Use cases
What you can ask your agents to do.
A short list of real workflows teams already run on Vybe agents — across sales, marketing, ops, data, product, and the founder's office.
Sales Assistant
16 use cases across 5 categories
CRM hygiene
- Detects missing or stale CRM fields and suggests corrections
- Enriches contact and company data from LinkedIn, web, and data providers
Meetings
- Pre-meeting prep with attendee research and account context
- Updates CRM and advances deal stage post-meeting
- Assembles customized deal decks based on meeting conversations and case studies
- Coaches reps pre/post call using MEDPICC, SPIN, or custom playbooks
- Drafts personalized outreach emails from prospect research
Deal progress
- Flags at-risk deals with stalled activity
- Suggests next best action based on CRM data and email conversations
- Win/loss analysis across closed deals to surface patterns
Reporting
- Daily and weekly reporting on Slack or email
- Preps pipeline review meetings and nudges the team
- Tracks forecast accuracy: actual vs. projected close rates
Deal stage automations
- Runs tasks on stage update — create Stripe customer, update fields, spin up a Slack channel, assign a CSM
- Pulls competitive battle cards relevant to the deal into context
- Generates proposal or contract drafts when a deal hits a qualifying stage
