1. 🔍 Clarify Why (Context + Strategy)


2. ❤️ Human-Centered Value + 🎯 Business Goals

Human-Centered Value Business Goal
Save time and cognitive effort with automated recaps of conversations, threads, and huddles Increase DAU, engagement, reduce churn
Integrate CRM context into Slack via Salesforce Channels + Tab UI + quick actions Differentiate from other MCPs, strengthen enterprise value proposition
Enable data-driven discussion through Tableau Next analytics and Agentforce suggestions Drive enterprise adoption, expand ARR, support sales workflows
Maintain user control/security with admin configurability and no added cost in paid plans Build trust, minimize friction, reduce upgrade hesitancy

3. 👥 Customer Segmentation

Primary Users

Secondary Users

Internal Stakeholders

External Stakeholders