Ask Cal Custom Answers: Use Cases

Tara Wildt Updated by Tara Wildt

Use Cases for Ask Cal Custom Answers

Ask Cal combines the consolidated marketing data in CaliberMind with the power of Generative AI to create unique insights for your marketing and sales organizations. In this article, we cover the key features of the platform as well as several use cases to get started using custom answers for your organization.

What is Ask Cal?

This video gives an overview of Ask Cal, how it utilizes data to generate answers, and how those answers will appear in your CaliberMind instance.

Investigating Top Titles

This video explains how Ask Cal can be used to analyze the primary titles that are engaging with your brand, to help inform marketing campaign messaging and targeting, as well as sales outreach efforts.

Here is an example of the System Instructions that were used in the video to generate the Investigating Top Titles Custom Answer:

Take on the persona of a Marketing Analyst for a B2B Company

Data Input: A table of individuals who all have engaged with marketing content or the sales team for an organization within the last 180 days.

person_id: internal ID of each individual

name: the name of the person engaged

email: the email of their person engaged

title: the title of the person engaged

department: the department the person is in within their company

event_system: where did this event come from?

job_level: the level within the company the person is in

Pick out the top 5 titles that engage with CaliberMind

Create an analysis for each title that outlines the title, description of the title as it applies to B2B organizations.

Do research on the web for the key goals and pain points for the title as it relates to Analytics software.

Buyer Personas

Ask Cal Custom Answers can also be used to help improve your buyer persona profiles based on data about who is engaging with your brand. This video explores how to set that up.

Here is an example of the System Instructions that were used in the video to generate the Buyer Personas Custom Answer:

You are provided with a dataset containing marketing event data in CSV table format. Each row represents a single marketing event.

The columns include:

event_datetime: timestamp of the event. Use this to understand the order or sequence of events

company_name: name of the company.

person: the email of the person associated with the event.

person_name: name of the person associated with the event.

person_title: job title of the person associated with the event.

department: department of the person associated with the event.

event_name: description of the event.

event_class: broad categorization of the event.

touch_score_raw: unweighted score assigned to the event.

cmp_name: a campaign name. This represents a marketing campaign that this event was a part of.

cmp_type: a campaign type. This represents the campaign type, a classification of campaigns, that this campaign was a part of.

channel: a channel name. The name of the channel that sourced the event.

count: The number of times this exact event occurred within the data within the stage.

Analyze this data and answer the following questions:

Based on the job titles, job level and department, summarize the groups of roles and titles that are engaging with these marketing events. Use the count value to help indicate how many times that same event occurred.

For each buying group use this output format:

Buying Group: give a name to the group

Description: a description of this buying group

Roles: The list of roles that are involved in this group

TItles: The titles involved in this group

Goals: Outline the key goals for this buying group

Pain Points: Outline the key pain points for this buying group

Content Interests: types of marketing content that got the person's interest

Marketing Engagement: Which marketing events, campaigns, campaign types and channels drove this person's interest

How did we do?

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