The Agent Skills Library

Turn a batch of receipt images — phone photos, screenshots, PDFs, email receipts — into a templated two-tab expense workbook: summary line items with a category roll-up and a billable/non-billable split, plus every receipt image embedded beside its line. Tracks client, project, and billable status per expense.

Gather market intelligence from 7 data categories, pull manufacturer sales data, and generate branded PowerPoint presentations for quarterly reviews and supplier pitches.

Connect to your system of record to pull customer info, item pricing, and inventory data in real time, so quotes and workflows run on live data instead of exports.

Custom — quoted after discovery

A read connection to Epicor Prophet 21 for customer records, item pricing, and inventory, so the skills work from what is actually in the system rather than a spreadsheet.

Custom — quoted after discovery

A read connection to NetSuite for customer records, item pricing, and inventory, so the skills work from live data rather than an export.

Custom — quoted after discovery

Turn any manufacturer's PDF catalog into searchable knowledge. Ingest catalogs once, then ask natural-language questions to find products by spec, feature, or use case — even from messy descriptions, partial part numbers, or shorthand.

Custom — quoted after discovery

Ingest quote requests from email or image, parse line items (even with shorthand or competitor SKUs), cross-reference parts against your supplier catalogs, and apply matrix + customer-exception pricing. Produces the customer-ready email, a branded quote document, and an ISR pricing rationale appendix with the full waterfall audit trail.

Your manufacturers publish cross-reference guides, and they arrive as PDFs and spreadsheets in thirty different shapes that nobody can use at speed. Point this at the folder and it builds one lookup out of your own guides: a competitor part number goes in, what you carry comes back, along with the guide and page it came from. Where a guide says there is no equivalent, it tells you that rather than guessing. The guides stay on your machines.

Net sheets land in your inbox every month, one manufacturer at a time, each one superseding something. Drop them in a folder and this builds a single price list from them: part number in, your net price out, with the sheet and effective date behind it. New sheets supersede the old ones and it reports what moved, so what you quoted last quarter is still answerable. Your pricing stays on your machines.

Pre-meeting intelligence for a rep calling on an existing account. Pulls order history and AR from your system of record, recent email threads, CRM activity, past meeting notes, and the account folder, adds current outside research, and returns specific openings, risks, open commitments, and a recommended ask. States what it could not check rather than guessing.

Find and track HVAC/plumbing capital construction projects — data centers, hospitals, schools, large commercial — across a territory, and keep them in a live stage-by-stage tracker. Stage moves, account-leader assignments, wholesaler bid coverage, and notes persist between runs and across the team.

Apply your firm's design language — colors, typography, voice, logos, slide and document templates — to every artifact generated: sales decks, line cards, quote PDFs, email collateral, jobsite handouts.

Custom — quoted after discovery