The right context.
For the work you do.
Every team has knowledge that makes the difference. Put yours to work in the AI you already use.
Explore use cases
- Operations · Operations
The process, the exceptions and the reason behind them.
Use cases for Operations
Process guidance
Give an agent the steps, owners and exceptions it needs to help someone follow a team process.
Exception handling
Reuse a specialist’s answer when an unusual supplier request or process question comes up again.
Team coordination
Carry decisions, open questions and next steps into the next team’s handoff.
- Sales & CRM · Sales & CRM
Product knowledge and sales guidance that carry forward.
Use cases for Sales & CRM
Account preparation
Prepare for a call with the account’s goals, open questions and what your team learned last time.
Sales answers
Answer product questions using confirmed guidance, with a source to check when a detail matters.
Follow-up guidance
Draft the next email or CRM note with the customer’s requirements and agreed next steps in mind.
- Insurance · Insurance
Specialist guidance behind every draft and review.
Use cases for Insurance
Claims preparation
Draft an evidence request using the confirmed requirement for the claim type, ready for a handler to review.
Underwriting knowledge
Bring approved guidance and specialist clarifications into the next case review.
Policy questions
Find the wording and explanations behind a policy question, with final interpretation left to your team.
- Finance · Finance
Policies, approvals and decisions your AI can refer to.
Use cases for Finance
Review preparation
Prepare a review with the relevant checks, past decisions and escalation rules close at hand.
Reporting context
Draft reports using your team’s definitions and the reasoning behind reporting choices.
Approval tracking
Keep handovers clear about what is approved, what is still open and who makes the next decision.
- Healthcare · Healthcare
Operational knowledge that stays with the team.
Use cases for Healthcare
Referral coordination
Prepare an administrative handoff with the receiving team, open questions and next steps clearly identified.
Operational guidance
Help staff find the agreed process and the expert clarification behind it, across departments.
Partner collaboration
Give a project partner’s agent the agreed guidance and selected knowledge it needs for the collaboration.
- Leadership · Leadership
The priorities, decisions and reasoning you should not have to repeat.
Use cases for Leadership
Meeting preparation
Start with a brief grounded in your priorities, previous conversations and the decisions still waiting on you.
Decision support
Explore a proposal against the trade-offs and reasoning you’ve already saved, with sources you can revisit.
Clear follow-through
Draft updates and follow-ups that carry your intent, agreed owners and next steps into the team’s work.
The examples use fictional company processes, people and records.
About Cofleet
Company knowledge, ready for your agents. The foundation for putting AI to work. Built in Stockholm, Sweden.
Operated by Cofleet AB, organisationsnummer 559594-0965, Stockholm,
Sweden.
Turn your AI into an expert.
Request a demo.
Shared memory for your organization
Cofleet captures knowledge from company sources and experts, turning
decisions and corrections into reusable guidance for existing AI tools.
Sources stay linked. You choose what enters Cofleet and what goes into
each shared memory, with the option to scrub or anonymize sensitive details.
The team
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Markus, Co-Founder and CEO.
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Gabriel, Co-Founder and CTO.
LinkedIn
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Viktor, Co-Founder and VP of Engineering.
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More
Contact markus@cofleet.dev.