# AI agent use cases for mid-size businesses

Helixfield installs three first loops. They are operating patterns, not invented case studies. A different named loop is welcome.

## Overnight inquiry packs for professional firms

The twelve-hour engagement pack. An agent packs the inquiry, prior work, and hard rules into a morning engagement pack: fit, missing facts, a discovery brief, and a drafted first response. A named partner accepts anything that leaves the firm. Helixfield installs this as a Single Agent or the current multi-agent standard after a Field Survey.

Owner: A named partner or practice lead
First buy: Field Survey $9,500, then a $24,000 Single Agent Install

https://www.helixfield.com/use-cases/twelve-hour-engagement-pack

## Order-exception agents for plants and distributors

The exception floor. An agent sits on the exception loop: late orders, short ships, expedites, and status asks. It packs ERP and email facts, drafts customer and vendor updates, and opens asks when a promise would be invented. A named ops lead accepts anything outbound. That is a production install, not a dashboard.

Owner: A named operations lead
First buy: Field Survey $9,500, then a $24,000 Single Agent Install

https://www.helixfield.com/use-cases/exception-floor

## Accounts-receivable follow-through for B2B operators

The aging desk. An agent runs the aging desk: it packs accepted terms, invoice status, and prior promises, then drafts the next follow-through. A controller or office manager accepts every outbound note. Helixfield will not install an unsupervised voice collector or a bot that invents payment plans.

Owner: A controller or office manager
First buy: Field Survey $9,500, then a $24,000 Single Agent Install

https://www.helixfield.com/use-cases/aging-desk

## Questions

### What use cases does Helixfield install first?

Three loops show up again and again in mid-size companies: a twelve-hour engagement pack for professional firms, an exception floor for plants and distributors, and an aging desk for cash follow-through. Each has a named owner and a human who accepts outbound work.

### Are these case studies?

No. They are operating patterns. Helixfield does not invent clients, logos, or results. If a later client agrees to be named, that will be written as a dated note, not a composite.

### Why only three?

Because a first install should be one loop. These three cover revenue velocity, service recovery, and cash — the P&L surfaces mid-market operators actually feel. Other loops come after the first one pays back.

### Can we bring a different loop?

Yes. The briefing should name the repeating work. If it is clear and a human will own it, Helixfield will say whether a Field Survey is the right first move.

### How much does a use-case install cost?

A Field Survey is $9,500. A single production agent is $24,000. A shared Loop & Graph is $36,000. Retainers start at $3,800 per month. Vendor seats are client-paid.