Sage 300 Construction and Real Estate
AP invoice triage, job cost monitoring, RFI tracking, and daily log generation. 3 personas, 24 skills, connected to Sage 300 CRE via ODBC.
Sales Team
Account research, deal health scoring, technical discovery debriefs, and outbound prospecting. 3 personas, 32 skills, connected to Salesforce, Confluence, and Google Drive.
Mortgage Insurance
Dataset discovery, underwriting pipeline management, risk filtering, and customer support. 3 personas, 15 skills, connected to Actian DI, Snowflake, and Google Drive.
Driving business outcomes
Problem-to-capability mapping, efficiency benchmarks, and success metrics for measuring Persona AI impact across sales workflows.
Supply chain and sales
Agentic BI applied to a real supply chain and sales scenario to drive faster, data-informed decisions.
Grounded responses
How connecting live business data to the Persona AI produces accurate, context-aware answers.
Automated reporting
How teams use IdeaBoxAI Automations to generate and distribute reports without manual effort.