Quote automation
Structure the enquiry, prepare the costing and generate the quote with approval.
Today
Information is gathered by hand
With AI
Enquiry is structured, open points are flagged
What exactly should AI take on in your business?
We start with real tasks, not with technology. Find the process that takes up time today – from quotes and emails to knowledge, support and reporting.
Use cases
27 specific areas of application for Swiss companies.
Not every task needs a chatbot, and not every process needs an autonomous agent. What matters is where information is searched for, transferred, checked, combined or processed the same way again and again. Six areas, 27 use cases – each with its task, suitable solution building blocks and a realistic path to a pilot.
4 use cases
Sales & customer contact
Enquiries, calls, quotes and customer contacts – where response time and traceability decide whether you win the job.
“The quote should have gone out yesterday – but the enquiry was incomplete, and Reto had the costing.”
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CRM automation
Transfer contacts, activities and follow-ups from real interactions into the CRM.
View use caseCustomer service & support
Classify support requests, use knowledge and prepare replies or escalations.
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7 use cases
Administration & processes
Inbox, documents, invoices, appointments and workflows between systems – recurring work that takes up time today.
“Every invoice passes through three pairs of hands, and at the end of the month we’re hunting for receipts again.”
Process automation
Simplify recurring business processes across departments and systems.
Today
four systems, three people, email in between
With AI
one end-to-end workflow with defined approvals
Email & inbox
Classify incoming messages, prepare replies and start follow-up workflows.
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Workflow automation
Connect triggers, systems, rules and approvals into defined, logged workflows.
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Documents & contracts
Extract content, classify and check it, and assign it to the right case.
View use caseInvoice processing
Capture and check invoice data and pass it to finance systems in a controlled way.
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Appointment Agent
Classify appointment requests, check availability and prepare bookings.
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DocMan Agent
Classify documents automatically, keep versions clean and find them again by asking a question.
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4 use cases
Knowledge & collaboration
Find internal knowledge, answer with sources and make it usable in Microsoft 365 or your own applications.
“It’s somewhere on the shared drive – best ask Sandra, she knows.”
Company knowledge
Make internal knowledge accessible with sources, permissions and semantic search.
Today
ask colleagues, search the shared drive
With AI
ask the knowledge system, get an answer with a source
RAG chatbots
Make company knowledge usable through a chat with sources and permissions.
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Microsoft Copilot
Extend Microsoft 365 with your own data, workflows and specialist processes.
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Research Agent
Bring sources together, condense them and compare options with references.
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2 use cases
Marketing & HR
Content based on expert knowledge and brand rules – and job applications handled in a structured way instead of by hand.
“We’d have plenty to say. What’s missing is the time to turn it into posts.”
Marketing & content
Prepare content for several channels based on expert knowledge and brand rules.
Today
ad hoc, when there’s time
With AI
planned by target audience, occasion and channel
Recruitment
Structure application documents and prepare administrative recruitment steps.
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3 use cases
Management & control
Key figures, dashboards and market signals – checked, up to date and in a form that supports decisions.
“The figures for the management meeting come from four Excel files – and they never quite match.”
Reporting & BI
Connect data sources and generate consistent KPIs and reports from them.
Today
Friday, by hand in Excel
With AI
produced at the agreed time, checked by management
Data Insight Dashboard
Key figures from spreadsheets, tools and databases in one checked view – updated according to the data connection.
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7 use cases
Marketing studios
Images, video and campaign visuals in one consistent visual style – for web, social, retail and real estate.
“Producing new photos for every campaign blows the budget and the schedule.”
Property Visual Agent
Floor plans and sketches become 3D floor plans, photorealistic rooms and video tours.
Today
prospects have to picture the rooms themselves
With AI
rooms are visible and easy to understand early on
Advertising Media Studio
A digital brand character with documented rules for social media, WhatsApp, screens, video and posters.
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Fashion Visual Studio
Campaign visuals and format variants for fashion and retail based on documented image rules.
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AI Image Studio
A documented visual style for your website, campaigns and social media.
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Product Commercial Studio
Product visuals and short videos for websites, ads and social media.
View use case
Mapping
Use case, building block or product: how they fit together.
Each row is a use case, each column a building block or product of the Swiss AI Platform. Products are only marked where they fit the task – everything else is a solution building block or a custom solution. Hover over a row or click a column header.
| Use case | Solution building blocks | Products | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Quote automationSales & customer contact | AI agents | Process automation | Document AI | Easy Factura | ||||||||||
| Marketing & contentMarketing & HR | AI agents | Process automation | RAG / knowledge systems | Research & analysis | ||||||||||
| Process automationAdministration & processes | AI agents | Process automation | Document AI | Custom AI applications | ||||||||||
| Phone & voiceSales & customer contact | AI agents | Process automation | Voice agents | Call Agent | ||||||||||
| CRM automationSales & customer contact | AI agents | Process automation | Document AI | Meeting Intelligence | ||||||||||
| RecruitmentMarketing & HR | AI agents | Process automation | Document AI | |||||||||||
| Company knowledgeKnowledge & collaboration | AI agents | Document AI | RAG / knowledge systems | Knowledge Assistant | ||||||||||
| Email & inboxAdministration & processes | AI agents | Process automation | Document AI | Easy Factura | ||||||||||
| Customer service & supportSales & customer contact | AI agents | Process automation | RAG / knowledge systems | Call Agent | ||||||||||
| Workflow automationAdministration & processes | AI agents | Process automation | Document AI | Custom AI applications | ||||||||||
| Documents & contractsAdministration & processes | Process automation | Document AI | RAG / knowledge systems | |||||||||||
| Invoice processingAdministration & processes | AI agents | Process automation | Document AI | Easy Factura | ||||||||||
| Reporting & BIManagement & control | Process automation | Research & analysis | Custom AI applications | |||||||||||
| RAG chatbotsKnowledge & collaboration | AI agents | Document AI | RAG / knowledge systems | |||||||||||
| Microsoft CopilotKnowledge & collaboration | AI agents | Process automation | RAG / knowledge systems | Custom AI applications | ||||||||||
| Appointment AgentAdministration & processes | AI agents | Process automation | Call Agent | |||||||||||
| DocMan AgentAdministration & processes | Document AI | RAG / knowledge systems | ||||||||||||
| Research AgentKnowledge & collaboration | RAG / knowledge systems | Research & analysis | ||||||||||||
| Data Insight DashboardManagement & control | Process automation | Custom AI applications | ||||||||||||
| Market Signal AgentManagement & control | AI agents | Research & analysis | ||||||||||||
| Property Visual AgentMarketing studios | Custom AI applications | MABEX | ||||||||||||
| Social Content StudioMarketing studios | Custom AI applications | |||||||||||||
| Advertising Media StudioMarketing studios | Custom AI applications | |||||||||||||
| Fashion Visual StudioMarketing studios | Custom AI applications | |||||||||||||
| AI Image StudioMarketing studios | Custom AI applications | |||||||||||||
| Video StudioMarketing studios | Custom AI applications | |||||||||||||
| Product Commercial StudioMarketing studios | Custom AI applications | |||||||||||||
Solution building block in useour own product, where it fits the task
Click a column header to filter by building block or product.
Approach
From use case to pilot.
Describe the task
Two sentences are enough: what happens today, who does it, where does it get stuck?
AI potential assessment
Benefit, data situation, risk and integration effort – free of charge, with a clear recommendation.
Choose a solution
Product, building block or custom development on the Swiss AI Platform.
Pilot in your business
A limited section with real data and the people who carry out the process.
Next step
Choose your first task.
Describe the process that takes up the most time today. We assess it in the AI potential assessment.