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Top AI Automation Use-Cases Every Business Should Know

Our earlier blog post “AI in Action: AI in Action – Top AI Use-Cases in Cloud Communications” detailed the various area that AI is impacting Cloud Communications. This included overviews of how AI is impacting Meetings, Work, Devices, Interactions and Insight. While this did touch on how AI can automate interactions, it didn’t dive into examples of applications that can be automated.

Automation and self-service for businesses aren’t new. Interactive Voice Response (IVR) systems have provided enterprises access to these capabilities for many years through touch-tone and speech-enabled applications. The issue has been that these use-cases have been restricted to the largest of organizations due to the cost and need for custom development. Applications often cost hundreds of thousands of dollars to roll out.


AI has changed this. Several years ago, digital bots provided much more intuitive interfaces for automated applications through web and app interfaces. Most recently, speech recognition and text-to-speech interfaces have extended the use of AI to voice applications. 


AI-powered automation is transforming how organizations serve customers. AI Automation provides the opportunity to deliver a better customer experience while reducing costs and streamlining operations. Today’s automation tools can handle tasks that once required a live agent—freeing your team to focus on higher-value conversations.

AI Automation
AI can automate routine and complex interactions.

Whether you’re in banking, healthcare, government, retail, or simply exploring new efficiencies, the same question keeps coming up:

“What exactly can we automate?”

To help answer that, we’ve compiled a comprehensive list of the top AI automation and self-service use-cases across major industries. These cover everything from payment inquiries and appointment scheduling to claim filing, outage reporting, and ID verification.

What’s most exciting is that these automations don’t just reduce workload. They improve the experience. Customers get faster answers, 24/7 access, higher accuracy, and less friction. Businesses get reduced call volume, lower operational costs, and more consistent service. 

You can explore the full list below and see how leading organizations are applying automation today. And if you’re looking for help designing or deploying any of these workflows, Cloud Design Solutions can help you assess what makes the most impact with the least complexity.

AI automation isn’t the future. It’s what your customers already expect. Let’s make it work for you.

Universal

  • AI Receptionist
  • Speech Attendant
  • Appointment Scheduler
  • Identity Verification (voice biometrics)
  • Two Factor Authentication
  • Customer Journey Profiling
  • Account Creation & Profile Updates
  • User Registration / Enrollment
  • Address changes
  • Credit Card Info Collection
  • Order Cancellation
  • Refund / Return Automation
  • Subscription Pause/Cancel
  • Personally Identifiable Information (PII) Collection
  • Queue Keeper / Callback
  • Event Notifications
  • Product information
  • FAQ Auto-Response Bot
  • Knowledgebase Search Bot
  • Proactive Event Notifications (alerts, shipments, appointment reminders)

Banking & Financial

  • ATM/Branch Locator
  • Account/Mortgage/Loan Management
  • Account lock/unlock
  • Fraud Alert Verification
  • Bill Payment
  • Payment status
  • Card Application
  • Card Activation
  • Card Account Inquiry
  • Card Freeze/Unfreeze
  • Card Replacement Request
  • Dispute filing
  • Funds Transfer
  • Transfer Status
  • Loan Application
  • Outbound Past Due Payment Notification
  • Check Ordering
  • 401K Account Inquiry
  • Investment Account Balance & Performance Lookup
  • Suspicious Transaction Notification
  • Suspicious Transaction Explanation

Healthcare

  • Appointment Check-in
  • Appointment Pre-Registration / Intake
  • Prescription Refill Automation
  • Medication Reminder Enrollment
  • Discharge Instructions
  • Aftercare Follow-Up Surveys
  • Copay & Billing Status Lookup
  • Insurance ID Upload & Verification
  • Benefits Administration
  • Lab Test Results Inquiry
  • Bed tracking
  • Test Results
  • Drug Trial Registration and Symptom Reporting
  • Healthcare Providers Member Services
  • Patient Account and Billing Inquiry
  • Patient Insurance Coverage Verification
  • Physician Scheduling
  • Physician Locator
  • Bed tracking

Insurance

  • FNOL Filing (First Notice of Loss)
  • Claims Status Lookup
  • Policy Renewal & Adjustments
  • Coverage Explanation Bot
  • Document Upload & Extraction (photos, proof-of-loss, IDs)
  • Premium Quote Retrieval
  • Payment Arrangement Setup
  • Agent Locator + Appointment Scheduling
  • Benefits Administration
  • Healthcare Providers Member Services

Internal / Company Facing

  • Company Directory
  • Benefits Enrollment
  • Customer Satisfaction Surveys
  • IT Troubleshooting Bot (WiFi, printer, password issues)
  • IT Ticket Creation/Status Lookup
  • HR Case Lookup
  • PTO / Vacation Request
  • Employee Onboarding Forms
  • Facilities Requests (maintenance, badges, equipment)
  • Expense Submission Automation

Travel & Hospitality

  • Reservation processing
  • Reservation information
  • Hotel Check-in / Check-out
  • Room Service Ordering
  • Lost & Found Reporting
  • Loyalty Points Redemption
  • Baggage Status Lookup
  • Flight status
  • Flight Rebooking Automation
  • Travel Insurance Claims Automation
  • Airport / Gate Information Lookup
  • Hotel/Resort Amenity Reservations
  • Loyalty program Status & Management

Retail/eCommerce

  • Product Search Bot
  • Inventory Lookup by Location
  • Warranty Claim Filing
  • Curbside Pickup Coordination
  • Gift Card Balance Lookup
  • Price Match Request Workflow
  • Loyalty Account Management
  • Cart Recovery Automation (via SMS/voice)
  • Return/Exchange Eligibility Checker
  • Customer Account Information Access
  • Exchange / Return Information Access
  • Order Placing and Status Checking
  • Store Locator
  • Vendor Accounts Payable

Utilities

  • Automated Outbound Notification
  • Automated trouble tickets
  • Account Inquiry and input
  • Outage messages with automatic callback
  • Meter Reading Submission (photo OCR)
  • Start/Stop/Transfer Service
  • High-Bill Explanation Bot
  • Rate Plan Comparison
  • Outage Self-Service Map Lookup
  • Energy Usage Insights
  • Payment Arrangement & Extension Requests
  • Solar / Renewable Program Enrollment

Government

  • DMV License/License Plate Registration & Renewal
  • Business License Renewal & Status
  • Permit Application Status
  • Benefits Eligibility Screener
  • Unemployment Claim Filing & Status
  • Child Support Payment Status
  • Jury Duty Status / Check-In
  • Court Case Lookup
  • FOIA/Records Request Submission
  • Public Service Request (road repair, code violation)
  • Voter Registration Status & Polling Place Lookup
  • Hearing Schedules
  • Personnel and Sales Tax Payment Filing for Business
  • Social Security Benefit Application Processing
  • Tax Payment
  • Transportation Information, road closures and weather updates
  • Traffic Enforcement – Pay tickets
  • Worker’s Compensation Claim Filing and Status