AI Agent Templates

Quickly deploy RootCX AI teammates to analyze, act proactively, and drive measurable business value.

AI agents with zero setup start operating across all your business tools instantly, cutting costs across the board while ensuring fully auditable actions with a robust governance layer.

Sales Development Representative (SDR)

Automatically qualifies new CRM leads from external sources and updates account records.

Capabilities

•Pulls new leads from multiple sources
•Enriches lead with firmographics & intent
•Qualifies and assigns to AE/BDR

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Sales Pipeline Analyst

Continuously monitors all active opportunities to detect at-risk deals.

Capabilities

•Checks pipeline data & activity logs
•Flags deals with low engagement
•Suggests proactive next actions

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Customer Success Manager

Predicts renewal risks and identifies upsell/expansion opportunities.

Capabilities

•Analyzes usage & billing history
•Scores renewal risk
•Detects cross-sell opportunities

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Deal Desk Analyst

Reviews pricing requests and ensures deal compliance with company policies.

Capabilities

•Validates pricing against approved tiers
•Flags discount exceptions for approval
•Maintains audit trail for compliance

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Revenue Operations Analyst

Maintains CRM data quality and generates pipeline health reports.

Capabilities

•Detects duplicates & missing fields
•Enriches records with external data
•Archives stale opportunities automatically

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Sales Forecasting Analyst

Generates revenue forecasts and models pipeline scenarios for leadership.

Capabilities

•Calculates weighted pipeline forecasts
•Models best/likely/worst case scenarios
•Identifies pipeline gaps by segment

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Strategic Account Manager

Monitors key account health and ensures proactive engagement.

Capabilities

•Tracks communication cadence & gaps
•Flags declining product usage
•Schedules proactive check-ins

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Renewals Manager

Tracks contract timelines and identifies renewal risks before they escalate.

Capabilities

•Monitors contract expiration dates
•Calculates renewal risk scores
•Prepares account summaries for reps

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Account Growth Specialist

Identifies customers ready for upsell or cross-sell opportunities.

Capabilities

•Monitors usage approaching tier limits
•Detects new department adoption signals
•Creates expansion opportunities for AMs

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Sales Operations Coordinator

Accelerates deal closures by identifying blockers and suggesting next steps.

Capabilities

•Identifies deal blockers & missing approvals
•Drafts follow-up emails & agendas
•Calculates days-to-close predictions

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Marketing Campaign Manager

Plans and executes multi-channel campaigns with unified customer data.

Capabilities

•Segments audiences from CRM data
•Personalizes messaging by segment
•Schedules campaigns for optimal timing

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Content Marketing Strategist

Creates data-driven content plans based on customer behavior and trends.

Capabilities

•Analyzes trending topics from conversations
•Identifies content gaps in buyer journey
•Schedules content across all channels

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Email Marketing Specialist

Builds and automates personalized email campaigns to nurture leads.

Capabilities

•Segments recipients by lifecycle stage
•Drafts personalized email sequences
•Optimizes send times & subject lines

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Demand Generation Manager

Guides leads through the funnel with automated nurture workflows.

Capabilities

•Detects lead lifecycle stage changes
•Triggers targeted content sequences
•Flags hot leads for sales handoff

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Marketing Analytics Manager

Measures campaign performance and recommends optimizations.

Capabilities

•Calculates CAC by channel & campaign
•Measures pipeline influenced revenue
•Generates executive performance reports

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Social Media Manager

Manages social presence and logs all interactions in your CRM.

Capabilities

•Drafts posts & schedules publishing
•Monitors brand mentions & sentiment
•Logs social interactions to CRM

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Marketing Operations Manager

Designs automated workflows triggered by customer behavior.

Capabilities

•Maps customer journey touchpoints
•Configures behavior-based triggers
•Optimizes workflows for conversions

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Business Process Analyst

Identifies operational inefficiencies and recommends process improvements.

Capabilities

•Maps current business processes
•Identifies bottlenecks & inefficiencies
•Recommends automation opportunities

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Workflow Automation Specialist

Designs and deploys automated workflows to eliminate manual tasks.

Capabilities

•Identifies repetitive manual tasks
•Designs automation workflows
•Monitors workflow performance

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Customer Support Manager

Triages support tickets and ensures timely resolution for customers.

Capabilities

•Triages incoming support tickets
•Routes issues to appropriate teams
•Tracks SLA compliance & escalations

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Data Integration Specialist

Manages data flows between RootCX and external systems.

Capabilities

•Monitors integration health & sync status
•Detects data mapping issues
•Troubleshoots failed syncs

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Compliance Officer

Monitors business activities for regulatory and policy compliance.

Capabilities

•Audits data handling practices
•Monitors policy adherence
•Generates compliance reports

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Vendor Management Analyst

Tracks vendor contracts, performance, and renewal timelines.

Capabilities

•Monitors contract expiration dates
•Tracks vendor performance metrics
•Prepares renewal negotiations

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IT Operations Manager

Monitors system health and manages IT service requests.

Capabilities

•Monitors system uptime & performance
•Triages IT service requests
•Coordinates incident response

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