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Use cases

Agents for every department,
within your data, permissions, and controls

Recurring work in sales, customer support, HR, finance, procurement, and other departments can move to agents. The actual scope is set around your data and systems.

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11 areas, from sales to company-wide DEPARTMENTS
28 example setups built only from current features EXAMPLES
A control point in every example, e.g. approval, permissions, sources CONTROLS

The examples below are setups you can build by combining Cloosphere's standard features. They are not case studies of specific customers.

How it's built

Every example is built in the same three stages

CONNECT Connect data and systems

Documents connect through the Knowledge Base, operational data through database connections, and internal systems through MCP · OpenAPI tools.

Data →

BUILD Business rules and approvals

Attach rules, a glossary, and answer formats to an agent, and chain multi-step work with flows. Actions that change state, such as sending email or changing data, require approval before they run.

Agents & flows →

OPERATE Run within permissions and records

Share by department, and record usage with guardrails, audit logs, and traces.

Governance →
By department

Agents each department can build

Examples: 28

01

Sales

Performance reporting · customer meeting prep · RFP response

Examples: 4

Weekly sales report

Ask for "last week's sales by region and product" and it aggregates the sales DB with SQL, answers with tables and charts, and builds a PowerPoint in your team's format.

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  1. Ask for sales by region and product
  2. Aggregate the sales DB with SQL (read-only account)
  3. Show the SQL and aggregation basis
  4. Answer with tables and charts
  5. Build a PowerPoint in your team format
Control

Connects with a read-only account and shows the SQL it ran and the aggregation basis, such as "net sales," alongside the answer.

Features used
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Customer meeting briefing

Before a meeting, it gathers the Calendar event, Gmail threads with the customer, and proposals in Drive into a per-customer briefing, and adds recent news from web search.

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  1. Query only with the user's own permissions
  2. Check the meeting in Calendar
  3. Gather related Gmail threads and Drive proposals
  4. Add recent news from web search
  5. Write a per-customer briefing
Control

Queries only with the user's own permissions — mail and documents they can't access stay hidden.

Features used
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RFP response

Attach the requirements section of an RFP and it splits the requirements into items, finds supporting evidence for each in a knowledge base of past proposals and product materials, and builds a compliance matrix (Excel) and a draft proposal outline (PowerPoint).

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  1. Extract requirements item by item
  2. Search supporting passages for each item
  3. Build the compliance matrix (Excel)
  4. Leave items without evidence blank and flag them
  5. Draft the proposal outline (PowerPoint)
Control

Each item cites its supporting document by source number, and the task instructions tell the agent to leave an item blank rather than make something up when it finds no evidence.

Features used
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Financial services

Product terms guide (for branches)

Answers branch staff questions based on financial product terms and product descriptions, citing the relevant clauses.

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  1. Branch staff ask about a product
  2. Search the terms and product descriptions
  3. Answer citing the relevant clause
  4. Refer anything not in the terms to the responsible team
Control

Per its rules, it doesn't answer what the terms don't cover and points to the responsible team; only approved models are used.

Features used
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02

Marketing

Campaign performance · market trends

Examples: 2

Campaign performance analysis

Queries campaign data by channel in plain language to compare conversion rates and costs, and pins frequently viewed metrics as AI dashboard panels.

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  1. Ask about campaign performance by channel
  2. Apply the glossary definitions of "conversion" and "acquisition"
  3. Compare conversion rates and costs
  4. Pin frequently viewed metrics as dashboard panels
Control

Definitions of "conversion" and "acquisition" are registered in the glossary, so every team uses the same basis.

Features used
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Market · competitor report

At a set time, it gathers competitor announcements and industry news from web search and summarizes them with sources.

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  1. Run at the scheduled time
  2. Collect competitor announcements and industry news via web search
  3. Run only with the creator's permissions
  4. Summary report with sources
Control

Scheduled tasks run only with their creator's permissions, and every result shows its sources.

Features used
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03

Customer support

Inquiry handling · case records · customer portal

Examples: 3

Inquiry reply draft

Drafts replies for support reps based on product manuals, FAQs, and past answers, and sends them via Gmail.

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  1. Read the inquiry email
  2. Search manuals, FAQs, and past replies
  3. Draft a reply
  4. Confirm on an approval card before sending
  5. Send via Gmail
Control

Right before an email is sent, an approval card shows the recipient and content for confirmation.

Features used
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From inquiry triage to CRM record

On request, it finds inquiry emails in Gmail and sorts them by type — checking the order DB for refunds and shipping or the manual for how-to questions — drafts a reply, sends it via Gmail, and logs the case in your internal CRM.

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  1. Find inquiry details in Gmail and sort them by type
  2. Check the order DB or the manual
  3. Draft a reply
  4. Confirmation card before sending
  5. Send via Gmail
  6. Log the case in the CRM (MCP tool)
Control

Mail goes out only after the user confirms the recipient and body on a confirmation card, and the process is recorded in traces and the audit log.

Features used
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Customer portal help widget

Embedded in your customer portal as a widget, it answers product how-to questions and FAQs.

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  1. Embed the widget in the customer portal (allowed domains)
  2. A customer asks (guest mode)
  3. Mask personal information the customer enters
  4. Answer from how-to guides and FAQs
Control

Allowed domains and guest mode are configured, and personal information customers enter is masked.

Features used
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04

HR

Policy guidance · onboarding · request forms

Examples: 3

Internal policy Q&A

Answers employee questions based on work rules, benefits, and travel policies, citing the clauses. Employees can ask directly in Teams.

Show steps Hide steps
  1. Ask about a policy in Teams
  2. Search work rules, benefits, and travel policies
  3. Answer citing the supporting clause
  4. Refer questions outside the policies to HR staff
Control

Every answer shows the supporting clause, and questions the policies don't cover are routed to the person in charge.

Features used
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New hire onboarding

Guides new hires through their first-week schedule, required training, and account requests, and adds orientation events to Calendar.

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  1. A new hire asks
  2. Guide the first-week schedule, required training, and account requests
  3. Draft the orientation event
  4. The user confirms on a confirmation card
  5. Add it to Calendar
Control

Events aren't created right away — they're added only after the user confirms them on a confirmation card.

Features used
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Filling in portal requests

Ask the widget on your intranet portal to "file a Busan business trip for next week" and it checks the travel policy, fills in the request form on the same page, and highlights the submit button.

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  1. Check the travel policy
  2. Read the request form on the page
  3. Fill in the form
  4. Instructed to only highlight the submit button
Control

You set the allowed domains, and it answers with the signed-in user's own permissions.

Features used
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05

Finance · Accounting

Closing · management reporting · expenses

Examples: 3

Month-end variance analysis

Queries the accounting DB for account-level variances against last month and budget, and lists the largest items with likely causes.

Show steps Hide steps
  1. Ask about variance vs. last month and budget
  2. Query the accounting DB by account (read-only)
  3. Show the SQL and aggregation basis
  4. List large variances and likely causes
Control

A read-only connection that shows the SQL used and the aggregation basis.

Features used
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Management report sheet update

Reads the management report Google Sheet in Drive, queries this month's figures from the accounting DB, fills them into a copy, and saves it as a new version.

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  1. Read the management report sheet in Drive
  2. Query this month's figures (accounting DB)
  3. Confirmation card: new file name and changed values
  4. Fill a copy and save as a new version (original kept)
Control

The original stays untouched and values go only into a copy; before saving, the user confirms the new file name and the changed values on a confirmation card.

Features used
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Expense receipt check

Reads attached receipt and supporting images and checks them against the limits and categories in the expense policy.

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  1. Attach receipt and evidence images
  2. Read amounts and categories
  3. Compare against expense-policy limits and criteria
  4. Cite the clause for each judgment — a person decides rejections
Control

Each judgment cites the expense policy clause it is based on — rejection decisions are made by a person.

Features used
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07

Procurement · SCM

Quote comparison · inventory

Examples: 2

Quote comparison and purchase request draft

Attach several supplier quotes and it pulls out unit price, lead time, and payment terms into a comparison table (Excel), then drafts a purchase request (Word) with a recommendation based on your purchasing criteria.

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  1. Read the quotes
  2. Extract unit price, lead time, and terms
  3. Build the comparison table (Excel)
  4. Show the purchasing policy as the source
  5. Draft the purchase request (Word)
Control

Each recommendation carries the purchasing-policy document behind it as a source — the buyer makes the final choice.

Features used
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Inventory dashboard

Builds AI dashboard panels for stock and turnover by warehouse and item in plain language, and delivers dashboard reports on a set schedule.

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  1. Ask about stock and turnover by warehouse and item
  2. Apply the glossary definition of "available stock"
  3. Pin it as a dashboard panel
  4. Query the latest data each time it opens
  5. Report on a set schedule
Control

The definition of "available stock" lives in the glossary, and panels query the latest data with validated SQL each time they open.

Features used
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08

Production · Quality

Defect analysis · work standards · claim response

Examples: 3

Manufacturing

Defect rate trend analysis

Queries defect rate trends by line and process in the quality DB and summarizes periods above the threshold in tables and charts.

Show steps Hide steps
  1. Ask about defect rates by line and process
  2. Apply the glossary definitions of "defect" and "rework"
  3. Query the quality DB and show the SQL
  4. Chart the periods over the threshold
Control

Definitions of "defect" and "rework" live in the glossary, and the SQL that ran is shown alongside.

Features used
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Manufacturing

Work standard Q&A

Answers shop-floor questions based on work standards and equipment manuals (including scanned PDFs), citing the relevant pages.

Show steps Hide steps
  1. A shop-floor question
  2. Search work standards and equipment manuals (incl. scanned PDFs)
  3. Answer citing the page
  4. Show only documents actually used as sources
Control

Only documents actually used in the answer are shown as sources.

Features used
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Manufacturing

Customer claim 8D report

Given a claim, it queries the quality DB for defect history on the same part number and line, finds past 8D and corrective-action cases, and drafts a Word report following the 8D steps (D1–D8).

Show steps Hide steps
  1. Summarize the claim
  2. Query defect history (query SQL only)
  3. Search similar 8D and corrective-action cases
  4. Show the SQL and referenced cases
  5. Draft a Word report in 8D order
Control

The agent runs only query SQL, and the answer shows the SQL it ran and the past cases it referenced.

Features used
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09

IT · Development

Help desk · coding tool control · incident response

Examples: 3

IT help desk

Explains how to request VPN access, accounts, and equipment from the IT manual, and registers requests in your internal ITSM when needed.

Show steps Hide steps
  1. Ask about VPN, accounts, or equipment
  2. Guide from the IT manual
  3. Draft the ITSM request
  4. Confirm on an approval card before filing
  5. File it in the internal ITSM
Control

Registering in the ITSM (a write tool) is confirmed with an approval card right before it runs.

Features used
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AI coding tool control

Routes model calls from Claude Code · Codex · Gemini CLI · Cursor through Code Gateway to record them and aggregate usage.

Show steps Hide steps
  1. Coding tools call models through the gateway
  2. Apply guardrails to inputs and tool results
  3. Forward to allowed models
  4. Log calls and aggregate usage
Control

Guardrails apply to inputs and tool results, and when something is blocked, the reason and request ID are shown.

Features used
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Incident postmortem

Compiles likely causes and the response timeline from runbooks, past incident records, and monitoring tool queries into a postmortem report (Word).

Show steps Hide steps
  1. Search runbooks and past incidents
  2. Query monitoring tools — read tools only
  3. Summarize likely causes and actions taken
  4. Postmortem report (Word)
Control

Monitoring tools expose only read tools.

Features used
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10

Corporate planning

Management KPI briefings

Examples: 1

Monthly KPI briefing

Connects sales, cost, and headcount DBs to one agent to summarize monthly KPIs and build a management report in PowerPoint.

Show steps Hide steps
  1. Ask about monthly KPIs
  2. Pick the needed DBs among sales, cost, and headcount
  3. Show which DB was chosen and why
  4. Summarize the KPIs
  5. Build the management report PowerPoint
Control

The agent is shared only with the corporate planning group, and answers show which DB was chosen and why.

Features used
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11

Company-wide

One AI desk across departments

Examples: 1

One internal AI desk

Employees ask in one place, and a supervisor sends each question to the right agent — HR, IT, Finance, or General Affairs — then combines their answers into one.

Show steps Hide steps
  1. Receive the question
  2. Pick the right agent (supervisor)
  3. Run only agents the asker can use
  4. Combine the answers into one
Control

Questions never go to agents the asker can't use, and agents over their usage limit are skipped with a notice.

Features used
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Featured scenarios

From request to approval and output

Sales

RFP response

  1. Request

    "Build a compliance matrix and proposal outline for this RFP"

  2. Agent

    Splits the attached requirements into items, finds supporting passages for each in the knowledge base of past proposals and product materials, and fills in the matrix.

  3. Control

    Every piece of evidence carries a source number, and items without evidence are left blank and flagged for the owner to complete.

  4. Output

    A compliance matrix (Excel) and a draft proposal outline (PowerPoint)

Customer support

From inquiry triage to CRM record

  1. Request

    "Handle yesterday's refund inquiries and log them in the CRM"

  2. Agent

    Finds the inquiries in Gmail, sorts them by type, checks payment and shipping status in the order DB, and drafts replies based on the refund policy.

  3. Control

    Mail goes out only after the recipient and body are confirmed on a confirmation card, lookups and logging are recorded in traces, and sends in the audit log.

  4. Output

    Replies sent to customers and case records in the CRM

Procurement · SCM

Quote comparison and purchase request draft

  1. Request

    "Compare the three suppliers' quotes and draft a purchase request"

  2. Agent

    Pulls unit price, lead time, and payment terms from the attached quotes into a comparison table and writes a recommendation using the evaluation criteria in the purchasing policy.

  3. Control

    Each recommendation carries the purchasing-policy document behind it as a source, and the buyer makes the final choice.

  4. Output

    A quote comparison table (Excel) and a draft purchase request (Word)

Example product screen · Answers grounded in the Knowledge Base 0:10

An internal policy question is answered from source passages, with the document and page cited.

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