Marketing
Marketing templates help teams create content, manage events, and generate insights from customer interactions.Persona-based event messaging
Create tailored elevator pitches and talking points for specific personas at sponsored events.What it does
This agent generates customized messaging for different audience segments attending your events. Given a persona type and event name, it produces an elevator pitch, relevant use cases, referenceable customers, and partner information to help your team engage effectively with attendees.Requirements
| Requirement | Details |
|---|---|
| Feature flag | Agentic Engine must be enabled |
| Connectors | None |
Inputs and outputs
Inputs:- Persona type (e.g., “IT Director”, “Developer”, “Executive”)
- Event name
- Elevator pitch tailored to the persona
- Relevant use cases for that audience
- 3 referenceable customers
- Partner information
Marketing event description
Transform internal event briefs into engaging, on-brand event descriptions.What it does
This agent takes your internal event documentation and converts it into polished, customer-facing event descriptions. It maintains your brand voice while making the content compelling for your target audience.Requirements
| Requirement | Details |
|---|---|
| Feature flag | Agentic Engine must be enabled |
| Connectors | None |
Inputs and outputs
Inputs:- Event brief (description text or link to internal document)
- Polished event description ready for publication
Customer reference summary
Surface the best-fit customer references for live deals based on industry, company size, and use cases.What it does
This agent searches your CRM and internal knowledge to find customers that match the profile of your prospect. It returns a structured table of relevant references including account details, deployment information, and use cases that align with your deal.Requirements
| Requirement | Details |
|---|---|
| Feature flag | Agentic Engine must be enabled |
| Connectors | Salesforce OR HubSpot (at least one CRM connector required) |
Inputs and outputs
Inputs:- Industry
- Company size
- Use cases to match
- Table with 3 recommended customer references including:
- CRM links
- Account owner
- Deployment date
- Matching use cases
LinkedIn post draft
Convert internal wins and product launches into polished LinkedIn posts.What it does
This agent takes information about company news, product launches, or team wins and drafts a professional LinkedIn post. It includes UTM tracking for analytics and provides a direct link to post the draft to LinkedIn.Requirements
| Requirement | Details |
|---|---|
| Feature flag | Agentic Engine must be enabled |
| Connectors | None |
Inputs and outputs
Inputs:- Chat message describing what to post about (e.g., “We just launched our new analytics dashboard”)
- Draft LinkedIn post
- One-click “Draft to LinkedIn” link with UTM tracking
SEO keyword research from sales calls
Analyze sales call transcripts to generate blog topic ideas and SEO keywords.What it does
This agent reviews sales call recordings and transcripts to identify common questions, pain points, and topics that prospects ask about. It then uses web search to validate keyword opportunities and generates actionable blog topic ideas with supporting keywords.Requirements
| Requirement | Details |
|---|---|
| Feature flag | None explicitly required |
| Connectors | Web Search |
Inputs and outputs
Inputs:- Industry to focus on
- 5+ blog topic ideas with:
- Topic context from sales conversations
- Recommended SEO keywords