Sales Skills
AI skills for prospect research, call preparation, pipeline review, and outreach drafting. Close more deals with personalized AI assistance.
On this page
Sales skills give reps and managers AI-powered support across the deal cycle — from initial research through close. They pull context from your CRM, enrichment tools, call recordings, and communication channels to produce actionable output in seconds.
The goal is less tab-switching and more selling. A sales skill handles the research and drafting so you can focus on the conversation.
What you can do
- Research prospects using company data, LinkedIn profiles, and enrichment sources
- Generate call prep notes with deal history, stakeholder mapping, and talking points
- Review pipeline health and flag at-risk deals with recommended next steps
- Draft personalized outreach emails and follow-ups based on prospect context
- Build competitive battlecards from product docs and market intelligence
- Analyze deal velocity, win/loss patterns, and forecast accuracy
Pre-built skills
| Skill | Description |
|---|---|
| Call Prep | Compiles account history, recent activity, and stakeholder details into a one-page brief before every call. |
| Pipeline Review | Scans open deals, flags stalled opportunities, and suggests actions to move them forward. |
| Draft Outreach | Writes personalized cold or follow-up emails using prospect research and your messaging guidelines. |
| Battlecard Builder | Generates competitive comparison cards from product docs, win/loss notes, and market data. |
Connectors
Sales skills deliver the most value when connected to your stack. Supported connectors include Slack, HubSpot, Close, Clay, ZoomInfo, Notion, Jira, Fireflies, and Microsoft 365.
Connect them through the dashboard under Connectors to give your skills access to live CRM and enrichment data.
Next steps
- Creating Skills — Build a custom sales skill for your team's workflow
- Publishing Skills — Share your skill with your team or the marketplace