Valuecase AI Agent Use Cases

Create Content

Add or refine individual pages and blocks within an existing space.

Build an "Our Clients" Showcase

Create a multi-block page with a hero case study, customer quote, video, and links to more success stories.

Create & Share Content

Add a Security & Compliance Section

Insert an expandable accordion covering certifications, data handling, encryption, and SLAs.

Create & Share Content

Add a Go-Live Readiness Checklist

Insert a checklist that confirms everything is ready before the customer goes live.

Create & Share Content

Write a Post-Meeting Recap

Add a content block summarizing discussion points, decisions, open questions, and next steps after a call.

Create & Share Content

Add a Getting Started Guide

Insert a step-by-step guide that walks new customers through their first actions after onboarding.

Create & Share Content

Create an FAQ Section

Generate an expandable FAQ accordion with answers to the most common customer questions.

Create & Share Content

Add a Personalized Welcome

Insert a warm, personalized intro block addressing the contact by name and referencing their specific goals.

Create & Share Content

Build a Knowledge Base Page

Create a multi-block reference page with how-to guides, tips, and links to help resources.

Create & Share Content

Create an Internal Handoff Page

Create a hidden page with a structured handoff summary so the CS team has full context from sales.

Create & Share Content

Create a Renewal Snapshot

Add a block summarizing value delivered, adoption metrics, and what's coming next — perfect for renewal conversations.

Create & Share Content

Rewrite for a Different Persona

Adapt existing content for a CFO, CTO, end user, or project sponsor — focusing on what that person cares about.

Create & Share Content

Write an Executive Summary

Add a concise content block summarizing who you are, the problem you solve, and expected outcomes.

Create & Share Content

Build a Template

Scaffold an entire space or template structure in one prompt — multiple pages, blocks, and logic.

Translate This Template

Translate all content in this space to another language while preserving structure and formatting.

Build a Template

Set Up a Partner Portal

Spin up a collaboration space for channel partners with resources, integration guides, and a joint action plan.

Build a Template

Build an Employee Onboarding Portal

Create an internal onboarding hub for new hires with welcome info, training plan, key contacts, and first-week tasks.

Build a Template

Scaffold a Deal Room

Generate a complete multi-page sales space with intro, action plan, business case, resources, and next steps.

Build a Template

Build a Customer Onboarding Hub

Create a post-sale onboarding space with implementation milestones, key contacts, resources, and progress tracking.

Build a Template

Tasks & Projects

Create mutual action plans with milestones, tasks, and progress tracking.

Customize Plan from Meeting Notes

Update your action plan based on decisions and next steps discussed in a meeting or call.

Tasks & Projects

Build a User Adoption Plan

Create a structured rollout plan with milestones for pilot, team-wide adoption, and success metrics.

Tasks & Projects

Add a Progress Dashboard

Insert a milestone progress tracker so everyone gets a visual sense of where they are and what's left.

Tasks & Projects

Add a "Next Steps" Widget

Place a Next Task block on the welcome page so visitors always see their most immediate action item.

Tasks & Projects

Create an Implementation Plan

Add a post-sale implementation plan: kickoff, technical setup, integrations, training, and go-live.

Tasks & Projects

Build a Sales Mutual Action Plan

Generate a deal timeline with milestones from discovery through close, with tasks for both sides.

Tasks & Projects

Data Collection

Collect structured input from buyers and customers with forms and surveys.

Add a Feedback Survey

Create a post-engagement survey with rating questions and open text fields to capture satisfaction.

Data Collection

Build a Requirements Questionnaire

Collect technical requirements, integration needs, and user count estimates with dropdowns and multi-select.

Data Collection

Create a Customer Intake Form

Build a collaborative form to collect company info, goals, and technical details before kickoff.

Data Collection

Visual & Embeds

Enhance spaces with custom HTML visualizations, charts, and embedded media.

AI Agent Use Cases

29

5

< 30s

Create Content

Build an "Our Clients" Showcase

Add a Security & Compliance Section

Add a Go-Live Readiness Checklist

Write a Post-Meeting Recap

Add a Getting Started Guide

Create an FAQ Section

Add a Personalized Welcome

Build a Knowledge Base Page

Create an Internal Handoff Page

Create a Renewal Snapshot

Rewrite for a Different Persona

Write an Executive Summary

Build a Template

Translate This Template

Set Up a Partner Portal

Build an Employee Onboarding Portal

Scaffold a Deal Room

Build a Customer Onboarding Hub

Tasks & Projects

Customize Plan from Meeting Notes

Build a User Adoption Plan

Add a Progress Dashboard

Add a "Next Steps" Widget

Create an Implementation Plan

Build a Sales Mutual Action Plan

Data Collection

Add a Feedback Survey

Build a Requirements Questionnaire

Create a Customer Intake Form

Visual & Embeds

Add a Key Number Highlight

Create a Big Quote Visual

Build a Stats Overview

Try Valuecase for 14 days – No strings attached