CBOT's agent portfolio gives every function a head start: pre-built, role-shaped agents that already understand the job: answering calls, qualifying deals, resolving tickets, recovering receivables, screening candidates. Each one is a starting point you tailor to your processes, your systems and your tone.
From voice AI agents on the phone to back-office automation, these agents act with context, follow your business rules, and hand off to people when judgment is required. You choose the role; CBOT supplies the working agent.
AGENT FAMILIES
The portfolio is organized by the work it does. Start from a family that maps to your function, then customize the agent's knowledge, tools and guardrails for your business.
Voice AI agents that pick up the call, understand intent, automate routine requests and steer each conversation to the right outcome, with live call assist and real-time transcription for human teams when they take over.
Agents that create and route tickets, surface ticket insight, analyze reviews and feedback, read sentiment and schedule appointments, keeping every customer interaction moving without manual triage.
Role-built agents for the work that keeps the business running: collections that recover receivables, campaign management, survey interviewing and quality checks across your operations.
Agents that draft RFP and proposal responses, score deals, detect duplicates, automate CRM hygiene, generate sales content and run sales simulations, so reps spend their time selling.
Agents that capture meeting intelligence, take notes, schedule, discover knowledge across your sources, organize data and turn it into reports and insight your teams can act on.
Agents for ideation and content: brainstorming, blog and content generation, social and competitive intelligence, survey creation and editorial quality checks across your channels.
Agents that support talent acquisition end to end: screening resumes, generating job descriptions, preparing and assisting interviews, and managing compensation, benefits and HR cases.
Agents that create, manage and track tickets, generate test cases, support testing and assist with code generation, keeping engineering and IT operations flowing.
Agents for the work behind the ledger: processing invoices, reconciling accounts, following up on payments and verifying documents, so finance teams close the period faster.
BUILT FOR THE ENTERPRISE
Every agent in the portfolio runs on the same CBOT platform, so what you pilot in one function deploys with the same controls everywhere else.
Each agent ships with the knowledge and skills its role needs. Then you adapt its prompts, tools and integrations to your data and workflows. No project starts from zero.
Agents act through the tools and APIs they're given, reading and writing in your CRM, ticketing, telephony and back-office systems so they complete work, not just talk about it.
Business rules, guardrails and human handoff are built in. Every interaction is logged and reviewable, so you keep control as agents take on more of the workload.
Explore the platformThe same agents run in SaaS, private cloud, hybrid or fully on-premise, so conversation data, prompts and model outputs can remain within the environment you approve.
It's a library of pre-built, role-shaped AI agents covering functions like contact center and voice, customer experience, sales, operations, marketing, HR and IT. Each one is a working starting point you customize for your business rather than building from scratch.
Both. Agents arrive pre-built for their role, then you tailor their knowledge, connected tools, guardrails and tone to your processes and systems. You get a fast start without giving up control over how the agent behaves.
Yes. The contact center family includes voice AI agents that answer calls, automate routine requests, steer conversations and assist human agents in real time, alongside digital channels for the rest of the portfolio.
Agents act through tools and integrations on the CBOT platform, working with your CRM, ticketing, telephony and back-office systems so they can complete tasks end to end and hand off to people when needed.
Start with the family that maps to your most pressing function (for example collections in operations, or voice in the contact center), prove the outcome, then extend the same governed approach to other roles. Our team can help you scope the first deployment.
GET STARTED
Tell us the role you want to fill. We'll show you the agent that already fits it, and how to customize, connect and govern it on the CBOT platform.