AI Agents Use Cases

Marketing

Customer Service | Marketing Agents (research, content) | Sales Agents (business development, outbound, inbouond, research) | Competitive Intelligence | Product, Price, Place, Promotion research

Data Science

Data analytics | Charts | Statistics | Data cleansing | Prediction | Quality Control| Big Data analysis

Use case #1 (Do Not Use)

• Company: B2B financing solution

• Problem: Spending too much time on low ROI leads, No time to research inbound leads, badly prepared for calls, low conversion rates.

• Goal of Agent: Help Sales reps prioritize inbound leads & convert more:

  • auto research leads,

  • Update CRM

  • Score leads

  • Find decision makers

  • Prepare personalized call script

Agent Setup Flow

🔴 New Lead →
🟢 Lead Researcher Tool →
📊 Lead Scoring Tool →
🟢 Update CRM with Lead Info →
📂 Find Decision Maker → 📄 Decision Maker Research → 🔐 Update CRM with Decision Maker →
📞 Call Script Tool →
🟢 Update CRM with Call Script