- Lyzr Marketplace
- Legal
- Case Lookup Agent
Case Lookup Agent
Handling customer or internal service cases often means searching across multiple systems and databases.The Case Lookup Agent retrieves accurate case information instantly, enabling teams to respond faster and with complete context.
- Customer Support Leaders
- Operations Managers
- IT Service Desk Heads
Trusted by leaders: Real-world AI impact.
The problems we hear from leaders like you
Slow and inconsistent access to case data disrupts resolution speed, impacts service quality, and strains both customers and support staff.
Fragmented information systems
Case details are spread across CRM, ticketing, and knowledge platforms, forcing agents to toggle between tools just to piece together one case history.
Slow response times
Manual searches increase average handling time, leading to delayed resolutions and lower customer satisfaction scores.
Inconsistent updates and tracking
Without real-time synchronization, agents risk referring to outdated case data, causing duplicate efforts or incorrect responses.
Limited visibility for leadership
Supervisors lack a consolidated view of open cases, trends, and team workloads , making it harder to identify bottlenecks or priority issues.
Agent workflow for regulatory monitoring
Why Leading
Organizations Choose Lyzr?
Lyzr provides the full-stack platform to transform your business functions into a unified Agentic Operating System, guaranteed.
Data Privacy & IP Ownership
Agents run in your cloud/on-prem. We guarantee zero access to your data, ensuring 100% privacy and that your AI workforce is always your unquestionable IP.
Full Flexibility,
Zero Vendor Lock-In
Integrate Lyzr as a plug-and-play solution within your existing ecosystem. No forced migration, no vendor dependency, just pure value.
Scalability & Real-Time
Customization
Start with one agent and build toward an Agentic OS for the entire function. Full control lets you customize and deploy changes in real-time.
Agentic Operating System
for your org
Unify your agents on a central knowledge graph to unlock the next-level enterprise intelligence: OGI.
Quantifiable value for your institution
By automating case search and retrieval, the Case Lookup Agent transforms data access into a measurable operational advantage.
- 70%
reduction in case lookup time, ensuring instant visibility into case history
- 55%
faster resolution rates, driven by accurate and contextual insights
- 40%
fewer duplicate tickets, through centralized case visibility
- 30%
improvement in customer satisfaction, due to timely and precise responses
Outcomes you can expect
The Case Lookup Agent improves case visibility, boosts agent productivity, and strengthens customer experience across every interaction.
Unified case access
Bring all case data , from CRM, ticketing, and communication systems , into a single interface for quick lookup.
Real-time data synchronization
Ensure case details are always current and consistent across departments, reducing errors and rework.
Intelligent search and context retrieval
Enable agents to find relevant case information instantly using natural language queries and smart filters.
Performance transparency
Provide managers with dashboards that track response times, bottlenecks, and case resolution trends.
How to start building from here
The journey from a promising pilot to a deployed solution can be a challenge. We are your partner in implementation, sharing the risk and ensuring your AI agents make it to production. We don't just provide a platform; we provide a clear pathway to success.
Dedicated AI expertise
We invest in a Forward Deployment AI Engineer (FDE) to work directly with you. Our FDE acts as a hands-on AI startup CTO for your project.
A partner in risk management
We take on the risk of ensuring your agent goes from concept to a fully functional, production-ready solution. We'll work with you every step of the way to get you live.
Strategic guidance & workshops
Our dedicated team will provide strategic guidance and training sessions, empowering your internal teams to own and scale your AI capabilities once your first use case is live.
Project management oversight
We assign a project manager to oversee your agent's journey, providing a clear roadmap and ensuring a smooth, frictionless path to production.
Agents used for this use case.
The Regulatory Monitoring Agent is often built on a combination of specialized agents. Here are some you can use to enhance this use case on the Lyzr platform:
- KYC Processing Agent
- Fraud Detection Agent
- AML Agent
- Legal Document Drafting Agent
- Compliance Agent
Frequently asked questions
It consolidates and retrieves case information across systems in seconds, giving teams complete visibility into customer or internal issues without manual searches.
The agent connects with popular CRMs, service desks, and ticketing tools to fetch data dynamically, ensuring agents always see the latest case details.
Yes. It supports integration with various platforms , from Salesforce and Zendesk to internal databases , providing a unified view of each case.
Absolutely. By eliminating manual searches and providing contextual insights instantly, it helps agents resolve cases faster and with higher accuracy.
The agent continuously syncs with source systems, pulling the latest updates to eliminate discrepancies between tools or departments.
Yes. It’s built to support diverse use cases, whether for external customer inquiries or internal IT service management.
Yes. It provides detailed dashboards showing open cases, resolution times, and agent workloads to improve resource allocation and oversight.
Yes. It complies with enterprise-grade security standards and data access controls to ensure customer and business information remains protected.
Yes. By giving agents complete visibility into existing and related cases, it prevents duplication and ensures issues are handled through the right channels.
The agent supports natural language search (e.g., “Show all open cases for Account X”) and contextual filters to locate information with minimal input.
Organizations typically experience faster case turnaround, higher accuracy in responses, and improved customer satisfaction through instant access to complete case data.
Build your first AI workflow today.
Start with a blueprint. Launch it. Customize it. Deploy it. All inside Lyzr.
