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Sales
Stage 1 · Propose
Data to Value Business Case Agent
Builds a board-ready business case for any Alteryx One use case from a single prompt.
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Sales development
Stage 3 · Pilot
Personalyze AI Outreach Agent
Drafts personalized emails and LinkedIn messages inside Outreach tasks.
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Planning
Stage 2 · Stage
Account End of Year Planning Agent
Plans the end of the year in Claude with account and segmentation data.
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Sales
Stage 1 · Propose
Conversation Insights Agent
Scores sales conversations for sentiment and competitor mentions and reports them to leadership and enablement.
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Customer experience
Stage 1 · Propose
Digital Program Attribution Agent
Reads CX digital program performance against the FP&A retention base, in NRR and GRR terms.
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