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USER GUIDE Real-World Examples

Use Cases

What you can build with orckAI

Each use case maps directly to orckAI features — Widgets, Agents, Knowledge Bases, MCP Tool Steps, Code Steps, and Workflow Automation. Follow these step-by-step guides to build your own.

Customer Support Bot

Problem

High volume of repetitive customer inquiries overwhelming support team, leading to long response times and decreased satisfaction.

Solution

Embed an AI chat widget on your website that answers questions from your docs, and auto-creates tickets in Freshdesk/Zendesk when it can't resolve an issue.

orckAI Features Used

Widget Knowledge Base Agent MCP Tool

Implementation

  1. Create Knowledge BaseUpload FAQ documents, product manuals, and support policies
  2. Configure Support AgentCreate an agent with knowledge base access and a customer service system prompt
  3. Connect Ticketing MCPDeploy an MCP server for Freshdesk/Zendesk to create tickets when the agent can't resolve an issue
  4. Embed WidgetAdd the chat widget to your website with one line of code — customers get instant answers with [Source: document] citations

Escalation Workflow

Trigger: Agent detects it can't resolve the issue

MCP Tool: Create Freshdesk ticket with conversation history

Action: Email notification to support team

Expected Impact

Response Time: Instant (was 4+ hours)

Self-Resolution: ~80% of queries handled without human

Cost: ~60% reduction in support costs

Document Processing

Problem

Manual document review and data extraction consuming significant staff time and prone to errors.

Solution

Drop a PDF into a folder — AI extracts structured data, a Code Step validates it, an MCP Tool writes it to your database, and an email confirms completion.

orckAI Features Used

File Drop Trigger Agent Code Step MCP Tool

Workflow Example: Contract Processing

Trigger: File Drop → contracts/inbox/ Step 1 (Agent): Extract key terms — dates, amounts, parties, clauses Step 2 (Code Step): Validate extracted fields, flag missing data Step 3 (Condition): If amount > $50k → route to legal review Step 4 (MCP Tool): Insert contract record into database Step 5 (Action): Email confirmation with extracted summary

Supported Documents

Contracts, invoices, resumes, insurance claims, financial statements — any PDF or document format

Expected Impact

Processing Time: ~90% reduction

Human Review: Only ~10% of documents need manual check

Extraction Accuracy: ~95%

HR Resume Screening

Problem

Recruiters manually reviewing hundreds of resumes per role. Qualified candidates wait days for initial screening.

Solution

A scheduled workflow pulls new candidates from your ATS via MCP, AI scores them against the job description, and auto-advances or rejects candidates.

orckAI Features Used

Schedule Trigger MCP Tool Agent Code Step

Workflow Example

Trigger: Schedule → every hour during business hours Step 1 (MCP Tool): Greenhouse → list_candidates(status=new) Step 2 (Agent): Score each candidate against job requirements (1-10) Step 3 (Code Step): Filter scores >= 7, rank by fit, format results Step 4 (MCP Tool): Greenhouse → move_stage(candidate, "Phone Screen") Step 5 (MCP Tool): Greenhouse → add_note(candidate, AI screening notes) Step 6 (Action): Email recruiter with ranked shortlist

ATS Integrations

Greenhouse, Lever, Workday, BambooHR — any system with an API can be connected via MCP server

Expected Impact

Screening Time: Minutes instead of days

Recruiter Focus: Only review pre-qualified candidates

Consistency: Every candidate scored against the same criteria

Scheduled Reporting

Problem

Business users need regular reports but lack SQL skills. Analysts spend hours manually pulling data and writing summaries.

Solution

A cron-triggered workflow queries your databases via MCP, aggregates with a Code Step, has an AI Agent write a human-readable summary, and emails it to your team.

orckAI Features Used

Schedule Trigger MCP Tool Code Step Agent Email Action

Workflow Example: Daily Sales Report

Trigger: Schedule → 0 9 * * 1-5 (weekdays at 9 AM) Step 1 (MCP Tool): Sales DB → query yesterday's orders, revenue, top products Step 2 (Code Step): Aggregate by region, calculate growth vs. last week Step 3 (Agent): Write executive summary with key insights and trends Step 4 (Action): Email report to sales-team@company.com

Schedule Options

Daily, weekly, monthly, or any custom cron expression — runs automatically with zero manual work

Data Sources

Any database or API connected via MCP — PostgreSQL, MySQL, MongoDB, REST APIs

Expected Impact

Report Time: ~70% faster

Self-Service: No analyst needed

Consistency: Same calculations every time

Sales Pipeline Intelligence

Problem

Sales managers can't monitor every deal. Stalled opportunities and at-risk deals go unnoticed until it's too late.

Solution

AI analyzes your CRM pipeline daily, scores deal health, flags at-risk opportunities, and alerts your sales team via Slack or email.

orckAI Features Used

Schedule Trigger MCP Tool Agent Code Step Slack/Email

Workflow Example

Trigger: Schedule → every morning at 8 AM Step 1 (MCP Tool): Salesforce → list deals closing this quarter Step 2 (Agent): Analyze each deal — activity recency, stage velocity, contact engagement Step 3 (Code Step): Score deal health (1-10), rank by risk, flag stalled deals Step 4 (Action): Post to #sales-alerts Slack channel with deal summary Step 5 (Action): Email manager with at-risk deal report

CRM Integrations

Salesforce, HubSpot, Pipedrive, or any CRM with an API — connected via MCP server

Expected Impact

At-Risk Detection: Catch stalled deals days earlier

Sales Velocity: ~25% faster deal closure

Forecast Accuracy: Data-driven scoring vs. gut feel

Internal Knowledge Assistant

Problem

Employees repeatedly ask HR/IT the same questions about policies, benefits, and procedures. HR team spends hours answering routine inquiries.

Solution

Upload HR policies, IT runbooks, and onboarding guides to a Knowledge Base. Embed a Widget on your intranet. Employees ask questions, AI answers with citations.

orckAI Features Used

Widget Knowledge Base Agent

Implementation

  1. Upload DocumentsHR handbook, benefits guide, IT runbooks, expense policy, onboarding checklist
  2. Create Knowledge AgentConfigure an agent with the knowledge base and a helpful internal assistant prompt
  3. Set Up Prompt TemplateAdd citation format instructions so answers always include [Source: document name]
  4. Embed WidgetAdd the chat widget to your intranet, Confluence, or internal portal

Example Questions

"How many PTO days do I have?" "How do I request a new laptop?" "What's the expense reimbursement process?"

Citation Support

Every answer includes [Source: filename] so employees can verify against the original document

Expected Impact

Self-Service: ~85% of queries resolved instantly

HR Time: ~50% reduction in routine inquiries

Available: 24/7, no waiting

ROI Summary

Use Case orckAI Features Key Benefit Expected Impact
Customer Support Bot Widget + KB + MCP 24/7 instant answers ~60% cost reduction
Document Processing File Drop + Agent + Code + MCP Zero-touch extraction ~90% time reduction
HR Resume Screening Schedule + MCP + Agent + Code Auto-screen candidates Days to minutes
Scheduled Reporting Schedule + MCP + Code + Agent Automated insights ~70% faster reports
Sales Pipeline Intelligence Schedule + MCP + Agent + Code At-risk deal detection ~25% faster deals
Internal Knowledge Assistant Widget + KB + Agent Employee self-service ~85% queries resolved

Ready to Implement Your Use Case?

Start building your AI-powered solution today with our step-by-step guides.

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