Prebuilt use cases
Copy any of these into your connected AI assistant to try it right now. They're organized by role so you can find the shape that matches your day.
Sales — quoting and opportunities
Generate a quote for Acme Corp for 50 licenses of Microsoft 365 Business Standard, annual termShow me the details of quote Q‑2024‑1847 and flag anything expiring soonFind vendor deal registrations for Cisco that I haven't converted to a quote yetWhat renewals are coming up in the next 90 days for my top 5 customers?Finance — invoices and reconciliation
List unpaid invoices from the last 60 days, sorted by amount, grouped by customerWhich invoices are overdue by more than 30 days? Show customer name, amount, and days overdue.Give me the line items for invoice 20‑ABCDE‑11 including tax and freightSummarize my open invoice total this month vs. last monthOps — orders, shipments, returns
What's the status of order CH002711 and when is it expected to ship?Show orders placed this week that are still in processing statusAre there any open RMAs for customer Jon Renau in the last 90 days?Estimate freight for shipping 10 Dell PowerEdge servers to CaliforniaPurchasing — pricing and availability
Check real‑time price and stock for SKU XYZ‑123 from HPCompare pricing across all in‑stock Cisco Catalyst 9300 switchesFind me 10 alternatives to the out‑of‑stock Lenovo ThinkPad X1 CarbonCloud — subscription management
Show all active Microsoft 365 subscriptions for my top 10 customersWhich cloud subscriptions are up for renewal next month?Give me a summary of my cloud business — total subscribers, MRR, upcoming renewalsBUILDING AN AGENT?
These prompts double as golden‑path test cases. If your agent handles these shapes well, you’ll cover the 80% case. Tool KBAs include pagination, filter requirements, and edge cases to round out the remaining 20%.
