Drive has 700+ articles for digital transformation leaders written by StarCIO Digital Trailblazer, Isaac Sacolick. Learn more.

Many companies, from startups through enterprise SaaS, are launching AI agents. Some agents are more powerful versions of virtual assistants and chatbots, while others are leading toward agentic AI experiences.

30+ AI Agents from Growing SaaS and Interesting Startups

I’m following up on my article on the definitive guide of AI agents from 50+ leading SaaS and security titans. This list includes select AI agents from growing SaaS and interesting startups.

AI Agents by category and industry

Review this list to see how versatile AI Agents have become just over the last year. With AI’s help, I broke them down to the following categories and industry-specific AI agents.

  • Categories of AI agents by work type include risk/finance/credit analysis, IT Ops. ITSM, customer service/support, sales and revenue operations, virtual assistants, data analytics, HR and workforce operations, field ops, and knowledge discovery.
  • Industry-specific agents for Financial services, insurance, healthcare, accounting/finance, cloud infrastructure, retail, and travel.
  • Agents listed here are from the following companies: Auquan, BigPanda, Capacity, Collibra, Cozmo AI, Jobber, KNIME, martini.ai, Moveworks, Olas, Pendo, PolyAI, Promethium, RapDev, Read AI, Sutherland, Tines, Tray.ai, UiPath, Vena Solutions, Verint, Vultr, and Workato.

AI Agents from Growing SaaS and startups

CIOs can’t afford status quo thinking and behavior when deploying technology and AI capabilities to departments and employees. It’s time to turn inward and review how AI will enable the future of work. Here’s my list to add to your agentic AI research, review, POC, and deploy;

Auquan

  • Sustainability Agent – Auquan’s Sustainability Agent delivers comprehensive monitoring and reporting aligned with ESG frameworks across 550,000+ public and private companies globally. It autonomously screens for controversies, business involvement, sustainable impact, and sustainability metrics with complete audit trails. Drawing from 2M+ sources in 76 languages, including news, corporate filings, lawsuits, and regulators, it reduces sustainability screens from 2 days to 30 minutes and compliance/LP reports from 3-5 days to 1 hour.
  • Credit Agent – Auquan’s Credit Agent autonomously completes end-to-end credit workflows for private credit and private markets teams. It handles deal screening, borrower assessment, market intelligence, structure analysis, credit memo generation, portfolio monitoring, and covenant tracking. The agent analyzes proprietary data rooms alongside 2M+ global sources in 76 languages, enabling teams to evaluate 2-3x more opportunities while reducing memo preparation from 3-5 days to under 1 hour – all with complete outputs in your firm’s exact format and full audit trails.

Bigpanda

Capacity

  • Intelligent Virtual Agent (IVA) – Capacity’s IVA is designed to keep conversations flowing smoothly across chat, voice, email, SMS, and social channels for employees and customers. Internally, it automates support requests and handles internal knowledge sharing, reducing repetitive workloads. For customers, it automates responses while routing complex requests to humans. IVA also pays attention to sentiment and makes real-time adjustments based on the conversation’s tone, ensuring quality and efficiency in every interaction.

Collibra

  • Collibra AI Copilot – Designed to accelerate data discovery for every data consumer. Powered by generative AI and delivered through a natural language chat interface, the AI Copilot makes it faster and easier to navigate your data landscape, enhancing platform usability and eliminating common roadblocks to finding trusted data.

Cozmo AI

  • ALEX – ALEX is a voice-native AI employee for collections and revenue operations. Powered by Cozmo AI’s Agent Protocol Engine (APE), he closes payment loops and completes customer calls with measurable outcomes and 99.9% uptime. ALEX combines reasoning, negotiation skills, and emotional awareness to improve collection rates while reducing human escalation across enterprise workflows, saving enterprises millions of dollars in collection agency fees.
  • ZARA – ZARA is a voice-native AI employee for customer service, support, and reception. Built on Cozmo AI’s Agent Protocol Engine (APE), she handles voice and non-voice workflows with empathy, accuracy, and speed. ZARA learns tone and timing from every conversation and adjusts her own responses accordingly on the spot, helping enterprises deliver 24/7 service that feels human and meets compliance standards. This helps increase resolution rates and eliminate customer wait time on the phone.

StarCIO: We guide leaders on winning with digital transformation

Jobber

  • Jobber’s Receptionist – Receptionist is an AI-powered virtual assistant from Jobber, a provider of home service software, designed to ensure in-demand and on-the-go home service pros have 24/7 professional support via call or text, so no customer interaction is missed. To date, Receptionist has handled 200k+ conversations on behalf of businesses. Busy small businesses can easily switch Receptionist on or off and customize their call forwarding to only have it answer during certain hours, or after a number of rings. Additionally, service pros can tailor the experience with personalized greetings and details.

KNIME

  • KNIME’s Agentic Workflows – KNIME™’s AI agent framework lets users build custom agents through visual workflows. It uses nodes like the Agent Prompter to manage LLM interactions, the Agent Chat View for conversation, and a workflow-as-tool pattern for executing tasks. Agents combine language model reasoning with structured KNIME logic, allowing flexible, transparent, and task-specific agent behavior without relying on a single fixed assistant.

martini.ai

  • Agentic AI Company Research – Enterprise AI agent that delivers comprehensive credit intelligence by combining daily credit risk modeling across 3.5M+ companies with agentic research. Orchestrates multiple LLMs to synthesize 30+ data points, including company history, sector analysis, competitor insights, and news – reducing company analysis from hours to seconds.
  • Financials Agent – An AI-powered agent that automatically analyzes credit risk by extracting key financial data from documents like 10-K filings. Generates instant risk reports, calculates credit scores, and identifies red flags in leverage, liquidity, and profitability – reducing hours of manual analysis to minutes while keeping professionals in control.

Moveworks

  • Moveworks AI Assistant – A solution that enables employees to find information, automate tasks, and be more productive across business applications. Employees access Moveworks from within the collaboration tools that they already use today (e.g., Microsoft Teams and Slack). Employees can also access Moveworks through a web interface.

Olas

  • Modius – A personal DeFAI agent that autonomously manages your portfolio with cutting-edge strategies. It gathers market data, selects optimal trading algorithms, and executes trades seamlessly on Mode mainnet — delivering intelligent, hands-free asset management.
  • Baby Degen – Your very own autonomous trading agent, designed to navigate the fast-paced world of DeFi. BabyDegen trades on your behalf, leveraging various AI models and external data sources with speed and skill.


Pendo

  • Agent Mode – A conversational AI interface for product intelligence designed for product teams, UX researchers, digital leaders, and more. It pulls from a company’s aggregated product usage data and user feedback to help product teams uncover insights that accelerate product discovery and decision-making. Users can ask questions about feature adoption, user behavior, sentiment, and more. Agent Mode responds with synthesized insights, visualizations, and actionable recommendations to improve the product experience.

Promethium

  • Promethium Mantra – A new AI-powered data answer agent that provides data teams with the ability to instantly generate and share trusted, contextual data answers from distributed enterprise data sources. By using natural language, users can ask questions and receive complete responses, including SQL queries, metadata, lineage, and visualizations, which can then be published to BI tools or integrated into other workflows.

PolyAI

  • PolyAI agents – PolyAI agents are advanced voice AI assistants that work on behalf of the world’s top enterprises to speak directly to customers through natural, human-like conversations. They answer questions, take bookings, process payments, and resolve common issues across industries such as hospitality, retail, banking, and utilities. Powered by proprietary conversational AI, PolyAI agents help businesses handle large call volumes efficiently, improving customer satisfaction and reducing operational costs.

RapDev

  • Arlo AI Agent for Datadog – Arlo is an extensible suite of AI Agents designed to automate and enhance Datadog workflows. Arlo automates your troubleshooting workflows using prompt chaining and multi-shot prompts, ultimately increasing operational efficiency and saving SREs hours of troubleshooting time.
  • Arlo AI Agent for ServiceNow – Arlo is a suite of AI Agents built to automate the busywork in ServiceNow, so teams can focus on what matters. Arlo applies real engineering expertise to fix real problems like messy data, bloated queues, and content overload fast.

Read AI

  • Agentic Workflow Suite – The Agentic Workflow Suite is an AI assistant that amplifies effectiveness and supports individual goals. It includes several agents: Monday Briefings: Provides a personalized summary of last week’s highlights and upcoming priorities End-of-Week: Recaps prioritizing key topics, open action items, and unanswered questions Topics: Summarizes essential updates, making it easy to catch up on the most critical items Recommendations: Reviews all work in play so nothing is missed Scheduling: Optimizes meetings using past punctuality and engagement trends.

Digital Transformation for Leaders in the AI Era

Tines

  • Agents – Tines Agents are customizable, no-code automations that can reason, communicate, and act within workflows. They can process alerts, create or update cases, and interact with team members through chat or task modes. Built with flexible configuration and access controls, Tines Agents include governance, compliance, and auditability by default. This helps organizations orchestrate and accelerate response workflows securely and efficiently.

Tray.ai

  • Tray.ai HR Service Desk Agent – The Tray.ai HR Agent is designed to streamline employee services by automating routine HR tasks and providing fast, consistent support. It integrates with systems like Workday and BambooHR to handle requests such as PTO booking, employee record updates, and policy inquiries while ensuring compliance with company rules. By delivering immediate responses and completing tasks directly in HR platforms, it reduces workload for HR teams and improves the employee experience. Built-in governance and access controls protect sensitive data, making the HR Agent a secure and efficient solution.
  • Tray.ai ITSM Agent – Tray.ai’s IT service management (ITSM) agent is designed to reduce manual workload, improve consistency, and integrate seamlessly with enterprise systems. The agent is built on Tray.ai’s Merlin Agent Builder and supported by the Agent Hub. It focuses on automating common IT support tasks such as ticket creation, MFA resets, access provisioning, and incident resolution. The agent connects directly to platforms like Jira, ServiceNow, Okta, Slack, and Teams, and draws on historical data, including knowledge bases to ground responses.

UiPath

  • Medical Referrals Processing agent – The agent automates healthcare referral management by classifying referral documents, creating or updating patient records, verifying insurance eligibility, submitting prior authorizations, and coordinating provider communication and scheduling. It works with human oversight to reduce manual steps and ensure referrals move efficiently through each stage.
  • Accounts Payable Processing agent – The agent reviews and processes accounts payable invoices, detecting errors, missing data, and mismatches. It reasons through exceptions, drafts communications to vendors or colleagues for clarification, and can autonomously resolve straightforward issues. When context is unclear, it escalates to a human. All actions and reasoning are logged for transparency and audit purposes. “

Vena Solutions

  • Vena Copilot – Vena Analytics Agent: Runs complex variance and trend analyses in seconds, simulates key drivers, macroeconomic shifts, and other scenarios, and delivers real-time, actionable insights for Office of Strategic Finance. Vena Reporting Agent: Generates custom, pre-formatted reports in seconds via natural-language prompts, giving the entire organization report-generation capabilities and eliminating ad hoc requests from FP&A teams. Both agents are orchestrated by Vena Copilot.

Driving Digital Newsletter

Verint

  • Industry-specific AI agents – Verint IVA includes powered AI agents that come already trained on hundreds of specific industry use cases. Assistants include healthcare, travel, financial, and retail.
  • Agent Copilot Bots – Supercharge your contact center by automating agent workflows. Each Copilot Bot performs a specific task to reduce agent workload, resulting in a significant increase in contact center capacity.

Vultr

  • Vultr Agent – Streamline your Vultr experience with AI Powered Assistance and Intuitive cloud resource composition. Vultr Agent lets you chat with our docs to explore products and use Agent Compose to build infrastructure and get instant pricing.

Workato

  • Support Genies – Support Genies are autonomous AI assistants that improve customer service by handling inquiries independently. They act as a powerful extension of human staff, freeing them up to focus on the most complex or sensitive issues. These Genies use AI for three key functions: instantly finding answers in internal knowledge bases (Smart Search), providing immediate assistance and resolving simple queries in real-time chat, and drafting email responses to cut down on customer waiting times. Support Genies deliver faster resolution times, more efficient operations, and higher customer satisfaction.
  • Sales Genies – Sales Genies are automated AI assistants that act as a force multiplier for your sales team. They independently take over time-consuming administrative tasks, allowing reps to focus their energy on building customer relationships and selling. Sales Genies streamline the entire process to deliver three core outcomes: Increased Productivity: More work accomplished daily by taking on tedious preparation. Faster Closures: Cutting time from prospect to closed deal in the sales lifecycle. Reliable Growth: Easier pipeline management leading to larger, predictable revenue.”

Published on:

Leave a Reply


StarCIO

My company, StarCIO, provides leadership, learning, and advisory programs for companies looking to accelerate delivering business value from digital transformation. Contact me if you’d like to learn more about partnering opportunities.


Isaac Sacolick

Join us for a future session of Coffee with Digital Trailblazers, where we discuss topics for aspiring transformation leaders. If you enjoy my thought leadership, please sign up for the Driving Digital Newsletter and read all about my transformation stories in Digital Trailblazer.


Coffee with Digital Trailblazers hosted by Isaac Sacolick

Digital Trailblazers! Join us Fridays at 11am ET for a live audio discussion on digital transformation topics:  innovation, product management, agile, DevOps, data governance, and more!


Join the Community of StarCIO Digital Trailblazers

About Drive

Drive Agility, Innovation, Transformation

Drive is the blog for digital transformation leaders brought to you by StarCIO and Isaac Sacolick.

Agility, Innovation, and Transformation are the three primary digital transformation core competencies that every StarCIO Digital Trailblazer must champion in their organizations. Learn more About Drive.


About the StarCIO Digital Trailblazer Community

StarCIO Digital Trailblazer Community

Revolutionizing traditional learning, networking, and advising experiences.

Visit the community


About StarCIO

StarCIO

About Isaac Sacolick

Isaac Sacolick

Author, 1,000+ articles, keynote speaker, Chief StarCIO Digital Trailblazer. Full bio


Driving Digital Newsletter

Driving Digital Newsletter

StarCIO Guides

StarCIO Agile Planning Guides

Digital Trailblazer

Digital Trailblazer by Isaac Sacolick

Driving Digital

Driving Digital by Isaac Sacolick

Driving Digital Standup

Driving Digital Standup

Coffee with Digital Trailblazers

StarCIO Coffee With Digital Trailblazers

Recognition

InfoWorld 2025 Judge
InfoWorld Technology of the Year 2024 Judge
Thinkers360 Top 10 in IT Leadership
Thinkers360 Top Agile Thought Leader
Thinkers360 Top DevOps Leader
Thinkers360 Top in Digital Transfomation
Thinkers360 Top in Analytics
Thinkers360 Top in Product Management

Discover more from StarCIO Digital Trailblazer Community

Subscribe now to keep reading and get access to the full archive.

Continue reading