Ideas & Inspiration
Creative ways real users are getting value from Oppy — from obvious wins to surprising use cases you might not have considered.
Personal AI Assistant (Not Just for Customers)
Your Account Concierge isn’t limited to managing your Oppies. Power users treat it like a personal executive assistant.
Daily Briefing Podcasts
Alex (Oppy’s founder) has his Account Concierge generate personalized audio podcasts every 1-2 hours throughout the day. Each podcast covers:
- Calendar events coming up
- New conversation activity across all Oppies
- Updates to notes and tasks
- Summary of recent contact interactions
The podcast is generated as audio and sent via SMS to his phone. It’s like having a personalized Bloomberg briefing about your business, delivered continuously.
How to set it up: Tell the concierge: “Every 2 hours, generate a personalized podcast summarizing my calendar, new conversations, and any notable contact activity. Send it to me via SMS.”
Personal Shopping & Deal Tracking
The concierge can track prices and deals for you. In one Example, it was continuously searching for discounts on a specific children’s bike (a children’s product Zulu Two HEIR), checking multiple retailers, and reporting back with the best deals found — completely hands-off.
How to set it up: “Track the price of [product] across major retailers. Alert me if it drops below [price] or if any discount codes appear.”
Meeting Recap Processing
When a meeting transcription tool (meeting transcription tool) emails a meeting transcript to the Oppy’s email, the concierge automatically:
- Parses the full transcript
- Extracts action items, key decisions, and follow-ups
- Creates structured notes
- Can even update related board items or contacts
How to set it up: Add a meeting transcription tool’s email as an admin/manager. Whitelist it on the concierge. Transcripts get auto-processed into structured notes.
Beyond Lead Qualification
AI-Powered Onboarding Calls
Instead of having a human walk every new customer through setup, create an Oppy that conducts the onboarding call. It can:
- Walk through feature setup step by step
- Answer questions in real time using your knowledge base
- Collect required information (EIN, website URL, preferences)
- Create notes and update the customer’s contact record
- Flag to a human when they need help the AI can’t provide
Example: Example Agency (Example Digital Agency) is planning to have Oppies conduct marketing kickoff calls for their clients, using the Oppy’s knowledge base to walk through their service offerings.
Client Reporting via Concierge
Ask the concierge to compile client activity reports: “Pull all conversations for Example Realty Group from the last 30 days. How many qualified leads? What was the most common question? Any patterns in what’s not working?”
The concierge will search conversations, analyze patterns, and give you a summary you can share with the client.
Competitive Intelligence
Before following up with a lead, have the Oppy research their current tools:
Before each follow-up, search the web for:
- What CRM/tools the contact's company currently uses
- Any recent news about their business
- Their LinkedIn activity for conversation starters
Internal Knowledge Bot
Create an Oppy for your own team — not customer-facing — that knows your SOPs, product docs, and common questions. New hires can chat with it instead of bothering senior team members.
Marketing Multipliers
Interactive Landing Pages
Instead of static marketing pages, make them interactive:
- Product comparisons: “Which plan is right for me?” button opens chat, AI walks them through options
- ROI calculators: “How much could I save?” triggers a conversation where the AI asks about their current costs and models the savings
- Case study explorer: “Find a case study relevant to me” leads to AI asking about their industry and presenting matching stories
Personalized Content Generation
The Oppy can generate custom content on the fly:
- Brand kits: Enter your URL, Oppy reads your site, generates logo options and color palettes (like the Example Realty demo)
- Custom proposals: Based on the qualification conversation, generate a personalized one-pager
- Follow-up email drafts: After a meeting, have the Oppy draft a tailored follow-up based on meeting notes
Event Engagement Amplifier
For conferences, webinars, and meetups:
- QR code on every slide and physical material
- Oppy handles all inbound instantly during the event
- Post-event: Oppy follows up with every contact automatically
- Qualification happens 24/7 without your sales team lifting a finger
- Result: Your pipeline is full by the time you’re back at the office
Multi-Step Funnels
Create a series of interactions:
- Awareness: Website chat answers general questions
- Interest: After engagement, Oppy offers a free resource (PDF, video, tool) in exchange for email
- Consideration: Follow-up sequence with personalized content based on their stated interests
- Decision: Qualified lead gets escalated to human sales
- Post-sale: Same Oppy handles onboarding and support
Operations & Productivity
Transaction Coordinator
For real estate teams — create an Oppy that handles transaction coordination:
- Tracks document deadlines
- Sends reminders to all parties
- Answers common transaction questions
- Escalates issues to the TC when needed
Vendor/Partner Communication
Create an Oppy for managing vendor relationships:
- Answer vendor inquiries about your requirements
- Collect quotes and route them to the right internal person
- Handle scheduling for vendor meetings
- Track deliverables on boards
Survey & Feedback Collection
Replace traditional survey tools with conversational AI:
- Higher completion rates because it’s conversational, not form-based
- AI adapts follow-up questions based on answers
- Automatically creates notes and tags contacts based on feedback
- Can reach out via SMS, email, or phone (not just web)
Recruiting Assistant
Create an Oppy that handles initial recruiting conversations:
- Answer candidate questions about the role
- Collect resume/LinkedIn information
- Ask screening questions
- Schedule interviews with the hiring manager
- Follow up with candidates who ghost
Advanced Concierge Patterns
Have It Review Your Oppies’ Performance
“Look at all conversations from the last week across all my Oppies. Find conversations where the response could have been better and suggest prompt improvements.”
Have It Build New Oppies from Scratch
“I need an Oppy for our new vertical — pet services. Research the pet services industry, look at our competitors’ websites, and create a comprehensive prompt for a lead qualification Oppy targeting pet service businesses.”
Have It Manage Your Calendar Proactively
“Look at my calendar for next week. For anyone I’m meeting with for the first time, research them and create a brief with: their company, role, LinkedIn summary, and any recent news. Add it as a note on each calendar event.”
Have It Run Daily Standup for You
“Every morning at 8am, check: which conversations need attention, which follow-ups are scheduled for today, what’s on my calendar, and any overdue board items. Send me a summary via SMS.”
Quick Win Ideas by Industry
Real Estate
- QR code on every For Sale sign → AI answers questions about the property 24/7
- Oppy on each listing page → contextual “Ask about this home” button
- Post-showing follow-up → AI reaches out same day with personalized message
- Market update drip → AI sends relevant market data to past clients monthly
Mortgage/Lending
- Rate alert Oppy → monitors rates and notifies contacts when their target rate is hit
- Pre-qualification conversation → collects all required info before human review
- Post-close check-in → Oppy reaches out at 6, 12, 24 months for refinance opportunities
SaaS/Technology
- Free trial onboarding → AI walks new users through setup
- Feature announcement → Oppy proactively reaches out to relevant customers
- Churn prevention → AI detects at-risk signals and re-engages
Professional Services
- Initial consultation scheduling → AI handles intake before the first meeting
- Document collection → AI follows up until all required documents are submitted
- Client satisfaction → Post-project AI check-in and review collection