---
title: Case Study Generation agent
slug: agent-platform/docs/case-study-generation-agent
createdAt: 2026-08-12T15:37:08.000Z
---

**Case Study Generation** is an agent in Mark (Optimizely Agent Platform). It generates a publication-ready B2B software as a service (SaaS) case study. The agent uses a company name and background material.

- **Challenge** – Writing a case study demands hours of research, interviewing, and formatting before a draft is ready for review.
- **Agent outcome** – The agent produces a polished case study with cited metrics, verbatim quotes, before-and-after results, and a references section.
- **Value** – The agent reduces case study production time from days to minutes, accelerating sales enablement and content marketing pipelines.

## Install agent

:::hint{type="info"}
**Note**

**Mark Administrators**, **Agent Builders**, and users with the **Add, edit, and install specialized agents** attribute for a custom role can add agents to their organization's Mark instance. See [Add users and set permissions.](docId\:pe0pbUJveWrG8ewvZWDRE)
:::

Install the agent from the **Directory**.

1. Go to **Directory > Agents**.
2. (Optional) Enter *Case Study Generation* or use the drop-down list filters to narrow the list.
3. Click **Install** on **Case Study Generation** to add it to your Mark instance.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/lTN-cyRppUuexLFtNU5Mk_install-case-study-gen-agent.png" size="100" isUploading="false" width="2418" height="1046" darkWidth="2418" darkHeight="1046" showCaption="false" indent="1"}

## Use the agent

In [Mark chat](docId\:dtNBEttEGVvkhNkwNypLM), enter *@case\_study\_generation* and provide the following details:

- (Optional) `Company Name` – The customer company.
- (Optional) `Case Background` – A PDF, Word doc, or transcript to upload.

Both parameters are optional. Provide a company name, a background file, or both. The agent asks clarifying questions to fill any gaps.

The agent produces a publication-ready case study as a [canvas](docId:1_VDSKJ_RG0FEQe0MCTv1) with cited metrics, verbatim quotes, before-and-after results, and a references section.

To use the **Case Study Generation** agent in a [workflow agent](docId:2HD0fUsIsfdek516VtN9l), add it to your workflow. See [Create a workflow agent](docId\:KWaI2TBwD38sN7p74exoy).

## Default agent details

The **Case Study Generation** agent uses the following default details. After you [install the agent in your Mark instance](docId\:hK6rWlviE_McTyaBHUodn), customize these details for your organization's needs. See [Manage agents](docId\:SSeNiblVMXwVvDR_lhtvI) for instructions.

### Input variables

The **Case Study Generation** agent takes the following input:

- (Optional) `Company Name`
- (Optional) `Case Background`

### Tools

The **Case Study Generation** agent uses the following tools to process your request:

- `ask_user_question`
- `browse_web`
- `create_canvas`
- `edit_canvas`
- `reasoning_step`
- `search_web`

### Default configuration

The agent uses the following default configuration:

- **Inference level** – Complex, which provides advanced reasoning and detail.
- **Files** – None.
- **Output** – Text.

:::hint{type="info"}
**Note**

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See [Turn generative AI off across Optimizely applications](docId\:X5U0kKD2azV5cIdNqwGNj).
:::