USE CASES BY DEPARTMENT

Explore what you can create with Querix

Intelligent AI assistants ready to use or customize for your industry

View by:

Provide troubleshooting steps from manuals

Ideal for:

Customer Support Agent, Technical Specialist

question-primary

Example prompt:

How do I reset the device to factory settings?

Share SLA and escalation policies

Ideal for:

Legal Counsel, Sales Executive

question-secondary

Example prompt:

What is the response time for high-priority tickets?

Pull customer onboarding checklists

Ideal for:

HR Manager, Recruiter

question-tertiary

Example prompt:

What steps should I follow to onboard a new customer?

Pull escalation matrix

Ideal for:

Team Lead, Operations Lead

question-tertiary

Example prompt:

Who handles priority level 1 incidents?

Explain chat escalation policies

Ideal for:

Team Lead, Operations Lead

question-primary

Example prompt:

When should a live chat be escalated?

Proactive follow-up with key clients 

Ideal for:

Customer Success Managers, Account Managers

question-primary

Example prompt:

What success milestones are still pending for client X?

Early warning signs of churn 

Ideal for:

Customer Success Managers, Account Leads

question-secondary

Example prompt:

Which clients have decreased their product usage this month?

Instant access to client health scores

Ideal for:

Success Managers, Operations Managers

question-tertiary

Example prompt:

 What’s the current status of client ACME? 

Renewal and upsell recommendations 

Ideal for:

Customer Success Managers, Account Executives

question-tertiary

Example prompt:

Which add-on product could interest client Y? 

Quarterly Business Review (QBR) prep 

Ideal for:

Customer Success Managers

question-primary

Example prompt:

Can you prepare a summary of client Z’s activity for our quarterly review? 

Real-time onboarding guidance for new users

Ideal for:

Customer Success Managers, Onboarding Teams

question-secondary

Example prompt:

What steps should I follow to activate a new user within an existing account? 

Answer questions about pricing models

Ideal for:

Sales Executive, Product Manager

question-primary

Example prompt:

What is the pricing structure for enterprise clients?

Explain discount approval processes

Ideal for:

Team Lead, Operations Lead

question-secondary

Example prompt:

Who needs to approve a discount over 15%?

Provide legal terms for sales contracts

Ideal for:

Legal Counsel, Sales Executive

question-tertiary

Example prompt:

What are the cancellation terms in our standard contract?

Summarize SLAs for contracts

Ideal for:

Legal Counsel, Sales Executive

question-tertiary

Example prompt:

What is the default SLA in our enterprise contracts?

Explain pricing tiers

Ideal for:

Sales Executive, Product Manager

question-primary

Example prompt:

What are the differences between Basic and Premium plans?

Summarize contract templates

Ideal for:

Legal Counsel, Sales Executive

question-secondary

Example prompt:

What clauses are standard in our service agreement?

Access CRM usage policy

Ideal for:

Compliance Officer, Legal Counsel

question-primary

Example prompt:

Can I export client data from the CRM?

Assist with renewals playbook

Ideal for:

Team Lead, Operations Lead

question-secondary

Example prompt:

What are the steps for initiating a contract renewal?

Summarize legal approval process for contracts

Ideal for:

Legal Counsel, Sales Executive

question-tertiary

Example prompt:

Who signs off on contracts above €100k?

Instant access to brand guidelines and tone of voice

Ideal for:

Content Specialists, Designers, Social Media Managers

question-primary

Example prompt:

What’s our recommended tone for LinkedIn posts? 

Campaign performance summaries at a glance

Ideal for:

Growth Managers, Performance Marketers

question-secondary

Example prompt:

How did our lead gen campaign perform last quarter? 

Copywriting support with A/B testing 

Ideal for:

Copywriters, Email Marketing Specialists

question-tertiary

Example prompt:

Can you suggest three subject line variations for this email?

Product launch FAQ management 

Ideal for:

Product Marketing Managers, Community Managers

question-tertiary

Example prompt:

What common questions are users asking about our new feature? 

Quick view of content calendars and campaign schedules

Ideal for:

Marketing Coordinators, Social Media Managers

question-primary

Example prompt:

What campaigns are scheduled for next week? 

Compliance checks for marketing campaigns (e.g. GDPR, cookies) 

Ideal for:

Digital Marketing Leads, Compliance Officers

question-secondary

Example prompt:

Does this form meet GDPR requirements? 

Answer onboarding FAQs

Ideal for:

HR Manager, Recruiter

question-primary

Example prompt:

What documents do new hires need to submit?

Summarize employee handbooks

Ideal for:

HR Manager, Recruiter

question-secondary

Example prompt:

What are the core values listed in the employee handbook?

 Answer questions about performance review cycles

Ideal for:

HR Manager, Team Lead

question-tertiary

Example prompt:

When are performance reviews conducted?

Explain expense and reimbursement policies

Ideal for:

Finance Analyst, Operations Lead

question-tertiary

Example prompt:

How do I file a reimbursement claim?

Share training material and course outlines

Ideal for:

L&D Specialist, HR Manager

question-primary

Example prompt:

What training is available for new managers?

Explain work-from-home policy

Ideal for:

Compliance Officer, Legal Counsel

question-secondary

Example prompt:

How many days per week can I work from home?

Standardization of operational procedures

Ideal for:

Operations Leads, PMOs

question-primary

Example prompt:

What’s the protocol for opening a new location? 

Automated answers about internal tools

Ideal for:

Office Managers, IT Operations

question-secondary

Example prompt:

How do I request a new software license? 

Purchasing and vendor policy access

Ideal for:

Procurement, Finance Operations

question-tertiary

Example prompt:

What are our criteria for onboarding a new vendor?

Inventory and supply tracking 

Ideal for:

Office Managers, Warehouse Leads

question-tertiary

Example prompt:

How many units of promo material X are left? 

Audit prep support for operations teams

Ideal for:

Operations Leads, Internal Auditors

question-primary

Example prompt:

What documents are needed for the logistics review?

Quick access to product roadmaps and release dates

Ideal for:

Product Managers, UX Leads

question-primary

Example prompt:

When is the new reporting feature set to launch?

Contextual insights from user feedback 

Ideal for:

Product Managers, Customer Insights Leads

question-secondary

Example prompt:

What feedback have we received on the new mobile interface?

Centralized product technical documentation

Ideal for:

Product Owners, QA Leads

question-tertiary

Example prompt:

Where are the technical specs for the billing module? 

Support for agile planning and grooming sessions

Ideal for:

Product Managers, Scrum Masters

question-tertiary

Example prompt:

Which user stories still need estimation this week? 

Feature comparison with competitors

Ideal for:

Product Marketing, Strategy Teams

question-primary

Example prompt:

What does product X offer that we don’t?

Automated answers about current features

Ideal for:

Product Managers, Technical Support

question-secondary

Example prompt:

Does this version allow data export in CSV?

Explain procurement approval workflows

Ideal for:

Procurement Manager, Operations Lead

question-primary

Example prompt:

What is the process to approve a purchase request over $10,000?

Provide audit documentation procedures

Ideal for:

Team Lead, Operations Lead

question-secondary

Example prompt:

Where do I upload receipts for quarterly audits?

Technical support for employees

Ideal for:

Help Desk, IT Support Teams

question-primary

Example prompt:

How do I reset my corporate email password? 

Access and permission request management

Ideal for:

IT Admins, Security Analysts

question-secondary

Example prompt:

How can I request access to the data analytics platform?

Software and license inventory management

Ideal for:

IT Managers, SysAdmins

question-tertiary

Example prompt:

Do we have any Figma licenses available? 

Conversational access to technical documentation

Ideal for:

SysAdmins, DevOps, IT Engineers

question-tertiary

Example prompt:

 Where’s the VPN setup guide? 

Access to security and access control policies

Ideal for:

CISOs, IT Security Managers

question-primary

Example prompt:

What access level is allowed for junior staff?

Incident response protocol guidance

Ideal for:

Security Analysts, IT Leads

question-secondary

Example prompt:

What should I do if I detect a security breach? 

Real-time compliance audit support

Ideal for:

Security Compliance Officers, IT Auditors

question-tertiary

Example prompt:

What controls are in place to comply with ISO 27001?

Encryption and sensitive data handling policies

Ideal for:

IT Security Specialists, DPOs

question-tertiary

Example prompt:

What encryption methods are we using for client data?

Shared credential and access management

Ideal for:

IT Admins, Security Analysts

question-primary

Example prompt:

Are shared credentials allowed between users?

Tracking of open security incidents 

Ideal for:

CISOs, IT Operations Leads

question-secondary

Example prompt:

Which security incidents are still unresolved?

Marketing Manager

Assistant Type:

Strategic Marketing Planner

Core Functions:
Uploaded Files to Use:
Campaign plans, budgets, performance decks.

Content Creator/Writer

Assistant Type:

 AI Content Generator & Brand Tone Enforcer

Core Functions:
Uploaded Files to Use:
Style guides, previous blog posts, personas, content briefs. 

Graphic Designer

Assistant Type:

Creative Brief Assistant

Core Functions:
Uploaded Files to Use:
Branding kits, creative briefs, past campaign decks. 

SEO Specialist

Assistant Type:

Keyword Intelligence Copilot 

Core Functions:
Uploaded Files to Use:
Keyword audits, Google Search Console exports, competitor analyses

Social Media Manager

Assistant Type:

Social Content Scheduler & Performance Analyst 

Core Functions:
Uploaded Files to Use:
Social calendars, engagement reports, influencer decks. 

Email Marketing Specialist 

Assistant Type:

Email Campaign Composer 

Core Functions:
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:
Uploaded Files to Use:
Surveys, interviews, market reports, social listening exports. 

PR Specialist

Assistant Type:

Media Relations Memory & Press Monitor 

Core Functions:
Uploaded Files to Use:
Press coverage logs, PR briefs, journalist contact notes. 

Advertising Coordinator 

Assistant Type:

Media Plan Tracker 

Core Functions:
Uploaded Files to Use:
Media plans, ad contracts, platform dashboards (as exported files). 

Product Marketing Manager 

Assistant Type:

Product Launch Coordinator 

Core Functions:
Uploaded Files to Use:
Go-to-market decks, product one-pagers, competitive matrices. 

Digital Marketing Specialist

Assistant Type:

Channel Optimizer

Core Functions:
Uploaded Files to Use:
Campaign reports, GA4 exports, attribution models.

Marketing Analytics Specialist

Assistant Type:

KPI Explainer & Insight Generator

Core Functions:
Uploaded Files to Use:
Excel dashboards, Looker reports (as exports), attribution studies.

Sales Manager / Sales Ops

Assistant Type:

Sales Performance & Strategy Monitor

Core Functions:
Uploaded Files to Use:
Sales dashboards (exports), quota targets, territory plans, CRM exports.

Sales Representative

Assistant Type:

Deal Closer Companion

Core Functions:
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:
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:
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:
Uploaded Files to Use:
Social calendars, engagement reports, influencer decks.

Sales Operations / Sales Manager

Assistant Type:

Email Campaign Composer 

Core Functions:
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:
Uploaded Files to Use:
Call recordings/transcripts, demo scripts, win/loss analysis.

Field Sales Representative / Sales Manager

Assistant Type:

Territory Navigator

Core Functions:
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:
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:
Uploaded Files to Use:
Order forms, CRM records (exports), legal templates, internal process docs.

CEO

Assistant Type:

Strategic Insight Synthesizer

Core Functions:
Uploaded Files to Use:
Strategic plans, investor decks, quarterly business reviews, OKRs.

COO

Assistant Type:

Operational Execution Monitor

Core Functions:
Uploaded Files to Use:
SOP manuals, project trackers, ops dashboards (exports), SLA reports.

CFO

Assistant Type:

 Financial Health Analyst

Core Functions:
Uploaded Files to Use:
Financial reports, budgets, forecasting models, audit trails.

CIO

Assistant Type:

Tech Infrastructure Advisor

Core Functions:
Uploaded Files to Use:
IT audits, cloud usage reports (exports), cybersecurity assessments, infrastructure roadmaps.

CHRO

Assistant Type:

 Workforce Intelligence Hub

Core Functions:
Uploaded Files to Use:
HR analytics (exports), exit interviews (summaries/transcripts), DEI dashboards (exports), performance reviews.

CMO

Assistant Type:

Brand Pulse Navigator

Core Functions:
Uploaded Files to Use:
Marketing dashboards (exports), campaign retros, brand trackers (reports), NPS surveys (data uploads).

CSO

Assistant Type:

Growth Opportunities Radar

Core Functions:
Uploaded Files to Use:
Market intelligence decks, expansion feasibility studies, competitor benchmarks.

CTO

Assistant Type:

Innovation Development Tracker

Core Functions:
Uploaded Files to Use:
Product roadmaps, Jira exports, R&D budgets, IP documentation.

CLO/General Counsel

Assistant Type:

Legal & Compliance Watchdog

Core Functions:
Uploaded Files to Use:
Contract repositories, compliance checklists, legal memos, audit reports.

CDO

Assistant Type:

DEI Progress Tracker

Core Functions:
Uploaded Files to Use:
DEI plans, survey analytics, hiring funnel breakdowns (reports), ERG reports.

HR Manager / Director

Assistant Type:

Workforce Intelligence Manager

Core Functions:
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:
Uploaded Files to Use:
ATS exports, job descriptions, interview notes, recruiter performance dashboards (exports).

HR Generalist

Assistant Type:

HR Operations Companion

Core Functions:
Uploaded Files to Use:
Employee handbooks, benefit plans, payroll records (exports), compliance checklists.

L&D Specialist

Assistant Type:

Learning Path Architect

Core Functions:
Uploaded Files to Use:
LMS exports, training evaluations, skill gap reports, course outlines.

Compensation and Benefits Analyst

Assistant Type:

Compensation Insights Analyzer

Core Functions:
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:
Uploaded Files to Use:
 Grievance logs, employee surveys (uploads), disciplinary action trackers, feedback summaries.

HRIS Analyst

Assistant Type:

HR Systems & Data Orchestrator

Core Functions:
Uploaded Files to Use:
HRIS exports, attendance data (exports), audit logs, system reports.

DEI Specialist

Assistant Type:

Inclusion Progress Tracker

Core Functions:
Uploaded Files to Use:
DEI dashboards (exports), hiring data (exports), pay equity reviews, ERG reports.

Payroll Administrator

Assistant Type:

Payroll Accuracy Verifier

Core Functions:
Uploaded Files to Use:
Payroll logs (exports), tax tables (uploads), employee contracts, bonus sheets.

HR Coordinator / Assistant

Assistant Type:

HR Support Desk

Core Functions:
Uploaded Files to Use:
Onboarding checklists, contracts (scans/digital copies), forms library, calendar logs (exports).

Operations Manager

Assistant Type:

Operations Performance Tracker

Core Functions:
Uploaded Files to Use:
KPI reports, budget spreadsheets, operations SOPs, shift logs.

Supply Chain Manager

Assistant Type:

Supply Chain Visibility Copilot

Core Functions:
Uploaded Files to Use:
Supplier SLAs, inventory flow charts, logistics invoices, supply contracts.

Logistics Coordinator

Assistant Type:

Logistics Optimization Agent

Core Functions:
Uploaded Files to Use:
Tracking sheets, carrier agreements, warehouse logs, delivery schedules.

Production Manager

Assistant Type:

Production Efficiency Monitor

Core Functions:
Uploaded Files to Use:
 Production logs, defect sheets, maintenance reports, shift plans.

Process Analyst / Improvement Specialist

Assistant Type:

Process Optimization Advisor

Core Functions:
Uploaded Files to Use:
Value stream maps, Six Sigma reports, Kaizen event summaries, workflow diagrams.

Operations Analyst

Assistant Type:

Operational Data Analyst

Core Functions:
Uploaded Files to Use:
Historical trends data, BI dashboards (exports), capacity models, cost analysis reports.

HRIS Analyst

Assistant Type:

Stock Intelligence Agent

Core Functions:
Uploaded Files to Use:
Inventory sheets, warehouse management reports (exports), demand forecasts (uploads).

Facilities Manager

Assistant Type:

Facility Operations Tracker

Core Functions:
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:
Uploaded Files to Use:
QA reports, compliance checklists, test protocols, customer complaints logs.

Procurement / Purchasing Manager

Assistant Type:

Smart Procurement Copilot

Core Functions:
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:
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:
Uploaded Files to Use:
Templates, task sheets, ops calendars (exports), SOP archives.

Chief Financial Officer (CFO)

Assistant Type:

Strategic Finance Navigator

Core Functions:
Uploaded Files to Use:
Financial strategy docs, board decks, monthly financials, P&L summaries.

Financial Controller

Assistant Type:

Compliance & Closing Tracker

Core Functions:
Uploaded Files to Use:
General ledger files (exports), financial statements, audit checklists, reconciliation logs.

Accountant

Assistant Type:

Journal Entry Assistant

Core Functions:
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:
Uploaded Files to Use:
Excel models, trend reports, BI dashboards (exports), sales forecasts (uploads).

Treasury Manager

Assistant Type:

Cash Position Optimizer

Core Functions:
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:
Uploaded Files to Use:
Invoice lists, payment logs, AR aging reports, vendor contracts.

Payroll Specialist

Assistant Type:

Payroll Compliance Copilot

Core Functions:
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:
Uploaded Files to Use:
Tax filings (copies), jurisdiction-specific regulations (uploads), transfer pricing docs.

Budget Analyst

Assistant Type:

Budget Alignment Monitor

Core Functions:
Uploaded Files to Use:
Budget vs actual reports, cost center summaries, planning spreadsheets.

Internal Auditor

Assistant Type:

Audit Readiness Agent

Core Functions:
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:
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:
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:
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:
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:
Uploaded Files to Use:
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.

Database Administrator (DBA)

Assistant Type:

Data Availability Guardian

Core Functions:
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:
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:
Uploaded Files to Use:
Tax filings (copies), jurisdiction-specific regulations (uploads), transfer pricing docs.

DevOps Engineer

Assistant Type:

 Deployment Automation Agent

Core Functions:
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:
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:
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:
Uploaded Files to Use:
Test case reports, automation logs, bug tracking exports, release notes.

Customer Support Representative

Assistant Type:

Issue Resolution Navigator

Core Functions:
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:
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:
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:
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:
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:
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:
Uploaded Files to Use:
Shift rosters, ticket logs (exports), QA reviews, rep KPIs (reports).

Training Specialist (Support)

Assistant Type:

Support Training Tracker

Core Functions:
Uploaded Files to Use:
LMS exports, training schedules, quiz results, certification lists.

Data Analyst (Support/CX)

Assistant Type:

CX Metrics Analyst

Core Functions:
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:
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:
Uploaded Files to Use:
R&D roadmaps, budget sheets, milestone trackers, OKR dashboards (exports).

Research Scientists / Engineers

Assistant Type:

Experiment Result Synthesizer

Core Functions:
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:
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:
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:
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:
Uploaded Files to Use:
 SOPs, inventory logs, maintenance schedules, safety data sheets (SDS).

Innovation Specialists / Strategists

Assistant Type:

Innovation Opportunity Radar

Core Functions:
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:
Uploaded Files to Use:
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.

Intellectual Property (IP) Specialists (R&D)

Assistant Type:

IP Portfolio Tracker

Core Functions:
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:
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:
Uploaded Files to Use:
Research reports, SOPs, whitepaper drafts, formatting templates.

Regulatory Affairs Specialists (R&D)

Assistant Type:

Regulatory Compliance Tracker

Core Functions:
Uploaded Files to Use:
Regulatory frameworks (e.g., FDA, EMA, REACH textual documents/guidelines), submission templates, compliance logs.
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