OBxIntelligence

Live Demo Attendee Guide

Hands-on with Cascade Tool & Supply (synthetic demo data)

Session date: June 25, 2026
Powered by OuterBox
All data is fictional / for demo use

1 · Get signed in

Your login
What you'll do today

2 · Pick the right model

Switch models from the dropdown at the top of the chat. Same prompt, different model = feel the range.

ModelReach for it whenWhy
Claude Sonnet 4.6 Your default for most chats and tasks Best all-round balance of quality, speed, and reasoning. Start here.
GPT 5.5 Quick asks and fast turnarounds Snappy responses for short questions and simple drafting.
Opus 4.8 Long, large context windows Heavy documents, deep analysis, and multi-file reasoning.

3 · Add your 3 starter Memories

Memories give the assistant persistent context so you don't repeat yourself in every chat.

How to add a memory
  1. Open Settings (your avatar, bottom-left)
  2. Go to the Personalization tab and make sure Memory is turned on
  3. Click + Add / Create memory
  4. Type the key shown on each block below (e.g. cascade_overview)
  5. Hit Copy, paste the value into the memory, and Save
  6. Repeat for all three
cascade_overview who Cascade is as a company
Cascade Tool & Supply, Inc. — Company Overview

What they are: A B2B industrial and MRO (maintenance, repair, operations) tools distributor. They sell power tools, hand tools, cordless lines, and consumables/accessories (blades, sockets, drill kits, tool chests, replacement parts) to professional and commercial buyers, not consumers.

How they sell: A hybrid model. They run an online catalog (e-commerce checkout, shipping thresholds, tracking, SKUs) alongside a relationship-driven B2B sales motion (quotes, business accounts, Net-30 terms, bulk/contract pricing, formal RFP responses, tax-exempt resale accounts). So they straddle transactional online ordering and managed account sales.

Who they sell to: Skilled-trade and industrial buyers across a wide spread of sectors: manufacturing, construction, fabrication, aerospace, defense, logistics, HVAC, energy/solar, marine, rail, public sector/transit, ag, food & bev, and woodworking. Typical contacts are operations managers, shop foremen, procurement officers, facilities directors, and supply-chain leads, the practical people who keep a tool crib stocked.

How they operate:
- Standards-aware: deals reference AS9100, ITAR, and compliance docs, so they sell into regulated and quality-controlled supply chains.
- Policy-driven support: defined return windows, clearance/final-sale rules, price-match terms, and tiered warranties (longer coverage on power tools, lifetime on hand tools, shorter on batteries). They escalate safety issues and high-dollar refunds.
- Safety-conscious: product-safety tracking and escalation paths exist, fitting an industrial-equipment seller.

As an employer: A staffed company with formal HR structure, employee handbook, PTO and carryover, 401(k) match, remote-work policy, holiday schedule. An established mid-sized distributor, not a startup.

In one line: Cascade is an established, process-driven B2B industrial tool distributor serving skilled trades and industrial buyers through both an online catalog and a managed-account sales team.
cascade_brandstandards fonts, colors, naming, do/don't
# Cascade Brand Standards

## Brand naming
- Cascade Tool & Supply (preferred full name on first reference)
- Cascade (acceptable short name after first reference)
- Always capitalize the C. Do not abbreviate to "CTS" in customer-facing copy.
- Tagline: none currently used. Do not add one below the logo.

## Logo usage
- Always use the actual logo file, never recreate or use a "looks close" version (especially in AI imagery; requires marketing approval).
- Preferred: Dark Blue (#17212E) on a white background, with the registered trademark symbol.
- Reverse (white) logo: only on approved brand-color backgrounds. No overlapping images.
- Spacing: when large, the logo is dominant with ample whitespace. When small, ensure separation from surrounding elements.
- Never use the logo inline as a replacement for the word "Cascade" in body copy.

## Typography
Font stack:
- Primary: Roboto
- Fallbacks (sans-serif only): Helvetica, Arial, Open Sans
- Never use serif fonts (Times New Roman, Georgia, etc.)

Document hierarchy:
- Title: Black/Bold, 22px, blue or black
- Heading 1: Black/Bold, 18px
- Heading 2: Black/Bold, 14px
- Heading 3: Black/Bold, 12px
- Subtitle: Regular, 12px, orange
- Body copy: Regular, 10px
- Bullets: square orange bullets

General rules:
- Use Black weight for headlines over 16pt
- All-caps only for headings of 5 words or fewer
- Strong distinction between heading and body via size and weight

## Core color palette
- Dark Blue #17212E: primary body and font color, dark backgrounds, headings
- Brand Blue #1D4E89: primary brand blue, headings, accents
- Frost #EEF3F6: light backgrounds, borders for dark backgrounds
- White #FFFFFF: backgrounds
- Orange #C75300: subtitles, square bullets, H3-and-below headings, accents
- Gold #FFB703: headings/subtitles when placed on a Dark Blue background

## Accents (should not exceed 10% of a layout)
- Bright Blue #0066DC: CTAs, button hyperlinks, special accents
- Orange #C75300 and Gold #FFB703: draw attention or mark intended action only

## Things to never do
- Serif fonts anywhere
- Logo as an inline text replacement
- Reverse (white) logo on non-brand colors
- A tagline below the logo
- "Looks close" AI-generated logos without marketing approval
response_style how the assistant should write
Always write in clean, natural prose. Never use emojis. Never use em dashes; use commas, periods, parentheses, or rewrite the sentence instead. Avoid AI-tell filler such as "Great question", "Certainly", "Absolutely", "In today's fast-paced world", and "It's important to note". Do not over-hedge or pad. Lead with the answer first, then supporting detail. Keep formatting simple and only as long as the task needs.
Try it after: ask any agent to "write a short note" and watch it follow your style and context automatically.

4 · Explore the ready-made agents

These are already built. Just select one, send a message, and try the questions. (View-only: you chat with them, you don't edit them.)

HR Handbook Agent

Knows Cascade's employee handbook

NDA / Legal Review Agent

Reads Cascade's mutual NDA

CRM Lead-Quality Agent

Scores the sales pipeline

Finance / Inventory / P&L Agent

Reads the 2025 financials workbook
Pro tip: re-run the same question on two different models (try Claude Sonnet 4.6 vs. Opus 4.8) to feel the difference in depth and tone, then improvise with your own questions.

5 · Build your own agent: Cascade Support Insights Analyst

This is the one you create yourself. It reads a support-ticket export and actually computes the answers.

⇩  Download the file you need: cascade-support-tickets.csv
  1. Open the Agents panel and click + Create / New Agent
  2. Name: Cascade Support Insights Analyst
  3. Description: Analyzes support ticket exports for volume, escalations, SLA risk, and recurring themes.
  4. Paste the Instructions (shown at right)
  5. Model: Claude Sonnet 4.6
  6. Turn ON Code Interpreter (this lets it do real math on the file)
  7. Upload cascade-support-tickets.csv (downloaded above) to the agent
  8. Save, select the agent, then run the seed prompt below
Seed prompt: "Give me a breakdown of tickets by category and priority, then tell me which open or escalated tickets I should worry about first."
Instructions to paste
You are the Support Insights Analyst for Cascade Tool & Supply, an industrial MRO tools distributor. You analyze support ticket exports. How you work: - Use the code tool to load and analyze the uploaded CSV. Never guess at counts, totals, or trends. Compute them. - The data has: TicketID, Date, Category, Priority, Status, Subject, ResolutionNotes. - For breakdowns, show a clean table plus a 2-3 sentence takeaway a support manager can act on. - Flag operational risk: anything Urgent or Escalated, safety issues, billing disputes, and tickets that look stuck (Open/Pending). - For themes, group similar subjects and name the pattern; do not just list rows. Tone: concise and practical. No hype, no emojis, no em dashes. Lead with the answer, then the detail.
Then try:
  • "Summarize the top recurring themes across all tickets."
  • "Which tickets should have been escalated but weren't, and why?"
  • "Show me everything safety-related and what was done."
  • "Draft a one-paragraph end-of-week summary for my support lead."

6 · Save a reusable Prompt

A Prompt is a saved template with fill-in-the-blank variables you can run any time.

How to create it
  1. Open the Prompts library (prompts icon near the chat box)
  2. Click + New Prompt
  3. Name: Product Description Writer
  4. Command: /product-copy
  5. Paste the prompt text (right), then Save
  6. Use it by typing /product-copy in any chat
Prompt text to paste
Write product copy for Cascade Tool & Supply's online catalog. Product: {{product_name}} Key specs / details: {{specs}} Audience: professional tradespeople and procurement buyers Produce: - A 1-sentence headline - A 50-75 word description (benefit-led, no hype, no em dashes) - 5 bullet-point specs - 3 SEO keywords
Test values: Product = Cascade Pro 20V Brushless Cordless Drill/Driver Kit; Specs = brushless motor, 1/2" all-metal chuck, 2-speed, 600 in-lbs torque, two 4.0Ah batteries, hard case.