads the account and starts the right conversation.
Read the Use Case Customer Success
Fraud and Risk Review
A risky order stops for review, and you approve the exact call that releases it.
Read the Use Case Operations
Back-Office Data Work
Missing fields, duplicate records, and vendor emails get worked overnight.
Read the Use Case Operations
Daily Reports
Every morning, the numbers from your app come with a plain summary of what changed.
Read the Use Case Leadership
Your Team's Agent
Ask in plain words from any dashboard page, and the agent does the clicks under your permissions.
Read the Use Case Every Team
One Agent Runs All Ten
Most teams buy a helpdesk for support, a sequence tool for sales, and Zapier for everything in between, with glue code to connect them to the app. AssistJet runs all ten jobs on one agent, one inbox, and one set of permissions, inside your app's database.
From Plain Words to a Live Run
You do not need a developer to start a job, and you do not have to trust a job you have never seen run.
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1Describe the Job
Write what you want in plain words. The agent drafts the trigger and the steps as a card that you can read and change.
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2Try It on a Copy
Press Try It, and the steps run in your app's sandbox on a fresh copy of your data. A trial sends no mail and leaves your live app alone.
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3Turn It On
Press Turn On. Each run becomes a thread in your inbox, with what it did, what it cost, and how it ended.
Building an App for Other People?
Every job here can ship with your app as a recipe, so each of your customers gets it with no setup. A customer can change any field. When you ship a better default, everyone who left that field alone gets it.
[
{
"id": "morning-report",
"name": "Morning report",
"trigger_kind": "schedule",
"trigger": {
"cron": "0 7 * * 1-5",
"zone": "America/New_York"
},
"steps": [
{
"kind": "tool",
"tool": "metrics_daily",
"arguments": {
"compare": "7d"
}
},
{
"kind": "agent",
"instructions": "Compare these figures with last week. Write five lines on what changed and why it matters."
},
{
"kind": "send",
"to": "[email protected]",
"subject": "Yesterday in five lines",
"text": "{{agent}}"
}
]
}
]