💡Typical Use Cases

This section provides real-world examples of how the Knowledge Bots can be effectively used in various organizational roles to enhance productivity and streamline workflows across teams.

Common Workflows

Sales Team - Automate Repetitive & Research-Heavy Tasks

Finish an entire sales process from first meeting to a tailored follow-up email in just a few minutes.

Sales Process Example

Demo of how sales representatives use our AI tool

• Create structured meeting notes and sales report in seconds from your raw notes

• Extract information from pictures of business cards or other documents using image recognition

• Research a client via crawling their company website to create client factsheets

• Find potential synergies and opportunities based on your product offering

• Generrate a personalized follow-up email containing all relevant info based on your findings

User Documentation - Chat With Any Document

Easily teach the Knowledge Bot different documentations, manuals, PDFs, and other documents.

Demo of how Knowledge Bots can learn different user documentation

Customer Support and Employee Onboarding Example

• Provide instant access to internal information for your colleagues and users

• Retrieve step-by-step guides including relevant images or screenshots across hundreds of files

• Reduce onboarding time for new team members by 50%

• Resolve 80% of questions without employee escalation or shoulder taps

Legal Compliance and Risk Management

Compliance Example

• Generate reliable answers without LLM (AI) hallucinations

• Clearly see how the answer was formulated with transparent source tracing and references

• Retrieve and synthesize information from thousands of documents in a few seconds

• Gain insights from legal documents, contracts, and any important fine prints

List of Other Potential Use Cases

From simplifying administrative tasks to providing specialized support for different domains, these use cases showcase the flexibility and value of a Knowledge Bot. Each example illustrates the bot's role, the knowledge base it draws from, and the specific ways it aids in task execution or problem-solving.

Knowledge Bot	Knowledge Base	Use Case
Admin Assistant	Employee handbooks, Company processes	Streamlining internal administrative & HR tasks
IT Support	IT troubleshooting guides, Software tutorials, FAQs	Assisting with common IT and technical issues
Machinery Manual Guide	Machinery and Equipment manuals, safety protocols	Offering step-by-step guidance on machinery
Legal Contract Analyzer	Contracts, requirements, frameworks, legal guidelines	Analyzing, summarizing, and comparing legal documents
Marketing Content Bot	Branding guidelines, Style guides, Previous content	Assisting in creating marketing materials
Onboarding Assistant	Onboarding material, HR docs, Company policies	Facilitating new employee onboarding processes
Customer Support	Customer support docs, Best practices, FAQs	Providing instant answers to common customer queries
Research Analyst	Reports, Market research, News Articles, Frameworks	Compiling and summarizing relevant research findings
Sales Assistant	Product catalogues, Sales training, Customer Personas	Providing product information and sales tips
Hotel Housekeeping Bot	Cleaning protocols, Staff schedules, Training docs	Training and coordinating housekeeping tasks

Here are some examples on how interacting with the bot might look like in practice:

Example: Admin Assistant

Example: IT Support

Example: Customer Support

Example: Research Analyst

Example: Hotel Housekeeping