Deployment Scenarios

Real work.
Eliminated.

Each scenario is based on actual operational patterns. Not hypothetical. Not aspirational. Deployable.

Use Case 01

Hiring Automation

HR Agent — AI Interviewer

90%

Screening Time Eliminated

The Persona

Sarah — Head of Talent, 200-person SaaS company, 30 open roles this quarter.

The Pain

150+ applications per role. 30–45 minutes per screening call. 50+ calls per week. Quality suffers. Top candidates wait too long and drop off. Interviewers are fatigued.

How SARVAX Solves It

> Agent receives resume + job description
> Conducts dynamic, role-specific interview (15–20 min)
> Evaluates against structured competency framework
> Produces report: scores, strengths, gaps, recommendation
> Team reviews reports. Only interviews top candidates.

Before

50 hrs/wk

After

5 hrs/wk

Annual Saving

$175K

Use Case 02

Wealth Advisory Operations

Wealth Ops Agent — Advisory Automation

13

Hrs/Wk on Compliance → Near Zero

The Persona

James — Head of Wealth Advisory at a mid-size RIA, managing 12 advisors across 800+ high-net-worth client accounts with $1.2B AUM.

The Pain

Financial advisors spend 13 hours per week on compliance documentation alone — roughly two full months of the working year. 38% of teams report spending over a quarter of their time on manual processes.

How SARVAX Solves It

> Client portfolio data ingested: holdings, risk profile, IPS
> Agent runs portfolio drift analysis against target allocation
> Generates rebalancing recommendations with tax implications
> Compiles quarterly client review reports: performance, attribution, fees
> Automates KYC/AML checks: identity verification, sanctions screening
> Produces compliance documentation with full audit trail
> Advisor reviews agent output. Focuses on client relationships, not paperwork.

Compliance Time

13 hrs/wk → 2

Report Prep

80% faster

Ops Cost

40–50% cut

Regulatory Note

SARVAX Wealth Advisory Agents operate as operational automation tools. All final investment decisions and client advice remain with SEC-regulated / FINRA-registered advisors. SOC2-aligned architecture. Full audit trails with data retention controls.

Use Case 03

Sales Post-Call Automation

Post-Call Agent

200

Hours/Week Recovered

The Persona

Marcus — VP Sales, B2B SaaS, 15-person team, 300+ calls/week.

The Pain

35–45 minutes after every call updating Salesforce, drafting follow-ups, logging next steps. CRM is chronically stale. Pipeline visibility is poor.

How SARVAX Solves It

> Receives call transcript
> Extracts decisions, objections, commitments, next steps
> Updates Salesforce: stage, activity, contacts, due dates
> Drafts personalised follow-up email
> Creates pipeline tasks with owners + deadlines
> If deal at risk → alerts VP dashboard

Admin/Call

45 min → 0

CRM Accuracy

100%

Follow-Up

Same-Day

Use Case 04

Operations Automation

Report Compiler Agent

0

Hours on Report Building

The Persona

Elena — Director of Ops, 100-person agency, 40 client accounts.

How SARVAX Solves It

> Monday 8:00 AM → Agent activates
> Pulls project status from Notion
> Pulls pipeline metrics from HubSpot
> Pulls key updates from Slack channels
> Compiles structured report: metrics, trends, risks
> 8:15 AM → Report delivered. Team starts with client work.

Use Case 05

Support Automation

Ticket Resolution Agent

60%

Tickets — Zero Human

The Persona

Lisa — Head of Support, SaaS company, 200 tickets/day, 8-person team.

The Pain

60% of tickets are routine L1: password resets, billing questions, feature how-tos. Each takes 10–15 minutes. Team spends the majority of time on repetitive work.

How SARVAX Solves It

> Classifies ticket: category, severity, intent
> Matches against resolution playbook
> Routine → resolves directly (response + action)
> Complex → escalates with full context summary
> Human team focuses on high-value issues only.

Which process costs you the most hours?

That's your first agent.

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