Your firm’s know-how, written down and running
A skill is a procedure your best person wrote down that the software now follows. We give your team the Agent Skills Library, train them to use it, and show them how to configure it for your own products, customers and rules. What your firm builds is your firm’s Agent Skills Practice — and it stays yours.
Built for your industry
Manufacturer reps
Account and meeting prep, quote acceleration across multiple principals, competitor part translation, market intelligence, and a live view of the capital projects worth chasing in your territory.
Distribution
Quote acceleration, catalog intelligence, and customer-specific pricing workflows built around how plumbing and HVAC wholesalers actually work.
Manufacturing
Coming soon: product configuration, BOM generation, lead time estimation, and specification matching for manufacturers and OEMs.
How your firm builds its Agent Skills Practice
Four steps, start to finish. Nothing here removes a person from the order desk — it handles the business you are not getting to today because nobody has the bandwidth.
Reserve your seat
Tell us roughly how many people you have and name the person who will own the skills inside your firm. Usually the inside sales lead.
Get the library installed
At the install session your team gets access to the Agent Skills Library and leaves with one skill running on real work.
Train together
Twelve weekly live sessions with self-guided work in between. Every exercise ends in something your team made and can show.
Make the skills yours
The last weeks are spent configuring the library for your own products, customers and rules — with your team doing the configuring, so they can keep doing it long after the cohort ends.