Find use cases and customer stories
Turn team chat into a sales enablement tool with an AI sales assistant that searches your use cases and customer success stories by topic and replies with the best matches, summaries, links, and why each one fits.
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When a rep asks in [team chat platform, e.g. Slack, Microsoft Teams] for use cases or customer stories on a topic, an AI agent running on [AI model provider] reads the request, decides whether to search the use cases table, the customer stories table, or both in [internal content database, e.g. Airtable, Notion], and chooses the search terms and filters, such as team or industry, refining them when results are thin. It selects the most relevant matches and replies in the same [team chat platform] thread with each one's name, a short summary, a link to the record, and why it fits the request.
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Problem
Sales reps who need examples for a prospect ask around in chat channels and search the internal database of use cases and customer stories by hand. Results depend on what each rep remembers and which keywords they try, so the same few examples get reused and relevant stories for a prospect's team or industry go unused.
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Solution
When a rep asks in team chat for use cases or customer stories on a topic, an AI agent reads the request, decides whether to search the use cases table, the customer stories table, or both in the internal database, and chooses the search terms and filters, such as team or industry, refining them when results are thin. It selects the most relevant matches and replies in the thread with each one's name, a short summary, a link, and why it fits the request.
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Impact
Reps bring proof that matches each prospect's team and industry into every conversation, and the full library of use cases and customer stories gets used instead of the same few examples.
Benefits
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Faster content discovery
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Higher prospect engagement
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Increased content utilization
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Reduced research time
Who is this for?
Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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