Use case 01 · Sales Enablement & Assistance
Your reps are not short of material. They are short of one current answer.
Product changes, pricing exceptions and the last competitive objection live in someone's head, a deck from March, and a thread nobody re-reads. The rep improvises. Two reps improvise differently. Nothing fails loudly — the deal just gets slower and the CRM stops describing reality.
For a sales leader with more than one rep, a product that keeps changing, and a CRM that is already behind.
PDF · the workflow, the review points, and what a first bounded case covers
The workflow
What the workflow becomes
The rep keeps the relationship and the commitment. What moves is where the facts come from and who is on the hook when they are wrong.
One sourced answer set
People carry this
Approved product, pricing and competitive material becomes the one place answers are drawn from, with a named owner per area. Anything not in it is not an approved answer yet.
AI agents assemble, people commit
AI agents carry this
AI agents draft the reply, the follow-up and the CRM update from the call and the approved material, and cite what they used. The rep sends nothing they have not read.
The gap becomes a request, not a guess
People and AI agents together
When the approved material does not answer the buyer, the AI agent does not invent a position. It raises the gap to the owner of that area, and the deal carries an open question instead of a plausible sentence.
Quiet accounts surface
AI agents carry this
AI agents watch the record for the follow-up that never went out and the account that went silent, and put them in front of the person who can act. The decision to act stays the rep's.
Where the manual work goes
Where the manual work goes
Each row is work a person is doing right now because the workflow does not do it. That is the cost the first case is measured against.
| Problem | What a person does today | What the workflow change does |
|---|---|---|
| Two reps, two answers | Re-litigate the same objection in every deal review. | One approved answer set with a named owner per area. |
| The CRM is a week behind | Reconstruct the account from memory before the forecast call. | The update is drafted from the call and confirmed by the rep, not typed later. |
| A confident wrong answer | Discover it at procurement, after the commitment. | Answers cite their source; the unanswered question is raised, not filled in. |
| The follow-up nobody sent | Notice at quarter end. | The gap is surfaced to the rep while it is still a deal. |
The working result
What you end up holding.
One approved answer set with named owners, a sales workflow where AI agent contribution and human commitment are separate and visible, and a list of the questions the material still cannot answer.
What this does not claim
This describes a workflow design, not a shipped sales tool and not a measured revenue outcome. We have no customer result to show you for this case, and we will not present one until a bounded first case produces it against measures agreed in advance.
A bounded first case
Bring us this workflow.
Twenty minutes, one recurring workflow, and an honest answer about whether a bounded first case is worth running. If it is not, we will say so.
PDF · the workflow, the review points, and what a first bounded case covers