USE CASES BY DEPARTMENT
Explore what you can create with Querix
Intelligent AI assistants ready to use or customize for your industry
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Ad Copy Creator
Description:
Produce high-impact ad copy tailored to the product, audience and platform.
Brand Name Generator
Description:
Generate a shortlist of distinctive, brand-able names with rationale and availability tips.
Trademark Class Finder
Description:
Identify correct trademark classes and flag potential conflicts fast.
Domain Availability Checker
Description:
Deliver available domain options plus close alternatives and buying guidance.
Website Copy Writer
Description:
Draft complete page copy (H1→CTA) aligned to tone, keywords and UX best practice.
4 P Competitive Analysis
Description:
Produce a comparative 4 P report highlighting gaps and growth levers.
Blog & Article Writer
Description:
Write engaging, SEO-ranked blog or article drafts including headline, outline and copy.
Social Strategy Planner
Description:
Build a multi-platform strategy covering goals, KPIs, content pillars and cadence.
Email Campaign Copywriter
Description:
Craft subject lines and body copy for full campaign sequences.
Social Post Designer
Description:
Output ready-to-publish post variants (copy + hashtags) for chosen platforms.
E-commerce Description Writer
Description:
Write persuasive, scannable product listings with feature-benefit bullets.
Video Script Outliner
Description:
Deliver scene-by-scene outlines with key talking points and CTA.
Press Release Writer
Description:
Produce a news-style press release with headline, boilerplate and quotes.
Tagline Generator
Description:
Generate punchy taglines with tonal options and rationale.
Content Calendar Builder
Description:
Build a time-boxed content schedule with themes, formats and goals.
Sector Trend Snapshot
Description:
Provide an executive brief of current sector trends and implications.
Social Inquiry Responder
Description:
Generate courteous, on-brand responses to common audience questions.
Multilingual Marketing Translator
Description:
Translates any marketing asset into multiple languages while preserving brand tone and key CTAs.
Competitor Snapshot
Description:
Produces a one-page overview of a selected competitor’s positioning, pricing, messaging, and recent moves.
Social Media Bio Crafter
Description:
Generates platform-specific bios (Twitter, LinkedIn, IG, TikTok) that hook the target audience in ≤ 150 characters.
Customer Feedback Survey
Description:
Builds a short, unbiased survey with rating scales and open-ended questions to capture customer sentiment.
Minimum Viable Product (MVP) Scoper
Description:
Defines the essential features, tech stack, and launch timeline needed to validate product-market fit.
Customer Discovery Interview Script
Description:
Produces open-ended questions that uncover pains, workflow, and willingness to pay.
Pre-Launch Checklist Generator
Description:
Creates a cross-functional checklist covering product, legal, marketing, and ops tasks before go-live.
Churn Analysis Assistant
Description:
Identifies churn drivers from usage data and recommends retention interventions.
Referral Program Brainstormer
Description:
Suggests incentives, messaging, and workflow for a customer-referral scheme.
Content Client Persona Alignment
Description:
Reviews draft content and flags mismatches with the defined buyer persona.
Marketing Content Writer per Stage of funnel
Description:
Generates blog, social, and ad copy tailored to Awareness, Consideration, Decision stages.
Product Client Persona Alignment
Description:
Audits product features against persona pains and gains, highlighting gaps.
Customer Lifetime Value (CLV) Estimator
Description:
Calculates average CLV based on churn rate, ARPU, CAC, and payback period.
Customer Case Study Writer
Description:
Transforms raw success metrics into a polished, story-driven case study.
“Win-Back” Email Campaign
Description:
Creates a multi-email sequence to re-engage churned or inactive customers with offers and social proof.
Customer Loyalty Program Brainstormer
Description:
Ideates tiers, rewards, and engagement mechanics for a loyalty scheme.
“Voice of the Customer” (VoC) Program Outline
Description:
Designs a repeatable process to collect, analyse, and act on customer feedback.
Post-Launch Feedback-Loop Builder
Description:
Create a structured system to collect, analyze, and act on post-launch user feedback via surveys, interviews, and usage analytics.
Customer Journey Mapper
Description:
Assess your company’s operational, financial, and people readiness to scale sustainably across systems, delegation, and cash flow.
Sales Pitch Builder
Description:
Create persuasive sales-pitch decks or scripts tailored to buyer pain points.
Business Model Canvas Builder
Description:
Complete a Business Model Canvas with concise, market-tested inputs.
Customer Success Story Writer
Description:
Draft case studies highlighting challenges, solutions and measurable wins.
ICP Builder
Description:
Produce detailed personas with demographics, pains, gains and triggers.
Cold Email Template
Description:
Provide reusable cold-email frameworks with personalization prompts.
Lead Follow-up Sequencer
Description:
Design multi-touch email sequences with timing and objective notes.
Objection Response Kit
Description:
Supply quick responses to common objections with proof points.
LinkedIn Outreach Message
Description:
Write concise, personalized LinkedIn outreach messages.
Client Call Script
Description:
Provide structured call script with rapport, discovery, pitch and close.
Sector Objection Cheat-Sheet
Description:
List key objections and model answers specific to the user’s sector.
Sales Deck Builder
Description:
Produce slide-by-slide outline with speaker notes and visuals suggestions.
Promo Offer Ideas
Description:
Recommend promotional offers with discount tiers and timeline.
Cross-selling & upselling
Description:
Identify and script cross-sell / upsell opportunities and tactics.
Sales closing
Description:
Provide techniques, language and next-step plans to close deals.
Post-sale follow-up
Description:
Create post-sale communication plan to ensure retention and referrals.
Lead Qualification Guide
Description:
Evaluate lead data and output qualification status plus next steps.
Proposal Value-Prop Writer
Description:
Craft sharp value-prop sections that score high with evaluators.
Collaboration Agreement Draft
Description:
Generate a basic collaboration contract covering scope, payment and IP.
Client Onboarding Email Writer
Description:
Drafts a warm, step-by-step welcome email that explains next steps, key contacts, and expectations for new clients.
Strategic Partnership Outreach
Description:
Drafts a compelling email + one-pager outline to pitch win-win partnerships to target companies.
Sales Content Writer per Stage of funnel
Description:
Writes TOFU, MOFU, and BOFU sales assets (emails, one-pagers, case studies) matched to buyer journey.
Up-Sell/Cross-Sell Identifier
Description:
Analyses customer purchase history to recommend timely up-sell or cross-sell product suggestions.
Complaint-response email
Description:
Draft empathetic, solution-oriented replies to customer complaints.
Product / service FAQ page
Description:
Create searchable FAQ with grouped questions and concise answers.
Customer-feedback request email
Description:
Draft polite email asking customers for feedback or reviews.
Support-ticket summary generator
Description:
Provide concise ticket overview for quick hand-offs.
Knowledge Base Article Genertion from FAQ List
Description:
Converts an FAQ list into clear, searchable knowledge-base articles with headings and step lists.
Meeting-agenda creator
Description:
Build agenda with objectives, topics, owners and timing.
Meeting-summary generator
Description:
Output meeting recap with decisions and assigned next steps.
Presentation outline creator
Description:
Generate outline with hook, key arguments, evidence and close.
Internal FAQ document
Description:
Produce internal FAQ covering processes, tools and policies.
Idea generation
Description:
Produce a burst of novel ideas or solutions for the given challenge.
Long-document summarizer
Description:
Produce concise summary with key points, insights and actions.
Internal announcement / update
Description:
Draft internal news or change announcements with clear calls to action.
Action-item extractor
Description:
Extract action items from text, assign owners and due dates.
Key-ideas extractor
Description:
Identify and list main ideas or themes from any document.
Project-update summary
Description:
Produce concise stakeholder update noting progress, risks and next steps.
Weekly Sales Summary Writer
Description:
Auto-summarizes sales reports into digestible text.
SOP (Standard Operating Procedure) Writer
Description:
Turns a rough process outline into a clear, step-by-step Standard Operating Procedure with roles, tools, and checkpoints.
Idea Stress-Test
Description:
Challenges a new idea against market fit, feasibility, cost, and differentiation, then scores overall viability.
Weekly Priority Setter
Description:
Converts a messy task list into a ranked, time-boxed weekly plan using impact vs. effort analysis.
Decision-Making Framework
Description:
Provides a weighted-criteria matrix template and walks the user through comparing options objectively.
Meeting Productivity Assitant
Description:
Analyses recurring meetings, flags those without clear outcomes, and suggests cuts or async replacements.
Daily Priority Setter
Description:
Help employees focus on top priorities each day using the Eisenhower or impact-effort matrix.
‘End of Day’ Shutdown Routine
Description:
Guide a daily wrap-up routine to close the day with intention, reduce stress, and improve rest.
Deep Work Session Planner
Description:
Block focused time for complex tasks by minimizing distractions and setting clear goals.
Procrastination Breaker
Description:
Break through avoidance patterns using behavioral triggers and micro-tasking.
Meeting Decliner Script
Description:
Write tactful messages to decline low-value or redundant meetings.
1-on-1 Meeting Preparation
Description:
Prepare for productive 1:1s by aligning on updates, blockers, goals, and support needs.
Difficult Conversation Planner
Description:
Structure emotionally intelligent conversations about performance, conflict, or feedback.
‘Clarifying Questions’ Generator
Description:
Generate questions that improve understanding and prevent assumptions during discussions.
Idea Stress-Test
Description:
Draft calm, assertive replies to emotionally charged or ambiguous emails.
“Giving Feedback” Script Builder
Description:
Structure constructive feedback using frameworks like SBI or COIN.
Stakeholder Mapping
Description:
Identify key internal stakeholders and how to manage or influence them.
‘Five Whys’ Root Cause Analysis
Description:
Use root cause analysis to identify underlying issues in recurring problems.
Pros and Cons Matrix
Description:
Compare options using a structured tradeoff analysis to support decision-making.
Project Pre-Mortem
Description:
Anticipate potential project failures before launch to improve planning and risk mitigation.
Work Results Performance Review Preparaation
Description:
Help employees organize results and examples for effective performance evaluations.
Builder for Performance Reviews
Description:
Guide managers in writing structured and fair performance reviews.
Feedback Recieving Preparation
Description:
Coach employees to receive feedback openly and use it for growth.
Requesting a Raise or Promotion
Description:
Build a compelling, data-backed case for career advancement.
Weekly Accomplishments Log
Description:
Keep track of weekly wins and contributions for visibility and motivation.
“360-Degree Feedback” Request
Description:
Request feedback from peers, managers, and reports to gain a well-rounded view.
Career Goal Setter
Description:
Define personal development goals aligned with growth trajectory and interests.
30-Day Skill Development Plan
Description:
Create a focused 30-day plan to learn or improve a specific skill.
Boundary Setting Script
Description:
Write respectful scripts to establish work-life boundaries or reset expectations.
‘Silent Meeting’ Prep
Description:
Prepare ideas and insights for async-first or writing-based meetings.
Employee Comms Writer
Description:
Draft internal notes, memos or announcements that inform and motivate employees.
Employee Survey Creator
Description:
Produce questionnaire with scales, logic and anonymity guidelines.
Job Description Designer
Description:
Deliver role summary, responsibilities, requirements and EVP highlights.
Interview Question Bank
Description:
Provide structured interview questions mapped to skills and culture fit.
Welcome Email Builder
Description:
Draft a welcoming email with agenda, resources and next steps.
Onboarding Checklist
Description:
Output step-by-step checklist for role, IT and culture onboarding.
Feedback Phrase Bank
Description:
Generate phrase bank for reviews across performance levels.
Engagement Survey Questions
Description:
Provide question set covering engagement, alignment and wellbeing.
Résumé Summarizer
Description:
Extract key skills, experience and match indicators from CVs.
Feedback Meeting Blueprint
Description:
Supply agenda template with timing, questions and action capture.
Interview Invitation Email
Description:
Write professional interview invitation with logistics & expectations.
Policy / procedure explainer
Description:
Turn policy text into plain-language step-by-step guides.
Internal-policy writer
Description:
Write policy document with scope, roles, steps and compliance notes.
Employee onboarding
Description:
Map a comprehensive onboarding journey with milestones and resources.
Policy Change Announcement
Description:
Draft an employee memo explaining new policy, why and when.
Benefits Quick Guide
Description:
Produce quick-read guide detailing benefits and enrollment steps.
Recognition Message
Description:
Generate personalized praise messages for outstanding employees.
Employee Onboarding Checklist
Description:
Generates a day-by-day onboarding plan including IT, HR, and culture tasks.
Employee Performance Review Prep
Description:
Pre-writes evaluation talking points and goal templates based on role and metrics.
Employee Salary Research
Description:
Pulls market comp data and benchmarks current or proposed salaries.
Internal Communication Plan
Description:
Outlines channels, cadence, ownership, and KPIs for company-wide comms.
Employee Skill Gap Analysis
Description:
Matches current talent skills vs. role requirements and suggests training priorities.
Password-reset quick guide
Description:
Create a step-by-step password-reset instruction sheet.
System-maintenance alert
Description:
Draft alert with impact, timeline, contact and next steps.
Access-to-tools instructions
Description:
Provide detailed steps to gain access to internal tools.
Tool / process-change message
Description:
Draft message outlining what changed, why and how to adapt.
IT-employee onboarding checklist
Description:
Generate checklist covering hardware, credentials and training.
Investor Update Draft
Description:
Summarises traction, KPIs, runway, and asks into a crisp monthly or quarterly investor email.
Pricing Strategy Advisor
Description:
Recommends optimal price points and discount structures based on cost, competition, and willingness-to-pay data.
Burn Rate & Runway Calculator
Description:
Calculates current cash burn, runway, and head-count break-even scenarios from expense inputs.
Investor Question Prep
Description:
Generates likely VC questions and tailored, data-driven answers for a pitch meeting.
Founder Burnout Check-in
Description:
Produces a quick self-assessment and personalised suggestions to manage workload and stress.
Process Botleneck Identifier
Description:
Maps a workflow, spots time or cost bottlenecks, and suggests fixes.
Software Stack Audit
Description:
Reviews all SaaS/tools in use, spots overlap, cost waste, and compliance risks.
Profitability Analysis by Product/Service
Description:
Breaks down revenue, COGS, and margin for each offering to highlight profit stars and laggards.
Quarterly Strategic Planning (OKR) Assistant
Description:
Builds company-wide OKRs, aligns team metrics, and schedules check-ins.
Company Mission Statement Writer
Description:
Transforms raw inputs—purpose, audience, and differentiator—into a concise, inspiring one-sentence mission statement that captures why the company exists and the impact it strives to make.
Post Mortem Analysis
Description:
Facilitates a structured review of failed or successful projects to capture lessons learned.
Digital Transformation Roadmap
Description:
Charts phases, milestones, and resource needs for digitising key business processes.
Regulatory Compliance Audit
Description:
Generates a checklist of regulations (e.g., GDPR, SOC 2) and current compliance gaps.
PESTLE Analysis
Description:
Produces a macro-environment scan across Political, Economic, Social, Tech, Legal, Environmental factors.
Porter Five Forces Analysis
Description:
Evaluates competitive intensity, supplier power, buyer power, threat of substitutes, and new entrants.
SWOT Analysis
Description:
Outlines Strengths, Weaknesses, Opportunities, Threats with actionable next steps.
Vaue Chain Analysis
Description:
Maps activities from inbound logistics to after-sales and flags cost or value opportunities.
Scenario Planning
Description:
Creates optimistic, base, and worst-case business scenarios with trigger indicators.
Ansoff Matrix
Description:
Classifies growth options into Market Penetration, Product Development, Market Development, Diversification.
BCG Matrix
Description:
Plots product lines into Stars, Cash Cows, Question Marks, Dogs with strategic advice.
GE/McKinsey Matrix
Description:
Rates business units by industry attractiveness and competitive strength, outputting investment priorities.
Blue Ocean Strategy
Description:
Generates a value-innovation canvas and identifies uncontested market space.
Horizon Model (McKinsey 3 Horizons)
Description:
Allocates initiatives into Horizon 1, 2, 3 with resourcing guidelines.
STP Model
Description:
Segmentation, Targeting, Positioning tool that outputs target segments and positioning statements.
Idea Stress-Test
Description:
Plots your brand vs. competitors on two key dimensions and reveals whitespace.
Jobs To Be Done (JTBD)
Description:
Creates job statements and outcome expectations to guide product design.
7P Marketing Mix Analysis
Description:
Assesses Product, Price, Place, Promotion, People, Process, Physical evidence for gaps.
Customer Empathy Map
Description:
Visualises what customers Think, Feel, See, Say/Do, Hear, and Pain/Gain.
Customer Archeotype
Description:
Drafts a rich persona profile with demographics, psychographics, and motives.
7o Consumer Behavior
Description:
Breaks behaviour into Occupants, Objects, Objectives, Occasions, Outlets, Operations, Opposition.
AIDA Model Sales Funnel
Description:
Maps your funnel stages and suggests content for Attention, Interest, Desire, Action.
4Cs Customer Analysis
Description:
Analyses Customer needs, Cost to satisfy, Convenience, and Communication channels.
SOSTAC Planning Builder
Description:
Generates Situation, Objectives, Strategy, Tactics, Action, Control plan.
RACE Digital Marketing Analysis
Description:
Reviews Reach, Act, Convert, Engage metrics and suggests optimisation moves.
Marketing Funnel Analysis
Description:
Diagnoses leakage points between funnel stages and recommends fixes.
OKRs Goal definition Builder
Description:
Turns high-level vision into measurable OKRs with owners and timelines.
70/20/10 Budget Allocation
Description:
Splits marketing budget into Core (70 %), Experimental (20 %), Moonshot (10 %) with line-item suggestions.
Balanced Scorecard Builder
Description:
Crafts objectives and KPIs across Financial, Customer, Internal, Learning dimensions.
KPI Trees Builder
Description:
Visualises how top-line metrics (e.g., revenue) break down into controllable sub-KPIs.
Scale-Readiness Audit
Description:
Visualize each step of the customer experience from awareness to advocacy to identify friction and improve conversion.
Risk Matrix Builder
Description:
Map key business risks by likelihood and impact, then prioritize mitigation strategies to reduce exposure.
Problem Statement Definition
Description:
Help founders clearly define the specific problem they're solving, including who experiences it, how often, and why it's painful.
Unique Value Proposition (UVP) Builder
Description:
Craft a one-sentence value promise that articulates your solution's key benefit, uniqueness, and target customer.
Market Demand Tester
Description:
Identify signals that prove real market demand exists through search trends, keyword volume, forums, and pre-orders.
Landing-Page Smoke-Test Planner
Description:
Plan and design a minimal landing page experiment to validate interest via email signups, clicks, or early conversions.
Startup Financial Projection Wizard
Description:
Generate simple 12-24 month financial projections including revenue, cost, burn, and runway using bottom-up assumptions.
Entity & Compliance Checklist
Description:
Create a startup-friendly legal & compliance checklist (e.g., incorporation, tax IDs, IP protection, GDPR, founder agreement).
Hiring Plan & Org-Chart Designer
Description:
Map your first 5–10 key hires aligned to your product roadmap, revenue goals, and funding stage with a simple org chart.
Funding Readiness Scorecard
Description:
Assess your startup’s readiness for fundraising across team, traction, TAM, metrics, and storytelling.
Post-Launch Feedback-Loop Builder
Description:
Create a structured system to collect, analyze, and act on post-launch user feedback via surveys, interviews, and usage analytics.
Scale-Readiness Audit
Description:
Visualize each step of the customer experience from awareness to advocacy to identify friction and improve conversion.
Customer Journey Mapper
Description:
Assess your company’s operational, financial, and people readiness to scale sustainably across systems, delegation, and cash flow.
Design Thinking Problem Analysis
Description:
Apply the 5-step design thinking approach (Empathize, Define, Ideate, Prototype, Test) to analyze customer needs and create user-centric startup ideas.
First Principle Thinking Analysis
Description:
Deconstruct the problem to its fundamental truths and reason up from zero using first principles thinking.
Problem Solution Canvas Analysis
Description:
Clarify who has the problem, why it matters now, and how your solution resolves it better than alternatives.
NABC Model Problem Analysis
Description:
Evaluate your innovation using the NABC model: Need, Approach, Benefit, and Competition.
Opportunity Evaluation Matrix Analysis
Description:
Score startup ideas based on criteria like market size, timing, team, technology, and defensibility.
IKIGAI Entrepreneur Analysis
Description:
Align your startup vision with purpose, passion, profit, and skill using the IKIGAI model.
Lean Canvas Analysis
Description:
Generate a 1-page startup business model including problem, solution, channels, revenue, and unfair advantage.
Value Proposition Canvas Builder
Description:
Design compelling value propositions by mapping customer jobs, pains, and gains to your product.
Customer Development Model (Steve Blank) Analysis
Description:
Follow Steve Blank’s model: customer discovery, validation, creation, and company building.
Risks vs Assumptions Matrix Analysis
Description:
Rank and prioritize your riskiest business assumptions to validate early and minimize failure.
Traction Testing Framework (Bullseye Framework by Gabriel Weinberg)
Description:
Test and prioritize the 19 traction channels to find scalable growth levers.
Mom Test (Rob Fitzpatrick) Analysis
Description:
Write interview questions that avoid biased praise and extract real customer insights.
Four Fits Framework (Dan Olsen) Analysis
Description:
Evaluate alignment across problem-solution, product-market, channel-model, and founder-vision.
GTM Strategy Pyramid Builder
Description:
Build your go-to-market strategy from segmentation to positioning, messaging, and channels.
10 Types of Innovation (Doblin) Analysis
Description:
Identify innovation opportunities across 10 dimensions from business model to customer engagement.
Minimum Viable Funnel Analysis
Description:
Design the leanest possible sales/marketing funnel to validate demand and measure conversion.
SAFE vs Convertible Notes Analysis
Description:
Compare startup fundraising options to understand trade-offs in dilution, control, and timing.
Startup Financial Model Template. Analysis
Description:
Build a startup-friendly financial model to project revenue, expenses, and runway.
Milestone Funding Map Analysis
Description:
Map product, traction, and team milestones to align with staged funding goals.
Cap Table Simulation Analysis
Description:
Simulate cap table evolution across funding rounds to understand equity dilution.
Unit Economics Framework Analysis
Description:
Break down CAC, LTV, churn, and payback period to validate profitability and scale potential.
Fundraising Story Arc Analysis
Description:
Craft a compelling investor narrative combining vision, metrics, and momentum.
TAM–SAM–SOM Model Analysis
Description:
Estimate market size layers from total addressable to obtainable segments.
Pirate Metrics (AARRR by Dave McClure) Analysis
Description:
Track and optimize key startup metrics: Acquisition, Activation, Retention, Revenue, Referral.
Growth Loops Analysis
Description:
Model self-reinforcing loops where user activity fuels further acquisition or retention.
Flywheel Model Builder
Description:
Design a flywheel that compounds customer success into sustainable business momentum.
North Star Metric Framework
Description:
Identify the one metric that best reflects long-term value delivery to customers.
Blitzscaling Framework (Reid Hoffman)
Description:
Apply blitzscaling tactics when speed outweighs efficiency in hypergrowth conditions.
Startup Pivot Matrix Analysis
Description:
Explore pivot types: zoom-in, zoom-out, customer segment, tech shift, or channel pivot.
Growth vs Burn Tradeoff Matrix Analysis
Description:
Visualize trade-offs between cash burn and revenue growth to make capital-efficient decisions.
Exit Strategy Map Analysis
Description:
Compare strategic exit paths: IPO, acquisition, PE buyout, or MBO.
VC Liquidity Ladder Analysis
Description:
Understand how venture capital firms plan liquidity events and return horizons.
Founder-Market Fit Framework Analysis
Description:
Assess how well the founder's background, passion, and insight match the startup's domain.
Zone of Genius Model. Analysis
Description:
Help founders identify activities that align passion, skill, and flow for peak performance.
Energy/Time Audit Matrix Analysis
Description:
Audit how founders spend time and energy to optimize strategic focus and avoid burnout.
Founder Coherence Scorecard Aanalysis
Description:
Align personal ambition, lifestyle, and values with your company's growth strategy.
Cognitive Load Management Framework Analysis
Description:
Reduce mental overload through delegation, clarity, and task simplification.
Porter’s Cluster Model Analysis
Description:
Analyze your startup's regional innovation ecosystem: talent, capital, institutions.
Innovation Ecosystem Mapping Analysis
Description:
Map key ecosystem players: accelerators, investors, academia, corporates, policymakers.
Stakeholder Mapping & Influence Matrix Analysis
Description:
Identify key actors, their influence level, and how to engage them for startup success.
Market Entry Barriers Matrix Analysis
Description:
Analyze legal, behavioral, economic, and technological barriers in new markets.
Marketing Manager
Strategic Marketing Planner
- 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.
Content Creator/Writer
AI Content Generator & Brand Tone Enforcer
- 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.
Graphic Designer
Creative Brief Assistant
- 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.
SEO Specialist
Keyword Intelligence Copilot
- 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.
Social Media Manager
Social Content Scheduler & Performance Analyst
- 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.
Email Marketing Specialist
Email Campaign Composer
- 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.
Market Research Analyst
Insight Synthesizer & Competitor Tracker
- 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.
PR Specialist
Media Relations Memory & Press Monitor
- 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.
Advertising Coordinator
Media Plan Tracker
- 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.
Product Marketing Manager
Product Launch Coordinator
- 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.
Digital Marketing Specialist
Channel Optimizer
- 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.
Marketing Analytics Specialist
KPI Explainer & Insight Generator
- 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.
Sales Manager / Sales Ops
Sales Performance & Strategy Monitor
- 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.
Sales Representative
Deal Closer Companion
- 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.
Sales Development Representative / Prospector
Prospecting Intelligence Agent
- 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.
Sales Representative / SDR
Cold Outreach Optimizer
- 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.
Account Manager / Customer Success Manager (Sales-focused)
Client Health Tracker
- 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.
Sales Operations / Sales Manager
Email Campaign Composer
- 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.
Sales Representative (focus on virtual selling)
Virtual Selling Assistant
- 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.
Field Sales Representative / Sales Manager
Territory Navigator
- 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.
Sales Engineer / Technical Sales Specialist
Technical Sales Enabler
- 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.
Sales Administrator / Sales Support
Sales Admin Support Bot
- 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.
CEO
Strategic Insight Synthesizer
- 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.
COO
Operational Execution Monitor
- 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.
CFO
Financial Health Analyst
- 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.
CIO
Tech Infrastructure Advisor
- 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.
CHRO
Workforce Intelligence Hub
- 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.
CMO
Brand Pulse Navigator
- 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.
CSO
Growth Opportunities Radar
- 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.
CTO
Innovation Development Tracker
- 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.
CLO/General Counsel
Legal & Compliance Watchdog
- 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.
CDO
DEI Progress Tracker
- 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.
HR Manager / Director
Workforce Intelligence Manager
- 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.
Recruitment Specialist / Talent Acquisition Manager
Talent Acquisition Navigator
- 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.
HR Generalist
HR Operations Companion
- 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.
L&D Specialist
Learning Path Architect
- 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.
Compensation and Benefits Analyst
Compensation Insights Analyzer
- 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.
Employee Relations Specialist
Culture & Conflict Advisor
- 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.
HRIS Analyst
HR Systems & Data Orchestrator
- 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.
DEI Specialist
Inclusion Progress Tracker
- 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.
Payroll Administrator
Payroll Accuracy Verifier
- 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.
HR Coordinator / Assistant
HR Support Desk
- 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.
Operations Manager
Operations Performance Tracker
- 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.
Supply Chain Manager
Supply Chain Visibility Copilot
- 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.
Logistics Coordinator
Logistics Optimization Agent
- Which shipping routes caused cost overruns?” or “Are we meeting last-mile delivery SLAs?” by analyzing uploaded shipping data, carrier performance, and fulfillment times.
Production Manager
Production Efficiency Monitor
- 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.
Process Analyst / Improvement Specialist
Process Optimization Advisor
- 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.
Operations Analyst
Operational Data Analyst
- 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.
HRIS Analyst
Stock Intelligence Agent
- 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.
Facilities Manager
Facility Operations Tracker
- 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.
Quality Assurance Manager
Quality Control Dashboard Assistant
- Answers “What’s the non-conformance rate trend?” or “Which supplier failed quality audits?” by summarizing uploaded test results, compliance gaps, and inspection reports.
Procurement / Purchasing Manager
Smart Procurement Copilot
- 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.
Customer Service Manager (Operations)
Support Operations Leader
- 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.
Operations Coordinator / Administrator
Operations Admin Companion
- 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.
Chief Financial Officer (CFO)
Strategic Finance Navigator
- 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.
Financial Controller
Compliance & Closing Tracker
- 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.
Accountant
Journal Entry Assistant
- 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.
Financial Analyst
Forecast Generator & Trend Analyst
- Answers “What’s our projected EBITDA next quarter?” or “Which expense category shows fastest growth?” by building forecast models and dashboards using uploaded data.
Treasury Manager
Cash Position Optimizer
- 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.
Accounts Payable / Receivable Clerk
Invoice & Collection Assistant
- Answers “Which invoices are past due?” or “Has customer X paid invoice #123?” by managing and querying uploaded payable/receivable schedules and payment logs.
Payroll Specialist
Payroll Compliance Copilot
- Answers “Were bonuses processed correctly in March?” or “Who missed time entry last week?” by tracking uploaded payroll accuracy, benefits payouts, and legal deductions.
Tax Specialist
Tax Compliance Tracker
- 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.
Budget Analyst
Budget Alignment Monitor
- 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.
Internal Auditor
Audit Readiness Agent
- 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.
Chief Information Officer (CIO) / IT Director
IT Strategy & Alignment Tracker
- 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.
IT Manager / Project Manager
Project Delivery Monitor
- Answers “Which projects are behind schedule?” or “Where are we exceeding resource estimates?” by tracking uploaded team performance data, timelines, and milestones.
Systems Administrator / Network Administrator
Infrastructure Health Assistant
- Answers “What’s the uptime trend for core servers?” or “Which patches failed deployment?” by summarizing uploaded system logs, backup audits, and configuration changes.
Software Developer / Engineer
Code Knowledge Navigator
- 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.
Cybersecurity Analyst / Security Specialist
Threat & Compliance Monitor
- 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)
Data Availability Guardian
- 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.
Cloud Architect / Engineer
Cloud Cost & Security Tracker
- Answers “Which resources are over-provisioned?” or “What’s our AWS bill breakdown by environment?” by analyzing uploaded cloud cost reports and permissions audits.
IT Support Specialist / Help Desk Technician
Troubleshooting Companion
- 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.
DevOps Engineer
Deployment Automation Agent
- 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.
Data Analyst / Data Scientist
Insight Generator & Model Tracker
- 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.
Business Analyst / IT Consultant
Business-IT Bridge Agent
- 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.
QA Engineer / Tester
Test Coverage & Defect Tracker
- 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.
General Counsel (GC) / Chief Legal Officer (CLO)
Legal Risk & Compliance Overview Assistant
- 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.
Corporate Counsel
Corporate Legal Navigator
- 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.
Shareholder agreements, articles of incorporation, due diligence checklists, board resolutions.
Litigation Counsel
Litigation Case Tracker
- 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.
Compliance Officer
Regulatory Compliance Monitor
- 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.
Contract Manager
Contract Lifecycle Companion
- 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.
Intellectual Property (IP) Counsel
IP Asset & Dispute Tracker
- 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.
Employment / Labor Counsel
Employment Law Advisor
- 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.
Paralegal
Legal Research & Prep Assistant
- 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.
Legal Operations Manager
Legal Ops Efficiency Tracker
- 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.
Regulatory Affairs Specialist
Sector Regulatory Intelligence Assistant
- 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.
Customer Support Representative
Issue Resolution Navigator
- 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.
Customer Support Manager
Performance & Escalation Tracker
- 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.
Technical Support Specialist
Technical Troubleshooting Assistant
- 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.
Customer Success Manager
Customer Health Monitor
- 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.
Quality Assurance Analyst (Support)
QA Compliance Evaluator
- 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.
Knowledge Base / Content Specialist (Support)
Knowledge Base Optimizer
- 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.
Team Lead / Supervisor (Support)
Team Performance Assistant
- 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.
Training Specialist (Support)
Support Training Tracker
- Answers “Who hasn’t completed onboarding modules?” or “What’s the assessment pass rate by batch?” by tracking uploaded training progress and assessment results.
Data Analyst (Support/CX)
CX Metrics Analyst
- 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.
Live Chat / Social Media Support Agent
Live Response Accelerator
- 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.
R&D Manager / Director
R&D Strategy & Milestone Tracker
- 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.
Research Scientists / Engineers
Experiment Result Synthesizer
- 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.
Product Development Engineers
Prototype Feedback Aggregator
- 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.
R&D Project Managers
Project Execution Monitor
- 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.
Data Scientists / Analysts (R&D)
Experimental Data Analyst
- 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.
Lab Technicians
Lab Operations Assistant
- 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.
Innovation Specialists / Strategists
Innovation Opportunity Radar
- 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.
Quality Assurance / Quality Control Specialists (R&D)
Compliance & Testing Validator
- 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)
IP Portfolio Tracker
- 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.
Software Developers (Tech R&D)
Codebase & Model Documentation Assistant
- 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.
Technical Writers (R&D)
Research Documentation Assistant
- 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.
Regulatory Affairs Specialists (R&D)
Regulatory Compliance Tracker
- 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.
Provide troubleshooting steps from manuals
Ideal for:
Customer Support Agent, Technical Specialist
Example prompt:
How do I reset the device to factory settings?
Share SLA and escalation policies
Ideal for:
Legal Counsel, Sales Executive
Example prompt:
What is the response time for high-priority tickets?
Pull customer onboarding checklists
Ideal for:
HR Manager, Recruiter
Example prompt:
What steps should I follow to onboard a new customer?
Pull escalation matrix
Ideal for:
Team Lead, Operations Lead
Example prompt:
Who handles priority level 1 incidents?
Explain chat escalation policies
Ideal for:
Team Lead, Operations Lead
Example prompt:
When should a live chat be escalated?
Proactive follow-up with key clients
Ideal for:
Customer Success Managers, Account Managers
Example prompt:
What success milestones are still pending for client X?
Early warning signs of churn
Ideal for:
Customer Success Managers, Account Leads
Example prompt:
Which clients have decreased their product usage this month?
Instant access to client health scores
Ideal for:
Success Managers, Operations Managers
Example prompt:
What’s the current status of client ACME?
Renewal and upsell recommendations
Ideal for:
Customer Success Managers, Account Executives
Example prompt:
Which add-on product could interest client Y?
Quarterly Business Review (QBR) prep
Ideal for:
Customer Success Managers
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
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
Example prompt:
What is the pricing structure for enterprise clients?
Explain discount approval processes
Ideal for:
Team Lead, Operations Lead
Example prompt:
Who needs to approve a discount over 15%?
Provide legal terms for sales contracts
Ideal for:
Legal Counsel, Sales Executive
Example prompt:
What are the cancellation terms in our standard contract?
Summarize SLAs for contracts
Ideal for:
Legal Counsel, Sales Executive
Example prompt:
What is the default SLA in our enterprise contracts?
Explain pricing tiers
Ideal for:
Sales Executive, Product Manager
Example prompt:
What are the differences between Basic and Premium plans?
Summarize contract templates
Ideal for:
Legal Counsel, Sales Executive
Example prompt:
What clauses are standard in our service agreement?
Access CRM usage policy
Ideal for:
Compliance Officer, Legal Counsel
Example prompt:
Can I export client data from the CRM?
Assist with renewals playbook
Ideal for:
Team Lead, Operations Lead
Example prompt:
What are the steps for initiating a contract renewal?
Summarize legal approval process for contracts
Ideal for:
Legal Counsel, Sales Executive
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
Example prompt:
What’s our recommended tone for LinkedIn posts?
Campaign performance summaries at a glance
Ideal for:
Growth Managers, Performance Marketers
Example prompt:
How did our lead gen campaign perform last quarter?
Copywriting support with A/B testing
Ideal for:
Copywriters, Email Marketing Specialists
Example prompt:
Can you suggest three subject line variations for this email?
Product launch FAQ management
Ideal for:
Product Marketing Managers, Community Managers
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
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
Example prompt:
Does this form meet GDPR requirements?
Answer onboarding FAQs
Ideal for:
HR Manager, Recruiter
Example prompt:
What documents do new hires need to submit?
Summarize employee handbooks
Ideal for:
HR Manager, Recruiter
Example prompt:
What are the core values listed in the employee handbook?
Answer questions about performance review cycles
Ideal for:
HR Manager, Team Lead
Example prompt:
When are performance reviews conducted?
Explain expense and reimbursement policies
Ideal for:
Finance Analyst, Operations Lead
Example prompt:
How do I file a reimbursement claim?
Share training material and course outlines
Ideal for:
L&D Specialist, HR Manager
Example prompt:
What training is available for new managers?
Explain work-from-home policy
Ideal for:
Compliance Officer, Legal Counsel
Example prompt:
How many days per week can I work from home?
Standardization of operational procedures
Ideal for:
Operations Leads, PMOs
Example prompt:
What’s the protocol for opening a new location?
Automated answers about internal tools
Ideal for:
Office Managers, IT Operations
Example prompt:
How do I request a new software license?
Purchasing and vendor policy access
Ideal for:
Procurement, Finance Operations
Example prompt:
What are our criteria for onboarding a new vendor?
Inventory and supply tracking
Ideal for:
Office Managers, Warehouse Leads
Example prompt:
How many units of promo material X are left?
Audit prep support for operations teams
Ideal for:
Operations Leads, Internal Auditors
Example prompt:
What documents are needed for the logistics review?
Quick access to product roadmaps and release dates
Ideal for:
Product Managers, UX Leads
Example prompt:
When is the new reporting feature set to launch?
Contextual insights from user feedback
Ideal for:
Product Managers, Customer Insights Leads
Example prompt:
What feedback have we received on the new mobile interface?
Centralized product technical documentation
Ideal for:
Product Owners, QA Leads
Example prompt:
Where are the technical specs for the billing module?
Support for agile planning and grooming sessions
Ideal for:
Product Managers, Scrum Masters
Example prompt:
Which user stories still need estimation this week?
Feature comparison with competitors
Ideal for:
Product Marketing, Strategy Teams
Example prompt:
What does product X offer that we don’t?
Automated answers about current features
Ideal for:
Product Managers, Technical Support
Example prompt:
Does this version allow data export in CSV?
On-demand access to internal policies and regulations
Ideal for:
Legal Advisors, Compliance Officers
Example prompt:
What’s our data privacy policy for European customers?
Support with contract reviews
Ideal for:
Legal Counsel, Paralegals
Example prompt:
What cancellation clauses apply in our standard contract?
Step-by-step guidance for legal approvals
Ideal for:
Legal Advisors, Department Heads
Example Question:
What are the steps to get a contract approved by Legal?
Support for internal and external audits
Ideal for:
Compliance Officers, Legal Counsel
Example prompt:
What documents are required for the quarterly audit?
Data retention policy management
Ideal for:
Compliance Officers, Legal IT Managers
Example prompt:
How long are we required to keep customer data?
Sector-specific regulation guidance (e.g. GDPR, HIPAA)
Ideal for:
Legal Advisors, Compliance Officers
Example prompt:
Can we store customer data on servers outside the EU?
Explain procurement approval workflows
Ideal for:
Procurement Manager, Operations Lead
Example prompt:
What is the process to approve a purchase request over $10,000?
Provide audit documentation procedures
Ideal for:
Team Lead, Operations Lead
Example prompt:
Where do I upload receipts for quarterly audits?
Technical support for employees
Ideal for:
Help Desk, IT Support Teams
Example prompt:
How do I reset my corporate email password?
Access and permission request management
Ideal for:
IT Admins, Security Analysts
Example prompt:
How can I request access to the data analytics platform?
Software and license inventory management
Ideal for:
IT Managers, SysAdmins
Example prompt:
Do we have any Figma licenses available?
Conversational access to technical documentation
Ideal for:
SysAdmins, DevOps, IT Engineers
Example prompt:
Where’s the VPN setup guide?
Access to security and access control policies
Ideal for:
CISOs, IT Security Managers
Example prompt:
What access level is allowed for junior staff?
Incident response protocol guidance
Ideal for:
Security Analysts, IT Leads
Example prompt:
What should I do if I detect a security breach?
Real-time compliance audit support
Ideal for:
Security Compliance Officers, IT Auditors
Example prompt:
What controls are in place to comply with ISO 27001?
Encryption and sensitive data handling policies
Ideal for:
IT Security Specialists, DPOs
Example prompt:
What encryption methods are we using for client data?
Shared credential and access management
Ideal for:
IT Admins, Security Analysts
Example prompt:
Are shared credentials allowed between users?
Tracking of open security incidents
Ideal for:
CISOs, IT Operations Leads
Example prompt:
Which security incidents are still unresolved?
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