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Task

User Story for Call Request Submission

As a potential client interested in exploring AI solutions for credit investing, I request a call with the 8VDX team to discuss services, so that I can understand how AI can enhance our investment workflows and determine the next steps for collaboration.

Success definition: Given I am on the 8VDX homepage and have clicked on the 'Request A Call' link When I fill in my valid email address, name, and firm name and submit the request Then I should receive a confirmation message that my request has been submitted and will be followed up shortly.

Trajectory

Step 1:

Url (before/after):

https://www.8vdx.com/

https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf

Content (before/after): 

RootWebArea 8vdx - Fine-tuned AI models for credit funds, focused, url='https://www.8vdx.com/'
    banner
        [30] link, center=(157,43), url='https://www.8vdx.com/#'
            image, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/6634aa5fbdf073547773d54f_Logo-02-p-500.png'
        navigation
Show more 
            [33] link Request A Call, center=(1538,41), url='https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf'
            [35] link Try Our AI Analyst, center=(1718,41), url='https://bondbot.8vdx.com/'
    banner
        heading Revolutionize Credit Investing Workflows with AI. Faster. Smarter. Cost-Effective.
            emphasis
        paragraph
            StaticText Transform manual processes into scalable, automated workflows —tailored for Private Credit and Hedge Funds.
        [61] link Private Credit Stack, center=(756,526), url='https://app.storylane.io/share/ymvyb200d0jk'
        [63] link Hedge Fund Stack, center=(968,526), url='https://app.storylane.io/share/asiorrmiettt'
        [65] link Try Our AI Analyst, center=(1172,526), url='https://finance.8vdx.com/'
    heading Trusted by Market Leaders
        strong
    heading Join the elite group of Hedge Fund and Private Credit investors that leverage 8VDX to navigate complex debt markets with unparalleled ease and insight. ‍
    image, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/66fedecde207b7ca79cf4acd_Investcorp_1200x628%20logo-p-500.jpg'
    image, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/66fedc9ae09a517701222c33_Emso%20logo.jpg'
    image, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/66fedb7b5717ff0c5949c316_graphene%20logo.jpg'
    heading Why 8vdX? ‍‍
        strong
    image Icon, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/6634a76ac36b870ae1720755_Icon_Flexible_Work.png'
    heading Accelerate Your Analysis
    paragraph
        StaticText Slash the time for data processing and analysis from days to minutes, enabling faster responses to market dynamics and opportunities.
    image, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/66e674ba7cfb2ef43a3fc138_2123952_target_essential_app_icon.svg'
    heading Enhance Accuracy
    paragraph
        StaticText Deliver precisely targeted insights tailored to your specific investment strategies, ensuring you stay ahead of the benchmarks.
    image, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/66e677b77c6fe1d7d01f3cfa_chess.png'
    heading Strategic Dominance
    paragraph
        StaticText Harness unique, AI-driven insights to maintain a competitive advantage, utilizing structure and unstructured data to craft superior market strategies.
    heading Advanced AI Solutions for Credit Investing
    heading Automate Investment Memo Generation
        strong
    paragraph
        StaticText Instantly generate comprehensive investment memos from unstructured data rooms.
        StaticText Reduce manual effort and save analysts hours of work.
    image, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/6762c4a1279e66f2aecd7298_Screenshot%202024-12-18%20at%206.18.03%E2%80%AFPM-p-800.png'
    heading Data Extraction for Excel Models
        strong
    paragraph
        StaticText Extract critical financial data directly from data rooms into Excel models with accuracy.
        StaticText No more copy-paste errors or delays.
        StaticText Leverage our financial data feeds and save on expensive license fees.
    image, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/6762c842cce8863215966970_Screenshot%202024-12-18%20at%206.33.46%E2%80%AFPM-p-800.png'
    heading Portfolio Monitoring and Loan Reconciliation Made Seamless
        strong
    paragraph
        StaticText Track, reconcile, and analyze portfolios effortlessly with AI. Gain real-time insights to make informed decisions faster.
    image, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/6762c7142fae5efdb00eb36e_Screenshot%202024-12-18%20at%206.24.45%E2%80%AFPM-p-800.png'
    heading Smart Bond Screening & Summaries
        strong
    paragraph
        StaticText Screen thousands of bond prospectuses instantly and generate concise summaries.
        StaticText Train machine learning models on your proprietary to protect and preserve firm's unique IP.
        StaticText Identify opportunities in seconds, not hours.
    image, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/6635da3fc279f41c44f2f668_Dashboard-p-800.png'
    heading Real-Time Data Querying with AI Bots
        strong
    paragraph
        StaticText Ask questions and extract insights from live data rooms and spreadsheets using AI-powered query bots.
    image, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/6762c7bac8c52b6f494d2e00_Screenshot%202024-12-18%20at%206.31.22%E2%80%AFPM-p-800.png'
    heading FAQs
    StaticText How can AI help in a credit fund's investment workflow?
    image Icon, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/6634a76ac36b870ae1720731_Plus.png'
    paragraph
        StaticText AI enhances and speeds up the investment workflow of credit funds by automating data-intensive processes such as credit analysis, risk assessment, and bond classification. It rapidly processes large volumes of data, providing insights and identifying trends that humans may overlook, thus speeding up decision-making and increasing the accuracy of investment strategies.
    StaticText How does our AI respect the confidentiality of proprietary investment strategies?
    image Icon, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/6634a76ac36b870ae1720731_Plus.png'
    paragraph
        StaticText Our AI tools are designed to enhance your investment process without compromising the security or ownership of your proprietary information. Clients retain full ownership and control over their data and proprietary investing IP, with our systems providing support and insights without accessing or altering your core intellectual property.
    StaticText What measures do we take to ensure data privacy and intellectual property rights are protected?
    image Icon, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/6634a76ac36b870ae1720731_Plus.png'
    paragraph
        StaticText We implement stringent data privacy measures and respect intellectual property rights by using advanced encryption, secure data storage, and robust access controls. Regular audits and compliance with global data protection standards ensure that your data and proprietary strategies are safeguarded at all times.
    StaticText Can our AI solutions be integrated with your existing systems while maintaining data sovereignty?
    image Icon, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/6634a76ac36b870ae1720731_Plus.png'
    paragraph
        StaticText Yes, our AI solutions are designed for seamless integration with existing financial and IT systems without compromising your data sovereignty. We offer customizable API integration that supports your existing workflows while ensuring that you retain complete control over your data and proprietary analysis techniques.
    StaticText How can you contact us for support or more information?
    image Icon, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/6634a76ac36b870ae1720731_Plus.png'
    paragraph
        StaticText For support or to learn more about our AI solutions and in-depth information about our AI's capabilities can be tailored to support your specific investment strategies, please visit our Contact Us page. You are also welcome to request a demo or access detailed product documentation.
    heading Still have questions?
    link Contact Us, url='https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf'
    banner
        heading Ready to unleash the power of AI to accelerate credit investing?
        paragraph
            StaticText Experience the next level of credit underwriting with 8VDX, where AI meets expert insight to transform your investment processes.
        link Request A Call, url='https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf'
    contentinfo
        StaticText Join our newsletter
        form Email Form
            textbox Enter your email, required
            button Subscribe
        StaticText By subscribing you agree to with our
        link Privacy Policy, url='https://8vdx.com/termsandconditions/'
        link, url='https://www.8vdx.com/'
            image, url='https://cdn.prod.website-files.com/6634a76ac36b870ae17206b7/6634aa5fbdf073547773d54f_Logo-02-p-500.png'
        StaticText About Us
        paragraph
            StaticText At 8VDX, we combine deep expertise in fixed income investing and AI/ML to offer tailored AI models that enhance fund managers' workflows. Our team is committed to innovation and excellence in credit underwriting.
        StaticText Contact Us
        paragraph
            StaticText 30, Oakwood Avenue,
            StaticText Norwalk, Connecticut - 06850
            StaticText founders@8vdx.com

RootWebArea Form, focused, url='https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf'
    link Skip to form, url='https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf#main'
    main
        LabelText
            StaticText Email
Show more 
            StaticText *
        [50] textbox Email*, center=(960,110), autocomplete=email, contenteditable=True, required, type=email
        LabelText
            StaticText Name
        [58] textbox Name, center=(960,192), autocomplete=given-name, contenteditable=True, type=text
        LabelText
            StaticText Firm name
        [66] textbox Firm name, center=(960,274), autocomplete=organization, contenteditable=True, type=text
        [69] button Submit, center=(649,335), type=submit
        [a] Iframe hubspot-forms-viral-iframe, center=(960,401)
            RootWebArea Viral Links UI, url='https://app.hubspot.com/embedded-viral-link/forms?lang=en&portalId=24440991&hubs_id=forms-branding-control&hubs_source=share.hsforms.com&intent=marketingFreeForms'
                [a36] link Create your own free forms to generate leads from your website., center=(840,401), url='https://app.hubspot.com/signup-hubspot/marketing?uuid=95c0827a-757f-49ad-b3b1-581ca860c9f8&utm_medium=virality&utm_campaign=hubspot-forms-virality&intent=marketingFreeForms&hubs_id=forms-branding-control&hubs_source=share.hsforms.com'
                    strong
        generic

Reasoning for action: By clicking on the 'Request A Call' link, I am taking a crucial step towards fulfilling the user story. This action leads me to the form where necessary information, such as email address, name, and firm name, can be filled out. This directly progresses me towards submitting a request for a call, which is essential to further discuss AI solutions for credit investing with the 8VDX team.

Action: click(33) # Click on the 'Request A Call' link to explore that option.

Change Description: After clicking the 'Request A Call' link, the browser navigated to a form page where users can input their email, name, and firm name, with a submit button available, replacing the previous content with an interactive form for lead generation.

Screenshot before:Screenshot after:---

Step 2:

Url (before/after):

https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf

https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf

Content (before/after): 

RootWebArea Form, focused, url='https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf'
    link Skip to form, url='https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf#main'
    main
        LabelText
            StaticText Email
Show more 
            StaticText *
        [50] textbox Email*, center=(960,110), autocomplete=email, contenteditable=True, required, type=email
        LabelText
            StaticText Name
        [58] textbox Name, center=(960,192), autocomplete=given-name, contenteditable=True, type=text
        LabelText
            StaticText Firm name
        [66] textbox Firm name, center=(960,274), autocomplete=organization, contenteditable=True, type=text
        [69] button Submit, center=(649,335), type=submit
        [a] Iframe hubspot-forms-viral-iframe, center=(960,401)
            RootWebArea Viral Links UI, url='https://app.hubspot.com/embedded-viral-link/forms?lang=en&portalId=24440991&hubs_id=forms-branding-control&hubs_source=share.hsforms.com&intent=marketingFreeForms'
                [a36] link Create your own free forms to generate leads from your website., center=(840,401), url='https://app.hubspot.com/signup-hubspot/marketing?uuid=95c0827a-757f-49ad-b3b1-581ca860c9f8&utm_medium=virality&utm_campaign=hubspot-forms-virality&intent=marketingFreeForms&hubs_id=forms-branding-control&hubs_source=share.hsforms.com'
                    strong
        generic

RootWebArea Form, focused, url='https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf'
    link Skip to form, url='https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf#main'
    main
        LabelText
            StaticText Email
Show more 
            StaticText *
        [50] textbox Email* value='example@example.com', center=(960,110), autocomplete=email, contenteditable=True, required, type=email
        alert, atomic
            list
                [77] listitem, center=(960,142), inner_text=Please enter a valid email address.
                    StaticText Please enter a valid email address.
        LabelText
            StaticText Name
        [58] textbox Name value='John Doe', center=(960,212), autocomplete=given-name, contenteditable=True, type=text
        LabelText
            StaticText Firm name
        [66] textbox Firm name value='Example Firm', center=(960,294), autocomplete=organization, contenteditable=True, type=text
        [69] button Submit, center=(649,355), type=submit
        [a] Iframe hubspot-forms-viral-iframe, center=(960,421)
            RootWebArea Viral Links UI, url='https://app.hubspot.com/embedded-viral-link/forms?lang=en&portalId=24440991&hubs_id=forms-branding-control&hubs_source=share.hsforms.com&intent=marketingFreeForms'
                [a36] link Create your own free forms to generate leads from your website., center=(840,421), url='https://app.hubspot.com/signup-hubspot/marketing?uuid=95c0827a-757f-49ad-b3b1-581ca860c9f8&utm_medium=virality&utm_campaign=hubspot-forms-virality&intent=marketingFreeForms&hubs_id=forms-branding-control&hubs_source=share.hsforms.com'
                    strong
        generic
            StaticText Form is submitting

Reasoning for action: To proceed with the request for a call with the 8VDX team, I first need to enter my email address in the designated 'Email' field. This is essential since the form requires this information to reach back to me regarding the submission and to schedule the call.

Action: fill(50, 'example@example.com') # Fill in the Email field fill(58, 'John Doe') # Fill in the Name field fill(66, 'Example Firm') # Fill in the Firm name field click(69) # Click on the Submit button to submit the form.

Change Description: The Email, Name, and Firm name fields were filled with the values 'example@example.com', 'John Doe', and 'Example Firm', respectively. Upon clicking the Submit button, an alert stated 'Please enter a valid email address.' appeared, and a message indicated that the form is submitting.

Screenshot before:Screenshot after:---

Step 3:

Url (before/after):

https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf

https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf

Content (before/after): 

RootWebArea Form, focused, url='https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf'
    link Skip to form, url='https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf#main'
    main
        LabelText
            StaticText Email
Show more 
            StaticText *
        [50] textbox Email* value='example@example.com', center=(960,110), autocomplete=email, contenteditable=True, required, type=email
        alert, atomic
            list
                [77] listitem, center=(960,142), inner_text=Please enter a valid email address.
                    StaticText Please enter a valid email address.
        LabelText
            StaticText Name
        [58] textbox Name value='John Doe', center=(960,212), autocomplete=given-name, contenteditable=True, type=text
        LabelText
            StaticText Firm name
        [66] textbox Firm name value='Example Firm', center=(960,294), autocomplete=organization, contenteditable=True, type=text
        [69] button Submit, center=(649,355), type=submit
        [a] Iframe hubspot-forms-viral-iframe, center=(960,421)
            RootWebArea Viral Links UI, url='https://app.hubspot.com/embedded-viral-link/forms?lang=en&portalId=24440991&hubs_id=forms-branding-control&hubs_source=share.hsforms.com&intent=marketingFreeForms'
                [a36] link Create your own free forms to generate leads from your website., center=(840,421), url='https://app.hubspot.com/signup-hubspot/marketing?uuid=95c0827a-757f-49ad-b3b1-581ca860c9f8&utm_medium=virality&utm_campaign=hubspot-forms-virality&intent=marketingFreeForms&hubs_id=forms-branding-control&hubs_source=share.hsforms.com'
                    strong
        generic
            StaticText Form is submitting

RootWebArea Form, focused, url='https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf'
    link Skip to form, url='https://share.hsforms.com/1R2D5k1uLQQ-Favx3hmNDsQejusf#main'
    main
        LabelText
            StaticText Email
Show more 
            StaticText *
        [50] textbox Email* value='valid.email@example.com', center=(960,110), autocomplete=email, contenteditable=True, required, type=email
        alert, atomic
            list
                [81] listitem, center=(960,142), inner_text=Please enter a valid email address.
                    StaticText Please enter a valid email address.
        LabelText
            StaticText Name
        [58] textbox Name value='John Doe', center=(960,212), autocomplete=given-name, contenteditable=True, type=text
        LabelText
            StaticText Firm name
        [66] textbox Firm name value='Example Firm', center=(960,294), autocomplete=organization, contenteditable=True, type=text
        [69] button Submit, center=(649,355), type=submit
        [a] Iframe hubspot-forms-viral-iframe, center=(960,421)
            RootWebArea Viral Links UI, url='https://app.hubspot.com/embedded-viral-link/forms?lang=en&portalId=24440991&hubs_id=forms-branding-control&hubs_source=share.hsforms.com&intent=marketingFreeForms'
                [a36] link Create your own free forms to generate leads from your website., center=(840,421), url='https://app.hubspot.com/signup-hubspot/marketing?uuid=95c0827a-757f-49ad-b3b1-581ca860c9f8&utm_medium=virality&utm_campaign=hubspot-forms-virality&intent=marketingFreeForms&hubs_id=forms-branding-control&hubs_source=share.hsforms.com'
                    strong
        generic
            StaticText Form is submitting

Reasoning for action: The initial state showed an invalid email alert, indicating that the previously entered email was not accepted. By filling the email field with a valid email address, I am ensuring that I meet the form's requirements, which is crucial for the next step of submitting the form. This change directly addresses the form's validation issue that previously hindered submission.

Action: fill(50, 'valid.email@example.com') # Update the Email field with a valid email address click(69) # Click on the Submit button again to resubmit the form.

Change Description: The Email field was updated with a valid email address 'valid.email@example.com', replacing the previous value. The form is now in the process of submitting again.

Screenshot before:Screenshot after:---