WisebotAI
Use cases & roadmap

Managers — decks & PDFs

Turn briefs and knowledge into branded PowerPoint decks and PDF documents agents generate in the Work panel.

Managers — decks & PDFs

Use this when managers, PMs, or enablement need slide decks and PDF one-pagers from approved sources—not from memory alone.

What ships today

ToolOutputEnable in
Create presentation (createDeck)Branded .pptx deckAgent settings → Tools
Create PDF (createPdf)Branded .pdf from markdownAgent settings → Tools

Both tools are opt-in per agent. In the playground, they can require in-chat approval before running (see Security & controls).

Generated files appear in the agent Work panel as artifacts you can preview and download.

Example agent: QBR assistant

  1. Agents → Create — name: QBR Assistant.
  2. Knowledge — upload last quarter’s metrics PDF, product roadmap, and pricing sheet to qbr/.
  3. Tools — enable Knowledge search, Create presentation, Create PDF.
  4. Instructions — use only uploaded sources for numbers; label assumptions; ask before generating a deck.

Prompts to test

  • “Draft a 6-slide QBR deck from our uploaded roadmap and metrics. Audience: executive team.”
  • “Create a one-page PDF summary of our pricing changes for sales.”
  • “Turn the customer feedback doc into a 4-slide enablement deck.”

Expected behavior:

  • Agent searches Knowledge before citing figures.
  • Deck/PDF generation runs as a tool; you see progress in Work.
  • If approval is on, you Approve in playground before the file is built.

Tips for better decks

  • Upload source PDFs/CSVs to Knowledge—don’t rely on the model to remember last quarter’s numbers.
  • Keep slide asks structured (slide count, audience, tone).
  • Use your org logo and brand name from widget/agent branding settings where configured.
  • For recurring formats, save a workflow: InputKB preflightLLM (outline) → manual review → agent create deck in chat.

Workflows vs chat

ApproachBest for
Agent chatInteractive iteration (“add a competitive slide”, “shorten slide 3”)
WorkflowRepeatable pipeline (webhook in from CRM → summary → notify Slack)

Workflows do not replace deck/PDF tools—they orchestrate steps around them. See Workflows overview.