USE CASES BY ROLE
Explore what you can create with Querix
Intelligent AI assistants ready to use or customize for your industry
Marketing Manager
Assistant Type:
Strategic Marketing Planner
Core Functions:
- Centralizes all campaign plans, calendars, and KPIs from uploaded documents.
- Answers questions like “What were our Q3 goals in LATAM?” or “Show me budget usage by channel” by referencing the uploaded campaign plans and budgets.
- Tracks execution across departments as documented in uploaded reports and plans.
Uploaded Files to Use:
Campaign plans, budgets, performance decks.
Content Creator/Writer
Assistant Type:
AI Content Generator & Brand Tone Enforcer
Core Functions:
- Suggests SEO-friendly titles, social post variations, and repurposes past content based on the analysis of uploaded materials.
- Pulls insights from uploaded internal brand guidelines, content calendars, and buyer personas to inform content generation.
Uploaded Files to Use:
Style guides, previous blog posts, personas, content briefs.
Graphic Designer
Assistant Type:
Creative Brief Assistant
Core Functions:
- Summarizes uploaded content briefs
- Answers "What are the visual specs for Campaign X?" by referencing uploaded branding kits and briefs.
- Suggests layouts based on uploaded past materials.
Uploaded Files to Use:
Branding kits, creative briefs, past campaign decks.
SEO Specialist
Assistant Type:
Keyword Intelligence Copilot
Core Functions:
- Organizes uploaded keyword plans, recommends optimizations based on these plans and analyses, and shows SERP evolution as reflected in the uploaded Search Console exports.
- Answers "Which URLs dropped ranking last month?" by analyzing the provided GSC data uploads.
Uploaded Files to Use:
Keyword audits, Google Search Console exports, competitor analyses
Social Media Manager
Assistant Type:
Social Content Scheduler & Performance Analyst
Core Functions:
- Surfaces best-performing posts by topic or format by analyzing uploaded engagement reports.
- Generates post drafts based on uploaded content calendars, past successful posts from uploaded reports, and influencer decks.
Uploaded Files to Use:
Social calendars, engagement reports, influencer decks.
Email Marketing Specialist
Assistant Type:
Email Campaign Composer
Core Functions:
- Drafts personalized newsletters using uploaded insights and content.
- Suggests optimal CTAs and A/B test copy based on analysis of uploaded templates and performance data.
- Pulls product updates from uploaded product documents.
Uploaded Files to Use:
Newsletter templates, product sheets, CRM segmentation rules (as uploaded files).
Market Research Analyst
Assistant Type:
Insight Synthesizer & Competitor Tracker
Core Functions:
- Combines and analyzes uploaded internal survey data, industry reports, and competitor decks.
- Answers “What’s the sentiment trend among Gen Z toward our brand?” based on the analysis of these uploaded documents.
Uploaded Files to Use:
Surveys, interviews, market reports, social listening exports.
PR Specialist
Assistant Type:
Media Relations Memory & Press Monitor
Core Functions:
- Extracts journalist preferences from uploaded past coverage logs and contact notes.
- Drafts releases based on uploaded product docs and PR briefs.
- Answers “What coverage did we get for X campaign?” by referencing uploaded press coverage logs.
Uploaded Files to Use:
Press coverage logs, PR briefs, journalist contact notes.
Advertising Coordinator
Assistant Type:
Media Plan Tracker
Core Functions:
- Answers “Which ad sets are over budget?” or “What creatives are used in Display?” by analyzing uploaded media plans, contracts, and performance logs.
- Pulls insights from uploaded contracts, performance logs, and agency reports.
Uploaded Files to Use:
Media plans, ad contracts, platform dashboards (as exported files).
Product Marketing Manager
Assistant Type:
Product Launch Coordinator
Core Functions:
- Answers “What’s the positioning matrix for X?” or “What is the GTM checklist for this feature?” by referencing ingested launch decks, value prop frameworks, and competitor sheets.
- Ingests and processes uploaded launch decks, value prop frameworks, and competitor sheets to answer questions.
Uploaded Files to Use:
Go-to-market decks, product one-pagers, competitive matrices.
Digital Marketing Specialist
Assistant Type:
Channel Optimizer
Core Functions:
- Tracks performance across paid search, social, programmatic, etc., using data from uploaded campaign reports and exports.
- Answers “Which campaign has best CPL this month?” based on the analysis of these uploaded files.
Uploaded Files to Use:
Campaign reports, GA4 exports, attribution models.
Marketing Analytics Specialist
Assistant Type:
KPI Explainer & Insight Generator
Core Functions:
- Answers “Why did conversion rates drop in March?” or “Trend for organic vs paid lead sources” by analyzing data from uploaded BI dashboards (exports), CRM data (exports), and analytics reports.
- Uses uploaded BI dashboards, CRM data, and analytics reports as its knowledge source.
Uploaded Files to Use:
Excel dashboards, Looker reports (as exports), attribution studies.
Sales Manager / Sales Ops
Assistant Type:
Sales Performance & Strategy Monitor
Core Functions:
- Answers “Which reps are below target this quarter?” or “How are we tracking vs forecast?” by analyzing uploaded performance dashboards and quota sheets.
- Centralizes uploaded performance dashboards, quota sheets, and sales strategy docs for querying.
Uploaded Files to Use:
Sales dashboards (exports), quota targets, territory plans, CRM exports.
Sales Representative
Assistant Type:
Deal Closer Companion
Core Functions:
- Answers “What’s the latest client objection on X deal?” or “Which collateral has worked best in past similar closes?” by searching uploaded case studies, CRM notes, and objection-handling docs.
- Surfaces success stories, playbooks, and tailored battle cards from the uploaded content.
Uploaded Files to Use:
Case studies, pitch decks, objection-handling docs, CRM notes (as exports/uploads).
Sales Development Representative / Prospector
Assistant Type:
Prospecting Intelligence Agent
Core Functions:
- Answers “Which industries had the highest conversion last quarter?” or “Give me top 10 decision-makers by region” by analyzing uploaded lead lists, CRM segmentations, and enrichment reports.
- Combines uploaded lead scoring data, intent data (as reports), ICP criteria, and past campaign results to answer queries.
Uploaded Files to Use:
Lead lists, CRM segmentations, enrichment reports, ICP docs, intent data reports (uploads).
Sales Representative / SDR
Assistant Type:
Cold Outreach Optimizer
Core Functions:
- Answers “What email templates had the best open rates?” or “Summarize buyer objections in this segment” by analyzing uploaded templates, campaign results, and call transcripts.
- Suggests message variants and follow-ups based on prior performance documented in uploaded files.
Uploaded Files to Use:
Outreach templates, email campaign results, call transcripts.
Account Manager / Customer Success Manager (Sales-focused)
Assistant Type:
Client Health Tracker
Core Functions:
- Answers “Which accounts are at risk of churn?” or “What’s the renewal date for account X?” by analyzing uploaded CRM notes, NPS surveys, and usage data.
- Flags drop in usage, engagement trends, and support requests as identified in the uploaded data.
Uploaded Files to Use:
Social calendars, engagement reports, influencer decks.
Sales Operations / Sales Manager
Assistant Type:
Email Campaign Composer
Core Functions:
- Answers “Where are deals getting stuck in the funnel?” or “Which rep activities correlate with close rates?” by analyzing uploaded CRM pipeline data and activity logs.
- Consolidates insights from uploaded CRM pipelines, activities, and performance data.
Uploaded Files to Use:
CRM pipeline data (exports), process documentation, rep activity logs (exports).
Sales Representative (focus on virtual selling)
Assistant Type:
Virtual Selling Assistant
Core Functions:
- Answers “Which script worked best for inbound calls?” or “What’s the talk track for feature Y?” by accessing relevant information from uploaded call scripts and demo materials.
- Surfaces call scripts, top rebuttals, and virtual pitch guidance from uploaded files.
Uploaded Files to Use:
Call recordings/transcripts, demo scripts, win/loss analysis.
Field Sales Representative / Sales Manager
Assistant Type:
Territory Navigator
Core Functions:
- Answers “What are the highest-potential zip codes or sectors?” or “Which in-person visits converted best last quarter?” by analyzing uploaded sales data by geography and visit logs.
- Maps performance by region and account type based on the uploaded data.
Uploaded Files to Use:
Sales by geography reports, visit logs, market intelligence reports (uploads).
Sales Engineer / Technical Sales Specialist
Assistant Type:
Technical Sales Enabler
Core Functions:
- Answers “What is the integration setup for product Z?” or “Which use cases are validated for vertical A?” by pulling information from uploaded technical documentation, case studies, and product manuals.
Uploaded Files to Use:
Solution architecture docs, product specs, integration guides, technical case studies.
Sales Administrator / Sales Support
Assistant Type:
Sales Admin Support Bot
Core Functions:
- Answers “Has the NDA for client Y been uploaded?” or “What’s the status of quote request Z?” by searching within the uploaded order forms, CRM records, and internal process docs.
- Automates repetitive lookups based on uploaded files.
Uploaded Files to Use:
Order forms, CRM records (exports), legal templates, internal process docs.
CEO
Assistant Type:
Strategic Insight Synthesizer
Core Functions:
- Answers “Which business units underperformed vs. strategic plan?” or “What’s our progress on 2025 vision goals?” by analyzing uploaded strategic plans, board reports, and departmental metrics.
- Summarizes uploaded board reports, strategic plans, and departmental metrics.
Uploaded Files to Use:
Strategic plans, investor decks, quarterly business reviews, OKRs.
COO
Assistant Type:
Operational Execution Monitor
Core Functions:
- Answers “Where are the operational bottlenecks?” or “What are the SLA breaches across departments?” by referencing uploaded SOPs, process logs, and project timelines.
- Monitors SOP compliance, process adherence, and project progress as documented in uploaded files.
Uploaded Files to Use:
SOP manuals, project trackers, ops dashboards (exports), SLA reports.
CFO
Assistant Type:
Financial Health Analyst
Core Functions:
- Answers “What caused variance in Q2 EBITDA?” or “What’s the forecast vs actual burn rate this month?” by analyzing uploaded P&L statements, forecasts, and audit findings.
- Consolidates insights from uploaded P&L statements, forecasts, and audit findings.
Uploaded Files to Use:
Financial reports, budgets, forecasting models, audit trails.
CIO
Assistant Type:
Tech Infrastructure Advisor
Core Functions:
- Answers “Which systems need urgent updates?” or “What’s the cloud cost evolution YTD?” by assessing uploaded IT spend reports, infrastructure uptime logs, and compliance documents.
- Assesses IT spend, infrastructure uptime, and compliance based on uploaded data.
Uploaded Files to Use:
IT audits, cloud usage reports (exports), cybersecurity assessments, infrastructure roadmaps.
CHRO
Assistant Type:
Workforce Intelligence Hub
Core Functions:
- Answers “Where are we losing top talent?” or “How does our DEI progress compare YoY?” by analyzing uploaded turnover trends, engagement surveys, and org charts.
- Analyzes uploaded turnover trends, engagement surveys, and org charts.
Uploaded Files to Use:
HR analytics (exports), exit interviews (summaries/transcripts), DEI dashboards (exports), performance reviews.
CMO
Assistant Type:
Brand Pulse Navigator
Core Functions:
- Answers “How is brand sentiment evolving in key markets?” or “What campaigns influenced Q1 lead gen most?” by merging insights from uploaded campaign reports, CRM insights (exports), and brand health studies.
Uploaded Files to Use:
Marketing dashboards (exports), campaign retros, brand trackers (reports), NPS surveys (data uploads).
CSO
Assistant Type:
Growth Opportunities Radar
Core Functions:
- Answers “Which market segments show highest white-space potential?” or “Which partnership has highest strategic ROI?” by synthesizing uploaded M&A reports, market scans, and competitor analyses.
Uploaded Files to Use:
Market intelligence decks, expansion feasibility studies, competitor benchmarks.
CTO
Assistant Type:
Innovation Development Tracker
Core Functions:
- Answers “Which features are behind roadmap?” or “How do our R&D costs align with product impact?” by tracking information from uploaded product pipelines, patent documents, and tech performance benchmarks.
Uploaded Files to Use:
Product roadmaps, Jira exports, R&D budgets, IP documentation.
CLO/General Counsel
Assistant Type:
Legal & Compliance Watchdog
Core Functions:
- Answers “What contracts expire this quarter?” or “Which legal risks are flagged in the latest audit?” by centralizing and querying uploaded contracts, risk registers, and litigation summaries.
Uploaded Files to Use:
Contract repositories, compliance checklists, legal memos, audit reports.
CDO
Assistant Type:
DEI Progress Tracker
Core Functions:
- Answers “Are we meeting our inclusive hiring targets?” or “What’s the current state of gender equity across levels?” by extracting insights from uploaded hiring data, pay equity reviews, and culture surveys.
Uploaded Files to Use:
DEI plans, survey analytics, hiring funnel breakdowns (reports), ERG reports.
HR Manager / Director
Assistant Type:
Workforce Intelligence Manager
Core Functions:
- Answers “What’s our employee attrition rate vs. industry average (from uploaded benchmarks)?” or “Which departments show highest engagement drop (from uploaded surveys)?” by analyzing uploaded HR data.
- Centralizes uploaded KPIs, headcount trends, policy updates, and legal compliance documents for querying.
Uploaded Files to Use:
Org charts, HR dashboards (exports), policy docs, compliance audit reports, industry benchmark reports (uploads).
Recruitment Specialist / Talent Acquisition Manager
Assistant Type:
Talent Acquisition Navigator
Core Functions:
- Answers “Which sourcing channels yield best hires?” or “Time-to-hire trend by department?” by tracking performance data from uploaded ATS exports and recruiter dashboards.
Uploaded Files to Use:
ATS exports, job descriptions, interview notes, recruiter performance dashboards (exports).
HR Generalist
Assistant Type:
HR Operations Companion
Core Functions:
- Answers “How many employees are eligible for policy X?” or “Where are we behind on policy acknowledgment?” by consolidating information from uploaded HR policies, payroll summaries, and benefit queries.
Uploaded Files to Use:
Employee handbooks, benefit plans, payroll records (exports), compliance checklists.
L&D Specialist
Assistant Type:
Learning Path Architect
Core Functions:
- Answers “Which teams lack required certifications?” or “Which programs had highest NPS (from uploaded evaluations)?” by tracking data from uploaded LMS exports and training evaluations.
Uploaded Files to Use:
LMS exports, training evaluations, skill gap reports, course outlines.
Compensation and Benefits Analyst
Assistant Type:
Compensation Insights Analyzer
Core Functions:
- Answers “How does our bonus structure compare to market benchmarks (from uploaded data)?” or “What’s the total compensation breakdown by level?” by analyzing uploaded salary trends and benefit usage reports.
Uploaded Files to Use:
Salary benchmarks (uploads), payroll data (exports), benefits usage reports, compensation policies.
Employee Relations Specialist
Assistant Type:
Culture & Conflict Advisor
Core Functions:
- Answers “What are the most common grievance themes this quarter?” or “What’s the resolution rate for reported cases?” by organizing and analyzing uploaded case logs and sentiment surveys.
Uploaded Files to Use:
Grievance logs, employee surveys (uploads), disciplinary action trackers, feedback summaries.
HRIS Analyst
Assistant Type:
HR Systems & Data Orchestrator
Core Functions:
- Answers “How accurate is our time-tracking data for team Z (from uploaded exports)?” or “What anomalies were detected in the last payroll cycle (from uploaded logs)?” by monitoring data integrity from uploaded system reports and logs.
Uploaded Files to Use:
HRIS exports, attendance data (exports), audit logs, system reports.
DEI Specialist
Assistant Type:
Inclusion Progress Tracker
Core Functions:
- Answers “Are we meeting inclusive hiring goals?” or “How diverse is our leadership pipeline?” by tracking representation and pay equity from uploaded DEI dashboards and hiring data.
Uploaded Files to Use:
DEI dashboards (exports), hiring data (exports), pay equity reviews, ERG reports.
Payroll Administrator
Assistant Type:
Payroll Accuracy Verifier
Core Functions:
- Answers “What deductions were applied incorrectly this month?” or “Are tax filings compliant by jurisdiction (referencing uploaded tax tables)?” by flagging errors and inconsistencies across uploaded pay cycle data.
Uploaded Files to Use:
Payroll logs (exports), tax tables (uploads), employee contracts, bonus sheets.
HR Coordinator / Assistant
Assistant Type:
HR Support Desk
Core Functions:
- Answers “Where is employee X’s contract?” or “What’s the onboarding checklist for interns?” by helping manage and retrieve information from uploaded forms, checklists, and contract logs.
Uploaded Files to Use:
Onboarding checklists, contracts (scans/digital copies), forms library, calendar logs (exports).
Operations Manager
Assistant Type:
Operations Performance Tracker
Core Functions:
- Answers “Which team failed to meet KPIs last quarter?” or “Where are we over budget in operations?” by aggregating data from uploaded performance metrics, resource allocation sheets, and process dashboards.
Uploaded Files to Use:
KPI reports, budget spreadsheets, operations SOPs, shift logs.
Supply Chain Manager
Assistant Type:
Supply Chain Visibility Copilot
Core Functions:
- Answers “Where are the supplier delays occurring?” or “How have lead times changed YoY?” by mapping performance from uploaded supplier SLAs, freight costs, and delivery timelines.
Uploaded Files to Use:
Supplier SLAs, inventory flow charts, logistics invoices, supply contracts.
Logistics Coordinator
Assistant Type:
Logistics Optimization Agent
Core Functions:
- Which shipping routes caused cost overruns?” or “Are we meeting last-mile delivery SLAs?” by analyzing uploaded shipping data, carrier performance, and fulfillment times.
Uploaded Files to Use:
Tracking sheets, carrier agreements, warehouse logs, delivery schedules.
Production Manager
Assistant Type:
Production Efficiency Monitor
Core Functions:
- Answers “What’s the defect rate per line?” or “What caused downtime in Line 3 this month?” by tracking uploaded throughput data, quality metrics, and maintenance logs.
Uploaded Files to Use:
Production logs, defect sheets, maintenance reports, shift plans.
Process Analyst / Improvement Specialist
Assistant Type:
Process Optimization Advisor
Core Functions:
- Answers “Where are the biggest cycle time gaps?” or “What’s the ROI of our last process improvement initiative (from uploaded reports)?” by mapping workflows and bottlenecks from uploaded documents.
Uploaded Files to Use:
Value stream maps, Six Sigma reports, Kaizen event summaries, workflow diagrams.
Operations Analyst
Assistant Type:
Operational Data Analyst
Core Functions:
- Answers “What are the cost drivers of service delivery?” or “What’s the forecasted workload for next quarter?” by supporting predictive planning based on uploaded historical trends and capacity models.
Uploaded Files to Use:
Historical trends data, BI dashboards (exports), capacity models, cost analysis reports.
HRIS Analyst
Assistant Type:
Stock Intelligence Agent
Core Functions:
- Answers “Which SKUs are at risk of stockout?” or “Where is overstock impacting cash flow?” by analyzing uploaded inventory turns, stock health data, and reorder triggers.
Uploaded Files to Use:
Inventory sheets, warehouse management reports (exports), demand forecasts (uploads).
Facilities Manager
Assistant Type:
Facility Operations Tracker
Core Functions:
- Answers “Which locations have overdue maintenance?” or “What’s our facility utilization rate?” by consolidating data from uploaded asset logs, maintenance schedules, and safety reports.
Uploaded Files to Use:
Facility audits, asset tracking logs, repair requests, occupancy dashboards (exports).
Quality Assurance Manager
Assistant Type:
Quality Control Dashboard Assistant
Core Functions:
- Answers “What’s the non-conformance rate trend?” or “Which supplier failed quality audits?” by summarizing uploaded test results, compliance gaps, and inspection reports.
Uploaded Files to Use:
QA reports, compliance checklists, test protocols, customer complaints logs.
Procurement / Purchasing Manager
Assistant Type:
Smart Procurement Copilot
Core Functions:
- Answers “Which vendors offer the best terms for product X (from uploaded contracts/quotes)?” or “What’s our purchase order cycle time trend (from uploaded PO logs)?” by tracking uploaded RFQs, POs, and vendor performance data.
Uploaded Files to Use:
Purchase orders, supplier scorecards, contract databases, market pricing benchmarks (uploads).
Customer Service Manager (Operations)
Assistant Type:
Support Operations Leader
Core Functions:
- Answers “Which support center has the highest resolution time?” or “What are the top 5 complaint drivers?” by monitoring uploaded tickets, service SLAs, and call logs.
Uploaded Files to Use:
CSAT reports (uploads), support logs (exports), CRM case exports, NPS surveys (uploads).
Operations Coordinator / Administrator
Assistant Type:
Operations Admin Companion
Core Functions:
- Answers “Where is the vendor contract template?” or “Which forms are pending for this week’s dispatches?” by supporting task tracking and document retrieval from uploaded files.
Uploaded Files to Use:
Templates, task sheets, ops calendars (exports), SOP archives.
Chief Financial Officer (CFO)
Assistant Type:
Strategic Finance Navigator
Core Functions:
- Answers “What’s our cash runway if revenue slows 15% (based on uploaded models)?” or “Which business units are underperforming vs. forecasts (from uploaded reports)?” by centralizing and analyzing uploaded high-level KPIs and variance analyses.
Uploaded Files to Use:
Financial strategy docs, board decks, monthly financials, P&L summaries.
Financial Controller
Assistant Type:
Compliance & Closing Tracker
Core Functions:
- Answers “Which accounts failed reconciliation in Q2?” or “Are we audit-ready for end-of-year closing (referencing uploaded checklists)?” by tracking uploaded closing processes and ledger compliance data.
Uploaded Files to Use:
General ledger files (exports), financial statements, audit checklists, reconciliation logs.
Accountant
Assistant Type:
Journal Entry Assistant
Core Functions:
- Answers “Where is the ledger entry for invoice #9812?” or “Which transactions need accrual adjustment?” by searching uploaded historical transactions and preparing entries based on uploaded data.
Uploaded Files to Use:
Journal logs (exports), invoices (scans/digital copies), balance sheets, trial balances.
Financial Analyst
Assistant Type:
Forecast Generator & Trend Analyst
Core Functions:
- Answers “What’s our projected EBITDA next quarter?” or “Which expense category shows fastest growth?” by building forecast models and dashboards using uploaded data.
Uploaded Files to Use:
Excel models, trend reports, BI dashboards (exports), sales forecasts (uploads).
Treasury Manager
Assistant Type:
Cash Position Optimizer
Core Functions:
- Answers “What’s our daily cash availability (from uploaded statements)?” or “Which accounts are earning below benchmark yield (from uploaded reports)?” by overseeing liquidity and cash forecasting based on uploaded data.
Uploaded Files to Use:
Cash flow reports, bank statements (uploads), investment portfolios (reports), FX exposure logs.
Accounts Payable / Receivable Clerk
Assistant Type:
Invoice & Collection Assistant
Core Functions:
- Answers “Which invoices are past due?” or “Has customer X paid invoice #123?” by managing and querying uploaded payable/receivable schedules and payment logs.
Uploaded Files to Use:
Invoice lists, payment logs, AR aging reports, vendor contracts.
Payroll Specialist
Assistant Type:
Payroll Compliance Copilot
Core Functions:
- Answers “Were bonuses processed correctly in March?” or “Who missed time entry last week?” by tracking uploaded payroll accuracy, benefits payouts, and legal deductions.
Uploaded Files to Use:
Payroll runs (exports), tax reports, benefit statements, employee records (relevant excerpts for payroll).
Tax Specialist
Assistant Type:
Tax Compliance Tracker
Core Functions:
- Answers “What’s the VAT filing status in Spain?” or “How does our tax liability compare YoY?” by aggregating information from uploaded local/global filings and obligations.
Uploaded Files to Use:
Tax filings (copies), jurisdiction-specific regulations (uploads), transfer pricing docs.
Budget Analyst
Assistant Type:
Budget Alignment Monitor
Core Functions:
- Answers “Are we exceeding our marketing spend allocation?” or “What’s the variance between forecast and actuals?” by aligning spending with uploaded departmental budgets and forecasts.
Uploaded Files to Use:
Budget vs actual reports, cost center summaries, planning spreadsheets.
Internal Auditor
Assistant Type:
Audit Readiness Agent
Core Functions:
- Answers “Which processes failed compliance checks?” or “Show me the control evidence for procurement audits.” by centralizing and querying uploaded internal controls, audit trails, and risk registers.
Uploaded Files to Use:
Audit logs, compliance checklists, SOPs, risk heatmaps.
Chief Information Officer (CIO) / IT Director
Assistant Type:
IT Strategy & Alignment Tracker
Core Functions:
- Answers “Which IT projects are aligned with next year’s business goals (from uploaded plans)?” or “What’s our current infrastructure cost breakdown (from uploaded reports)?” by aggregating uploaded strategic IT plans and budget allocations.
Uploaded Files to Use:
IT strategy decks, budget reports, infrastructure cost logs, KPI dashboards (exports).
IT Manager / Project Manager
Assistant Type:
Project Delivery Monitor
Core Functions:
- Answers “Which projects are behind schedule?” or “Where are we exceeding resource estimates?” by tracking uploaded team performance data, timelines, and milestones.
Uploaded Files to Use:
Gantt charts (exports/images with metadata), sprint plans, project charters, JIRA exports.
Systems Administrator / Network Administrator
Assistant Type:
Infrastructure Health Assistant
Core Functions:
- Answers “What’s the uptime trend for core servers?” or “Which patches failed deployment?” by summarizing uploaded system logs, backup audits, and configuration changes.
Uploaded Files to Use:
System status logs, network maps (diagrams/docs), update logs, SLA reports.
Software Developer / Engineer
Assistant Type:
Code Knowledge Navigator
Core Functions:
- Answers “Where is the function for email validation in our backend (from uploaded code/docs)?” or “Has the payment module been refactored yet (from uploaded change logs/docs)?” by indexing and retrieving from uploaded technical documentation and codebase insights.
Uploaded Files to Use:
GitHub/Bitbucket repos (textual exports of code, e.g., zip files), API docs, architectural diagrams, change logs.
Cybersecurity Analyst / Security Specialist
Assistant Type:
Threat & Compliance Monitor
Core Functions:
- Answers “Which systems failed the last vulnerability scan?” or “Have we mitigated the high-risk incidents from April?” by synthesizing uploaded incident logs, SIEM alerts, and audit results.
Uploaded Files to Use:
Vulnerability scans (reports), SIEM reports (exports), NIST/ISO compliance docs, incident response logs.
Database Administrator (DBA)
Assistant Type:
Data Availability Guardian
Core Functions:
- Answers “Which queries are causing slowdowns?” or “Are there replication issues in the production DB (from uploaded logs)?” by monitoring uploaded uptime data, query performance logs, and indexing information.
Uploaded Files to Use:
SQL query logs, database configs (text files), replication health reports.
Cloud Architect / Engineer
Assistant Type:
Cloud Cost & Security Tracker
Core Functions:
- Answers “Which resources are over-provisioned?” or “What’s our AWS bill breakdown by environment?” by analyzing uploaded cloud cost reports and permissions audits.
Uploaded Files to Use:
AWS/Azure billing exports, security policies (docs), Terraform scripts (as text files), architecture diagrams.
IT Support Specialist / Help Desk Technician
Assistant Type:
Troubleshooting Companion
Core Functions:
- Answers “What’s the fix for VPN error code 619?” or “Is there a workaround for the printer queue bug?” by pulling solutions from uploaded historical tickets, manuals, and FAQs.
Uploaded Files to Use:
Tax filings (copies), jurisdiction-specific regulations (uploads), transfer pricing docs.
DevOps Engineer
Assistant Type:
Deployment Automation Agent
Core Functions:
- Answers “What caused the last CI/CD pipeline failure?” or “Which microservices were updated in the last rollout?” by centralizing and querying uploaded logs, configs, and deployment metadata.
Uploaded Files to Use:
CI/CD logs, Kubernetes manifests (YAML/JSON files), Dockerfiles (text), version control history (exported logs/diffs).
Data Analyst / Data Scientist
Assistant Type:
Insight Generator & Model Tracker
Core Functions:
- Answers “What features most influence churn in our model (from uploaded reports)?” or “Which datasets were used in the Q2 analysis (from uploaded notes/scripts)?” by summarizing uploaded experiments and model performance data.
Uploaded Files to Use:
Jupyter notebooks (exports like .py or .html), BI dashboards (exports), feature importance reports, SQL exports (query results as files).
Business Analyst / IT Consultant
Assistant Type:
Business-IT Bridge Agent
Core Functions:
- Answers “What are the system requirements for client X?” or “How will the new CRM affect our onboarding flow?” by converting business specs into technical flows using uploaded documents, and vice versa.
Uploaded Files to Use:
BRDs (Business Requirement Documents), process maps, stakeholder notes, RFPs, functional specs.
QA Engineer / Tester
Assistant Type:
Test Coverage & Defect Tracker
Core Functions:
- Answers “Which tests failed last sprint?” or “How many regressions were logged in the release cycle?” by analyzing uploaded test runs, coverage gaps, and defect logs.
Uploaded Files to Use:
Test case reports, automation logs, bug tracking exports, release notes.
General Counsel (GC) / Chief Legal Officer (CLO)
Assistant Type:
Legal Risk & Compliance Overview Assistant
Core Functions:
- Answers “What are the top 5 active legal risks for our company?” or “Which jurisdictions pose the highest compliance exposure?” by consolidating information from uploaded legal memos, risk assessments, and regulatory updates.
Uploaded Files to Use:
IT strategy decks, budget reports, infrastructure cost logs, KPI dashboards (exports).
Corporate Counsel
Assistant Type:
Corporate Legal Navigator
Core Functions:
- Answers “What’s the status of our recent M&A due diligence?” or “Do our bylaws align with the new shareholder structure?” by tracking information from uploaded corporate filings and deal documentation.
Uploaded Files to Use:
Shareholder agreements, articles of incorporation, due diligence checklists, board resolutions.
Litigation Counsel
Assistant Type:
Litigation Case Tracker
Core Functions:
- Answers “What’s the timeline of events in case X?” or “Which jurisdiction had similar case law precedents (from uploaded research)?” by managing and querying uploaded pleadings, filings, and evidence logs.
Uploaded Files to Use:
Docket sheets (uploads), case briefs, motion files, discovery indexes, deposition transcripts.
Compliance Officer
Assistant Type:
Regulatory Compliance Monitor
Core Functions:
- Answers “Which departments have overdue policy acknowledgments?” or “What regulatory changes affect our AML policy (from uploaded updates)?” by monitoring uploaded training logs, controls, and regulatory updates.
Uploaded Files to Use:
Compliance reports, policy manuals, audit findings, training logs, risk matrices, regulatory update documents.
Contract Manager
Assistant Type:
Contract Lifecycle Companion
Core Functions:
- Answers “Which contracts are due for renewal in 30 days?” or “What is the indemnity clause in client agreement Y?” by supporting drafting, reviewing, and tracking obligations from uploaded contracts.
Uploaded Files to Use:
Contract templates, signed agreements, term sheets, redline histories.
Intellectual Property (IP) Counsel
Assistant Type:
IP Asset & Dispute Tracker
Core Functions:
- Answers “What’s the status of our pending trademark applications?” or “What litigation history exists around patent 89237X (from uploaded records)?” by tracking uploaded IP portfolios, filings, and renewals.
Uploaded Files to Use:
Patent registries (exports/copies), trademark filings (copies), IP litigation records (uploads), license agreements.
Employment / Labor Counsel
Assistant Type:
Employment Law Advisor
Core Functions:
- Answers “What’s our termination policy compliance in Germany (referencing uploaded policies/law summaries)?” or “Which disciplinary actions were issued last quarter (from uploaded reports)?” by handling queries on uploaded HR-related legal documentation.
Uploaded Files to Use:
Employment contracts, handbooks, disciplinary reports, grievance case logs, relevant labor law summaries (uploads).
Paralegal
Assistant Type:
Legal Research & Prep Assistant
Core Functions:
- Answers “Find all past cases involving clause X (from uploaded case law/briefs)” or “Generate a summary of our case filings in 2023 (from uploaded dockets).” by assisting in preparing templates and research from uploaded files.
Uploaded Files to Use:
Case law databases (exports/text files), form templates, research notes, legal drafts.
Legal Operations Manager
Assistant Type:
Legal Ops Efficiency Tracker
Core Functions:
- Answers “What’s our current legal spend by case type?” or “How are we utilizing external counsel this quarter?” by consolidating data from uploaded budget reports and vendor data.
Uploaded Files to Use:
Legal billing reports, matter management data (exports), law firm contracts, tech platform usage logs (exports).
Regulatory Affairs Specialist
Assistant Type:
Sector Regulatory Intelligence Assistant
Core Functions:
- Answers “What are the new compliance requirements under EU Digital Services Act (from uploaded bulletins)?” or “How does our documentation align with FDA reporting rules (from uploaded guidelines)?” by tracking uploaded regulatory updates and filings.
Uploaded Files to Use:
Regulatory bulletins (uploads), industry-specific guidelines (uploads), government filings (copies), change logs for regulations.
Customer Support Representative
Assistant Type:
Issue Resolution Navigator
Core Functions:
- Answers “What’s the fix for error code 504?” or “What’s our return policy for region X?” by quickly retrieving information from uploaded resolutions, policies, and prior ticket history.
Uploaded Files to Use:
Internal help docs, product manuals, CRM case histories (exports), policy documents.
Customer Support Manager
Assistant Type:
Performance & Escalation Tracker
Core Functions:
- Answers “Which reps missed SLAs last month?” or “What are the top 3 escalation reasons this quarter?” by tracking KPIs from uploaded team dashboards, ticket volume reports, and CSAT/NPS data.
Uploaded Files to Use:
KPI dashboards (exports), CSAT surveys (data uploads), escalation logs, training progress reports.
Technical Support Specialist
Assistant Type:
Technical Troubleshooting Assistant
Core Functions:
- Answers “What’s the known fix for connectivity issue Z?” or “What’s the error log interpretation for module 3A?” by interpreting uploaded logs, product configurations, and system behavior documentation.
Uploaded Files to Use:
Technical documentation, support logs (exports), API error codes lists, system diagrams.
Customer Success Manager
Assistant Type:
Customer Health Monitor
Core Functions:
- Answers “Which customers are showing early churn signals (from uploaded usage/feedback)?” or “How many clients didn’t activate feature Y (from uploaded activation reports)?” by tracking uploaded engagement, renewal status, and feedback trends.
Uploaded Files to Use:
Onboarding trackers, usage reports (exports), feedback logs, NPS surveys (data uploads), activation reports.
Quality Assurance Analyst (Support)
Assistant Type:
QA Compliance Evaluator
Core Functions:
- Answers “Which agent interactions failed the empathy criteria (from uploaded scorecards)?” or “What’s our QA score by team this month (from uploaded reports)?” by evaluating interactions against uploaded scripts and benchmarks.
Uploaded Files to Use:
Call transcripts (uploads), QA scorecards, monitoring forms, feedback logs.
Knowledge Base / Content Specialist (Support)
Assistant Type:
Knowledge Base Optimizer
Core Functions:
- Answers “Which FAQs have high bounce rates (from uploaded analytics)?” or “Do we have a guide for new firmware setup (checking uploaded docs)?” by monitoring uploaded content usage and feedback.
Uploaded Files to Use:
FAQ docs, article analytics (exports), customer feedback (uploads), product release notes, past ticket data (exports).
Team Lead / Supervisor (Support)
Assistant Type:
Team Performance Assistant
Core Functions:
- Answers “Who needs coaching based on last week’s ticket resolution data?” or “Which shifts have the longest response times?” by analyzing uploaded team metrics and individual rep performance data.
Uploaded Files to Use:
Shift rosters, ticket logs (exports), QA reviews, rep KPIs (reports).
Training Specialist (Support)
Assistant Type:
Support Training Tracker
Core Functions:
- Answers “Who hasn’t completed onboarding modules?” or “What’s the assessment pass rate by batch?” by tracking uploaded training progress and assessment results.
Uploaded Files to Use:
LMS exports, training schedules, quiz results, certification lists.
Data Analyst (Support/CX)
Assistant Type:
CX Metrics Analyst
Core Functions:
- Answers “How did first-contact resolution impact CSAT in Q1?” or “What’s the trend in average handling time by channel?” by correlating uploaded operational KPIs with customer experience outcomes.
Uploaded Files to Use:
BI dashboards (exports), ticket metrics (exports), CSAT/NPS reports (uploads), trend analyses (based on uploaded data).
Live Chat / Social Media Support Agent
Assistant Type:
Live Response Accelerator
Core Functions:
- Answers “What’s the latest outage update for Product B?” or “Summarize the latest refund policy changes for quick reply.” by synthesizing information from uploaded real-time updates (as files), FAQs, and service announcements.
Uploaded Files to Use:
Real-time incident reports (as document uploads), social reply templates, product changelogs, policy sheets.
R&D Manager / Director
Assistant Type:
R&D Strategy & Milestone Tracker
Core Functions:
- Answers “Which projects are behind schedule?” or “How does our R&D spend align with innovation KPIs?” by tracking information from uploaded timelines, resource allocation sheets, and strategic alignment documents.
Uploaded Files to Use:
R&D roadmaps, budget sheets, milestone trackers, OKR dashboards (exports).
Research Scientists / Engineers
Assistant Type:
Experiment Result Synthesizer
Core Functions:
- Answers “What were the key outcomes of Experiment 47A?” or “What’s the statistical confidence of this result?” by extracting and comparing information from uploaded experiment reports and data sheets.
Uploaded Files to Use:
Lab notebooks (digital exports/scans), experiment reports, data sheets, research protocols.
Product Development Engineers
Assistant Type:
Prototype Feedback Aggregator
Core Functions:
- Answers “Which prototype versions passed performance testing?” or “What issues did field test group B report?” by consolidating uploaded design iterations, performance data, and test outcomes.
Uploaded Files to Use:
CAD files (metadata/textual descriptions if CAD not directly ingestible, or associated spec sheets), field test reports, design specs, feedback logs.
R&D Project Managers
Assistant Type:
Project Execution Monitor
Core Functions:
- Answers “Which R&D initiatives are over budget or late?” or “What dependencies are at risk?” by managing and querying uploaded resource allocation data, timelines, and Gantt charts.
Uploaded Files to Use:
Project plans, resourcing spreadsheets, risk registers, task boards (exports).
Data Scientists / Analysts (R&D)
Assistant Type:
Experimental Data Analyst
Core Functions:
- Answers “Which variables most affected yield in batch experiments?” or “What’s the predictive accuracy of our new model?” by interpreting uploaded raw experimental data and ML model outputs.
Uploaded Files to Use:
Jupyter notebooks (exports like .py or .html), CSV datasets, regression outputs, data visualizations (images with descriptions or data files).
Lab Technicians
Assistant Type:
Lab Operations Assistant
Core Functions:
- Answers “Where is the calibration protocol for equipment Z?” or “What’s the inventory level of compound A?” by organizing and retrieving information from uploaded lab inventory, equipment schedules, and safety procedures.
Uploaded Files to Use:
SOPs, inventory logs, maintenance schedules, safety data sheets (SDS).
Innovation Specialists / Strategists
Assistant Type:
Innovation Opportunity Radar
Core Functions:
- Answers “Which emerging trends align with our tech roadmap?” or “What startups are innovating in this space?” by scanning uploaded trend reports, competitive intel, and internal capability maps.
Uploaded Files to Use:
Market scans (reports), Gartner reports (or summaries/text exports), SWOT analyses, competitor product sheets.
Quality Assurance / Quality Control Specialists (R&D)
Assistant Type:
Compliance & Testing Validator
Core Functions:
- Answers “Which batch failed stability testing?” or “Do results meet ISO or FDA criteria?” by validating against performance thresholds and regulatory requirements found in uploaded documents.
Uploaded Files to Use:
Validation protocols, test logs, batch release reports, audit results, relevant ISO/FDA criteria documents (uploads).
Intellectual Property (IP) Specialists (R&D)
Assistant Type:
IP Portfolio Tracker
Core Functions:
- Answers “What’s the status of patent application 992X?” or “Which innovations are unprotected (based on uploaded disclosures vs. filings)?” by managing uploaded filings, renewals, and disclosures.
Uploaded Files to Use:
Patent applications (copies), invention disclosures, IP dashboards (exports), license agreements.
Software Developers (Tech R&D)
Assistant Type:
Codebase & Model Documentation Assistant
Core Functions:
- Answers “What version of the AI model supports API v3 (from uploaded version docs)?” or “Where is the source code for the simulation module (from uploaded code)?” by supporting queries on uploaded code, debugging info, and version control logs.
Uploaded Files to Use:
Git repositories (textual exports/zipped code), API documentation, version history (logs), deployment logs.
Technical Writers (R&D)
Assistant Type:
Research Documentation Assistant
Core Functions:
- Answers “Where is the draft for the whitepaper on XYZ compound?” or “Summarize our last three prototype iterations (from uploaded reports).” by supporting knowledge transfer and report generation from uploaded documents.
Uploaded Files to Use:
Research reports, SOPs, whitepaper drafts, formatting templates.
Regulatory Affairs Specialists (R&D)
Assistant Type:
Regulatory Compliance Tracker
Core Functions:
- Answers “Are we aligned with the latest EMA guidance for our clinical study (referencing uploaded EMA docs)?” or “Which formulations need REACH registration (referencing uploaded REACH docs)?” by aligning uploaded testing and documentation with uploaded industry-specific rules.
Uploaded Files to Use:
Regulatory frameworks (e.g., FDA, EMA, REACH textual documents/guidelines), submission templates, compliance logs.
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