Built for support teams in every industry
Triaage adapts to your policies, tone, and SLAs — whether you're handling guest stays, refunds, or regulated patient flows.
Finance & Professional Services
AI front office automation for client-facing teams in finance, advisory, legal, and B2B services.
Finance & Professional Services
Triaage helps client-facing teams manage intake, requests, approvals, follow-ups, and service workflows in one AI-native operating system.
Learn moreMortgage & Lending
Move borrower requests, loan updates, document collection, and internal handoffs through one guided AI workflow.
Learn moreInsurance
Manage policyholder requests, claims communication, renewals, service tickets, and agent workflows from one AI-native dashboard.
Learn moreFinancial Advisory
Help advisors and client service teams manage client requests, meeting prep, follow-ups, and service workflows with AI-guided execution.
Learn moreWealth Management
Coordinate high-touch client service, internal workflows, document requests, and follow-ups with one AI-native operating system.
Learn moreAccounting & Tax
Streamline client intake, document collection, tax season communication, task routing, and follow-ups in one AI-native system.
Learn moreLegal Services
Manage client intake, case updates, document requests, follow-ups, and internal legal workflows from one secure AI-native dashboard.
Learn moreB2B Services
Centralize customer requests, internal workflows, service tickets, approvals, and follow-ups in one AI-native operations hub.
Learn moreStaffing & Recruiting
Manage candidate intake, client requests, job orders, follow-ups, and placement workflows with one AI-native operating system.
Learn moreReal Estate & Property
Centralize leads, transactions, residents, crews, and customer communication across every property workflow.
Real Estate
Manage leads, inquiries, transactions, showings, client communication, and follow-ups from one AI-native operating system.
Learn moreReal Estate Investing
Manage acquisitions, investor relations, deal flow, due diligence, and operational workflows from one platform.
Learn moreProperty Management
Handle owner requests, resident communication, maintenance coordination, leasing workflows, and team operations from one dashboard.
Learn moreRoofing & Construction
Manage leads, estimates, project communication, approvals, scheduling, and customer updates through one AI-native platform.
Learn moreHome Services (HVAC, Plumbing, Electrical)
Manage service requests, dispatching, customer communication, estimates, and technician workflows from one platform.
Learn moreLandscaping
Manage estimates, recurring service schedules, customer requests, crew coordination, and follow-ups from one AI-powered platform.
Learn moreMoving & Storage
Manage quotes, reservations, customer communication, logistics, and service workflows from one AI-native system.
Learn moreSolar & Energy
Manage leads, consultations, proposals, project updates, installation workflows, and customer communication from one platform.
Learn moreOther industries
Hospitality
Hotels, vacation rentals, and guest support flows that respect house policies and SLA windows.
E-commerce
Refunds, exchanges, shipping disputes and order lookups — fully branded and policy-aware.
Travel
Bookings, cancellations, irregular operations. Coach agents through the messy edge cases.
Healthcare
Patient intake and triage with strict, auditable, policy-grounded responses.
Fintech
Compliance-first support workflows with citations at every node.
SaaS
Tier-1 deflection with audit trails and clean handoff to engineering.