By Industry

Manufacturing

Connect shop-floor realities with business outcomes. Engini coordinates signals from PLCs and MES with ERP, QMS, and Maintenance systems to reduce downtime and accelerate throughput.

Top Automations

  • Condition-based maintenance & work order creation
  • Non-conformance capture → QMS CAPA workflow
  • Supplier ASN ingestion & inventory reconciliation

KPIs Moved

  • OEE ↑, MTTR ↓, Scrap rate ↓
  • Schedule adherence ↑, First pass yield ↑

Common Systems

MES, SCADA/PLC, NetSuite/SAP, ServiceNow, Workday.

Playbooks

Downtime triage, quality deviation, parts shortage early-warn.

SCADA / Sensors MES ERP QMS Maintenance Event bus Non-conformance Work order

Signals → MES → ERP, with side-flows into QMS and Maintenance.

By Industry

Financial Services

Reduce risk and cycle time with agents that triage KYC files, enrich with third-party data, and orchestrate AML cases across core banking, LOS, and CRM—under strict policy controls.

Top Automations

  • KYC document intake & data extraction
  • Transaction monitoring → alert scoring → case
  • Loan pipeline updates & adverse media checks

KPIs Moved

  • Time to decision ↓, False positives ↓
  • Agent productivity ↑, Compliance coverage ↑

Common Systems

Core banking, LOS, Salesforce, ServiceNow, sanctions/AML vendors.

Playbooks

KYC review, SAR drafting, collections outreach, fraud triage.

KYC Intake Extract & Enrich AML / Case Management Sanctions & PEP

KYC intake → extraction → screening → AML case with full audit.

By Industry

Retail

Unify ecommerce, POS, fulfillment, and service. Agents triage tickets, monitor orders, and prevent fraud—while orchestrating updates across OMS, WMS, and CRM.

Top Automations

  • Order status & exception handling
  • Return/RMA routing & refunds
  • Fraud signals & SCA follow-ups

KPIs Moved

  • FCR ↑, AHT ↓, Chargebacks ↓
  • Perfect order rate ↑

Common Systems

Shopify/Magento, OMS, WMS, Stripe/Adyen, Salesforce/Zoho.

Playbooks

Where-is-my-order (WISMO), returns triage, fraud review.

E-commerce OMS WMS Payments Service / CRM

Web → OMS → WMS with payment and support side-flows.

By Industry

Logistics

Keep shipments on track with ETA prediction, exception management, and auto-notifications across TMS, WMS, and carrier networks—coordinated by Engini agents.

Top Automations

  • Carrier event ingestion & ETA recalculation
  • Exception routing (damage, delay, customs)
  • Proactive customer & warehouse alerts

KPIs Moved

  • On-time delivery ↑, Dwell time ↓
  • Dock utilization ↑, Claims ↓

Common Systems

TMS, WMS, carrier APIs/EDIs, customs brokers, CRM.

Playbooks

Shipment exception, proof-of-delivery capture, shortage alerting.

Carrier Events TMS WMS CRM / Alerts

Carrier updates flow through TMS to WMS and customer notifications.

By Industry

Healthcare

Accelerate care operations with PHI-safe agents that pre-screen authorizations, synchronize EHR data, and handle revenue cycle tasks. Guardrails enforce policy and auditability.

Top Automations

  • Prior authorization intake & status checks
  • Eligibility & benefits verification
  • Claims correction & denial management

KPIs Moved

  • Days in AR ↓, Clean claim rate ↑
  • Auth approval time ↓

Common Systems

Epic/Cerner, clearinghouses, payer portals, ServiceNow.

Playbooks

Prior auth, eligibility, charge review, denial appeals.

Auth Intake EHR Payer Portal RCM

Auth intake ↔ EHR ↔ payer with RCM updates and audit trail.

By Industry

Media

Speed up content ops: rights validation, metadata enrichment, automated edits, and multi-channel distribution—linked to your DAM, MAM, and CMS.

Top Automations

  • Ingest → tag → QC → publish pipeline
  • Rights window checks & geo-rules
  • Auto-promo snippet creation

KPIs Moved

  • Time-to-publish ↓, Metadata coverage ↑
  • Traffic & engagement ↑

Common Systems

DAM/MAM, CMS, ad servers, social APIs, analytics.

Playbooks

Rights & metadata, promo generation, channel publishing.

Ingest Rights & Metadata Publish & Analytics

Accelerated ingest → rights/meta → omnichannel publish.

By Industry

BPO

Deliver consistent outcomes at scale. Agents triage intents, summarize interactions, and execute client-specific workflows across CRMs, ITSMs, and billing.

Top Automations

  • Omnichannel ticket triage & routing
  • Disposition & after-call work (ACW)
  • QA sampling & coaching prompts

KPIs Moved

  • AHT ↓, FCR ↑, CSAT ↑
  • Handle variance ↓

Common Systems

Zendesk, ServiceNow, Salesforce, Dialers, WFM tools.

Playbooks

Intent triage, macro assist, summary & disposition, QA assist.

Inbound Intent Triage Execute Action ACW Summary

Triage intent → execute in client system → summarize & dispose.

By Industry

Non-profit

Maximize impact per dollar. Agents streamline donor onboarding, grant reporting, and volunteer coordination while keeping your CRM, finance, and email tools in sync.

Top Automations

  • Donor intake & receipting
  • Recurring gift dunning workflows
  • Grant milestone tracking & reporting

KPIs Moved

  • Donor retention ↑, Admin overhead ↓
  • Grant compliance ↑

Common Systems

Salesforce NPSP, Blackbaud, QuickBooks/ERP, Mailchimp.

Playbooks

Donor journey, lapsed recovery, grant reporting, volunteer ops.

Donation Form Non-profit CRM Email / Outreach Finance / Receipt

Donor intake → CRM sync → receipt & nurture automations.