Overview
Automate end-to-end sales workflows with AI-powered Skills.
Description
Sales Advisor is powered by a growing set of actionable Skills designed around real sales workflows. Each Skill can be triggered on demand—helping you analyze context, generate sales-ready content, and execute next steps at exactly the right moment.
As you work, Sales Advisor learns your preferences and adapts its execution style to match how you sell.
Skills
- Dynamic Customer 360
Not familiar with a new prospect? Trigger the Customer 360 Skill to automatically assemble a real-time view of the account—company background, key stakeholders, recent signals, and deal-relevant insights—so you walk into every interaction prepared.
- Personal Email Advisor
Drowning in long email threads? Activate the Email Skill to extract critical historical context, identify intent and objections, and generate sales-ready reply drafts that push the opportunity forward—without starting from scratch.
- Meeting Summary & CRM Update
Short on time after meetings? Use the Meeting Skill to turn recordings into structured summaries, key takeaways, action items, and CRM-ready updates—so nothing gets lost and your pipeline stays accurate.