Overview
The Customer Visit Concierge (CVC) use case demonstrates the use of multiple specialized worker agents being controlled by a supervisor agent. In this example, you will use iQ Studio to prepare executive visit briefings quickly and accurately. This workflow automates research and synthesis tasks that typically require hours of manual effort. By combining multiple AI agents, the solution delivers actionable insights for customer meetings in minutes.
This use case focuses on:
- Strategy insights from internal knowledge bases.
- Sales intelligence from organizational repositories.
- Market and stakeholder research from web sources.
These agents work together to produce a consolidated briefing that includes priorities, stakeholder profiles, and product positioning insights. This approach helps executives engage confidently and make informed decisions during high-value visits. This example use case shows one way to combine worker agents with a supervisor to achieve a goal.
Creating and orchestrating AI agents
This task explains how to build and coordinate AI agents in iQ Studio to support executive visit planning. You will create specialized worker agents for strategy research, sales intelligence, and web-based insights, and then configure a supervisor agent to orchestrate them. Together, these agents deliver accurate, actionable briefings by combining internal knowledge bases and external data sources.
The procedures include:
- Creating worker agents with defined roles and tools.
- Attaching workers to a supervisor agent.
- Validating orchestration and running planning scenarios.
- Reviewing outputs for accuracy and compliance.
Complete the tasks in the following table to build and coordinate AI agents for executive visit planning. You need the Agent Builder or Administrator role to perform these tasks.
| Task | Description | See |
|---|---|---|
| Defining the S3 object source | Define an S3 data source so iQ Studio can access buckets and files in your object storage. | Defining the S3 object source |
| Create knowledge base collections | Build collections of internal documents so that agents can retrieve accurate, grounded information. | Creating Knowledge Base collections |
| Validate the Web MCP Server | Verify the results to determine if the Web MCP server is ready for use. | Validating the Web MCP Server |
| Create the StrategySeeker worker agent | Create a worker agent that retrieves strategy documents from internal knowledge bases for executive visit planning. | Creating a StrategySeeker worker agent |
| Create the SalesScribe worker agent | Create a worker agent that retrieves and synthesizes sales data from internal knowledge bases and repositories. | Creating a SalesScribe worker agent |
| Create the WebScout worker agent | Create a worker agent that performs web searches using a Web MCP server to gather external intelligence. | Creating a WebScout worker agent |
| Create supervisor agent | Create a supervisor agent to orchestrate StrategySeeker, SalesScribe, and WebScout agents for planning a detailed executive visit strategy. | Creating a CVC supervisor agent |
| Validate the CVC workflow | Verify that the CVC supervisor agent correctly assigns StrategySeeker, SalesScribe, and WebScout agents to their respective tasks and that task routing, tool access, and result aggregation work as expected. | Validating the CVC supervisor and worker agents |
| Generate a detailed visit plan | Create a structured plan for the CTO’s trip that includes priority customers, key stakeholders, and their immediate concerns. | Scenario 1: Planning an India visit for the CTO |
| Perform stakeholder deep dive | Create stakeholder profiles that include common interests and conversation ice-breakers for key roles in the executive visit. | Scenario 2: Performing a stakeholder deep dive |
| Position VSP One Object for key accounts | Generate tailored product positioning guidance for banking and telecom accounts based on internal collateral and market insights. | Scenario 3: Positioning VSP One Object for accounts |
| Review outputs | Verify content quality, source integrity, tool routing, and formatting. | Reviewing synthesized outputs |