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Example: Building a Sales Intelligence Assistant

This walkthrough builds a Sales Intelligence AI Employee that accepts a company name and produces a detailed market intelligence report as a downloadable document.

What You Will Build

A chatbot AI Employee that:

  • Takes a company name as input
  • Searches the web for market intelligence on that company
  • Synthesizes search results into a structured report
  • Generates a downloadable document containing the report

Prerequisites

  • Access to the GWE platform

Create the AI Employee

  1. Navigate to the GWE platform.
  2. Locate the tile labeled GWE Chatbot Persona.
  3. Click Create and save and assign a name (for example, "Sales Intel Assistant").

Access the Workflow Builder

  1. Click Go to Workflow builder on the confirmation screen.
  2. A Chat Trigger block is automatically present. This block handles all incoming user conversations.

  1. Add a Respond to a Query agent to the canvas.

  2. Connect the chat trigger's user query to this agent's query input.

  3. Write instructions that tell the agent to convert the company name into an effective web search query. For example:

    "Given a company name, generate a search query that will return recent market intelligence, financials, competitive landscape, and news about the company."

Step 2: Add the Deep Web Search Agent

  1. Add the Deep Web Search agent.
  2. Connect the response output from the Respond to a Query agent (Step 1) to the Deep Web Search agent's query input.

The Deep Web Search agent executes a live web search and returns relevant results.

Step 3: Consolidate Search Results

  1. Add a Respond to a Query agent.
  2. Connect the Deep Web Search agent's output to this agent's input.

This agent formats and consolidates the raw search results into structured content that downstream agents can use.

Step 4: Generate the Market Intelligence Report

  1. Add another Respond to a Query agent.

  2. Connect the output from the previous agent to this agent's query input.

  3. Write instructions that tell the agent to produce a comprehensive market intelligence document. For example:

    "Using the provided search results, write a detailed market intelligence report covering company overview, recent news, financial highlights, competitive landscape, and strategic outlook. Use clear section headings and bullet points."

Step 5: Generate a Downloadable Document

  1. Add a Publish Document agent.
  2. Connect the response output from Step 4 to the Publish Document agent's input.
  3. Configure the document name (for example, use the company name as the file title).

The Publish Document agent converts the text response into a downloadable document file.

Test the Workflow

  1. Click Use AI Employee in the top-right corner of the workflow builder.
  2. This redirects you to a chat window.
  3. Enter a company name (for example, "Salesforce" or "Stripe").
  4. The workflow will execute all steps and produce a downloadable market intelligence document.

Next Steps

Last updated: Jul 3, 2026