Wireframes · AI Use Case Builder
Screens 0 to 8low-fi, demo content.

Companion to the internal brief for Riccardo. Layout and behaviour only: final visuals follow Design System v4. All copy is EN and translatable (IT, ES, EN); company and data are fictional.

FromRaffaello Starace
ForRiccardo Russo
Date19 Oct 2026
Screen 0 · adminOrg pre-seed in Academy Admin

Company context and per-area use cases, approved before signup.

Screen 1Profile

Confirm role and area.

Screen 2Objective

Start from company cases, suggestions or free text.

Screen 3Questions

2 to 4, only for missing info slots.

Screen 4Guides

The right rung and why.

Screen 5Artifact + locked previews

Usable today, plus what higher levels would look like.

Screen 6Save

Name and sharing.

Screen 7Library + detail

Come back, try it, level up.

Screen 8 · facilitatorCohort use cases

Who built what, at which level.

AI Use Case Builder · wireframes01 / 10
Screen 0 · Academy Admin · before any learner signs up

Org pre-seed: context from the pipeline folder, reviewed by an admin.

admin.adapttoai.com/orgs/northwind/context
OrganizationsCohortsCoursesFacilitatorsSettings
Staff only

Organization · ContextNorthwind Distribution (demo)

Pre-seed: draftedSave
Source · AdapttoAI-Master 1commit a1b2c3d
b2b/pipeline/northwind/ ▾
Import from pipeline folder
status.mdstage, pain, log
2026-10-02_discovery-call.txttranscript
call-notes.mdnotes
proposal.html · offer-deck.htmlproposal
proposal-internal.htmlinternal · skipped
Food-service wholesale distributor, 3 warehouses, ~400 staff; sells to restaurants and hotels.
Quotes chased by hand; CRM + ERP; faster driver onboarding.
SalesOperationsHRCust. service+4
Candidate use cases 4
Approve selected
AreaUse case · IT/ES/ENStatus
SalesFollow up on open quotesApproved
SalesWeekly pipeline review per accountApproved
OperationsDaily warehouse report from shift notesDraft
HRDriver onboarding guide and quizDraft
Cust. serviceDraft replies to delivery complaintsDraft
OperationsStock-out summary from the ERP exportDraft
Generate use cases 3+ Add manually
  1. 1
    Source: the client's folder in AdapttoAI-Master b2b/pipeline/<client> (status, dated call transcripts, call notes, proposal, offer deck). Import pre-fills About the company and Notes from the sales call; the admin reviews and edits. Path and commit saved on OrgContext.
  2. 2
    Areas in scope limit what P6 drafts and what learners see first.
  3. 3
    P6 org_preseed reads the imported files and drafts 2 to 4 use cases per area, titles in IT, ES and EN.
  4. 4
    Drafts are invisible to learners until approved. Internal-only files (e.g. internal pricing) are skipped by default.
  5. Admin API: POST import · PUT context · POST preseed
AI Use Case Builder · wireframes02 / 10
Screen 1 · learner · no LLM (P0 optional)

Profile: confirm role and area, company is already known.

academy.adapttoai.com/use-cases/new
HomeSessionsUse casesResourcesProfile
Northwind Distribution · demo

New use caseYour profile

ProfileObjectiveQuestionsGuidesArtifactSave
Wholesale distributor of food-service supplies, 3 warehouses, ~400 employees. Sells to restaurants and hotels.
From your organization · set by Adaptto
Sales coordinator. I prepare quotes for 6 account managers, chase open quotes and keep the CRM up to date.
142 / 500✦ Suggest
Sales ▾
English ▾  IT · ES · EN
Continue →
  1. 1
    Company text comes from OrgContext, read-only. Members without an org get a textarea.
  2. 2
    Pre-filled from UserProfile. Suggest calls P0 to tidy the learner's own text, never adds facts.
  3. 3
    Area drives which org seeds appear first. Saved back to the profile; step skipped if fresh (< 90 days).
  4. PATCH /profile · i18n keys uc.profile.*
AI Use Case Builder · wireframes03 / 10
Screen 2 · learner · P1

Objective: start from the company's own cases.

academy.adapttoai.com/use-cases/new
HomeSessionsUse casesResourcesProfile
Northwind Distribution · demo

New use caseWhat do you want AI to help with?

ProfileObjectiveQuestionsGuidesArtifactSave
For your company · Sales 1
Follow up on open quotes older than 10 days

Flag stale quotes and draft follow-ups per account manager.

PromptNorthwind
Prepare the weekly pipeline review per account

One page per account manager from the CRM export.

ProjectNorthwind
Answer pricing questions from the price list

Draft replies that quote the current list correctly.

ProjectNorthwind
Suggested for you 2
Summarize lost quotes by reason each month
Draft the weekly sales email to the team
Clean CRM notes after each client call
Every week I want to chase quotes we sent that are still open, grouped by account manager.
Continue →
  1. 1
    Approved org seeds for the learner's area, first. Picking one copies it into the text box.
  2. 2
    P1 suggests 3 objectives using role, area, OrgContext and the org seeds.
  3. 3
    Free text, max 500 characters. The language of this text sets the output language.
  4. POST /suggest/objectives
AI Use Case Builder · wireframes04 / 10
Screen 3 · learner · P2

Questions: 2 to 4, only for missing info.

academy.adapttoai.com/use-cases/new
HomeSessionsUse casesResourcesProfile
Northwind Distribution · demo

New use caseA few questions

ProfileObjectiveQuestionsGuidesArtifactSave
1Can you export open quotes from your CRM as a file?yes/no · has_data
Yes
No
2What should each follow-up include?multiple · scope
Quote number and amount
Days since sent
A reason to reply now
Next step offered
Account manager signature
Other…
3How do you want the result?single · output_structure
One email per client
Table first, then emails
Summary per account manager
Two clients have special payment terms.
Continue →
  1. 1
    Yes/No for "do you already have X". Yes adds a placeholder for it; No makes the plan start by building it.
  2. 2
    Multiple for scope. Each pick becomes a line in the Task section; unpicked options don't appear.
  3. 3
    Single for the one framing decision. Sets the output format rule.
  4. 4
    Skipped here because already known: language (profile), systems and AI policy (OrgContext), frequency (objective).
  5. Slot tags shown for Riccardo only, not in the UI
AI Use Case Builder · wireframes05 / 10
Screen 4 · learner · P3

Guides: the right rung, and why.

academy.adapttoai.com/use-cases/new
HomeSessionsUse casesResourcesProfile
Northwind Distribution · demo

New use caseYour AI solution

ProfileObjectiveQuestionsGuidesArtifactSave
Recommended now: a prompt 1
Level 1 · Prompt

You run this weekly with a fresh CRM export, so a prompt works today. Because you repeat it every week with the same rules, a Claude Project would fit even better.

Why AI here
Sorting and drafting, not deciding
The right AI solution 2
Prompt now, Project at session 2
Context you will need
CRM export + the two special-terms clients
How to iterate
Check 5 drafts against the CRM first
Analyzing your case → Choosing the solution → Writing your guides 3Generate my prompt →
  1. 1
    P3 picks the ideal rung on fit; code clamps it to what the learner has unlocked.
  2. 2
    If the ideal rung is locked, the guide names it and the session that unlocks it. No dead ends.
  3. 3
    Staged loader instead of streaming; 60 s timeout with Retry, inputs kept.
  4. POST /recommend · creates the draft use case
AI Use Case Builder · wireframes06 / 10
Screen 5 · learner · P4 · proposed locked previews

Artifact: usable today, with a preview of what comes next.

academy.adapttoai.com/use-cases/new
HomeSessionsUse casesResourcesProfile
Northwind Distribution · demo

New use caseYour prompt is ready

ProfileObjectiveQuestionsGuidesArtifactSave
Weekly follow-up on open quotes 1
L1 · Prompt

You are a sales coordinator at [YOUR COMPANY NAME]. I will paste the open quotes export. Flag quotes older than 10 days, group them by account manager, then give a table and one short follow-up per client with quote number, amount, days since sent and a next step. Don't invent prices or dates…

Copy promptOpen in Claude
3-step plan 2

Export open quotes from the CRM as CSV: date, client, owner, amount, status.
Ask each account manager to flag clients with special terms first.
Check 5 drafts against the CRM before anything is sent.

Tips to improve it

"Now sort the emails by quote value." If they sound generic, paste a real follow-up that worked.

Same use case, next levels 3
L2 · Claude ProjectQuote follow-up assistant

Instructions + your price list and terms as knowledge files. Paste only the weekly export.

Unlocks at session 2
L3 · Skill fileopen-quotes-followup skill

Reads the CSV, writes the table and drafts. If it calls the CRM: IT check first, official API docs only. 4

Unlocks at session 3
L4 · Agent specMonday quote chaser

Weekly trigger, drafts to each manager for approval before sending.

Unlocks at session 4
  1. 1
    The artifact at the unlocked rung. [PLACEHOLDERS] highlighted; output in the learner's language.
  2. 2
    Plan specific to this case: input source, who to involve, how to validate.
  3. 3
    Locked previews (proposed): an outline of this same use case at each higher rung, plus the session that unlocks it. Generated inside P4, no extra call.
  4. 4
    Previews that touch a system carry the integration rule: IT check, official API docs.
  5. POST /usecases/{id}/finalize · locked_previews[]
AI Use Case Builder · wireframes07 / 10
Screen 6 · learner · no LLM (P5 if no name)

Save: name it, choose who sees it.

academy.adapttoai.com/use-cases/new
HomeSessionsUse casesResourcesProfile
Northwind Distribution · demo

New use caseSave your use case

ProfileObjectiveQuestionsGuidesArtifactSave
Weekly follow-up on open quotes
Only me
My cohort
My company
Your facilitator sees cohort and company use cases
What happens next 3

Try it this week, then mark it as tried and say how much time it saved. Bring it to session 2: we'll turn it into a Claude Project.

BackSave
  1. 1
    Name pre-filled from the objective, or P5 writes 6 words or fewer.
  2. 2
    Default for cohort learners: My cohort (open question Q2). Private stays private, even for facilitators.
  3. 3
    Saving counts toward the member limit; cohort learners are unlimited.
  4. PATCH /usecases/{id} → status saved
AI Use Case Builder · wireframes08 / 10
Screen 7 · learner · library and detail

Library and detail: come back, try it, level up.

academy.adapttoai.com/use-cases
HomeSessionsUse casesResourcesProfile
Northwind Distribution · demo

Use casesLibrary

+ Create a use case
My casesMy cohortFor your company 1Ideas
SalesOperationsHRCustomer serviceAll areas
Follow up on open quotes

Sales · Northwind

PromptSaved
Weekly pipeline review

Sales · Northwind

ProjectNew
Pricing questions from the list

Sales · Northwind

ProjectNew
Lost quotes by reason

Sales · global idea

PromptIdea
Detail · Weekly follow-up on open quotes 2
L1 · Promptv1 · 19 Oct
Generate againMark as tried ★★★★☆ 3
Level up 4Turn it into a Claude Project

Same inputs, new version. Available after session 2.

Unlocks at session 2
  1. 1
    Tabs: My cases · My cohort · For your company (approved org seeds) · Ideas (global library, ranked deterministically).
  2. 2
    Detail keeps every version (UseCaseVersion).
  3. 3
    Tried + rating + minutes saved feed the facilitator view.
  4. 4
    Level up re-runs P4 at the next unlocked rung. Until then it shows the locked preview.
  5. GET /usecases/mine · /seeds?scope=org
AI Use Case Builder · wireframes09 / 10
Screen 8 · facilitator · Phase 2

Facilitator view: who built what, at which level.

academy.adapttoai.com/admin/cohort/nw-01/use-cases
OverviewParticipantsSessionsUse casesCertificates
Cohort NW-01 · facilitator

Cohort NW-01 · NorthwindParticipants' use cases

Export CSV
Use cases 1
38
Per learner
1.6
Tried
61%
Minutes saved / wk
412
LearnerAreaUse caseRungTried
Laura M.SalesWeekly follow-up on open quotesL1★★★★☆Feature 2
Diego R.OperationsDaily warehouse report from shift notesL2★★★★★Featured
Giulia P.HRDriver onboarding guide and quizL2-Feature
Marco T.SalesWeekly pipeline review per accountL2★★★★☆Feature
Lucía V.OperationsStock-out summary from the ERP exportL1-Feature
Ana S.Customer serviceReplies to delivery complaintsL1★★★☆☆Feature

3 Private use cases are never listed. Use these in the live session: "bring your use case".

  1. 1
    Counters next to course completion: use cases per learner, % tried, time saved.
  2. 2
    Featured cases appear in the cohort library for everyone.
  3. 3
    Only cohort and company sharing is visible. Super-admins see all; client HR access is open question Q2.
  4. GET /api/admin/cohort/{id}/usecases
AI Use Case Builder · wireframes10 / 10