---
title: What a Glass Agent Can Do — Use Cases
summary: One architecture — a glass agent working from a live user object plus a curated memory layer — applied to many jobs across the sales and revenue funnel: outreach, qualification, quoting, support triage, onboarding, renewals. Precise on what "this" is and isn't.
tags: [use-cases, examples, sales-funnel, applications, architecture]
updated: 2026-06-24
source: architectures.md, content/services.md, founder direction 2026-06-24
---

# What a glass agent can do

It's one architecture, reused. A [glass agent](glass-agent.md) works from a live **user object**
and a curated **[memory layer](about-okf.md)**, holds no keys, and acts within written
permissions. Point that same shape at different jobs in the funnel and you get different products.

## Across the sales and revenue funnel

- **Outreach that explains itself.** The prospect sees the exact record you hold, asks why you
  reached out, and sets their own status. (That's [this demo](the-glass-demo.md).)
- **Lead qualification.** Greets an inbound lead, asks the qualifying questions your playbook
  defines, and routes or books — from your ICP and rules, not a generic script.
- **Quotes & RFP first drafts.** Assembles a quote or a first-pass RFP response from your product,
  pricing, and approved language — a draft a human signs off, not an autonomous send.
- **Support triage (Tier-0).** Answers the common questions from your SOPs and docs, and hands the
  rest to a person with the context already gathered.
- **Onboarding & activation.** Walks a new customer through setup from your onboarding runbook,
  tracking what's done against their own record.
- **Renewals & expansion.** Surfaces the account's history and the right play at the right moment,
  so the rep walks in briefed.

In every case the **memory layer** carries the durable knowledge the job needs — the sales
playbook, product and pricing, SOPs, competitive battlecards, objection handling, onboarding and
training — and the **user object** carries who you're talking to. Swap the contents, keep the shape.

## What "this" is, precisely

"This" is **not a chatbot and not a platform you buy.** It's a single, governed **glass agent**
built for one real job in your funnel, plus the **harness** around it: the memory layer, the
permissions, the source trail, and the human threshold. It's built on-site to fit how your work
actually happens, and maintained as your business and the models change. (See
[how Thalatta works](about-thalatta.md) and [the forms it can take](architectures.md).)
