Use cases · 10 patterns

From tools that return information,
to tools that complete the workflow.

Agentic use cases in SaaS generally fall into a few recurring patterns: an agent takes multi-step action on behalf of a user — retrieves from multiple systems, reasons about what to do, calls APIs to make it happen, and hands back to a human when the stakes are high. Here are ten patterns we see most often.

Bucket 01

Customer-facing

Where Tavora's wedge is sharpest: an agent inside your customer's product, scoped to their tenant, calling your APIs with their keys.

Support

Triage, route, and resolve tier-1 tickets.

Classify priority, fetch the customer from your CRM, link related runbooks, draft a reply with cited sources, escalate to oncall when stuck. Every decision is logged per-tenant.

78% auto-resolved at one design partner
Onboarding

Guided product setup that adapts to the user.

Reads the user's repo or workspace, asks clarifying questions, picks defaults that fit, calls your provisioning APIs — confirming before each write. The user stays in control; the busywork goes away.

Time-to-first-value: 40m → 4m
Embedded Q&A

Natural-language answers against tenant data.

A user asks a question in plain English; the agent reads the tenant's schema, writes the query, executes it through your APIs, and renders the answer inline. Shows the SQL so the data team can verify.

PMs writing queries that used to take a 2-day backlog

Bucket 02

Internal operations

Same agentic shape, internal users instead of customers. Approval flows and audit logs are why these are safe to ship.

Refund flows

Refund eligibility with a human gate over threshold.

Pulls the policy matrix, checks the customer's tier, runs the calculation. Approves under threshold; routes to a human over it. Every decision is logged per-tenant for audit.

200 cases/day · 0 compliance escalations
IT helpdesk

Access requests, provisioning, troubleshooting.

Reads the request, checks policy, provisions through your IDP, with manager approval where required. Diagnoses common failures by reading the actual logs, not a wiki.

73% of access requests resolved without an oncall
HR Q&A

Employee questions, screening, scheduling.

Resume screening against role criteria, interview scheduling against calendars, employee questions about benefits and policies cited from your handbook. The agent shows the source.

12 hrs/wk back per recruiter

Bucket 03

Data & knowledge

Where code-as-reasoning is the differentiator. A function-calling loop can't compose a multi-step query in one turn — Tavora can.

NL → SQL

Plain-English questions, real queries against tenant schema.

Reads the tenant's event taxonomy, writes the query, executes it through your warehouse, renders the chart inline. Anomaly explanations rather than raw numbers; scheduled summaries with the why, not just the what.

From "filed a ticket" to "got the answer" in seconds
Knowledge

Search across Slack, Drive, Notion, your docs.

Synthesizes an answer with citations, surfaces who knows what inside the org, and keeps documentation current as code or processes change. Multi-tenant means each customer sees only their corpus.

−71% support tickets per new hire

Bucket 04

Revenue & finance workflows

The 'rest of SaaS' — the workflows where someone is already pasting between tabs. Agents are the obvious unlock.

Sales / RevOps

Lead enrichment, CRM hygiene, personalized outreach.

Researches prospects across the web and internal systems, drafts personalized outreach, dedupes records, logs activity, runs pipeline analysis. Reps spend more time selling and less on data entry.

3× more time in the seller seat, not the CRM
Finance

Invoice processing, AP/AR matching, reconciliation.

OCR the invoice, match to PO and receipt, route exceptions to a human. Contract review and forecasting that pulls from multiple ledgers. Every step is replayable for audit.

94% straight-through processing

The common thread

Every pattern above is a workflow, not a question. Multiple systems read. Decisions made. Actions taken. Exceptions escalated. The shift from tool that returns information to tool that completes the workflow is what's actually new — and it's what Tavora is built to ship.

Your pattern not on the list?

If a multi-step workflow lives inside your product, Tavora probably fits. Tell us about it.