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What is a Use Case?

A Use Case is a structured description of a customer problem, scenario, or job-to-be-done that your product addresses. Unlike a feature list (which describes what your product does), use cases describe why a customer needs it — the problem they’re trying to solve, the outcome they want, and the business drivers behind the purchase. When an agent qualifies a prospect, it identifies which use cases are relevant based on the prospect’s industry, role, and signals, then tailors the entire conversation around those specific scenarios rather than leading with generic product capabilities.

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What a Use Case contains

FieldPurpose
NameShort descriptive label
DescriptionOverview of the scenario
Problem statementWhat the customer is struggling with
Solution approachHow your product addresses this
Desired outcomesWhat success looks like for the customer
Business driversWhy this matters strategically

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How Use Cases connect to other entities

Use Cases are referenced by multiple entity types:
  • Offerings — which products or services solve this use case
  • Playbooks — which sales strategies emphasize this use case
  • Segments — which market segments commonly have this use case
When an agent qualifies a prospect, it identifies which use cases are relevant based on the prospect’s industry, role, and signals. The matched use cases then inform which playbook to activate and what messaging to generate.

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Managing Use Cases via API

  • GET /api/v2/use-case/list — list all use cases
  • GET /api/v2/use-case/{id} — get a specific use case
  • POST /api/v2/use-case/create — create a new use case
  • POST /api/v2/use-case/generate — AI-generate use cases from your product and market context
  • PUT /api/v2/use-case/update — update an existing use case
  • DELETE /api/v2/use-case/delete — remove a use case