For companies

Case study template

Fill this in from a receipt export. A blank stays blank until a receipt supports it.

Not a measured result. This page is a template, not a published case study.

Customer and workflow

Who the customer is, and the one workflow you put under control.

Before and after

How credits were approved, then the rule, the phone approval, and the receipt.

Method, dates, and gaps

How you measured it, the dates the export covers, and what was not measured.

Receipt links

A result with no receipt link stays out of the study.

1. The customer and workflow

Name the customer and the workflow. Do not invent a result.

The usual workflow is a support agent recommending a customer credit, such as a $500 credit. Say what this customer actually runs.

2. Before

How credits were approved before Agentics.

3. What changed

Rules, approvals on the phone, and receipts.

4. Measured results

Copy these from the receipt export. Leave a field empty if the export does not have it. Required in a finished study: the method, the dates, and what was not measured.

What you fill inReceipt field
Amountamount_usd
Needed a persondecision = needs_you
Approval timelatency_ms
Outcomeoutcome
Business impactbusiness_impact_usd

The dates the export covers. Times in the study should say the zone, defaulting to PT.

Copy the sum from the export. In the written study, $500 in a sentence and $500.00 in a table.

5. Quote

Use a quote you can attribute. Do not invent a speaker.

6. How to check it

Paste receipt links from the export. Each link should open a check anyone can run.

A result with no receipt link stays out of the study. The credit calculator is a separate example. It is not this study.