Docs › Aipi › Use Cases Use Cases & Examples
AIPI turns Intuidy into the backend for any application. This page shows real-world systems powered by the platform — what you'd build, which backend services power it, and how they connect.
Custom CRM
What you build: A customer relationship management system tailored to your exact sales process — pipeline views, contact management, deal tracking, and automated follow-ups.
How Vantage Powers It
Feature Vantage Component What It Does Contact database Database Layer Store and query customer records, deal history, and interaction logs Pipeline automation Workflow Engine When a deal stage changes, trigger follow-up emails, update forecasts, and notify the team AI sales insights AI Agents Deploy an agent that analyzes deal patterns and suggests next actions Email integration Gmail / Outlook Integration Send and track emails directly from your CRM interface Real-time dashboards Dashboard Engine Live pipeline metrics, revenue forecasts, and team performance
AIPI Flow
Trigger AIPI Action User drags deal to "Won" Update deal record in database Trigger "Deal Won" workflow → Send congratulations to Slack, generate invoice, update forecast dashboard AI agent recalculates pipeline predictions
Financial Management System
What you build: An invoicing, reconciliation, and reporting platform designed for your business model — not a generic accounting tool.
How Vantage Powers It
Feature Vantage Component What It Does Transaction database Database Layer Store invoices, payments, and ledger entries Automated reconciliation Workflow Engine Match incoming payments to outstanding invoices automatically Financial reporting Dashboard Engine Revenue trends, cash flow analysis, and aging reports Payment processing Stripe Integration Process payments and manage subscriptions AI anomaly detection AI Nodes Flag unusual transactions or spending patterns
What you build: A tenant management system with lease tracking, maintenance workflows, and financial reporting.
How Vantage Powers It
Feature Vantage Component What It Does Property & tenant records Database Layer Store unit details, lease terms, tenant information Maintenance ticketing Workflow Engine Tenant submits a request → assign to vendor → track completion → notify tenant Rent collection Stripe Integration Automated rent invoicing and payment tracking Occupancy dashboards Dashboard Engine Vacancy rates, revenue per unit, lease expiration calendar Tenant communication Email Integration Automated lease reminders, maintenance updates
AI-Powered Support Portal
What you build: A customer-facing help desk where an AI agent handles first-line support using your product knowledge.
How Vantage Powers It
Feature Vantage Component What It Does Knowledge base AI Context & Knowledge Train the agent on your product documentation, FAQs, and policies Conversational AI AI Agents Deploy a support agent that answers questions, troubleshoots issues, and escalates when needed Ticket management Database Layer + Workflows Create support tickets, track resolution, and measure response times Escalation workflows Workflow Engine When the AI can't resolve an issue, create a ticket, notify the human support team, and provide conversation context Support analytics Dashboard Engine Response times, resolution rates, common topics, and satisfaction scores
AIPI Flow
Trigger AIPI Action Customer asks a question Send message to deployed support agent → Agent searches knowledge base, checks order history, generates response Issue resolved Log resolution in database Escalation needed Trigger escalation workflow → Create support ticket, attach conversation transcript, notify support team via Slack
Operations Hub
What you build: A unified operations dashboard connecting inventory, shipping, customer orders, and team coordination.
How Vantage Powers It
Feature Vantage Component What It Does Inventory tracking Database Layer Real-time stock levels across warehouses Order processing Workflow Engine Order received → validate inventory → pick/pack → ship → notify customer Shipping integration Custom API Builder Connect to your shipping provider's API for tracking and label generation Team coordination Slack / Teams Integration Automated notifications for low stock, delayed shipments, and order issues Operational dashboards Dashboard Engine Order volume, fulfillment rates, inventory turnover
Executive Dashboard
What you build: A single-screen view of your entire business — pulling KPIs from every system into one real-time dashboard.
How Vantage Powers It
Feature Vantage Component What It Does Multi-source data Integration Layer Pull data from CRM, accounting, marketing, and operations systems Real-time metrics Dashboard Engine Live KPI tiles with automatic refresh AI summaries AI Agents "Summarize this week's performance" — the agent pulls data from all connected sources and generates a narrative Scheduled reports Workflow Engine Generate and email a weekly executive summary automatically Alerts Event Triggers Notify when key metrics cross defined thresholds
Custom ERP
What you build: An enterprise resource planning system designed for your industry — manufacturing, construction, logistics, or professional services.
How Vantage Powers It
Feature Vantage Component What It Does Resource database Database Layer Track materials, labor, equipment, and costs Process automation Workflow Engine Purchase orders, approvals, quality checks, and compliance workflows Cross-system sync Integration Layer + API Builder Bi-directional sync with vendor systems, accounting software, and field tools Compliance monitoring AI Compliance Nodes Automated regulatory checks and audit trail generation Planning dashboards Dashboard Engine Capacity planning, cost tracking, and timeline visualizations (Gantt tiles)
Common Patterns
Regardless of what you build, these patterns apply across all AIPI applications:
Pattern How It Works Form Submission → Workflow User fills out a form in your app → AIPI triggers a workflow → data is validated, stored, and follow-up actions execute automatically Dashboard Embedding Your app requests dashboard data through AIPI → renders charts and metrics in your own UI AI Chat Interface Your app sends user messages to a deployed agent through AIPI → agent processes with context → response streamed back to your chat UI Event-Driven Updates A record changes in Vantage → event fires → your app receives a notification and updates the UI in real time Scheduled Automation Workflows run on a schedule (daily reports, weekly syncs) → results available through AIPI whenever your app requests them
Next Steps