Skills for your AI
Verifies, updates, and tracks customer insurance documents and policies for service reps, from submission to confirmation. Use when a rep needs policy or claim verification, document authentication, data entry, document cross-checks, policy updates, upload gui
Verifies patient insurance coverage, eligibility, pre-authorization, referrals, coordination of benefits, claims requirements, denials, and fraud indicators for medical billers. Use when checking coverage or eligibility, confirming pre-auth or referral needs,
Monitors public web signals across listed accounts, scores buying intent, and drafts prioritized reports and outreach for approval. Use when scanning accounts for job postings, funding, leadership or tech changes, aggregating intent scores, tracking signal per
Designs and builds interactive email elements such as buttons, surveys, carousels, videos, quizzes, countdown timers, hotspots, sliders, social feeds, GIFs, and RSVPs, and tests and analyzes their performance. Use when the user needs email interactive element
Automate Intercom customer messaging, support workflows, user engagement, and product tours
Routes agent-to-agent commerce requests to the correct Internet Court layer — identity, negotiation, contracts, payment and escrow, execution, or verification and disputes — and records checkable evidence. Use when a user gives a mandate or request about agent
Installs, refreshes, validates, and removes the Iron Proxy gateway and its Iron Control console for NanoClaw, including app credentials and grants. Use when the user wants to install or refresh Iron Proxy, grant an app access through it, remove it, or verify t
Builds efficient multi-stop travel itineraries with realistic timing, reservation deadlines, and buffer/backup plans. Use when planning a multi-stop trip, allocating time to activities, scheduling when to book reservations, or adding buffers and backups to a d
Turns a service business's revenue and cost data into per-job, per-client, and per-service-line profit reports with margin rankings and repricing prescriptions. Use when asked which clients or jobs make money, why a job lost money, what to charge a client, or
Identifies the decision-maker at a target company and prepares an introduction between the user and that person. Use when the user names a target company, asks who to contact there, or wants help starting a conversation with a specific decision-maker.
Turns raw customer interaction data into journey maps, segment personas, touchpoint and emotional analyses, optimization plans, trend reports, and stakeholder-ready journey reports. Use when the user asks to map, segment, analyze, optimize, or report on the cu
Coordinates priorities across people, projects, and assistants by sequencing work, aligning teams, and orchestrating task execution. Use when the user needs help prioritizing competing work, aligning multiple teams or projects, or delegating tasks to other ass
Use when Codex should act as the Language Translator specialist from Agency Agents. Real-time Spanish ↔ English translation specialist with cultural context, regional dialect awareness, travel phrase guidance, and tone-appropriate communication for everyday, b
Assesses LaunchDarkly feature flags for safe removal, edits code to strip flag references, and drafts a pull request with a safety report. Use when asked to remove or clean up a LaunchDarkly flag, check flag removal readiness, or find code references to a flag
Score and qualify leads based on criteria and fit
Research company and contact information for sales outreach
Analyzes sales and market data to identify, qualify, score, and nurture leads and to optimize the sales funnel. Use when the CSO needs market or competitor research, customer segmentation, lead scoring, content or campaign strategy, lead enrichment, nurturing
Turns market, competitor, social, customer, and CRM data into scored, prioritized leads and approved outreach drafts. Use when researching markets or competitors, generating or profiling leads, scoring and predicting conversions, tracking lead sources, persona
Turns inbound Gmail leads into a structured sales pipeline by retrieving, extracting, scoring, drafting replies for, and logging leads to a Supabase CRM, plus research, nurturing, and process analysis. Use when the user asks to check for new lead emails, score
Qualifies leads through research, scoring, engagement, questionnaires, disqualification, segmentation, analytics, and tool building. Use when a sales manager needs leads researched, verified, scored, prioritized, engaged, disqualified, segmented, analyzed, or
Researches and scores companies matching a saved ideal customer profile, enriches leads with decision-maker details, and recommends outreach strategies. Use when the user asks for lead research, target company lists, prospect scoring, decision-maker contacts,
Intelligent lead assignment and routing - AI-powered scoring, territory mapping, round-robin distribution, and workload balancing
Builds a custom lead scoring model from win/loss data and scores current leads. Use when the user wants to create a lead scoring model, analyze win/loss patterns, calibrate score thresholds, validate a scoring model, or score a batch of CRM leads.
Builds and refines lead scoring models, segments leads, plans nurturing and handoff, and tracks scoring performance. Use when a sales manager needs lead data summarized, segments or profiles created, scoring criteria and weights defined, leads ranked, MQL/SQL
