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Minoa’s Business Case agent can now find relevant customer stories from your existing case studies and embed them as proof cards on the business case Overview tab. You no longer need to hunt through websites, decks, or resource libraries to find the right social proof. The agent can now search for the best-fit story based on the buyer and use case, then bring that proof directly into the value narrative.

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When to use this:

  • Strengthen a business case with proof from similar customers
  • Help sellers choose the right customer story for a deal
  • Give champions evidence they can reuse internally
  • Standardize which proof points show up for each use case
  • Let the AI agent recommend relevant stories automatically

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How to use it:

Open the Overview tab of any business case and ask the agent for a customer story, or paste a link straight onto one of the slides. You can also reference the case studies to specific use cases.

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For Admins:

You can add case studies to the resources tab in the Value Framework. The agent will look at both the resources tab and the web to pull relevant customer stories/case studies.