AI Agents for Fusion Applications

Functional area	Use case	Business benefit
Enterprise Resource Planning (ERP)
Finance	Payables Agent	Helps AP automate multichannel invoice processing. The agent can ingest invoices from email, portals, EDI/e-invoicing, and PDFs; extract/normalize data; match to POs/receipts; create distributions/accounting; apply tax/policy/fraud checks; and route for approval/payment—boosting straight through processing, reducing manual effort and errors, and strengthening compliance.
Finance	Ledger Agent	Helps accountants shift from report chasing to continuous insight and action. The agent can set natural language monitoring prompts, deliver context-aware inquiry and explanations with supporting details, and autocreate adjustment journals—accelerating issue resolution, reducing handoffs, and improving accuracy and continuous financial visibility.
Finance	Planning Agent	Helps FP&A move to continuous, connected planning. The agent can provide real-time trend and variance analysis via natural language interactions, run event-driven predictions on Fusion financial/operational data, and guide “what if” simulations—shortening cycles, improving forecast accuracy, and enabling better cross functional decisions.
Finance	Payments Agent	Helps finance optimize cash outflows and expand payment choices. The agent can evaluate and manage early pay, virtual cards, and financing options; enable bank system interactions for faster supplier onboarding and execution; and monitor acknowledgements/exceptions—speeding payment outcomes, increasing program adoption, and boosting working capital.
Finance	Expense Policy Agent	Address policy questions from employees with contextual answers, helping employees understand corporate policies before incurring business expenses and the requirements for expense submission.
Finance	Profitability and Cost Management (PCM) Agent**	Provide a conversational interface to help users build, modify, calculate, and analyze profitability and costs models.
Finance	Receipt Capture and Matching Using Document IO for Touchless Expenses	Increased accuracy and automated matching of credit card charges during expense creation, thereby minimizing user inputs.
Risk management	Access Request Assistant	Helps users quickly create access requests to ERP roles and appropriate data without having to remember specific names. Initiates the Advanced Access Request workflow to perform deep separation-of-duties analysis after request submission.
Human Capital Management (HCM)
Functional area	Use case	Business benefit
Recruiting	Career Coach	Recommend best-fit roles to candidates and support them with real-time Q&A, interview preparation, and career summary generation.
Recruiting	Compensation Guidelines Analyst	Helps provide insights and guidance on market trends and company policies around compensation for new hires and current employees.
Recruiting	Employee Hiring Advisor	Helps provide hiring managers with insights and recommendations to streamline the recruitment process and assist in identifying the best candidates for open positions.
Recruiting	Interview Management Assistant	Automate interview scheduling, manage calendar invites, resolve conflicts, and send reminders to candidates and interviewers.
Recruiting	Job Applicant Screening Advisor	Assist recruiters by providing real-time, context-specific responses to questions about individual job applicants.
Recruiting	Job Offer Analyst	Provides support and answers offer and compensation policy questions while creating job offers.
Recruiting	Job Requisition Analyst	Provide hiring managers with support and answers to general and field-specific questions when creating job requisitions.
Skills growth and career development	Career Planning Guide	Helps guide employees in setting career goals and developing a roadmap to achieve them, offering advice on skill development and career progression.
Skills growth and career development	Internal Mobility: Job Discovery Advisor	Match employees to open roles based on experience and interests, and provide insights on qualification and fit.
Skills growth and career development	Internal Mobility: Job Fit Advisor	Assess employees’ job fit for new opportunities, provide real-time policy guidance, and recommend skill-building resources.
Skills growth and career development	Job Seeker Analyst	Assists job seekers in preparing for and finding employment, offering resume tips, interview coaching, and job search strategies.
Skills growth and career development	Learning and Training Advisor	Helps recommend training and development opportunities to employees, supporting continuous learning and skill enhancement.
Skills growth and career development	Learning Tutor	Respond to employee questions about online training materials.
Talent management	Performance and Goals Assistant	Helps employees in setting and achieving performance goals, providing feedback and development plans to enhance job performance.
Talent management	Succession Planning Advisor	Help identify succession needs, assess pipeline health, and automate succession plan creation, updates, and risk simulation.
Talent management	Talent Advisor	Guide managers through talent reviews with tools and insights to align workforce potential with business goals.
Talent management	Talent Review Assistant	Aids in the talent review process, offering tools to assist managers in gathering and summarizing performance reviews.
Talent management	Team Goals Assistant	Support managers in setting, tracking, and aligning team goals with automated nudges, summaries, and policy info.
Talent management	Team Sync Advisor	Collect weekly team updates and provide managers with actionable meeting digests and follow-up questions.
HR and workforce management	Benefits Certification Assistant	Automate benefits verification by managing third-party confirmations and certification status updates for benefits managers.
HR and workforce management	Benefits Plan Advisor	Help employees understand and maximize their benefits packages, and offer personalized insights on medical, dental, and vision coverage based on individual needs.
HR and workforce management	Benefits Policy Advisor	Surface and interpret company-specific benefits documents to give clear guidance on eligibility and compliance.
HR and workforce management	Collective Agreements Analyst	Assists employees in understanding collective bargaining agreements and implications for employment terms.
HR and workforce management	Compensation Advisor	Deliver data-driven insights to employees on their compensation, including salary, stock options, and additional payments.
HR and workforce management	Compensation statement Analyst	Enables employees to ask potentially clarifying questions about their total compensation statement.
HR and workforce management	Court Order Assistant	Manage court-ordered payroll deductions to streamline compliance and reduce administrative burden.
HR and workforce management	Document Records Management Assistant	Help users create, organize, and retrieve document records by providing clear, context-aware guidance and suggestions.
HR and workforce management	Employee Contracts Analyst	Helps provide clarity and insights on employment contracts, helping enable employees to understand terms and conditions.
HR and workforce management	Employment Information Advisor	Retrieve current employment-related data and provide secure, role-based access and direct links to relevant employment pages.
HR and workforce management	Employment Lifecycle Policy Analyst	Equip managers with step-by-step guidance on company policies for hiring, onboarding, development, and offboarding.
HR and workforce management	Job Creation Assistant	Help HR specialists create jobs by generating new job records from minimal inputs, such as job name and code, in accordance with organizational policies.
HR and workforce management	Journeys Support Analyst	Help users find and understand journey and task information by summarizing journey status, overdue tasks, and relevant details for teams and individuals.
HR and workforce management	Leave and Absence Analyst	Helps employees navigate leave and absence policies, assisting with requests for time off and helping them understand their rights and benefits.
HR and workforce management	Leave and Absence Policy Advisor	Navigate and explain leave and absence policies so employees can request time off and understand their rights.
HR and workforce management	Marital Status Update Assistant	Help employees view and update their marital status by providing accurate, role-based guidance and completing valid status changes.
HR and workforce management	Org Chart Analyst	Helps employees understand organizational structures, reporting lines, and department functions.
HR and workforce management	Pay Policy Advisor	Retrieve and analyze pay policy documents to offer concise guidance on salary rules and best practices.
HR and workforce management	Payroll Run Analyst	Explain potential payroll anomalies by highlighting key influencing factors and supporting root cause analysis for payroll administrators.
HR and workforce management	Payslip Analyst	Clarify payslip details to help employees understand their salary breakdown and deductions.
HR and workforce management	Personal Information Advisor	Helps manage and update employees' personal and employment information. Helps provide suggestions on employee lifecycle events such as promotions, transfers, and relocations to help enable improved accuracy and improved adherence to company policies.
HR and workforce management	Positions Assistant	Guide managers and HR in making data-driven decisions for position management, including backfills and new roles.
HR and workforce management	Promotion Advisor	Guide managers and HR teams in identifying, assessing, and recommending employees for promotion based on set parameters.
HR and workforce management	Resignation Assistant	Support employees through the resignation process, providing guidance, responses to key questions, and access to offboarding actions.
HR and workforce management	Shift Scheduling Assistant	Assists in the creation and management of employee shift schedules, helping enable more optimal coverage and accommodate individual preferences.
HR and workforce management	Time Entry Assistant	Automate time entry for teams by processing uploaded signed timesheets and generating timecard summaries.
HR and workforce management	Timecard Assistant	Helps facilitate the accurate and timely submission of timecards, supporting proper tracking of hours worked. Assists in providing explanations of how pay is calculated based on hours worked.
HR and workforce management	Transaction Administration Assistant	Help administrators manage, troubleshoot, and resolve in-flight transactions with actionable insights and AI-driven workflow support.
HR and workforce management	Workforce Structures Insight Analyst	Help HR specialists analyze workforce structure data by answering questions about business units, departments, locations, jobs, and positions.
HR and workforce management	Working Hours Change Assistant	Guide managers and HR specialists through changes to working hours by retrieving current data, calculating full-time equivalency, and preparing updates for submission through the standard approval process.
Employee experience and onboarding	Employee Concierge	Coordinate and triage employee inquiries, helping ensure each is routed to the right agent for resolution.
Employee experience and onboarding	Employee Help Desk Assistant	Help employees resolve help desk questions through AI-guided Q&A and automatically create a help desk request when additional support is needed.
Employee experience and onboarding	Manager Concierge	Route manager inquiries about team management, such as compensation, absences, and talent, to the correct agent for support.
Employee experience and onboarding	Onboarding Assistant	Support new employees through their initial days, offering information on company policies, culture, and key resources.
Employee experience and onboarding	Perks and Awards Analyst	Helps inform employees about available perks and awards, helping them make the most of company-provided benefits and recognition programs. Helps to provide line managers with information on company policies around recognitions and awards.
Employee experience and onboarding	Retirement and Pensions Analyst	Helps offer information on retirement planning, including 401(k) and pension options, supporting employees as they prepare for their post-work years.
Employee experience and onboarding	Tax Withholding Guide	Supports employees with guidance through W-4 elections to help enable the withholding of the correct amount of tax, prevent surprises at tax time, and manage cash flow throughout the year.
Supply Chain Management (SCM) & Manufacturing
Functional area	Use case	Business benefit
Cost management	Costing Setup Assistant	Guides cost setup decisions, helping customers make informed choices and accelerate implementation.
Cost management	Costing Period Close Assistant	Supports cost period closing, enabling customers to retrieve information quickly and automate closing procedures.
Cost management	Maintenance Work Order Cost Estimator	Estimates work order costs, helping customers validate budgets and optimize planning.
Cost management	Supplier Accruals Assistant	Flags accrual issues, helping customers standardize decisions and accelerate period end.
Cost management	Landed Cost Estimator	Estimates landed costs, enabling customers to improve sourcing decisions and forecast accuracy.
Manufacturing and maintenance	Operational Procedure Advisor	Provides production procedure guidance, helping customers ensure safety and compliance.
Manufacturing and maintenance	Work Instruction Advisor	Creates work instructions from documents, helping customers expedite authoring and adhere to policies.
Manufacturing and maintenance	Disposition Assistant for Rejects	Suggests handling for production rejects, helping customers automate rework and improve productivity.
Manufacturing and maintenance	Operations Assignment Assistant	Suggests workstation assignments, enabling customers to recover quickly from downtime.
Manufacturing and maintenance	Outside Processing Shipping Assistant	Manages outsourced component shipments, helping customers minimize manual tasks and improve collaboration.
Manufacturing and maintenance	Work Order Sync Assist	Evaluates impact of definition changes, helping customers minimize disruptions and risks.
Manufacturing and maintenance	Maintenance Advisor	Provides repair guidance, helping customers expedite resolution and bring consistency to maintenance processes.
Manufacturing and maintenance	Post-Maintenance Work Recorder	Captures unplanned work, helping customers track maintenance activity and improve reliability.
Manufacturing and maintenance	Maintenance Work Order Builder	Creates work orders from natural language, enabling customers to streamline creation and minimize administrative tasks.
Order management, logistics, and inventory	Sales Return Order Assistant	Automates return order creation, helping customers reduce processing time and increase satisfaction.
Order management, logistics, and inventory	Sales Promotion Advisor	Recommends applicable promotions, enabling customers to boost sales and personalize offers.
Order management, logistics, and inventory	Order Exception Assistant	Resolves order exceptions, helping customers reduce delays and operational costs.
Order management, logistics, and inventory	Data Access Advisor	Explains data access rules, helping customers enhance security and productivity.
Order management, logistics, and inventory	Sales Order Assistant	Creates orders from natural language, enabling customers to automate order entry and improve accuracy.
Order management, logistics, and inventory	PO to Sales Order Converter	Converts PO documents into import-ready files, helping customers reduce errors and processing costs.
Order management, logistics, and inventory	Promotion Recommendation Advisor	Matches orders to promotions, helping customers enhance customer experience and boost sales.
Order management, logistics, and inventory	Product Configuration Agent	Guides configuration decisions, enabling customers to optimize product selection and compatibility.
Order management, logistics, and inventory	Configurator Rule Advisor	Checks for rule consistency, helping customers enable robust, conflict-free product configurations.
Order management, logistics, and inventory	Wave Research Advisor	Summarizes wave execution, helping customers resolve issues and improve compliance with service level agreements (SLAs).
Order management, logistics, and inventory	Task Management Assistant	Allows supervisors to enquire about the orders that missed shipping for the day.
Order management, logistics, and inventory	Inventory Expiry Assistant	Analyzes remaining shelf life for lot-controlled inventory.
Order management, logistics, and inventory	Material Expiration Analysis	Identifies lots nearing expiration, helping customers minimize waste and maximize consumption.
Order management, logistics, and inventory	ASN Creation Assistant	Helps create advanced shipping notifications (ASNs), improving supply visibility and reducing manual entry.
Order management, logistics, and inventory	Fulfillment Processing Assistant	Streamlines fulfillment processing, helping customers accelerate shipping and reduce manual effort.
Order management, logistics, and inventory	Item Shortages Assistant	Provides shortage analysis and alternatives, enabling customers to resolve shortages quickly.
Order management, logistics, and inventory	Inventory Tasking Assistant	Assigns warehouse tasks, helping customers optimize throughput and rebalance their workforce.
Order management, logistics, and inventory	Inventory Aging Advisor	Identifies slow-moving inventory, helping customers prioritize disposition and reduce storage costs.
Order management, logistics, and inventory	Inventory Reservation Assistant	Manages reservation assignments, enabling customers to rapidly assess and update allocations.
Order management, logistics, and inventory	Stock Location Advisor	Suggests alternate stocking locations, helping customers complete orders efficiently and correct discrepancies.
Order management, logistics, and inventory	Cycle Count Analysis Advisor	Summarizes cycle count variances, helping customers target chronic issues and reduce discrepancies.
Order management, logistics, and inventory	Receipt Creation Assistant	Helps create inbound receipts, reducing manual entry and improving inventory accuracy.
Order management, logistics, and inventory	Service Parts Advisor	Recommends parts based on history, helping customers resolve issues faster and automate ordering.
Order management, logistics, and inventory	Supply Disruptions Mitigator	Identifies and mitigates supply risks, helping customers accelerate response and protect service levels.
Procurement	Procurement Policy Advisor	Provides procurement policy information, helping customers address compliance and reduce training costs.
Procurement	Purchase Requisition Status Advisor	Provides requisition status updates, enabling customers to quickly identify requisitions needing action.
Procurement	Quote to Purchase Requisition Assistant	Converts supplier quotes to requisitions, helping customers minimize errors and accelerate submission.
Procurement	External Purchase Prices Error Assistant	Suggests fixes for purchase price import issues, helping customers facilitate accurate agreements and uninterrupted procurement.
Procurement	Autonomous Sourcing Assistant	Automates sourcing for low-value events, freeing up managers for strategic negotiations.
Procurement	Contract Advisor	Summarizes contract details, helping customers clarify complex clauses and accelerate review.
Product lifecycle management	Manufacturer Onboarding & Risk Advisor	Guides onboarding and evaluates compliance, helping customers ensure supplier quality and reduce onboarding errors.
Product lifecycle management	Master Data Governance Standards Advisor	Helps ensure product master data addresses governance policies, enabling customers to reduce errors and maintain data integrity.
Product lifecycle management	Product Regulations Compliance Advisor	Provides regulatory guidelines for product data, helping customers address compliance and avoid costly mistakes.
Product lifecycle management	Workflow Policy Advisor	Guides engineers through workflow policies and changes, helping customers accelerate change management and reduce cycle times.
Product lifecycle management	Product Comparison Advisor	Compares products and highlights differences, enabling customers to make faster, more informed sourcing decisions.
Product lifecycle management	Product 360 Advisor	Provides consolidated product data and alternatives, helping customers proactively prevent shortages and disruptions.
Product lifecycle management	Component Replacement Assistant	Automates part replacement impact analysis, helping customers minimize disruption and maintain auditability.
Quality management	Quality Inspection Advisor	Supports inspectors with quality guidance, helping customers address compliance and streamline inspection processes.
Sustainability	Sustainability Policy Advisor	Provides answers regarding sustainability compliance, helping customers boost productivity and enable accurate reporting.
Supply chain planning	Supply Chain Collaboration Policy Advisor	Answers policy questions related to collaboration, helping customers reduce support overhead and improve supplier training.
Supply chain planning	Supply Chain Planning Process Advisor	Explains planning processes and ownership, enabling customers to get natural language answers from process documents.
Supply chain planning	Planning Advisor for Exceptions	Summarizes and analyzes planning exceptions, helping customers accelerate plan analysis and response times.
Supply chain planning	Planning Advisor for Notes	Summarizes plan notes, enabling customers to make faster, more informed decisions.
Supply chain planning	Planning Order Release Assistant	Automates planned order releases, helping customers focus on important exceptions and optimize planner effort.
Supply chain planning	Planning Measure Expression Assistant	Helps correct measure expression syntax, enabling customers to accelerate implementation and reduce technical barriers.
Supply chain planning	Planning Cycle Assistant	Summarizes planning cycle tasks, helping customers collaborate in real time and stay engaged.
Sales
Functional area	Use case	Business benefit
Account intelligence and engagement	Account Advisor	Provide account insights by summarizing account data, key contacts, subscriptions data, invoices, and any account research report or financial disclosure documents attached to the account.
Account intelligence and engagement	Account engagement guide	Automates account research, surfacing key insights to help sales teams identify opportunities, engage stakeholders, and drive revenue growth.
Sales guidance and forecasting	Incentive Payee Advisor	Provides sellers with real-time answers on incentive compensation plans and policy changes.
Sales guidance and forecasting	Incentive compensation plan advisor	Simplifies complex pay structures, helping sales reps understand earnings potential and stay motivated while aligning with business goals.
Sales guidance and forecasting	Opportunity-to-quote guide	Speeds up quoting with AI-driven insights, automated document generation, and real-time account overviews, keeping deals moving seamlessly.
Sales productivity and automation	Express Reports agent	Enable users to get complete, ready-to-use reports that combine both visuals and tables with simple prompts, such as “Show me closed opportunities by stage for Q2.”
Sales productivity and automation	Lead Advisor agent	Highlights missed interactions, summarizes lead behavior, and recommends next-best actions through a conversational interface, enabling sellers to act quickly and confidently.
Service
Functional area	Use case	Business benefit
Knowledge management	Knowledge authoring assistant	Automates knowledge creation by using AI to help generate high-quality, consistent articles from service data, boosting productivity and ensuring timely, accurate information delivery.
Knowledge management	Knowledge search assistant	Helps service teams respond with accuracy and efficiency by generating contextually relevant answers, with citations, from knowledge base content.
Service request and case management	Notification agent	Send an email or a bell notification whenever a service request (SR) requires the owner’s attention, providing a convenient way to notify end users.
Service request and case management	Work Order agent	Automatically draft work orders with prefilled attributes based on similar service requests, present the draft work orders to customer support representatives for review, and track the status of work orders throughout the lifecycle.
Service request and case management	Self-service chat agent	Can be assigned to resolve common inquiries like troubleshooting, order tracking, and returns without human intervention.
Service request and case management	Service request resolution agent	Accelerates issue resolution by providing AI-driven recommendations and relevant knowledge articles, reducing agent workload and enhancing customer satisfaction.
Marketing
Functional area	Use case	Business benefit
Campaign optimization	Campaign optimization agent	Uses AI to help determine the next best action, optimize timing and messaging, and deliver personalized recommendations to help maximize campaign engagement and impact.
Campaign optimization	Campaign planning agent	Leverages AI-driven propensity models and look-alike modeling to help predict customer behavior, optimize targeting, and maximize marketing ROI through personalized campaigns.
Content creation and optimization	Campaign content creation assistant	Uses generative AI to help craft engaging, on-brand content across channels, helping marketers scale personalized campaigns and accelerate time-to-market.

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