CASOS DE USO POR DEPARTAMENTO

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Guías paso a paso para resolución de incidencias

Ideal para:

Agentes de soporte, Técnicos especializados

question-primary

Ejemplo de consulta:

¿Cómo puedo restablecer el dispositivo a los valores de fábrica? 

Políticas de SLA y escalado

Ideal para:

Asesores legales, Ejecutivos de ventas

question-secondary

Ejemplo de consulta:

¿Cuál es el tiempo de respuesta para tickets de alta prioridad?

Checklists de onboarding de clientes 

Ideal para:

Atención al cliente

question-tertiary

Ejemplo de consulta:

¿Qué pasos debo seguir para incorporar a un nuevo cliente? 

Matriz de escalado de incidencias

Ideal para:

Líderes de equipo, Responsables de operaciones

question-tertiary

Ejemplo de consulta:

¿A quién debo escalar un caso urgente si no recibo respuesta?

Protocolos de escalado en chats en vivo 

Ideal para:

Líderes de equipo, Responsables de operaciones

question-primary

Ejemplo de consulta:

¿Cuándo debe escalarse un chat a un supervisor? 

Seguimiento proactivo de clientes clave

Ideal para:

Customer Success Manager, Responsable de cuentas

question-primary

Ejemplo de consulta:

¿Cuáles son los hitos pendientes del cliente X en su plan de éxito? 

Identificación de señales de riesgo de churn 

Ideal para:

Customer Success Manager, Responsable de cuentas

question-secondary

Ejemplo de consulta:

¿Qué clientes han reducido su uso del producto este mes? 

Acceso rápido a health scores de clientes 

Ideal para:

Customer Success Manager, Responsable de operaciones

question-tertiary

Ejemplo de consulta:

¿Cuál es el estado actual del cliente ACME? 

Recomendaciones personalizadas para renovación o upselling

Ideal para:

Customer Success Manager, Ejecutivo de cuentas

question-tertiary

Ejemplo de consulta:

¿Qué producto complementario puede interesarle al cliente Y? 

Preparación de QBRs (Quarterly Business Reviews)

Ideal para:

Customer Success Manager

question-primary

Ejemplo de consulta:

¿Puedes prepararme un resumen del uso del cliente Z para la reunión trimestral?

Guía en tiempo real para la incorporación de nuevos usuarios en cuentas existentes

Ideal para:

Customer Success Manager, Equipo de onboarding

question-secondary

Ejemplo de consulta:

¿Qué pasos debo seguir para activar a un nuevo usuario dentro de una cuenta activa? 

Resolución de dudas sobre precios

Ideal para:

 Ejecutivos de ventas, Product Managers

question-primary

Ejemplo de consulta:

¿Cuál es la estructura de precios para clientes enterprise?

Proceso de aprobación de descuentos

Ideal para:

 Líderes de equipo, Responsables de operaciones

question-secondary

Ejemplo de consulta:

¿Quién debe aprobar un descuento superior al 15 %?

Términos legales de contratos de venta

Ideal para:

Asesores legales, Ejecutivos de ventas

question-tertiary

Ejemplo de consulta:

¿Cuáles son las condiciones de cancelación en nuestro contrato estándar?

Condiciones de reembolso y SLAs contractuales

Ideal para:

Asesores legales, Ejecutivos de ventas

question-tertiary

Ejemplo de consulta:

¿Cuál es el SLA por defecto en nuestros contratos enterprise?

Explicación de niveles de precios 

Ideal para:

Ejecutivos de ventas, Product Managers

question-primary

Ejemplo de consulta:

¿Qué incluye cada uno de nuestros planes de precios? 

Resumen de plantillas contractuales 

Ideal para:

Asesores legales, Ejecutivos de ventas

question-secondary

Ejemplo de consulta:

¿Qué estructura tiene el contrato estándar? 

Política de uso del CRM

Ideal para:

Responsables de cumplimiento, Asesores legales

question-primary

Ejemplo de consulta:

 ¿Puedo exportar datos de clientes desde el CRM? 

Guía para renovaciones de contratos 

Ideal para:

Líderes de equipo, Responsables de operaciones

question-secondary

Ejemplo de consulta:

¿Qué pasos debo seguir para iniciar una renovación de contrato? 

Resumen del proceso de aprobación legal 

Ideal para:

Asesores legales, Ejecutivos de ventas

question-tertiary

Ejemplo de consulta:

¿Qué condiciones de cancelación aplican al cliente en nuestro contrato tipo? 

Acceso instantáneo a guías de marca y tono de voz

Ideal para:

Especialistas de contenido, Diseñadores, Social Media Managers

question-primary

Ejemplo de consulta:

¿Cuál es el tono de voz recomendado para publicaciones en LinkedIn? 

Resumen de resultados de campañas anteriores 

Ideal para:

Growth Manager, Performance Marketer

question-secondary

Ejemplo de consulta:

¿Cómo rindió la campaña de captación del último trimestre? 

Apoyo en la redacción de copys y variaciones A/B 

Ideal para:

Copywriters, Especialistas en email marketing

question-tertiary

Ejemplo de consulta:

¿Puedes proponer tres variantes de asunto para este email? 

Gestión de FAQs para lanzamientos de producto

Ideal para:

Product Marketing Manager, Community Manager

question-tertiary

Ejemplo de consulta:

¿Qué dudas frecuentes tienen los usuarios sobre nuestra nueva funcionalidad? 

Consulta rápida de calendarios de contenido y campañas activas 

Ideal para:

Coordinadores de marketing, Social Media Managers

question-primary

Ejemplo de consulta:

¿Qué campañas están programadas para la semana que viene? 

Control de cumplimiento normativo en campañas (ej. GDPR, cookies)

Ideal para:

Responsable de marketing digital, Compliance Officer

question-secondary

Ejemplo de consulta:

¿Este formulario cumple con el RGPD? 

Preguntas frecuentes sobre onboarding

Ideal para:

Responsables de RRHH, Reclutadores

question-primary

Ejemplo de consulta:

¿Qué documentos deben entregar las nuevas incorporaciones?

Resúmenes de manuales del empleado

Ideal para:

Responsables de RRHH, Reclutadores

question-secondary

Ejemplo de consulta:

¿Cuáles son los valores principales que recoge el manual del empleado?

Información sobre evaluaciones de desempeño

Ideal para:

Responsables de RRHH, Líderes de equipo

question-tertiary

Ejemplo de consulta:

¿Cuándo se realizan las evaluaciones de desempeño?

Políticas de gastos y reembolsos

Ideal para:

Responsables de RRHH, Reclutadores

question-tertiary

Ejemplo de consulta:

¿Cómo funciona el reembolso de gastos de viaje?

Formación para nuevos managers

Ideal para:

Especialistas en L&D (Formación y Desarrollo), Responsables de RRHH

question-primary

Ejemplo de consulta:

¿Qué formación hay disponible para nuevos managers?

Política de teletrabajo

Ideal para:

Responsables de Cumplimiento, Asesores Legales

question-secondary

Ejemplo de consulta:

¿Cuántos días por semana se permite el teletrabajo?

Estandarización de procedimientos operativos

Ideal para:

Responsable de Operaciones, PMO

question-primary

Ejemplo de consulta:

¿Cuál es el protocolo para abrir una nueva ubicación?

Automatización de respuestas sobre herramientas internas

Ideal para:

Office Manager, IT Ops

question-secondary

Ejemplo de consulta:

 ¿Cómo solicito una nueva licencia de software? 

Acceso a políticas de compras y proveedores 

Ideal para:

Compras, Finance Ops

question-tertiary

Ejemplo de consulta:

¿Cuáles son los criterios para contratar a un nuevo proveedor? 

Gestión de inventario y suministros

Ideal para:

Office Manager, Responsable de almacén

question-tertiary

Ejemplo de consulta:

¿Cuántas unidades quedan del material promocional X? 

Soporte en la preparación de auditorías operativas

Ideal para:

Responsable de Operaciones, Auditor Interno

question-primary

Ejemplo de consulta:

¿Qué documentación necesito para la revisión del área logística?

Consulta rápida de roadmaps y fechas clave 

Ideal para:

Product Manager, UX Lead

question-primary

Ejemplo de consulta:

¿Cuándo está previsto lanzar la nueva funcionalidad de reporting?

Acceso contextual a feedback de usuarios 

Ideal para:

Product Manager, Customer Insights Lead

question-secondary

Ejemplo de consulta:

¿Qué comentarios hemos recibido sobre la nueva interfaz móvil?

Gestión de documentación técnica de producto 

Ideal para:

Product Owner, QA Lead

question-tertiary

Ejemplo de consulta:

¿Dónde están los requisitos técnicos del módulo de facturación? 

Soporte en sesiones de grooming o planificación ágil

Ideal para:

Product Manager, Scrum Master

question-tertiary

Ejemplo de consulta:

¿Qué historias de usuario están pendientes de estimar esta semana?

Comparación de funcionalidades frente a la competencia

Ideal para:

Product Marketing, Product Strategy

question-primary

Ejemplo de consulta:

¿Qué funcionalidades ofrece el producto X que aún no tenemos?

Respuestas automatizadas sobre funcionalidades existentes 

Ideal para:

Product Manager, Soporte técnico

question-secondary

Ejemplo de consulta:

¿Esta versión permite exportar los datos en CSV?

Acceso inmediato a políticas internas y normativas

Ideal para:

Asesores legales, Responsables de cumplimiento

question-primary

Ejemplo de consulta:

¿Cuál es nuestra política de privacidad de datos para clientes europeos? 

Soporte en la revisión de contratos 

Ideal para:

Legal Counsel, Paralegal

question-secondary

Ejemplo de consulta:

¿Qué cláusulas de cancelación se aplican en el contrato estándar? 

Explicación del proceso de aprobación legal 

Ideal para:

Asesores legales, Directores de departamento

question-tertiary

Ejemplo de consulta:

¿Qué pasos debo seguir para que un contrato pase por revisión legal? 

Asistencia en auditorías internas o externa

Ideal para:

Compliance Officer, Legal Counsel

question-tertiary

Ejemplo de consulta:

¿Qué documentación necesitamos para la auditoría trimestral? 

Gestión de políticas de retención de datos

Ideal para:

Compliance Officer, Responsable de IT Legal

question-primary

Ejemplo de consulta:

¿Durante cuánto tiempo debemos conservar los datos de clientes?

Guía sobre regulaciones sectoriales (ej. GDPR, HIPAA)

Ideal para:

Asesores legales, Oficiales de cumplimiento

question-secondary

Ejemplo de consulta:

 ¿Podemos almacenar datos de clientes en servidores fuera de la UE? 

Flujos de trabajo para aprobación de compras

Ideal para:

Responsables de Compras, Líderes de Operaciones

question-primary

Ejemplo de consulta:

¿Cuál es el proceso para aprobar una solicitud de compra superior a 10.000 €?

Protocolos de documentación para auditorías

Ideal para:

Líderes de equipo, Responsables de Operaciones

question-secondary

Ejemplo de consulta:

¿Qué documentación debo preparar para una auditoría interna?

Soporte técnico para empleados

Ideal para:

Help Desk, IT Support

question-primary

Ejemplo de consulta:

¿Cómo restablezco mi contraseña del correo corporativo?

Gestión de solicitudes de acceso y permisos

Ideal para:

IT Admin, Security Analyst

question-secondary

Ejemplo de consulta:

¿Cómo solicito acceso a la herramienta de análisis de datos?

Consulta de inventario de software y licencias 

Ideal para:

IT Manager, SysAdmin

question-tertiary

Ejemplo de consulta:

¿Tenemos licencias disponibles para Figma?

Documentación técnica accesible por conversación

Ideal para:

SysAdmins, DevOps, Ingenieros IT

question-tertiary

Ejemplo de consulta:

¿Dónde está la guía para configurar el acceso VPN? 

Consulta de políticas de seguridad y acceso 

Ideal para:

CISO, IT Security Manager

question-primary

Ejemplo de consulta:

¿Qué nivel de acceso tiene permitido un perfil junior?

Guía en protocolos de respuesta ante incidentes

Ideal para:

Security Analyst, Responsable de IT

question-secondary

Ejemplo de consulta:

¿Qué debo hacer si detecto una brecha de seguridad?

Auditoría de cumplimiento en tiempo real

Ideal para:

Security Compliance Officer, IT Auditor

question-tertiary

Ejemplo de consulta:

¿Qué controles de seguridad tenemos implementados para cumplir con ISO 27001?

Consulta de políticas de encriptación y gestión de datos sensibles 

Ideal para:

IT Security Specialist, DPO

question-tertiary

Ejemplo de consulta:

¿Qué métodos de cifrado usamos para los datos de clientes? 

Gestión de accesos y credenciales compartidas

Ideal para:

IT Admin, Security Analyst

question-primary

Ejemplo de consulta:

¿Está permitido compartir credenciales entre usuarios? 

Seguimiento de incidencias de seguridad abiertas

Ideal para:

CISO, Responsable de operaciones IT

question-secondary

Ejemplo de consulta:

¿Qué incidentes de seguridad siguen pendientes de resolución? 

Marketing Manager

Assistant Type:

Strategic Marketing Planner

Core Functions:
  • Centralizes all campaign plans, calendars, and KPIs from uploaded documents.
  • Answers questions like “What were our Q3 goals in LATAM?” or “Show me budget usage by channel” by referencing the uploaded campaign plans and budgets.
  • Tracks execution across departments as documented in uploaded reports and plans.
Uploaded Files to Use:
Campaign plans, budgets, performance decks.

Content Creator/Writer

Assistant Type:

 AI Content Generator & Brand Tone Enforcer

Core Functions:
  • Suggests SEO-friendly titles, social post variations, and repurposes past content based on the analysis of uploaded materials.
  • Pulls insights from uploaded internal brand guidelines, content calendars, and buyer personas to inform content generation. 
Uploaded Files to Use:
Style guides, previous blog posts, personas, content briefs. 

Graphic Designer

Assistant Type:

Creative Brief Assistant

Core Functions:
  • Summarizes uploaded content briefs
  • Answers "What are the visual specs for Campaign X?" by referencing uploaded branding kits and briefs. 
  • Suggests layouts based on uploaded past materials.
Uploaded Files to Use:
Branding kits, creative briefs, past campaign decks. 

SEO Specialist

Assistant Type:

Keyword Intelligence Copilot 

Core Functions:
  • Organizes uploaded keyword plans, recommends optimizations based on these plans and analyses, and shows SERP evolution as reflected in the uploaded Search Console exports. 
  • Answers "Which URLs dropped ranking last month?" by analyzing the provided GSC data uploads. 
Uploaded Files to Use:
Keyword audits, Google Search Console exports, competitor analyses

Social Media Manager

Assistant Type:

Social Content Scheduler & Performance Analyst 

Core Functions:
  • Surfaces best-performing posts by topic or format by analyzing uploaded engagement reports.
  • Generates post drafts based on uploaded content calendars, past successful posts from uploaded reports, and influencer decks. 
Uploaded Files to Use:
Social calendars, engagement reports, influencer decks. 

Email Marketing Specialist 

Assistant Type:

Email Campaign Composer 

Core Functions:
  • Drafts personalized newsletters using uploaded insights and content. 
  • Suggests optimal CTAs and A/B test copy based on analysis of uploaded templates and performance data. 
  • Pulls product updates from uploaded product documents. 
Uploaded Files to Use:
Newsletter templates, product sheets, CRM segmentation rules (as uploaded files). 

Market Research Analyst 

Assistant Type:

Insight Synthesizer & Competitor Tracker 

Core Functions:
  • Combines and analyzes uploaded internal survey data, industry reports, and competitor decks.
  • Answers “What’s the sentiment trend among Gen Z toward our brand?” based on the analysis of these uploaded documents.
Uploaded Files to Use:
Surveys, interviews, market reports, social listening exports. 

PR Specialist

Assistant Type:

Media Relations Memory & Press Monitor 

Core Functions:
  • Extracts journalist preferences from uploaded past coverage logs and contact notes. 
  • Drafts releases based on uploaded product docs and PR briefs. 
  • Answers “What coverage did we get for X campaign?” by referencing uploaded press coverage logs. 
Uploaded Files to Use:
Press coverage logs, PR briefs, journalist contact notes. 

Advertising Coordinator 

Assistant Type:

Media Plan Tracker 

Core Functions:
  • Answers “Which ad sets are over budget?” or “What creatives are used in Display?” by analyzing uploaded media plans, contracts, and performance logs. 
  • Pulls insights from uploaded contracts, performance logs, and agency reports. 
Uploaded Files to Use:
Media plans, ad contracts, platform dashboards (as exported files). 

Product Marketing Manager 

Assistant Type:

Product Launch Coordinator 

Core Functions:
  • Answers “What’s the positioning matrix for X?” or “What is the GTM checklist for this feature?” by referencing ingested launch decks, value prop frameworks, and competitor sheets. 
  • Ingests and processes uploaded launch decks, value prop frameworks, and competitor sheets to answer questions. 
Uploaded Files to Use:
Go-to-market decks, product one-pagers, competitive matrices. 

Digital Marketing Specialist

Assistant Type:

Channel Optimizer

Core Functions:
  • Tracks performance across paid search, social, programmatic, etc., using data from uploaded campaign reports and exports.
  • Answers “Which campaign has best CPL this month?” based on the analysis of these uploaded files.
Uploaded Files to Use:
Campaign reports, GA4 exports, attribution models.

Marketing Analytics Specialist

Assistant Type:

KPI Explainer & Insight Generator

Core Functions:
  • Answers “Why did conversion rates drop in March?” or “Trend for organic vs paid lead sources” by analyzing data from uploaded BI dashboards (exports), CRM data (exports), and analytics reports.
  • Uses uploaded BI dashboards, CRM data, and analytics reports as its knowledge source.
Uploaded Files to Use:
Excel dashboards, Looker reports (as exports), attribution studies.

Sales Manager / Sales Ops

Assistant Type:

Sales Performance & Strategy Monitor

Core Functions:
  • Answers “Which reps are below target this quarter?” or “How are we tracking vs forecast?” by analyzing uploaded performance dashboards and quota sheets.
  • Centralizes uploaded performance dashboards, quota sheets, and sales strategy docs for querying.
Uploaded Files to Use:
Sales dashboards (exports), quota targets, territory plans, CRM exports.

Sales Representative

Assistant Type:

Deal Closer Companion

Core Functions:
  • Answers “What’s the latest client objection on X deal?” or “Which collateral has worked best in past similar closes?” by searching uploaded case studies, CRM notes, and objection-handling docs.
  • Surfaces success stories, playbooks, and tailored battle cards from the uploaded content.
Uploaded Files to Use:
Case studies, pitch decks, objection-handling docs, CRM notes (as exports/uploads).

Sales Development Representative / Prospector

Assistant Type:

 Prospecting Intelligence Agent

Core Functions:
  • Answers “Which industries had the highest conversion last quarter?” or “Give me top 10 decision-makers by region” by analyzing uploaded lead lists, CRM segmentations, and enrichment reports.
  • Combines uploaded lead scoring data, intent data (as reports), ICP criteria, and past campaign results to answer queries.
Uploaded Files to Use:
Lead lists, CRM segmentations, enrichment reports, ICP docs, intent data reports (uploads).

Sales Representative / SDR

Assistant Type:

Cold Outreach Optimizer

Core Functions:
  • Answers “What email templates had the best open rates?” or “Summarize buyer objections in this segment” by analyzing uploaded templates, campaign results, and call transcripts.
  • Suggests message variants and follow-ups based on prior performance documented in uploaded files.
Uploaded Files to Use:
Outreach templates, email campaign results, call transcripts.

Account Manager / Customer Success Manager (Sales-focused)

Assistant Type:

Client Health Tracker

Core Functions:
  • Answers “Which accounts are at risk of churn?” or “What’s the renewal date for account X?” by analyzing uploaded CRM notes, NPS surveys, and usage data.
  • Flags drop in usage, engagement trends, and support requests as identified in the uploaded data.
Uploaded Files to Use:
Social calendars, engagement reports, influencer decks.

Sales Operations / Sales Manager

Assistant Type:

Email Campaign Composer 

Core Functions:
  • Answers “Where are deals getting stuck in the funnel?” or “Which rep activities correlate with close rates?” by analyzing uploaded CRM pipeline data and activity logs.
  • Consolidates insights from uploaded CRM pipelines, activities, and performance data.
Uploaded Files to Use:
CRM pipeline data (exports), process documentation, rep activity logs (exports).

 Sales Representative (focus on virtual selling)

Assistant Type:

Virtual Selling Assistant

Core Functions:
  • Answers “Which script worked best for inbound calls?” or “What’s the talk track for feature Y?” by accessing relevant information from uploaded call scripts and demo materials.
  • Surfaces call scripts, top rebuttals, and virtual pitch guidance from uploaded files.
Uploaded Files to Use:
Call recordings/transcripts, demo scripts, win/loss analysis.

Field Sales Representative / Sales Manager

Assistant Type:

Territory Navigator

Core Functions:
  • Answers “What are the highest-potential zip codes or sectors?” or “Which in-person visits converted best last quarter?” by analyzing uploaded sales data by geography and visit logs.
  • Maps performance by region and account type based on the uploaded data.
Uploaded Files to Use:
 Sales by geography reports, visit logs, market intelligence reports (uploads).

Sales Engineer / Technical Sales Specialist

Assistant Type:

Technical Sales Enabler

Core Functions:
  • Answers “What is the integration setup for product Z?” or “Which use cases are validated for vertical A?” by pulling information from uploaded technical documentation, case studies, and product manuals.
Uploaded Files to Use:
Solution architecture docs, product specs, integration guides, technical case studies.

Sales Administrator / Sales Support

Assistant Type:

Sales Admin Support Bot

Core Functions:
  • Answers “Has the NDA for client Y been uploaded?” or “What’s the status of quote request Z?” by searching within the uploaded order forms, CRM records, and internal process docs.
  • Automates repetitive lookups based on uploaded files.
Uploaded Files to Use:
Order forms, CRM records (exports), legal templates, internal process docs.

CEO

Assistant Type:

Strategic Insight Synthesizer

Core Functions:
  • Answers “Which business units underperformed vs. strategic plan?” or “What’s our progress on 2025 vision goals?” by analyzing uploaded strategic plans, board reports, and departmental metrics.
  • Summarizes uploaded board reports, strategic plans, and departmental metrics.
Uploaded Files to Use:
Strategic plans, investor decks, quarterly business reviews, OKRs.

COO

Assistant Type:

Operational Execution Monitor

Core Functions:
  • Answers “Where are the operational bottlenecks?” or “What are the SLA breaches across departments?” by referencing uploaded SOPs, process logs, and project timelines.
  • Monitors SOP compliance, process adherence, and project progress as documented in uploaded files.
Uploaded Files to Use:
SOP manuals, project trackers, ops dashboards (exports), SLA reports.

CFO

Assistant Type:

 Financial Health Analyst

Core Functions:
  • Answers “What caused variance in Q2 EBITDA?” or “What’s the forecast vs actual burn rate this month?” by analyzing uploaded P&L statements, forecasts, and audit findings.
  • Consolidates insights from uploaded P&L statements, forecasts, and audit findings.
Uploaded Files to Use:
Financial reports, budgets, forecasting models, audit trails.

CIO

Assistant Type:

Tech Infrastructure Advisor

Core Functions:
  • Answers “Which systems need urgent updates?” or “What’s the cloud cost evolution YTD?” by assessing uploaded IT spend reports, infrastructure uptime logs, and compliance documents.
  • Assesses IT spend, infrastructure uptime, and compliance based on uploaded data.
Uploaded Files to Use:
IT audits, cloud usage reports (exports), cybersecurity assessments, infrastructure roadmaps.

CHRO

Assistant Type:

 Workforce Intelligence Hub

Core Functions:
  • Answers “Where are we losing top talent?” or “How does our DEI progress compare YoY?” by analyzing uploaded turnover trends, engagement surveys, and org charts.
  • Analyzes uploaded turnover trends, engagement surveys, and org charts.
Uploaded Files to Use:
HR analytics (exports), exit interviews (summaries/transcripts), DEI dashboards (exports), performance reviews.

CMO

Assistant Type:

Brand Pulse Navigator

Core Functions:
  • Answers “How is brand sentiment evolving in key markets?” or “What campaigns influenced Q1 lead gen most?” by merging insights from uploaded campaign reports, CRM insights (exports), and brand health studies.
Uploaded Files to Use:
Marketing dashboards (exports), campaign retros, brand trackers (reports), NPS surveys (data uploads).

CSO

Assistant Type:

Growth Opportunities Radar

Core Functions:
  • Answers “Which market segments show highest white-space potential?” or “Which partnership has highest strategic ROI?” by synthesizing uploaded M&A reports, market scans, and competitor analyses.
Uploaded Files to Use:
Market intelligence decks, expansion feasibility studies, competitor benchmarks.

CTO

Assistant Type:

Innovation Development Tracker

Core Functions:
  • Answers “Which features are behind roadmap?” or “How do our R&D costs align with product impact?” by tracking information from uploaded product pipelines, patent documents, and tech performance benchmarks.
Uploaded Files to Use:
Product roadmaps, Jira exports, R&D budgets, IP documentation.

CLO/General Counsel

Assistant Type:

Legal & Compliance Watchdog

Core Functions:
  • Answers “What contracts expire this quarter?” or “Which legal risks are flagged in the latest audit?” by centralizing and querying uploaded contracts, risk registers, and litigation summaries.
Uploaded Files to Use:
Contract repositories, compliance checklists, legal memos, audit reports.

CDO

Assistant Type:

DEI Progress Tracker

Core Functions:
  • Answers “Are we meeting our inclusive hiring targets?” or “What’s the current state of gender equity across levels?” by extracting insights from uploaded hiring data, pay equity reviews, and culture surveys.
Uploaded Files to Use:
DEI plans, survey analytics, hiring funnel breakdowns (reports), ERG reports.

HR Manager / Director

Assistant Type:

Workforce Intelligence Manager

Core Functions:
  • Answers “What’s our employee attrition rate vs. industry average (from uploaded benchmarks)?” or “Which departments show highest engagement drop (from uploaded surveys)?” by analyzing uploaded HR data.
  • Centralizes uploaded KPIs, headcount trends, policy updates, and legal compliance documents for querying.
Uploaded Files to Use:
Org charts, HR dashboards (exports), policy docs, compliance audit reports, industry benchmark reports (uploads).

Recruitment Specialist / Talent Acquisition Manager

Assistant Type:

Talent Acquisition Navigator

Core Functions:
  • Answers “Which sourcing channels yield best hires?” or “Time-to-hire trend by department?” by tracking performance data from uploaded ATS exports and recruiter dashboards.
Uploaded Files to Use:
ATS exports, job descriptions, interview notes, recruiter performance dashboards (exports).

HR Generalist

Assistant Type:

HR Operations Companion

Core Functions:
  • Answers “How many employees are eligible for policy X?” or “Where are we behind on policy acknowledgment?” by consolidating information from uploaded HR policies, payroll summaries, and benefit queries.
Uploaded Files to Use:
Employee handbooks, benefit plans, payroll records (exports), compliance checklists.

L&D Specialist

Assistant Type:

Learning Path Architect

Core Functions:
  • Answers “Which teams lack required certifications?” or “Which programs had highest NPS (from uploaded evaluations)?” by tracking data from uploaded LMS exports and training evaluations.
Uploaded Files to Use:
LMS exports, training evaluations, skill gap reports, course outlines.

Compensation and Benefits Analyst

Assistant Type:

Compensation Insights Analyzer

Core Functions:
  • Answers “How does our bonus structure compare to market benchmarks (from uploaded data)?” or “What’s the total compensation breakdown by level?” by analyzing uploaded salary trends and benefit usage reports.
Uploaded Files to Use:
Salary benchmarks (uploads), payroll data (exports), benefits usage reports, compensation policies.

Employee Relations Specialist

Assistant Type:

Culture & Conflict Advisor

Core Functions:
  • Answers “What are the most common grievance themes this quarter?” or “What’s the resolution rate for reported cases?” by organizing and analyzing uploaded case logs and sentiment surveys.
Uploaded Files to Use:
 Grievance logs, employee surveys (uploads), disciplinary action trackers, feedback summaries.

HRIS Analyst

Assistant Type:

HR Systems & Data Orchestrator

Core Functions:
  • Answers “How accurate is our time-tracking data for team Z (from uploaded exports)?” or “What anomalies were detected in the last payroll cycle (from uploaded logs)?” by monitoring data integrity from uploaded system reports and logs.
Uploaded Files to Use:
HRIS exports, attendance data (exports), audit logs, system reports.

DEI Specialist

Assistant Type:

Inclusion Progress Tracker

Core Functions:
  • Answers “Are we meeting inclusive hiring goals?” or “How diverse is our leadership pipeline?” by tracking representation and pay equity from uploaded DEI dashboards and hiring data.
Uploaded Files to Use:
DEI dashboards (exports), hiring data (exports), pay equity reviews, ERG reports.

Payroll Administrator

Assistant Type:

Payroll Accuracy Verifier

Core Functions:
  • Answers “What deductions were applied incorrectly this month?” or “Are tax filings compliant by jurisdiction (referencing uploaded tax tables)?” by flagging errors and inconsistencies across uploaded pay cycle data.
Uploaded Files to Use:
Payroll logs (exports), tax tables (uploads), employee contracts, bonus sheets.

HR Coordinator / Assistant

Assistant Type:

HR Support Desk

Core Functions:
  • Answers “Where is employee X’s contract?” or “What’s the onboarding checklist for interns?” by helping manage and retrieve information from uploaded forms, checklists, and contract logs.
Uploaded Files to Use:
Onboarding checklists, contracts (scans/digital copies), forms library, calendar logs (exports).

Operations Manager

Assistant Type:

Operations Performance Tracker

Core Functions:
  • Answers “Which team failed to meet KPIs last quarter?” or “Where are we over budget in operations?” by aggregating data from uploaded performance metrics, resource allocation sheets, and process dashboards.
Uploaded Files to Use:
KPI reports, budget spreadsheets, operations SOPs, shift logs.

Supply Chain Manager

Assistant Type:

Supply Chain Visibility Copilot

Core Functions:
  • Answers “Where are the supplier delays occurring?” or “How have lead times changed YoY?” by mapping performance from uploaded supplier SLAs, freight costs, and delivery timelines.
Uploaded Files to Use:
Supplier SLAs, inventory flow charts, logistics invoices, supply contracts.

Logistics Coordinator

Assistant Type:

Logistics Optimization Agent

Core Functions:
  • Which shipping routes caused cost overruns?” or “Are we meeting last-mile delivery SLAs?” by analyzing uploaded shipping data, carrier performance, and fulfillment times.
Uploaded Files to Use:
Tracking sheets, carrier agreements, warehouse logs, delivery schedules.

Production Manager

Assistant Type:

Production Efficiency Monitor

Core Functions:
  • Answers “What’s the defect rate per line?” or “What caused downtime in Line 3 this month?” by tracking uploaded throughput data, quality metrics, and maintenance logs.
Uploaded Files to Use:
 Production logs, defect sheets, maintenance reports, shift plans.

Process Analyst / Improvement Specialist

Assistant Type:

Process Optimization Advisor

Core Functions:
  • Answers “Where are the biggest cycle time gaps?” or “What’s the ROI of our last process improvement initiative (from uploaded reports)?” by mapping workflows and bottlenecks from uploaded documents.
Uploaded Files to Use:
Value stream maps, Six Sigma reports, Kaizen event summaries, workflow diagrams.

Operations Analyst

Assistant Type:

Operational Data Analyst

Core Functions:
  • Answers “What are the cost drivers of service delivery?” or “What’s the forecasted workload for next quarter?” by supporting predictive planning based on uploaded historical trends and capacity models.
Uploaded Files to Use:
Historical trends data, BI dashboards (exports), capacity models, cost analysis reports.

HRIS Analyst

Assistant Type:

Stock Intelligence Agent

Core Functions:
  • Answers “Which SKUs are at risk of stockout?” or “Where is overstock impacting cash flow?” by analyzing uploaded inventory turns, stock health data, and reorder triggers.
Uploaded Files to Use:
Inventory sheets, warehouse management reports (exports), demand forecasts (uploads).

Facilities Manager

Assistant Type:

Facility Operations Tracker

Core Functions:
  • Answers “Which locations have overdue maintenance?” or “What’s our facility utilization rate?” by consolidating data from uploaded asset logs, maintenance schedules, and safety reports.
Uploaded Files to Use:
Facility audits, asset tracking logs, repair requests, occupancy dashboards (exports).

Quality Assurance Manager

Assistant Type:

Quality Control Dashboard Assistant

Core Functions:
  • Answers “What’s the non-conformance rate trend?” or “Which supplier failed quality audits?” by summarizing uploaded test results, compliance gaps, and inspection reports.
Uploaded Files to Use:
QA reports, compliance checklists, test protocols, customer complaints logs.

Procurement / Purchasing Manager

Assistant Type:

Smart Procurement Copilot

Core Functions:
  • Answers “Which vendors offer the best terms for product X (from uploaded contracts/quotes)?” or “What’s our purchase order cycle time trend (from uploaded PO logs)?” by tracking uploaded RFQs, POs, and vendor performance data.
Uploaded Files to Use:
Purchase orders, supplier scorecards, contract databases, market pricing benchmarks (uploads).

Customer Service Manager (Operations)

Assistant Type:

Support Operations Leader

Core Functions:
  • Answers “Which support center has the highest resolution time?” or “What are the top 5 complaint drivers?” by monitoring uploaded tickets, service SLAs, and call logs.
Uploaded Files to Use:
CSAT reports (uploads), support logs (exports), CRM case exports, NPS surveys (uploads).

Operations Coordinator / Administrator

Assistant Type:

Operations Admin Companion

Core Functions:
  • Answers “Where is the vendor contract template?” or “Which forms are pending for this week’s dispatches?” by supporting task tracking and document retrieval from uploaded files.
Uploaded Files to Use:
Templates, task sheets, ops calendars (exports), SOP archives.

Chief Financial Officer (CFO)

Assistant Type:

Strategic Finance Navigator

Core Functions:
  • Answers “What’s our cash runway if revenue slows 15% (based on uploaded models)?” or “Which business units are underperforming vs. forecasts (from uploaded reports)?” by centralizing and analyzing uploaded high-level KPIs and variance analyses.
Uploaded Files to Use:
Financial strategy docs, board decks, monthly financials, P&L summaries.

Financial Controller

Assistant Type:

Compliance & Closing Tracker

Core Functions:
  • Answers “Which accounts failed reconciliation in Q2?” or “Are we audit-ready for end-of-year closing (referencing uploaded checklists)?” by tracking uploaded closing processes and ledger compliance data.
Uploaded Files to Use:
General ledger files (exports), financial statements, audit checklists, reconciliation logs.

Accountant

Assistant Type:

Journal Entry Assistant

Core Functions:
  • Answers “Where is the ledger entry for invoice #9812?” or “Which transactions need accrual adjustment?” by searching uploaded historical transactions and preparing entries based on uploaded data.
Uploaded Files to Use:
Journal logs (exports), invoices (scans/digital copies), balance sheets, trial balances.

Financial Analyst

Assistant Type:

Forecast Generator & Trend Analyst

Core Functions:
  • Answers “What’s our projected EBITDA next quarter?” or “Which expense category shows fastest growth?” by building forecast models and dashboards using uploaded data.
Uploaded Files to Use:
Excel models, trend reports, BI dashboards (exports), sales forecasts (uploads).

Treasury Manager

Assistant Type:

Cash Position Optimizer

Core Functions:
  • Answers “What’s our daily cash availability (from uploaded statements)?” or “Which accounts are earning below benchmark yield (from uploaded reports)?” by overseeing liquidity and cash forecasting based on uploaded data.
Uploaded Files to Use:
Cash flow reports, bank statements (uploads), investment portfolios (reports), FX exposure logs.

Accounts Payable / Receivable Clerk

Assistant Type:

Invoice & Collection Assistant

Core Functions:
  • Answers “Which invoices are past due?” or “Has customer X paid invoice #123?” by managing and querying uploaded payable/receivable schedules and payment logs.
Uploaded Files to Use:
Invoice lists, payment logs, AR aging reports, vendor contracts.

Payroll Specialist

Assistant Type:

Payroll Compliance Copilot

Core Functions:
  • Answers “Were bonuses processed correctly in March?” or “Who missed time entry last week?” by tracking uploaded payroll accuracy, benefits payouts, and legal deductions.
Uploaded Files to Use:
Payroll runs (exports), tax reports, benefit statements, employee records (relevant excerpts for payroll).

Tax Specialist

Assistant Type:

Tax Compliance Tracker

Core Functions:
  • Answers “What’s the VAT filing status in Spain?” or “How does our tax liability compare YoY?” by aggregating information from uploaded local/global filings and obligations.
Uploaded Files to Use:
Tax filings (copies), jurisdiction-specific regulations (uploads), transfer pricing docs.

Budget Analyst

Assistant Type:

Budget Alignment Monitor

Core Functions:
  • Answers “Are we exceeding our marketing spend allocation?” or “What’s the variance between forecast and actuals?” by aligning spending with uploaded departmental budgets and forecasts.
Uploaded Files to Use:
Budget vs actual reports, cost center summaries, planning spreadsheets.

Internal Auditor

Assistant Type:

Audit Readiness Agent

Core Functions:
  • Answers “Which processes failed compliance checks?” or “Show me the control evidence for procurement audits.” by centralizing and querying uploaded internal controls, audit trails, and risk registers.
Uploaded Files to Use:
Audit logs, compliance checklists, SOPs, risk heatmaps.

Chief Information Officer (CIO) / IT Director

Assistant Type:

IT Strategy & Alignment Tracker

Core Functions:
  • Answers “Which IT projects are aligned with next year’s business goals (from uploaded plans)?” or “What’s our current infrastructure cost breakdown (from uploaded reports)?” by aggregating uploaded strategic IT plans and budget allocations.
Uploaded Files to Use:
IT strategy decks, budget reports, infrastructure cost logs, KPI dashboards (exports).

IT Manager / Project Manager

Assistant Type:

Project Delivery Monitor

Core Functions:
  • Answers “Which projects are behind schedule?” or “Where are we exceeding resource estimates?” by tracking uploaded team performance data, timelines, and milestones.
Uploaded Files to Use:
 Gantt charts (exports/images with metadata), sprint plans, project charters, JIRA exports.

Systems Administrator / Network Administrator

Assistant Type:

Infrastructure Health Assistant

Core Functions:
  • Answers “What’s the uptime trend for core servers?” or “Which patches failed deployment?” by summarizing uploaded system logs, backup audits, and configuration changes.
Uploaded Files to Use:
System status logs, network maps (diagrams/docs), update logs, SLA reports.

Software Developer / Engineer

Assistant Type:

Code Knowledge Navigator

Core Functions:
  • Answers “Where is the function for email validation in our backend (from uploaded code/docs)?” or “Has the payment module been refactored yet (from uploaded change logs/docs)?” by indexing and retrieving from uploaded technical documentation and codebase insights.
Uploaded Files to Use:
GitHub/Bitbucket repos (textual exports of code, e.g., zip files), API docs, architectural diagrams, change logs.

Cybersecurity Analyst / Security Specialist

Assistant Type:

Threat & Compliance Monitor

Core Functions:
  • Answers “Which systems failed the last vulnerability scan?” or “Have we mitigated the high-risk incidents from April?” by synthesizing uploaded incident logs, SIEM alerts, and audit results.
Uploaded Files to Use:
Vulnerability scans (reports), SIEM reports (exports), NIST/ISO compliance docs, incident response logs.

Database Administrator (DBA)

Assistant Type:

Data Availability Guardian

Core Functions:
  • Answers “Which queries are causing slowdowns?” or “Are there replication issues in the production DB (from uploaded logs)?” by monitoring uploaded uptime data, query performance logs, and indexing information.
Uploaded Files to Use:
SQL query logs, database configs (text files), replication health reports.

Cloud Architect / Engineer

Assistant Type:

Cloud Cost & Security Tracker

Core Functions:
  • Answers “Which resources are over-provisioned?” or “What’s our AWS bill breakdown by environment?” by analyzing uploaded cloud cost reports and permissions audits.
Uploaded Files to Use:
AWS/Azure billing exports, security policies (docs), Terraform scripts (as text files), architecture diagrams.

IT Support Specialist / Help Desk Technician

Assistant Type:

Troubleshooting Companion

Core Functions:
  • Answers “What’s the fix for VPN error code 619?” or “Is there a workaround for the printer queue bug?” by pulling solutions from uploaded historical tickets, manuals, and FAQs.
Uploaded Files to Use:
Tax filings (copies), jurisdiction-specific regulations (uploads), transfer pricing docs.

DevOps Engineer

Assistant Type:

 Deployment Automation Agent

Core Functions:
  • Answers “What caused the last CI/CD pipeline failure?” or “Which microservices were updated in the last rollout?” by centralizing and querying uploaded logs, configs, and deployment metadata.
Uploaded Files to Use:
CI/CD logs, Kubernetes manifests (YAML/JSON files), Dockerfiles (text), version control history (exported logs/diffs).

Data Analyst / Data Scientist

Assistant Type:

Insight Generator & Model Tracker

Core Functions:
  • Answers “What features most influence churn in our model (from uploaded reports)?” or “Which datasets were used in the Q2 analysis (from uploaded notes/scripts)?” by summarizing uploaded experiments and model performance data.
Uploaded Files to Use:
 Jupyter notebooks (exports like .py or .html), BI dashboards (exports), feature importance reports, SQL exports (query results as files).

Business Analyst / IT Consultant

Assistant Type:

Business-IT Bridge Agent

Core Functions:
  • Answers “What are the system requirements for client X?” or “How will the new CRM affect our onboarding flow?” by converting business specs into technical flows using uploaded documents, and vice versa.
Uploaded Files to Use:
BRDs (Business Requirement Documents), process maps, stakeholder notes, RFPs, functional specs.

QA Engineer / Tester

Assistant Type:

Test Coverage & Defect Tracker

Core Functions:
  • Answers “Which tests failed last sprint?” or “How many regressions were logged in the release cycle?” by analyzing uploaded test runs, coverage gaps, and defect logs.
Uploaded Files to Use:
Test case reports, automation logs, bug tracking exports, release notes.

General Counsel (GC) / Chief Legal Officer (CLO)

Assistant Type:

Legal Risk & Compliance Overview Assistant

Core Functions:
  • Answers “What are the top 5 active legal risks for our company?” or “Which jurisdictions pose the highest compliance exposure?” by consolidating information from uploaded legal memos, risk assessments, and regulatory updates.
Uploaded Files to Use:
IT strategy decks, budget reports, infrastructure cost logs, KPI dashboards (exports).

Corporate Counsel

Assistant Type:

Corporate Legal Navigator

Core Functions:
  • Answers “What’s the status of our recent M&A due diligence?” or “Do our bylaws align with the new shareholder structure?” by tracking information from uploaded corporate filings and deal documentation.
Uploaded Files to Use:

Shareholder agreements, articles of incorporation, due diligence checklists, board resolutions. 

Litigation Counsel

Assistant Type:

Litigation Case Tracker

Core Functions:
  • Answers “What’s the timeline of events in case X?” or “Which jurisdiction had similar case law precedents (from uploaded research)?” by managing and querying uploaded pleadings, filings, and evidence logs.
Uploaded Files to Use:
Docket sheets (uploads), case briefs, motion files, discovery indexes, deposition transcripts.

Compliance Officer

Assistant Type:

Regulatory Compliance Monitor

Core Functions:
  • Answers “Which departments have overdue policy acknowledgments?” or “What regulatory changes affect our AML policy (from uploaded updates)?” by monitoring uploaded training logs, controls, and regulatory updates.
Uploaded Files to Use:
Compliance reports, policy manuals, audit findings, training logs, risk matrices, regulatory update documents.

Contract Manager

Assistant Type:

 Contract Lifecycle Companion

Core Functions:
  • Answers “Which contracts are due for renewal in 30 days?” or “What is the indemnity clause in client agreement Y?” by supporting drafting, reviewing, and tracking obligations from uploaded contracts.
Uploaded Files to Use:
Contract templates, signed agreements, term sheets, redline histories.

Intellectual Property (IP) Counsel

Assistant Type:

IP Asset & Dispute Tracker

Core Functions:
  • Answers “What’s the status of our pending trademark applications?” or “What litigation history exists around patent 89237X (from uploaded records)?” by tracking uploaded IP portfolios, filings, and renewals.
Uploaded Files to Use:
Patent registries (exports/copies), trademark filings (copies), IP litigation records (uploads), license agreements.

Employment / Labor Counsel

Assistant Type:

Employment Law Advisor

Core Functions:
  • Answers “What’s our termination policy compliance in Germany (referencing uploaded policies/law summaries)?” or “Which disciplinary actions were issued last quarter (from uploaded reports)?” by handling queries on uploaded HR-related legal documentation.
Uploaded Files to Use:
Employment contracts, handbooks, disciplinary reports, grievance case logs, relevant labor law summaries (uploads).

Paralegal

Assistant Type:

Legal Research & Prep Assistant

Core Functions:
  • Answers “Find all past cases involving clause X (from uploaded case law/briefs)” or “Generate a summary of our case filings in 2023 (from uploaded dockets).” by assisting in preparing templates and research from uploaded files.
Uploaded Files to Use:
Case law databases (exports/text files), form templates, research notes, legal drafts.

Legal Operations Manager

Assistant Type:

 Legal Ops Efficiency Tracker

Core Functions:
  • Answers “What’s our current legal spend by case type?” or “How are we utilizing external counsel this quarter?” by consolidating data from uploaded budget reports and vendor data.
Uploaded Files to Use:
Legal billing reports, matter management data (exports), law firm contracts, tech platform usage logs (exports).

Regulatory Affairs Specialist

Assistant Type:

Sector Regulatory Intelligence Assistant

Core Functions:
  • Answers “What are the new compliance requirements under EU Digital Services Act (from uploaded bulletins)?” or “How does our documentation align with FDA reporting rules (from uploaded guidelines)?” by tracking uploaded regulatory updates and filings.
Uploaded Files to Use:
Regulatory bulletins (uploads), industry-specific guidelines (uploads), government filings (copies), change logs for regulations.

Customer Support Representative

Assistant Type:

Issue Resolution Navigator

Core Functions:
  • Answers “What’s the fix for error code 504?” or “What’s our return policy for region X?” by quickly retrieving information from uploaded resolutions, policies, and prior ticket history.
Uploaded Files to Use:
Internal help docs, product manuals, CRM case histories (exports), policy documents.

Customer Support Manager

Assistant Type:

Performance & Escalation Tracker

Core Functions:
  • Answers “Which reps missed SLAs last month?” or “What are the top 3 escalation reasons this quarter?” by tracking KPIs from uploaded team dashboards, ticket volume reports, and CSAT/NPS data.
Uploaded Files to Use:
KPI dashboards (exports), CSAT surveys (data uploads), escalation logs, training progress reports.

Technical Support Specialist

Assistant Type:

Technical Troubleshooting Assistant

Core Functions:
  • Answers “What’s the known fix for connectivity issue Z?” or “What’s the error log interpretation for module 3A?” by interpreting uploaded logs, product configurations, and system behavior documentation.
Uploaded Files to Use:
Technical documentation, support logs (exports), API error codes lists, system diagrams.

Customer Success Manager

Assistant Type:

Customer Health Monitor

Core Functions:
  • Answers “Which customers are showing early churn signals (from uploaded usage/feedback)?” or “How many clients didn’t activate feature Y (from uploaded activation reports)?” by tracking uploaded engagement, renewal status, and feedback trends.
Uploaded Files to Use:
Onboarding trackers, usage reports (exports), feedback logs, NPS surveys (data uploads), activation reports.

Quality Assurance Analyst (Support)

Assistant Type:

QA Compliance Evaluator

Core Functions:
  • Answers “Which agent interactions failed the empathy criteria (from uploaded scorecards)?” or “What’s our QA score by team this month (from uploaded reports)?” by evaluating interactions against uploaded scripts and benchmarks.
Uploaded Files to Use:
Call transcripts (uploads), QA scorecards, monitoring forms, feedback logs.

Knowledge Base / Content Specialist (Support)

Assistant Type:

Knowledge Base Optimizer

Core Functions:
  • Answers “Which FAQs have high bounce rates (from uploaded analytics)?” or “Do we have a guide for new firmware setup (checking uploaded docs)?” by monitoring uploaded content usage and feedback.
Uploaded Files to Use:
FAQ docs, article analytics (exports), customer feedback (uploads), product release notes, past ticket data (exports).

Team Lead / Supervisor (Support)

Assistant Type:

Team Performance Assistant

Core Functions:
  • Answers “Who needs coaching based on last week’s ticket resolution data?” or “Which shifts have the longest response times?” by analyzing uploaded team metrics and individual rep performance data.
Uploaded Files to Use:
Shift rosters, ticket logs (exports), QA reviews, rep KPIs (reports).

Training Specialist (Support)

Assistant Type:

Support Training Tracker

Core Functions:
  • Answers “Who hasn’t completed onboarding modules?” or “What’s the assessment pass rate by batch?” by tracking uploaded training progress and assessment results.
Uploaded Files to Use:
LMS exports, training schedules, quiz results, certification lists.

Data Analyst (Support/CX)

Assistant Type:

CX Metrics Analyst

Core Functions:
  • Answers “How did first-contact resolution impact CSAT in Q1?” or “What’s the trend in average handling time by channel?” by correlating uploaded operational KPIs with customer experience outcomes.
Uploaded Files to Use:
BI dashboards (exports), ticket metrics (exports), CSAT/NPS reports (uploads), trend analyses (based on uploaded data).

Live Chat / Social Media Support Agent

Assistant Type:

Live Response Accelerator

Core Functions:
  • Answers “What’s the latest outage update for Product B?” or “Summarize the latest refund policy changes for quick reply.” by synthesizing information from uploaded real-time updates (as files), FAQs, and service announcements.
Uploaded Files to Use:
Real-time incident reports (as document uploads), social reply templates, product changelogs, policy sheets.

R&D Manager / Director

Assistant Type:

 R&D Strategy & Milestone Tracker

Core Functions:
  • Answers “Which projects are behind schedule?” or “How does our R&D spend align with innovation KPIs?” by tracking information from uploaded timelines, resource allocation sheets, and strategic alignment documents.
Uploaded Files to Use:
R&D roadmaps, budget sheets, milestone trackers, OKR dashboards (exports).

Research Scientists / Engineers

Assistant Type:

Experiment Result Synthesizer

Core Functions:
  • Answers “What were the key outcomes of Experiment 47A?” or “What’s the statistical confidence of this result?” by extracting and comparing information from uploaded experiment reports and data sheets.
Uploaded Files to Use:
Lab notebooks (digital exports/scans), experiment reports, data sheets, research protocols.

Product Development Engineers

Assistant Type:

Prototype Feedback Aggregator

Core Functions:
  • Answers “Which prototype versions passed performance testing?” or “What issues did field test group B report?” by consolidating uploaded design iterations, performance data, and test outcomes.
Uploaded Files to Use:
CAD files (metadata/textual descriptions if CAD not directly ingestible, or associated spec sheets), field test reports, design specs, feedback logs.

R&D Project Managers

Assistant Type:

Project Execution Monitor

Core Functions:
  • Answers “Which R&D initiatives are over budget or late?” or “What dependencies are at risk?” by managing and querying uploaded resource allocation data, timelines, and Gantt charts.
Uploaded Files to Use:
Project plans, resourcing spreadsheets, risk registers, task boards (exports).

Data Scientists / Analysts (R&D)

Assistant Type:

Experimental Data Analyst

Core Functions:
  • Answers “Which variables most affected yield in batch experiments?” or “What’s the predictive accuracy of our new model?” by interpreting uploaded raw experimental data and ML model outputs.
Uploaded Files to Use:
Jupyter notebooks (exports like .py or .html), CSV datasets, regression outputs, data visualizations (images with descriptions or data files).

Lab Technicians

Assistant Type:

Lab Operations Assistant

Core Functions:
  • Answers “Where is the calibration protocol for equipment Z?” or “What’s the inventory level of compound A?” by organizing and retrieving information from uploaded lab inventory, equipment schedules, and safety procedures.
Uploaded Files to Use:
 SOPs, inventory logs, maintenance schedules, safety data sheets (SDS).

Innovation Specialists / Strategists

Assistant Type:

Innovation Opportunity Radar

Core Functions:
  • Answers “Which emerging trends align with our tech roadmap?” or “What startups are innovating in this space?” by scanning uploaded trend reports, competitive intel, and internal capability maps.
Uploaded Files to Use:
Market scans (reports), Gartner reports (or summaries/text exports), SWOT analyses, competitor product sheets.

Quality Assurance / Quality Control Specialists (R&D)

Assistant Type:

Compliance & Testing Validator

Core Functions:
  • Answers “Which batch failed stability testing?” or “Do results meet ISO or FDA criteria?” by validating against performance thresholds and regulatory requirements found in uploaded documents.
Uploaded Files to Use:
Validation protocols, test logs, batch release reports, audit results, relevant ISO/FDA criteria documents (uploads).

Intellectual Property (IP) Specialists (R&D)

Assistant Type:

IP Portfolio Tracker

Core Functions:
  • Answers “What’s the status of patent application 992X?” or “Which innovations are unprotected (based on uploaded disclosures vs. filings)?” by managing uploaded filings, renewals, and disclosures.
Uploaded Files to Use:
Patent applications (copies), invention disclosures, IP dashboards (exports), license agreements.

Software Developers (Tech R&D)

Assistant Type:

Codebase & Model Documentation Assistant

Core Functions:
  • Answers “What version of the AI model supports API v3 (from uploaded version docs)?” or “Where is the source code for the simulation module (from uploaded code)?” by supporting queries on uploaded code, debugging info, and version control logs.
Uploaded Files to Use:
Git repositories (textual exports/zipped code), API documentation, version history (logs), deployment logs.

Technical Writers (R&D)

Assistant Type:

Research Documentation Assistant

Core Functions:
  • Answers “Where is the draft for the whitepaper on XYZ compound?” or “Summarize our last three prototype iterations (from uploaded reports).” by supporting knowledge transfer and report generation from uploaded documents.
Uploaded Files to Use:
Research reports, SOPs, whitepaper drafts, formatting templates.

Regulatory Affairs Specialists (R&D)

Assistant Type:

Regulatory Compliance Tracker

Core Functions:
  • Answers “Are we aligned with the latest EMA guidance for our clinical study (referencing uploaded EMA docs)?” or “Which formulations need REACH registration (referencing uploaded REACH docs)?” by aligning uploaded testing and documentation with uploaded industry-specific rules.
Uploaded Files to Use:
Regulatory frameworks (e.g., FDA, EMA, REACH textual documents/guidelines), submission templates, compliance logs.
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