Most teams hit the same wall with AI agents. The demos are convincing, but turning one into something that runs your hiring pipeline or keeps your CRM current takes weeks of configuration. Use cases are how you skip most of that phase.
Browse use cases for Sales, HR, and Operations, or see all of them.
What Are Use Cases?
A use case is a pre-built template for a specific task: candidate screening, sales outreach, workload reporting, ticket escalation. It hands Architect a defined starting point: a task description, a working prompt structure, and the integrations the job usually needs.
What it isn’t: a finished agent you point at your problem and walk away from. When you pick a use case, Architect will still ask you questions. Which CRM are you using? Where should results land? Slack, email, a spreadsheet? What does your team want to see in the output?
The difference from starting blank: instead of figuring out what questions to even ask, you’re answering specific ones. The shape of the problem comes built in. You’re filling in your version of it.
Who They’re Built For
Sales reps, account executives, and revenue ops spend a disproportionate part of the week on work that isn’t selling: researching prospects, updating CRM records, writing outreach, chasing deal status. Use cases for sales start from the structure of that work: prospecting, qualification, outreach, CRM hygiene. Architect then asks which CRM, which signals, what format your reps want. What gets built fits how your team sells.
Recruiters and HR managers move through a pipeline that’s mostly admin before anything interesting happens: screening resumes, scheduling interviews, coordinating offers, syncing records. Use cases for HR start from the shape of that cycle. Architect asks what criteria matter for this role, where applications come in, who needs to see the shortlist and with what reasoning attached. The agent handles the repeatable parts end to end.
Ops leaders, project managers, and chiefs of staff chase status that already exists somewhere but isn’t surfaced anywhere useful: Jira tickets, Linear cycles, Slack threads, spreadsheets no one updates consistently. Use cases for ops target specific workflows in that pattern: pulling updates, summarizing blockers, monitoring SLAs, routing escalations. Architect asks which tools to connect and what the output should trigger. The agent reads across them and delivers a finished artifact, not raw data.
Three Hubs, One Logic
Theona’s use cases are organized around three business functions. The template logic is the same across all three. The task, the tools, and the questions Architect asks change by function.
Inside each hub:
- Sales automation workflows: prospect research, lead qualification, outreach drafts, CRM updates, deal summaries.
- HR use cases: candidate screening, interview scheduling, onboarding coordination, people ops reporting.
- Operations templates: workload analysis, status reporting, ticket escalation, cross-tool coordination.
Getting Started
Pick the use case closest to your problem at theona.ai/use-cases. Architect asks the specific questions that turn the template into an agent built around your tools and your workflow.