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AI Tutorials for Business, Strategy & Advanced Workflows

THE AI ACADEMY

How to create a consultant quality strategy (in minutes)

  • Go to ChatAgency AI and click ‘Start a free trial’

  • Log in with Google, LinkedIn, or email

  • Enter your idea or problem statement

Sample Prompt: “Expand my Korean skin care brand to the US”  OR

“Create an AI SAAS tool to help students with college applications"

  • Upload documents (if any) and hit generate (your detailed idea is created)

  • Use the navigation to choose and create deliverables such as market research, vision, personas, financial model, business requirements, and 15+ others.

  • Get advice from the Cofounder Chatbot (at bottom)

  • Export your summary or pitch deck - or any deliverable you want in a doc file

How to Transform Customer Problems into Strategic Plans with AI (in minutes)

  • Go to ChatAgency AI and click ‘Start a free trial’

  • Log in with Google, LinkedIn, or your email

  • From your Dashboard, select ‘Start With a Problem’

  • Enter your industry and a description of the problem

Sample Prompt: You are a QuickBooks competitor with the following insight from user research. Industry: ‘FINANCE’, Problem: ‘QuickBooks users report the software is too complex for their needs’

  • Click ‘Generate’ and review 3 strategic approaches

  • Use the navigation to build deliverables: market research, personas, financial models, business requirements, and 15+ others

  • Export your summary or any deliverable you want in a doc file

Turn your biggest customer challenges into winning strategies with ChatAgency now.

How To Create An SEO/AEO Agent For Your Business

  • Onboard to Searchable

  • Input your competitors

  • Go to Account > Manage Account > Integrations > Connect your Google Search Console and Google Analytics

  • Go to Prompts > Your Prompts > +Create Prompts to create your prompts

  • Your agent will now have accurate context for your business and goals

Ask your agent: “Analyze my Google Search Console and analytics and my competitors and tell me what additional prompts I should be considering trying to appear for”

  • Ask your agent to come up with a strategy for you, research keywords, and research how to improve your traffic. The agent is trained on your brand now

You can also get a free visibility report for your brand and website here.

How to give your B2B support team superpowers with AI

  1. Get started with Pylon

  2. Connect data sources, including email, chat, Slack, CRM, call recorders, your data warehouse, and more

  3. Add personalized training data like documentation, help articles, your company website, GitHub, or other sources

  4. Click “Ask AI” to respond to an issue. Automatically draft replies, summarize long conversations, suggest resources, or find customer context like:

  • “Has this customer faced this issue before?”

  • “How did we resolve similar tickets?”

  • “What’s this account’s sentiment?”

  • “Any related incidents I should know about?”

  1. Use "Ask AI" to improve, shorten, or rewrite your reply

  2. Resolve the issue with full context and confidence!

How to give your marketing team superpowers with AI agents

  • Go to lindy.ai and sign up (at no cost)

  • Install the AI CMO research, analysis, and creative agents from the homepage

Once you’re in, follow each agent’s prompts, starting with the research agent:

  • Enter your business website

  • Watch the agent research your competitors and create a marketing strategy, messaging frameworks, and creative assets

Everything is modular, so you can use the agents together or on their own to do market research, create campaign briefs, and generate marketing designs.

  • From there, access everything in a neatly organized Airtable

  • Deploy your new campaign

You can use Lindy’s powerful AI CMO agents to ship beautiful marketing campaigns fast. Start building your AI workforce at lindy.ai, the easiest way to build AI agents.