> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use cases

> See how teams across industries use IdeaBoxAI to transform their workflows with AI-powered personas, skills, and connected data.

Explore real deployments across construction, technology sales, financial services, and more. Each case study covers persona design, skill configuration, sample Co-Pilot interactions, and data integration details.

<CardGroup cols={3}>
  <Card title="Sage 300 Construction and Real Estate" img="https://mintcdn.com/ideabodxai/Ow-PFBs63vkMgxKW/images/use-cases/sage-cre.svg?fit=max&auto=format&n=Ow-PFBs63vkMgxKW&q=85&s=e15fcfbbfe4c4cdbdffad61848a695b9" href="/use-cases/sage-cre-copilot" width="800" height="400" data-path="images/use-cases/sage-cre.svg">
    AP invoice triage, job cost monitoring, RFI tracking, and daily log generation. 3 personas, 24 skills, connected to Sage 300 CRE via ODBC.
  </Card>

  <Card title="Sales Team" img="https://mintcdn.com/ideabodxai/Ow-PFBs63vkMgxKW/images/use-cases/actian-sales.svg?fit=max&auto=format&n=Ow-PFBs63vkMgxKW&q=85&s=7096c98bcd7057ebca06e90f2ad4a5a9" href="/use-cases/actian-sales-copilot" width="800" height="400" data-path="images/use-cases/actian-sales.svg">
    Account research, deal health scoring, technical discovery debriefs, and outbound prospecting. 3 personas, 32 skills, connected to Salesforce, Confluence, and Google Drive.
  </Card>

  <Card title="Mortgage Insurance" img="https://mintcdn.com/ideabodxai/Ow-PFBs63vkMgxKW/images/use-cases/enact-mortgage.svg?fit=max&auto=format&n=Ow-PFBs63vkMgxKW&q=85&s=6a3f410801e1aba3369de31eb28046d2" href="/use-cases/enact-mortgage-copilot" width="800" height="400" data-path="images/use-cases/enact-mortgage.svg">
    Dataset discovery, underwriting pipeline management, risk filtering, and customer support. 3 personas, 15 skills, connected to Actian DI, Snowflake, and Google Drive.
  </Card>

  <Card title="Driving business outcomes" img="https://mintcdn.com/ideabodxai/Ow-PFBs63vkMgxKW/images/use-cases/business-outcome.svg?fit=max&auto=format&n=Ow-PFBs63vkMgxKW&q=85&s=8c70f7d43d94396d38f98ee5c14a191a" href="/use-cases/business-outcome" width="800" height="400" data-path="images/use-cases/business-outcome.svg">
    Problem-to-capability mapping, efficiency benchmarks, and success metrics for measuring Persona AI impact across sales workflows.
  </Card>

  <Card title="Supply chain and sales" img="https://mintcdn.com/ideabodxai/Ow-PFBs63vkMgxKW/images/use-cases/supply-chain.svg?fit=max&auto=format&n=Ow-PFBs63vkMgxKW&q=85&s=4073ad82a0c563691aa0bd09173700ed" href="/use-cases/supply-chain-sales" width="800" height="400" data-path="images/use-cases/supply-chain.svg">
    Agentic BI applied to a real supply chain and sales scenario to drive faster, data-informed decisions.
  </Card>

  <Card title="Grounded responses" img="https://mintcdn.com/ideabodxai/Ow-PFBs63vkMgxKW/images/use-cases/grounded-responses.svg?fit=max&auto=format&n=Ow-PFBs63vkMgxKW&q=85&s=eec8ef2b024b6dd11f6b799abc97530c" href="/use-cases/grounded-responses" width="800" height="400" data-path="images/use-cases/grounded-responses.svg">
    How connecting live business data to the Persona AI produces accurate, context-aware answers.
  </Card>

  <Card title="Automated reporting" img="https://mintcdn.com/ideabodxai/Ow-PFBs63vkMgxKW/images/use-cases/automated-reporting.svg?fit=max&auto=format&n=Ow-PFBs63vkMgxKW&q=85&s=dee90a9a52b6e1c035c5170c35646d98" href="/use-cases/automated-reporting" width="800" height="400" data-path="images/use-cases/automated-reporting.svg">
    How teams use IdeaBoxAI Automations to generate and distribute reports without manual effort.
  </Card>
</CardGroup>