Advanced Content Wizards: Case Studies & Whitepapers
Create authoritative long-form content with Case Study and Whitepaper wizards for B2B marketing and thought leadership.
Enterprise Content Wizards
Case Study and Whitepaper wizards create high-value, authoritative content for B2B marketing, sales enablement, and thought leadership. Both wizards produce research-grade content with citations and data-driven narratives.
Case Study Wizard Overview
The Case Study Wizard creates customer success stories in 6 steps: Customer → Products → References → Solution → Narrative → Polish. Perfect for showcasing real-world results and building social proof.

Defining the Customer Story
Start by entering customer details: Company name, industry, size, location, and the challenge they faced. Be specific about pain points and goals.
- Enter customer company information
- Describe the challenge or problem
- Specify products/features used in the solution
- Document measurable results and metrics
- Add customer quotes if available
Focus on quantifiable results: '300% increase in engagement' is more compelling than 'significant improvement'.
AI Solution Generation
The AI generates a solution approach (2 credits) that explains how your products addressed the customer's challenge. This includes implementation details, timeline, and key features used.
Narrative Structure
Generate the full narrative (intermediate generation) that follows the classic case study structure: Challenge, Solution, Implementation, Results, and Customer Testimonial.
The narrative is structured as a story, making it engaging and relatable while remaining professional and data-driven.
Final Polish
Polish the case study (6 credits) to create a publication-ready document with: Executive summary, detailed sections, pull quotes, metrics callouts, and SEO-optimized HTML.
- Professional formatting and layout
- Highlighted metrics and results
- Customer quotes as visual callouts
- Compelling call-to-action
- Downloadable PDF option
Whitepaper Wizard Overview
The Whitepaper Wizard creates authoritative research documents in 6 steps: Topic → Products → References → Title → Chapters → Content. Ideal for thought leadership, industry analysis, and educational content.

Research Topic Definition
Define your whitepaper topic, research depth (introductory, intermediate, advanced, expert), and target length (2,000-10,000 words). Upload source materials (URLs, PDFs) for the AI to reference.
Whitepapers require substantial research. Provide quality source materials for accurate, credible content generation.
Chapter Structure
Generate a comprehensive outline (2 credits) with executive summary, introduction, 3+ main chapters with subsections, conclusion, and references. Each chapter includes key points and supporting data.
Chapter Generation
Generate each chapter individually (4 credits per chapter) for more control over content depth and direction. Alternatively, generate the full whitepaper at once (8 credits).
- Executive summary (1-2 pages)
- Introduction with problem statement
- Research chapters with data and analysis
- Conclusion with recommendations
- References and citations
- Author bio and company information
Citations & Research Quality
The AI includes in-text citations and a reference list based on your source materials. All claims are backed by data when possible, ensuring credibility and authority.
Review all citations and verify data accuracy before publication. High-quality research builds trust and thought leadership.
Publishing & Distribution
After finalizing your case study or whitepaper, export as PDF for gated downloads, publish on your website, or share on LinkedIn for maximum visibility and lead generation.