# AI agent use cases for mid-size businesses

Helixfield often starts with three first jobs. They are patterns, not invented case studies. A different named job is welcome.

## Overnight inquiry packs for professional firms

The twelve-hour engagement pack. A helper gathers the inquiry, prior work, and hard rules into a morning file: fit, missing facts, a discovery brief, and a drafted first response. A named partner accepts anything that leaves the firm. Helixfield sets this up as a Single Agent Install 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. A helper sits on late orders, short ships, expedites, and status asks. It gathers facts from ERP and email, drafts customer and vendor updates, and asks when a promise would be invented. A named ops lead accepts anything outbound. That is a live setup, 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. A helper runs invoice follow-up: it gathers accepted terms, invoice status, and prior promises, then drafts the next note. A controller or office manager accepts every outbound message. Helixfield will not set up 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 jobs show up again and again in mid-size companies: overnight inquiry follow-up for professional firms, order exceptions for plants and distributors, and invoice follow-up for B2B operators. Each has a named owner and a person who accepts anything that leaves the company.

### 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 setup should be one job. These three cover new work, service recovery, and cash — the numbers owners actually feel. Other jobs 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 person will own it, Helixfield will say whether a Field Survey is the right first step.

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

A Field Survey is $9,500. A single helper is $24,000. Several helpers on one set of facts is $36,000. Retainers start at $3,800 per month. You pay your own AI seats.