Ai Agent Blueprints for Your B2B

Inspiration for creating AI agent workflows for your buyer & customer journeys

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Turn a conversation with our AI into custom agents

Generate custom AI agent blueprints specifically for your B2B

1. Call (813) 906-1084 2. Chat with our AI agent 3. Agent emails you agent blueprints
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent

Create & Publish Blog Post

Create a blog post using AI and humans to draft, refine, optimize, and publish human-friendly content.

Research Asset
Blog Post

Create and Schedule Social Media Campaigns

Automates social media content planning, creation, scheduling, and performance analysis with human review for brand consistency.

Research Asset
Social Post
Collection
Report

Create Product Demo Video Script Outline

Creates an outline for a product demo video using AI.

Video

Plan Social Media Content Calendar

Plans a month’s worth of social media posts using AI for ideation, content creation, and scheduling.

Social Post
Data

Whitepaper/E-Book Development

Produces a long-form whitepaper or e-book with AI-driven research, content drafting, and formatting for lead generation.

Report
Web Page

Create Sales Pitch Deck

Leverages AI to create a sales pitch deck, from outline to slide content, for engaging prospects in the decision stage.

Research Asset
Presentation

Create Customer Case Study

Creates a compelling customer case study by using AI to transcribe interviews, draft the story, and format a success narrative.

Event
Data
Document
Web Page

Create Onboarding Email Series and Guide

Develops a personalized onboarding email sequence and user guide using AI to welcome and educate new customers.

Data
Email
Collection
Document
Workflow
Report

Create Personalized Landing Page Copy

Uses AI to generate and optimize landing page copy tailored to specific audiences, boosting conversion rates.

Web Page
Form

Create Targeted ABM Awareness Content

Creates lighter-touch brand awareness ('air cover') across multiple personas at target accounts, complementing direct ABM outreach with broader impressions via ads, content, and social media.

Research Asset
Document
Advertisement
Blog Post
Social Post
Collection
Report

Engage Companies via Hiring Signals

Identify companies hiring for relevant roles, enrich contacts, and send targeted outreach emails.

Research Asset
Data
Email

Engage Newly Funded Companies

Monitor funding news, enrich target accounts, and reach out with a congratulatory pitch.

Research Asset
Data
Email

Engage Companies That Use a Specific Tech Stack

Identify companies using complementary or competing tech, then pitch an alternative or add-on solution.

Research Asset
Data
Email

Engage Companies via Intent Signals

Use third-party intent signals to identify interested accounts and send tailored outreach.

Research Asset
Data
Email
Workflow

Engage Prospects via Social Pain Points

Monitor social platforms for pain points, respond with helpful info, and reach out personally.

Research Asset
Data
Social Post
Email
Workflow

Engage Companies via Website Visitor Identification

Identify anonymous website visitors, qualify fit, and automate outreach to key prospects.

Research Asset
Data
Email
Workflow

Engage Prospects via Social Posts

Track target prospect posts, craft useful comments, and spark warm conversations for lead engagement.

Research Asset
Data
Social Post
Workflow
Email

Engage Companies Announcing News & PR

Monitor news/PR events for target accounts, then send timely, relevant outreach to key contacts.

Research Asset
Data
Email

Follow Up with Leads After Content Engagement

Detect lead interactions with your content, draft personalized follow-up messages for human review, and track engagement in your CRM.

Research Asset
Data
Email
Workflow

Personalized Lead Nurture

Automatically deliver relevant drip campaigns with AI-curated content and adaptive timing to move leads through the funnel.

Data
Research Asset
Email
Workflow

AI-Personalized Drip Emails

Automates personalized email sequences using AI to dynamically generate content tailored to individual lead characteristics and behaviors.

Workflow
Email

Industry-Specific Content Nurturing

Delivers targeted content to leads based on their industry and persona, using AI to curate relevant resources and craft personalized messaging.

Data
Document
Email
Workflow

AI Q&A Chatbot for Prospects

Deploys an AI-powered chatbot to answer prospect questions, qualify leads through conversational engagement, and schedule sales demos for qualified opportunities.

Interactive Tool
Direct Message
Form
Data

Website Personalization for Leads

Customizes website content in real-time based on visitor data, displaying industry-specific messaging and relevant case studies to increase conversion rates.

Web Page

Hyper-Personalized ABM Outreach Sequence

Execute a multi-channel, hyper-personalized ABM outreach sequence using AI and automation to engage target prospects.

Social Post
Email
Document
Direct Message
Web Page
Physical Mail
Workflow

Deliver Hyper-Personalized ABM Outreach to Tier 1 Accounts

A deeply customized outreach sequence for high-value (Tier 1) accounts, leveraging AI to tailor each touchpoint and maximize engagement.

Research Asset
Email
Direct Message
Data
Note
Physical Mail

ABM Engagement & Nurturing For Existing Accounts

A personalized engagement and nurturing program for existing customer accounts, using AI to tailor content and touchpoints to drive retention and expansion.

Document
Email
In-App Message

Webinar Content Planning & Promotion

Plans a webinar and creates related content such as slides and promotional emails/posts.

Event
Document
Presentation
Email
Social Post
Web Page

Personalized Event Invite

Generate and send personalized event invitations to boost registration rates using AI-driven content customization.

Data
Email

Personalized Pre-Event Nurture

Engage event registrants with a tailored pre-event nurture sequence using AI to personalize emails, educational content, and interactive touchpoints.

Email
Document
Social Post
Video

Personalized Event Registration Page

Increase event registration conversion by dynamically personalizing the landing page using AI-driven content adaptation.

Web Page
Report

Enrich Event Attendee Data

Enhance event registrant data by appending company and person details for improved lead qualification and personalized follow-up.

Form
Data

Event Content Repurposing

Repurpose event content into various formats such as blog posts, social media snippets, follow-up emails, and ad creative using AI-driven transcription, summarization, and content drafting.

Document
Blog Post
Social Post
Email
Advertising
Workflow

Build & Enrich Account Prospect Lists

Compile a prioritized list of contacts and enrich them with key details for more effective outreach.

Data
Research Asset
Workflow

Build ABM Account Tiers

Categorize and rank target accounts by tier using AI-driven data to prioritize outreach and resources.

Research Asset
Data

Re-engage Lapsed Customers

Re-engage lapsed customers or prospects using AI-driven insights to personalize outreach and tailored win-back offers.

Data
Document
Email
Report

Run Tailored Upsell Campaign

Uses AI to analyze customer usage, segment accounts, and deliver personalized upsell offers via multi-channel messaging

Data
Document
Email
Workflow

Deliver Tailored Cross-Sell Campaign

Use AI to identify complementary product opportunities, segment customers, and deliver personalized cross-sell messaging through optimal channels.

Data
Email

Lead Re-engagement Campaign

Identifies and reactivates stale leads using AI-driven analysis of past interactions to deliver personalized re-engagement messages.

Data
Email

Trial User Engagement Campaign

Monitors trial user activity to deliver personalized guidance and prompts conversion through AI-generated tips, success stories, and timely outreach.

Data
Email
Workflow

Lead Scoring

Aggregates lead data, evaluates fit with AI, classifies purchase likelihood, alerts sales for high scoring leads, and logs results in the CRM.

Data
Document
Report
Direct Message

Qualify Leads with Conversational AI Chatbot

Deploys an intelligent chatbot on high-intent pages to engage visitors, ask qualification questions, and route qualified leads to sales while providing resources to others.

Interactive Tool
Chat
Data
Event
Document

Automated Lead Enrichment & Routing

Automatically enriches new lead data, qualifies and routes leads via CRM rules, alerts sales with summaries, and tags non-qualified leads for nurture.

Data
Report
Workflow
Direct Message

Schedule Sales Meetings

Automates meeting scheduling by detecting prospect interest, checking calendar availability, suggesting optimal slots, and dispatching invites.

Email
Data
Document

Prepare Sales Call Research Brief

Aggregates prospect data, summarizes key insights, and distributes a research brief for sales call preparation.

Workflow
Data
Document
Report
Email

Post-Call Summary Email

Automatically transcribes sales calls, extracts key points, and creates personalized follow-up emails to improve prospect engagement and documentation.

Document
Email
Data

Proposal Drafting Automation

Automates the creation of personalized sales proposals using AI to populate templates, generate custom content, and deliver polished documents ready for review.

Document
Email

RFP Response Automation

Extracts questions from RFP documents, generates tailored responses using AI and knowledge base content, and compiles complete proposals with minimal manual intervention.

Document
Data

Contract Review Assistant

Analyzes contracts to identify and classify changes, generate plain-language summaries, and suggest negotiation responses to streamline legal review processes.

Document
Report
Meeting

Deal Health Analysis & Re-Engagement

Leverages AI to analyze open opportunities on a schedule, predicting likely deal outcomes and flagging stalled deals. It delivers a deal health scorecard to reps and drafts personalized re-engagement emails for stalled or at-risk deals, helping sales teams proactively manage their pipeline.

Data
Analysis
Report
Email

Automate Sales Order Processing

Streamlines order fulfillment by automatically extracting purchase order details, verifying accuracy, creating records in your ERP, and alerting relevant departments.

Data
Workflow
Email

Onboarding Checklist Nudge

Automatically monitors customer onboarding progress, sends personalized reminder emails, and escalates stalled accounts to CSMs.

Workflow
Data
Email

Automate Third-Party Integration Setup

Streamlines the connection of third-party integrations by automating credential exchange, configuration, and providing AI-powered error handling.

Workflow
Data
Document
Direct Message

Simplify Data Migration with AI

Automates the import of customer data files by intelligently mapping fields, cleaning data, and providing detailed migration results.

Data
Email

Automate Sales-to-CS Customer Handoff

Creates a comprehensive customer brief from sales data to ensure smooth handoff to Customer Success after deal closure.

Data
Document
Email

Monitor & Respond to Customer Sentiment

Automatically analyzes support interactions for negative sentiment and escalation signals, alerting managers to potential issues before they become critical.

Data
Document
Direct Message

Monitor Usage Drops & Send Proactive Outreach

Automatically detects significant product usage drops, sends personalized check-in emails to at-risk customers, and schedules follow-up actions.

Data
Email

Predict Churn Risk & Alert Team

Aggregates account data, analyzes churn risk with AI, alerts teams about high-risk accounts, and provides recommended intervention actions.

Data
Report
Direct Message

Identify Unused Features & Send Education

Identifies valuable but unused product features, determines relevance to specific customers, and sends targeted educational content to drive adoption.

Data
Report
Email

Generate Automated QBR Reports

Compiles customer usage data, generates AI-powered business review summaries, and creates visually engaging QBR reports with minimal manual effort.

Data
Report
Presentation
Email

Analyze Customer Feedback Themes

Aggregates feedback from multiple channels, uses AI to categorize into themes, and generates actionable reports with key sentiment insights.

Data
Report

Automate NPS/CSAT Survey Follow-ups

Automatically sends personalized follow-up emails based on customer survey scores, addressing detractors with urgent outreach and engaging promoters for advocacy.

Workflow
Email

Celebrate Customer Milestones

Automatically detects significant customer usage milestones, sends personalized congratulatory messages, and creates opportunities for positive engagement and relationship building.

Workflow
Email
Data

Send Personalized Onboarding Welcome Emails

This workflow sends a personalized onboarding welcome email series with dynamic content and adaptive messaging based on customer behavior.

Email
Workflow

Deploy AI Onboarding Assistant Chatbot

Embeds an intelligent chatbot in your application to provide contextual help, proactive assistance, and human escalation for new users.

Interactive Tool
Document
Direct Message
Workflow

Deploy 24/7 AI Support Chatbot

Implements an AI-powered support chatbot that answers customer questions using knowledge base content and seamlessly escalates to human agents when needed.

Interactive Tool
Document
Workflow

Automate Support Ticket Classification & Routing

Uses AI to automatically categorize incoming support tickets, route them to appropriate teams, and identify FAQs for immediate self-service resolution.

Data
Workflow
Email
Direct Message

Automate Knowledge Base Article Recommendations

Automatically surfaces relevant knowledge base articles for support tickets, enabling faster resolution through self-service or agent-assisted guidance.

Research Asset
Email
Document
Workflow

Generate AI-Assisted Support Responses

Streamlines support workflows by automatically generating customized ticket responses for agent review and approval before sending to customers.

Data
Email

Identify Upsell Opportunities

Automatically detect customer usage signals indicating upsell readiness and generate personalized outreach content for account managers.

Data
Document
Email
Workflow

Generate Cross-sell Recommendations

Identify customers who would benefit from complementary products based on usage patterns and deliver personalized cross-sell recommendations.

Data
Email

Display Contextual Upgrade Prompts

Trigger personalized in-app upgrade messages when users hit usage limits or attempt to access premium features.

Data
Direct Message
Web Page
Email

Prepare Renewal Outreach

Proactively prepare for contract renewals by compiling usage data, generating value summaries, and automating personalized renewal outreach.

Data
Document
Email

Generate Customer Testimonials and Case Studies

Identify successful customers, gather their achievements, and generate compelling testimonials or case studies with minimal customer effort.

Data
Research Asset
Document
Email

Request Customer Referrals

Identify satisfied customers and send personalized referral request emails.

Data
Email

Solicit Customer Reviews

Automatically identify ideal moments to request customer reviews and generate personalized review solicitation emails.

Email

Turn a conversation with our AI into custom agents

Generate custom AI agent blueprints specifically for your B2B

1. Call (813) 906-1084 2. Chat with our AI agent 3. Agent emails you agent blueprints
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent