Resources / Proof
Use Cases
Concrete applications across every business function
Sales and Revenue Use Cases
Lead scoring and routing from inbound form completions. CRM data capture from call recordings and meeting transcripts. Multi-touch follow-up sequence management by deal stage. Proposal generation from deal brief and product catalog. Win/loss analysis from CRM data and call recordings. Pipeline health reporting with probability-weighted forecast.
Finance and Operations Use Cases
AP invoice processing from email and portal receipt. Three-way PO/invoice/receipt matching with exception routing. Month-end close management with task tracking and escalation. Expense report review against policy with automated approvals. Cash flow forecasting from AR aging and AP due dates. Vendor payment scheduling with early payment discount capture.
HR and People Operations Use Cases
Job posting generation and multi-channel distribution. Resume screening against defined role criteria. Interview scheduling coordination with confirmation management. New hire onboarding workflow from offer acceptance to day 90. Employee policy Q&A from HR knowledge base. Headcount and turnover reporting from HRIS data.
Customer Service and Support Use Cases
First-line inquiry handling from knowledge base. Intelligent ticket routing by issue type and severity. Knowledge base gap detection and draft article creation. CSAT trend reporting with theme analysis. Escalation management with SLA tracking. Multi-channel support unification across email, chat, and social.
FAQ
Frequently asked questions
Yes. All use cases documented here are in production at vb.co customer deployments. We don't document use cases we haven't actually built and deployed.
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