Looking for our Chatbot solution?Go to Expertise Live

Skills

Browse built-in skills, preview how they work, and use the ones you want.

  • Free to try
  • Preview before you use
  • Pick the ones that fit your workflows
A library of skills wired into your apps and tools

Browse skills

  • Sample result
    CRM health scorecard
    CategoryIssue DescriptionAffected Records
    Pipeline RiskOpportunities with a close date in the past18
    Data QualityOpen opportunities missing 'Next Step' field42
    Pipeline RiskDeals in late stage with no activity in 30+ days9
    Data QualityContacts with no logged activity in 90+ days213
    Data QualityAccounts missing industry classification88

    A CRM health scorecard identifying data quality and pipeline risks.

  • Sample result
    Weekly pipeline digest
    Weekly Pipeline Digest: Week of Oct 14
    To:Priya Singh

    Hi Priya, Here is my pipeline summary for the week of October 14th. Overall Snapshot: - 8 open deals - Total pipeline value: $245,000 This Week's Momentum: - Bramble Systems ($65k): Moved to 'Proposal Presented'. We reviewed the custom integration plan with their Clinic Director, Zara Lindqvist. Awaiting their final review. - Aspen Grove Wellness ($30k): New deal created. Initial discovery call is scheduled for Wednesday. Watchlist: - Veridian Health Clinics ($40k): Stalled i…

    A weekly pipeline digest summarizing your open HubSpot deals' progress, risks, and priorities.

  • Sample result
    Prioritized list of website visitors
    CompanyContactIntent Score
    Keystone NetworksBastian Silva, Head of Ops92
    SmileBright CentersDr. Anya Sharma, Clinical Dir.71
    New Horizons DentalCarla Ruiz, Practice Mgr65
    OrthoPartners Inc.Leo Valdez, IT Manager58
    Affinity Dental(anonymous)23

    A prioritized list of recent website visitors, scored and sorted by buying intent.

  • Sample result
    Daily motivational email
    A thought for the week
    To:Sales Team

    Team, As we push on our Q3 goals, especially with key accounts like Tarn Group, I wanted to share a thought on focus. There's a great quote from Bruce Lee: "The successful warrior is the average man, with laser-like focus." It’s not about superhuman effort, but about directing our energy where it counts most. Let's be warriors this week. What's the one thing you can do today to move a deal forward? Let's get it. Alex

    A daily motivational email with a fresh quote to keep your team focused and energized.

  • Sample result
    Build a campaign around an expert
    1. 1Campaign Concept & Expert Role
    2. 2Core Messaging & Hook
    3. 3Distribution Plan (2-Week Sprint)
    4. 4Conversion & Follow-Up Path
    5. 5Success Metrics

    A complete campaign plan to turn an expert partnership into signups and pipeline.

  • Sample result
    #ae-alerts
    ExpertiseApp9:15 AM
    High-intent activity from Brixton Holdings on the project financing page.
    Account:Brixton Holdings
    Contact:Dimitri Osei
    Signal:Viewed 'Commercial Solar Financing' page for 3m 15s
    CRM Status:Open Opp (Q3 Expansion, Stage: Proposal)
    Owner:Ava Singh
    Recommendation:Send follow-up about new financing options.
    1

    A drafted follow-up and Slack alert for any high-intent website visitor.

  • Sample result
    Sample result coming soon

    Find the sharpest outbound wedge for a named account: the most credible problem to lead with, why it should resonate, and the best persona to target first. Built for targeted outreach, account research, and personalization.

  • Sample result
    Draft a global outreach email
    Idea for Rivet Dynamics' fleet operations
    To:Oskar Osei

    Hi Oskar, I saw that Rivet Dynamics manages a significant commercial vehicle fleet across the UK. Companies like yours are often looking for ways to reduce fuel consumption and streamline maintenance schedules without disrupting routes. Our platform helps fleet managers get a real-time view of vehicle health and driver performance, typically cutting fuel costs by 15% in the first six months. Is optimizing your fleet's operational costs a priority for you right now? Best, Jenn…

    A ready-to-send email to a new global prospect who is in their business hours right now.

  • Sample result
    Prioritized list of ICP contacts
    ContactTitleICP Fit Reason
    Dr. Lena PetrovaChief Clinical OfficerC-level clinical leader at a multi-location dental group.
    Marcus ThorneVP of OperationsOperations executive at a large dental service organization.
    Chloe DavisDirector, Regional ManagementDirector-level manager overseeing multiple dental practices.
    Brian ChenHead of ProcurementProcurement lead for a growing dental group with 30+ locations.
    Isabella RossiCOOOperations chief at a DSO with 50+ affiliated practices.

    A prioritized list of new, ICP-matched contacts with verified email and phone.

  • Sample result
    New account brief and contacts
    NameTitleEmail
    Milo RennerPractice Ownermilo.renner@foxglovetechvet.com
    Dr. Anya SharmaHead Veterinariananya.sharma@foxglovetechvet.com
    Leo VanceOffice Managerleo.vance@foxglovetechvet.com

    An account brief and contact list for a new target account.

  • Sample result
    ExpertiseApp9:15 AM
    Renewal risk: product usage dropped 60%
    Customer:Yarrow Holdings
    ARR:$45,000
    Signal:Usage dropped 60% in last 30 days
    Details:No payrolls run for 4 new locations
    Renewal in:65 days

    A renewal risk alert with a recommended plan to save the account.