Skills for your AI
Builds and maintains customer service training modules, from planning and research through scripts, assessments, activities, customization, compliance, technology integration, and feedback analysis. Use when a service manager needs a new training program, modu
Customer success management - onboarding, health scoring, QBRs, expansion playbooks, and retention strategies
Use when Codex should act as the Customer Success Manager specialist from Agency Agents. Strategic customer success specialist for onboarding, health scoring, QBR facilitation, churn prevention, expansion identification, and renewal management — driving net re
Assesses customer health, builds retention and renewal plans, identifies upsell and expansion opportunities, and reports on campaign performance using only confirmed data. Use when the user needs account health or churn risk analysis, retention or renewal plan
Manages customer conversations from onboarding through support, feedback, and retention by drafting welcome messages, product recommendations, FAQ answers, troubleshooting steps, account and order help, surveys, escalations, renewal reminders, feature request
Handles customer support inquiries across FAQs, troubleshooting, accounts, orders, billing, recommendations, navigation, complaints, usage tips and translation. Use when a customer asks a product, order, account, billing or technical question, reports a proble
Analyze spreadsheet data, generate insights, create visualizations, and build reports from Excel/CSV data.
Monitors, analyzes, and optimizes data center power usage, forecasting, compliance, cooling, and cost, returning concrete recommendations and step-by-step guidance. Use when a systems administrator asks for power consumption updates, efficiency or consolidatio
This skill enables extraction of structured data from any document format using unstructured - a unified library for processing PDFs, Word docs, emails, HTML, and more. Get consistent, structured output regardless of input format.
Cleans, standardizes, categorizes, and structures datasets into tables, templates, validation rules, and retrieval systems. Use when a data entry specialist needs duplicates removed, formats unified, data sorted or categorized, tables or charts built, template
Turns raw datasets into cleaned data, statistics, forecasts, segments, and executive-ready narratives. Use when the user asks to clean data, explore patterns, test hypotheses, forecast outcomes, analyze sentiment, segment customers, detect anomalies, or report
Plans and executes data integration work — cleaning, transforming, merging, deduplicating, normalizing, validating, enriching, quality assessment, and cloud or ML pipeline support. Use when the user brings datasets to clean, convert, join, standardize, validat
Analyzes datasets with statistics, visualization, pattern detection, clustering, forecasting, NLP and validation, returning evidence-based insights. Use when a user uploads or references data and asks for statistical tests, charts, trends, correlations, outlie
Builds a diligence-ready data room with a stage-appropriate checklist, document sweep and gap report, and an organized numbered folder structure. Use when preparing company documents for investor or acquirer diligence, seed through acquisition or loan.
Validates and cleans datasets by checking formats, duplicates, consistency, accuracy, completeness, and integrity, and builds validation scripts and rules. Use when the user asks to reformat data, find or remove duplicates, cross-check fields or sources, verif
Plans and validates cross-provider database migrations by discovering schemas, mapping types, generating schema and data scripts, and producing a migration-plan.md with rollback and downtime estimates. Use when the user requests a database migration plan, sche
Build Discounted Cash Flow (DCF) valuation models. Calculate intrinsic value with customizable assumptions. Generate professional valuation reports.
Turns deal context into a tactical closing playbook with company research, stakeholder mapping, risk assessment, objection and competitive positioning, and a mutual close plan. Use when a rep needs a deal strategy, a stalled deal diagnosed, a proposal outline,
Use when reviewing a specific inbound deal before close — when sales has asked for a discount that exceeds AE authority, when the customer has redlined the MSA, when per-deal economics (margin after discount, multi-year payment shape, indemnity exposure) need
Reviews proposed deals against a stored pricing policy, flags deviations, routes approvals, tracks deal history, and alerts on policy changes. Use when checking a quote, contract, or order form against pricing rules, routing a discount or term for approval, or
Performs M&A analysis for financial analysts covering financial statement review, valuation, due diligence, synergies, modeling, market research, deal structuring, and reporting. Use when the user provides company financials, asks for a valuation or DCF, reque
Analyzes acquisition targets, structures deals, and tracks post-merger performance across the full M&A lifecycle. Use when the user needs financial statement analysis, due diligence, valuation, synergy or risk assessment, financial modeling, integration planni
Scores deal momentum and predicts close probability from engagement data the user provides, then returns prioritized next actions. Use when a user shares email response times, meeting frequency, or stakeholder lists for a deal and wants a momentum score, close
Facilitates structured sales deal reviews using MEDDIC and BANT, scoring deal health and risk, flagging red flags, and producing coaching points. Use when the user asks for a deal review, risk assessment, red flag check, coaching advice on a deal, or a deal re
