Use Cases

How teams use Context AI in real workflows

Explore practical, role-based workflows that show how Context AI turns messy inputs, fragmented systems, and manual research into faster execution and cleaner pipeline outcomes.

Marketing list intelligenceBDR workflow accelerationRelationship context activationOne-click execution

Featured Scenario

Marketing List Intelligence: from spreadsheet to pipeline

This interactive walkthrough shows how a rep or BDR team can process a large event list, identify existing relationships, categorize accounts, trigger notifications, and launch outreach in minutes instead of days.

Marketing List Intelligence

Scenario: Trade Show List Processing

8 animated scenes

The Spreadsheet Problem

Marketing sends you 500 company names from a trade show

500

Companies

Days of work?

Field Sales Use Case

Field Rep Optimization: turn one trip into multiple opportunities

A field rep travels for one scheduled client meeting. Context AI surfaces nearby prospects in the same building, adds local customer proof and hidden relationship context, and helps the rep turn one trip into multiple high-value meetings.

More meetings per tripBetter travel ROILocal social proofWarm-entry discovery

Field Rep Optimization

Turn one meeting into three

Scene 1 of 8

THE PROBLEM

Your field rep flies to Chicago

For a single, one-hour meeting with an active client

Flight + travel time: 6+ hours

Champion Tracking Use Case

Never lose track of your champions when they change jobs

Context AI helps teams detect recent job changes, connect career history to your customer base, and act fast with relationship context before a risky renewal becomes a missed expansion opportunity.

Job-change alertsChampion trackingCareer history contextFirst-mover outreach

Champion Tracking Intelligence

Never lose track of your champions

8 animated scenes

The Problem

Client A

Your Biggest Client

Champion

Your best champion just left their job...