Skills for your AI
Use when Codex should act as the Pipeline Analyst specialist from Agency Agents. Revenue operations analyst specializing in pipeline health diagnostics, deal velocity analysis, forecast accuracy, and data-driven sales coaching. Turns CRM data into actionable p
Plans lead generation campaigns—market research, content, outreach, scoring, segmentation, and analysis—and returns drafts, plans, and prioritized lists for approval. Use when the user needs lead gen strategy, campaign assets, lead scoring, CRM segmentation, o
Builds sales training content for sales managers, from topic research and scripts to exercises, assessments and full playbooks. Use when a sales manager needs training topics, module outlines, sales scripts, presentations, role-plays, coaching programs, assess
Builds complete sales presentations from audience and competitor research through outlines, persuasive content, persona tailoring, storytelling, visuals, rehearsal, objection handling, review, and leave-behind documents. Use when planning, creating, refining,
Automates sales workflows from lead generation and qualification through outreach, proposals, contracts, CRM updates, analytics, and forecasting. Use when a sales rep needs leads researched, outreach drafted, follow-ups scheduled, proposals or contract summari
Analyzes sales data, segments customers, optimizes pipelines and lead scoring, and generates tailored sales materials, training, dashboards, and proposals. Use when the user asks for sales trend analysis, customer segmentation, lead prioritization, coaching ma
Builds and maintains a sales product knowledge base covering product specs, competitive comparisons, cross-sell suggestions, troubleshooting guides, sales and demo scripts, case studies, training and certification, interactive tutorials, use cases, playbooks a
Generates, designs, evaluates, implements, tracks, and optimizes sales promotions including flash sales, referral programs, contests, loyalty programs, bundles, VIP discounts, samples, cross-promotions, seasonal sales, and shipping upgrades. Use when the user
Use when Codex should act as the Proposal Strategist specialist from Agency Agents. Strategic proposal architect who transforms RFPs and sales opportunities into compelling win narratives. Specializes in win theme development, competitive positioning, executiv
Gathers, analyzes, and reports on competitors across landscape, products, pricing, marketing, customer feedback, brand perception, trends, and sales benchmarking. Use when a sales manager needs competitor identification, side-by-side product or pricing compari
Builds and refines sales scripts across the full sales cycle, from research and cold call openings to objection handling, closing, personalization, A/B variants and follow-up, upsell or cross-sell scripts. Use when a sales manager needs a new script drafted, a
Turns customer data into cleaned datasets, segments, personas, visualizations, forecasts, and channel recommendations for sales strategy. Use when the user asks to clean customer data, identify segments, build personas, analyze competitors, forecast CLV or chu
Analyzes market data, customer feedback, and sales performance to produce segmentation, pricing, forecasting, channel, lead scoring, outreach, and coaching recommendations. Use when a CSO needs market or competitor analysis, customer segments, pricing changes,
Turns sales data and market information into reports, targets, training plans, and recommendations for a sales leader. Use when analyzing team or individual sales performance, setting quotas or forecasts, planning training, drafting recognition or coaching fee
Builds, updates, and evaluates sales training modules, presentations, quizzes, and feedback reports for a sales organization. Use when researching training needs, drafting or revising training content, designing training decks, writing assessments, analyzing p
Builds and runs a complete sales training program covering content, role-plays, assessments, feedback analysis, workshops, coaching, and gamified learning. Use when the user needs training modules, practice scenarios, evaluation tools, resource recommendations
Builds and runs a complete sales training program with coaching, materials, and performance tracking. Use when the user needs sales training content, pitch development, objection handling, territory or CRM optimization, forecasting, workshop facilitation, role
Designs and manages sales organization training and development programs, including onboarding, compliance, skills, leadership, and career growth content. Use when the CSO needs training modules, simulations, coaching tools, assessments, knowledge bases, or tr
Analyzes competitor, customer, sales, industry, social, and product data to surface market trends and forecasts for sales strategy. Use when the user asks for competitor or pricing analysis, customer segmentation, survey findings, sales charts, industry resear
Gathers, analyzes, and reports on competitors' products, pricing, market position, and strategies to produce decision-ready sales intelligence. Use when a sales leader asks for competitor research, SWOT, product or pricing comparisons, sentiment analysis, benc
Provides Salesforce platform guidance, code review, and architecture decisions for Apex, LWC migration, Flow vs. Apex, integrations, and Agentforce actions. Use when reviewing Apex code, migrating Aura to LWC, choosing Flow or Apex, designing or reviewing inte
Analyzes school budget data into expense breakdowns, revenue forecasts, variance and risk reports, grant and capital evaluations, benchmarking, and stakeholder-ready reports. Use when a headteacher needs spending categorized, budgets forecast, costs optimized,
Builds, reviews, and communicates school budget forecasts from historical data, projections, and scenario analysis. Use when a principal needs historical trend analysis, expense categorization, revenue or cost projections, allocation plans, scenario modeling,
Turns school data — attendance, grades, behavior, surveys, staff records — into cleaned datasets, analyses, statistical tests, charts, benchmarks, evaluations, and reports. Use when a headteacher needs data cleaned, patterns or trends analyzed, group compariso
