AI case study

Automate sales workflows

by
Rox
Context

Rox, a sales platform, integrated OpenAI’s GPT-4o, GPT-4o mini, and Realtime API into their system to create a three-tiered AI-powered assistance platform. This includes data unification, complex reasoning, and interaction layers, enabling the Rox Agent Swarm to automate repetitive tasks and provide actionable insights, increasing sales reps' productivity by 50%.

Results

8+ hours saved weekly, 35% increase in customer engagement, 2x ROI on sales pipeline

Results not reported in the source
Region
Global
Published
November 19, 2024
Agent type
Employee Agents
AI provider
OpenAI
Models/tools
Not disclosed
ICE score
700
The ICE framework in this database provides a quick way to assess the feasibility and potential impact of AI use cases, with higher scores signaling more actionable opportunities.

Impact: Potential benefits to the business.

Confidence: Likelihood of achieving expected results.

Ease: Simplicity of implementation in terms of resources and time.

ICE Score: Calculated by multiplying the component scores.

Note:
Each score is AI-generated based on available data and should be viewed merely as a general guideline for deeper exploration of the use cases.
Impact
10
Confidence
10
Ease
7

26

AI use cases in

Marketing & Sales

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Advolve

Marketing & Sales
Use case
Automated digital marketing
Context

Advolve, a B2B SaaS company, uses Claude from Anthropic as the central orchestrator of their AI platform to automate digital marketing across multiple platforms. Claude enables them to manage millions of ads simultaneously, automate workflows, generate creative assets and copywriting, and dynamically allocate budgets for optimal return on ad spend.

Models/tools
...
1

Brand.ai

Marketing & Sales
Use case
Scaling brand consistency
Context

Brand.ai, a platform transforming how global brands manage brand consistency, uses Claude to create an AI-powered system that maintains brand consistency across millions of touchpoints. By leveraging Claude's large context window to process entire brand guidelines at once, they built two retrieval systems around Claude—one for surfacing relevant brand insights, another for maintaining context in conversations. This automates routine brand management tasks, freeing creative teams to focus on strategic work.

Models/tools
...
1

Intercom

Marketing & Sales
Use case
Support scaling
Context

Intercom, a leading customer service platform, integrated Claude from Anthropic into their AI agent Fin to automatically resolve up to 86% of customer support queries with human-quality, personalized responses in over 45 languages. This implementation reduces response times from 30 minutes to seconds and enables human agents to focus on more complex issues.

Models/tools
Explore industries

321

companies using

Employee Agents

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Use case
Fast content creation
Context

Cox Automotive integrated Claude via Amazon Bedrock into its portfolio by first creating a sandbox environment to evaluate performance metrics and then selecting Claude 3.5 Sonnet for complex tasks and Claude 3.5 Haiku for high-volume content generation. They automated personalized dealer-consumer communications, generated engaging vehicle listing descriptions, and produced SEO-optimized blog posts, while also streamlining internal data governance through automated metadata generation. This integration optimized operational efficiency across marketing and internal data processes.

Models/tools
...
2
Use case
Reduce report writing burden
Context

Quillit integrated Anthropic’s Claude to automate qualitative research tasks by summarizing interview transcripts, generating contextual citations, and threading conversation data into comprehensive reports. They implemented the AI tool into their existing research workflow within three months, streamlining report writing, transcription, and analysis while ensuring data security and high precision.

Models/tools
...
2
Use case
Faster retail transformation
Context

TCS partnered with Google Cloud to integrate advanced AI and generative AI capabilities into retail service offerings. They launched the Google Cloud Gemini Experience Center at their Retail Innovation Lab in Chennai, enabling retail clients to ideate, prototype, and co-develop tailored AI solutions that optimize supply chain, warehouse receiving, customer insights, and content creation. This approach automated processes using tools like Vertex AI Vision for warehouse receiving and leveraged Vertex AI with Gemini 1.5 Pro and speech-to-text to transform service centers.

Models/tools
...
4
Explore agents

78

solutions powered by

OpenAI

See All
Use case
Actionable workspace content
Context

Notion reimagined its platform by deeply integrating OpenAI’s GPT‑4o, GPT‑4o mini, and embeddings across its core features. They prototyped an AI writing assistant during a hackathon and then built internal tools to rapidly evaluate and deploy new models, transforming workflows in search, note-taking, and knowledge management from static content to interactive, actionable insights.

Models/tools
...
2
Use case
Rigid support workflows
Context

Zendesk integrated OpenAI's models to create adaptive AI service agents that autonomously manage customer conversations and execute resolution tasks. They implemented a multi-agent architecture featuring task identification, conversational RAG, procedure compilation, and procedure execution agents integrated with existing support workflows through API calls and natural language procedure definitions, while providing real-time chain-of-thought visibility. This solution transitions from traditional intent-based bots to a hybrid model of scripted and generative reasoning, streamlining customer service processes.

Models/tools
...
2
Use case
Faster finance/legal research
Context

Hebbia built Matrix, a multi-agent AI platform that orchestrates OpenAI models including o3‑mini, o1, and GPT‑4o to automate complex financial and legal research tasks. The platform decomposes intricate queries into structured analytical steps and integrates modules like OCR, hallucination validation, and artifact generation to process complete documents, creating an infinite effective context window. This solution streamlines due diligence, contract review, and market research workflows, drastically reducing manual processing time.

Models/tools
...
3
Explore AI providers

174

AI use cases in

Global

See All
Use case
Reduce report writing burden
Context

Quillit integrated Anthropic’s Claude to automate qualitative research tasks by summarizing interview transcripts, generating contextual citations, and threading conversation data into comprehensive reports. They implemented the AI tool into their existing research workflow within three months, streamlining report writing, transcription, and analysis while ensuring data security and high precision.

Models/tools
...
2
Use case
Secure on-premises AI
Context

NVIDIA partnered with Google Cloud to enable on-premises agentic AI by integrating Google Gemini models with NVIDIA Blackwell platforms and Confidential Computing, ensuring data sovereignty and regulatory compliance for sensitive enterprise operations. The solution further optimizes AI inference and observability by deploying a GKE Inference Gateway alongside NVIDIA Triton Inference Server, NVIDIA NeMo Guardrails, and NVIDIA Dynamo to enhance secure routing and load balancing for enterprise workloads.

Models/tools
...
7
Use case
Faster internal workflows
Context

Quantium deployed Anthropic's Claude across its organization to empower over 1200 employees in functions such as coding, proposal drafting, training development, and leadership coaching. They implemented the AI solution by launching an "ALL IN on AI" strategy with clear guidelines, practical guardrails, and comprehensive hands-on training programs integrated into daily workflows. This approach streamlined routine tasks and enabled teams to focus on strategic initiatives.

Models/tools
...
1
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Thoughts & ideas