Agent use cases for buyer experiences and team workflows

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

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Move prospects from free value to product signup via your MCP

Let a prospect install your MCP server, get useful free value through their agent (tools or optionally an MCP App UI), then sign in via OAuth when they ask the agent to do more with your product.

MCPAgent Ecosystem
PackageMCP Capability

Move prospects to your product's 'Aha! moment' through their AI agent

Workflows are shifting from "open the app" to "ask my agent to do it." Help prospects discover, activate, and realize value for your product inside the agent workflows they’re already adopting.

Agent EcosystemProduct Marketing
PackageWorkflow

Analyze Customer Feedback Themes

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

Customer Success AgentSignals
DataReport

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.

Customer Success Agent
WorkflowEmail

Build & Enrich Account Prospect Lists

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

Outbound Prospecting Agent
DataResearch Asset

Competitive Intel Copilot

Turn competitor activity into prioritized GTM response actions.

Competitive Intelligence AgentProduct Marketing Agent
DataBrief

Deep Research Agent

Conduct iterative deep research on a topic by generating queries, summarizing web results, reflecting on gaps, and finalizing insights.

Base Pattern AgentResearch Agent
PromptResearch Asset

Engage Companies That Use a Specific Tech Stack

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

Outbound Prospecting AgentLead Generation Agent
Research AssetData

Engage Companies via Hiring Signals

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

Outbound Prospecting AgentLead Generation AgentSignals
Research AssetData

Engage Employees of Organizations that Visit Your Website

Contacts from organizations that visit your website are prospected and auto-sequenced with timely outreach.

Outbound Prospecting AgentLead Generation Agent
Router AgentData

Generate Automated QBR Reports

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

Customer Success Agent
DataReport

GTM Daily Briefing

Turn scattered GTM context into a focused daily brief with priorities and concrete next actions.

GTM AgentSales Engagement Agent
DataChat

GTM Workflow Layer

Build a lightweight CRM workflow layer or extend existing CRM workflows with custom apps, views, and automations.

Ops AgentCRM Agent
DocumentApp

Hyper-Personalized ABM Outreach Sequence

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

ABM AgentLead Generation Agent
Social PostEmail

Inbound Lead Scoring

Separate serious buyers from low-fit inbound leads using fit and intent signals.

Qualification AgentLead Generation Agent
DataScore

LinkedIn Voice Engine

Turn rough ideas into LinkedIn posts that match your voice and are ready for fast human review.

Content Marketing AgentSocial Media Agent
DataPrompt

Personalized Lead Nurture

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

Lifecycle Marketing AgentLead Generation Agent
DataResearch Asset

Planner Agent

A base pattern agent for planning B2B projects. It extracts key planning details from user conversations, checks for relevance, and then leverages planning tools to generate a complete project plan.

Base Pattern AgentPlanner Agent
PromptDecision

Re-engage Lapsed Customers

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

Lifecycle Marketing Agent
DataDocument

Sales Call Prep Brief

Give reps account-ready prep briefs before calls by combining account, contact, news, and CRM context.

Sales Engagement AgentResearch Agent
DataBrief

Signal-Based Campaigns

Move target segments from live signals to meetings or signups with coordinated campaign execution.

Campaign AgentOutbound Prospecting Agent
SegmentCampaign Asset

Synthetic ICP Advisor

Test messaging against a synthetic model of your ideal customer profile before launching campaigns.

Product Marketing AgentQualification Agent
DataModel

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.

ABM AgentLifecycle Marketing Agent
DocumentEmail

Agent-To-Agent Task Exchange via A2A

Your agent engages with a remote (possibly 3rd-party) agent via the A2A protocol.

A2A Agent
Agent CardTask Payload

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.

Lead Nurturing AgentLead Generation Agent
Interactive ToolDirect Message

AI-Personalized Drip Emails

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

Lead Nurturing AgentLead Generation Agent
WorkflowEmail

Automate Knowledge Base Article Recommendations

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

Customer Support Agent
Research AssetEmail

Automate Sales Order Processing

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

Sales Engagement Agent
DataWorkflow

Automate Sales-to-CS Customer Handoff

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

Onboarding AgentCustomer Success Agent
DataDocument

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.

Customer Support Agent
DataWorkflow

Automate Third-Party Integration Setup

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

Onboarding AgentCustomer Success Agent
WorkflowData

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.

Qualification Agent
DataReport

Build ABM Account Tiers

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

ABM Agent
Research AssetData

Celebrate Customer Milestones

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

Customer Success Agent
WorkflowEmail

Contract Review Assistant

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

Sales Engagement Agent
DocumentReport

Create & Publish Blog Post

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

Content Creation Agent
Research AssetBlog Post

Create and Schedule Social Media Campaigns

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

Content Creation Agent
Research AssetSocial Post

Create Customer Case Study

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

Content Creation Agent
EventData

Create Onboarding Email Series and Guide

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

Content Creation Agent
DataEmail

Create Personalized Landing Page Copy

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

Content Creation Agent
Web PageForm

Create Product Demo Video Script Outline

Creates an outline for a product demo video using AI.

Content Creation Agent
Video

Create Sales Pitch Deck

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

Content Creation Agent
Research AssetPresentation

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.

ABM AgentContent Creation Agent
Research AssetDocument

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.

Sales Engagement Agent
DataAnalysis

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.

ABM AgentOutbound Prospecting Agent
Research AssetEmail

Deliver Tailored Cross-Sell Campaign

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

Lifecycle Marketing Agent
DataEmail

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.

Customer Support Agent
Interactive ToolDocument

Deploy AI Onboarding Assistant Chatbot with Product Tour

Combines an interactive product tour with an intelligent chatbot to provide guided onboarding, contextual help, proactive assistance, and human escalation for new users.

Onboarding AgentCustomer Support Agent
Interactive ToolDocument

Display Contextual Upgrade Prompts

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

Upsell/Cross-sell Agent
DataDirect Message

Engage Companies Announcing News & PR

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

Outbound Prospecting AgentLead Generation Agent
Research AssetData

Engage Companies via Intent Signals

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

Outbound Prospecting AgentLead Generation AgentSignals
Research AssetData

Engage Companies via Website Visitor Identification

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

Outbound Prospecting AgentLead Generation Agent
Research AssetData

Engage Newly Funded Companies

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

Outbound Prospecting AgentLead Generation AgentSignals
Research AssetData

Engage Prospects via Social Pain Points

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

Outbound Prospecting AgentLead Generation Agent
Research AssetData

Engage Prospects via Social Posts

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

Outbound Prospecting AgentLead Generation Agent
Research AssetData

Enrich Event Attendee Data

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

Event & Webinar Agent
FormData

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.

Event & Webinar Agent
DocumentBlog Post

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.

Lead Generation Agent
Research AssetData

Generate AI-Assisted Support Responses

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

Customer Support Agent
DataEmail

Generate Cross-sell Recommendations

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

Upsell/Cross-sell Agent
DataEmail

Generate Customer Testimonials and Case Studies

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

Advocacy Agent
DataResearch Asset

Identify Unused Features & Send Education

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

Customer Success Agent
DataReport

Identify Upsell Opportunities

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

Upsell/Cross-sell Agent
DataDocument

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.

Lead Nurturing AgentLead Generation Agent
DataDocument

Lead Re-engagement Campaign

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

Lead Nurturing Agent
DataEmail

Monitor & Respond to Customer Sentiment

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

Customer Support AgentCustomer Success Agent
DataDocument

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.

Customer Success AgentSignals
DataEmail

Onboarding Checklist Nudge

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

Onboarding AgentCustomer Success Agent
WorkflowData

Orchestrator Agent via A2A

Orchestrate communication between a user and multiple remote A2A agents via a central orchestrator agent using the A2A protocol.

A2A Agent
DiscoveryTask

Personalized Event Invite

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

Event & Webinar Agent
DataEmail

Personalized Event Registration Page

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

Event & Webinar Agent
Web PageReport

Personalized Pre-Event Nurture

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

Event & Webinar Agent
EmailDocument

Plan Social Media Content Calendar

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

Content Creation Agent
Social PostData

Post-Call Summary Email

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

Sales Engagement Agent
DocumentEmail

Predict Churn Risk & Alert Team

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

Customer Success AgentSignals
DataReport

Prepare Renewal Outreach

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

Upsell/Cross-sell Agent
DataDocument

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.

Sales Engagement Agent
DocumentEmail

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.

Qualification AgentSales Engagement Agent
Interactive ToolChat

Request Customer Referrals

Identify satisfied customers and send personalized referral request emails.

Advocacy Agent
DataEmail

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.

Sales Engagement Agent
DocumentData

Run Tailored Upsell Campaign

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

Lifecycle Marketing Agent
DataDocument

Schedule Sales Meetings

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

Sales Engagement Agent
EmailData

Send Personalized Onboarding Welcome Emails

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

Onboarding Agent
EmailWorkflow

Simplify Data Migration with AI

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

Onboarding AgentCustomer Success Agent
DataEmail

Solicit Customer Reviews

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

Advocacy Agent
Email

Supervisor Agent

A supervisor/orchestrator agent that listens to user chat, routes the conversation to the appropriate tool, and then calls the chosen agent.

Base Pattern Agent
Decision

Trial User Engagement Campaign

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

Lead Nurturing Agent
DataEmail

Webinar Content Planning & Promotion

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

Event & Webinar Agent
EventDocument

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.

Lead Nurturing AgentLead Generation Agent
Web Page

Whitepaper/E-Book Development

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

Content Creation AgentLead Generation Agent
ReportWeb Page

Design agent-ready buyer journeys for a world changing how it buys and works

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User Journey
Team Workflow
Prospect Experience
Customer Workflow
Agent Skill
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Workflow Plan
User Journey
Team Workflow
Prospect Experience
Customer Workflow
Agent Skill
Prompt Flow
Workflow Plan