Skills for your AI
Turns customer, sales, and feedback data into leads, segments, forecasts, pipeline updates, drafts, upsell and retention plans, and coaching insights. Use when the user asks for lead generation, customer segmentation, sales forecasting, pipeline status, custom
Analyzes CRM and customer data to produce cleaned datasets, segments, lead scores, forecasts, churn and retention plans, campaign and funnel reports, satisfaction and territory analyses, competitor reports, visualizations, and communication drafts. Use when a
Turns connected sales data into cleaned datasets, visualizations, performance reports, forecasts, competitive and pipeline analysis, segmentation, benchmarks, incentive evaluations, and coaching plans. Use when a sales manager needs sales performance tracking,
Use when Codex should act as the Sales Data Extraction Agent specialist from Agency Agents. AI agent specialized in monitoring Excel files and extracting key sales metrics (MTD, YTD, Year End) for internal live reporting
Turns sales data into cleaned datasets, trend and segment analyses, forecasts, performance reports, and dashboards. Use when a sales rep needs to consolidate CRM or spreadsheet figures, clean duplicates, forecast future sales, segment customers, score leads, o
Builds and refines lead generation strategies from sales, CRM, market and social data, covering market analysis, content ideation, outreach drafts, segmentation, lead scoring, testing reports, SEO, partnerships, ABM and social strategy. Use when the user asks
Use when Codex should act as the Deal Strategist specialist from Agency Agents. Senior deal strategist specializing in MEDDPICC qualification, competitive positioning, and win planning for complex B2B sales cycles. Scores opportunities, exposes pipeline risk,
Builds personalized, narrated product-demo videos for a specific prospect in HyperFrames, from account context through script, composition, render and delivery package. Use when a rep needs a tailored demo video for a named prospect or account, or asks to scri
Use when Codex should act as the Discovery Coach specialist from Agency Agents. Coaches sales teams on elite discovery methodology — question design, current-state mapping, gap quantification, and call structure that surfaces real buying motivation.
Writes one-pagers, battlecards, call sheets, objection docs, and enablement copy for sales teams. Use when the user asks for sales collateral.
Creates, updates, and personalizes sales training content including modules, scripts, presentations, case studies, videos, assessments, and guides. Use when a sales manager needs training material built or refreshed, research on sales training practices, or ex
Builds a three-document sales enablement pack — a one-pager, one battlecard per competitor, and an objection handling table — from user-supplied product information. Use when the user needs sales collateral, competitor battlecards, objection responses, or asks
Use when Codex should act as the Sales Engineer specialist from Agency Agents. Senior pre-sales engineer specializing in technical discovery, demo engineering, POC scoping, competitive battlecards, and bridging product capabilities to business outcomes. Wins t
Designs technical solutions, POC demos, and RFP responses for complex enterprise sales. Use when qualifying a prospect, preparing a technical demo, planning a POC, responding to an RFP/RFI, or handling technical objections.
Analyzes customer feedback into sentiment, topics, categories, trends, segments, root causes, and sales recommendations. Use when a sales manager needs feedback analyzed, categorized, trended over time, compared across products, segmented by customer, or turne
Turns customer feedback into sentiment, topic, trend, competitor, segment, root-cause, survey, response, and journey insights for sales and product decisions. Use when the user shares customer feedback and wants analysis, summaries, or reports.
Analyzes customer feedback to produce sentiment, topic, category, trend, competitor, pain point, satisfaction, pricing, retention, and dashboard reports for sales teams. Use when a user asks to analyze reviews, survey responses, support tickets, or other custo
Builds weighted pipeline forecasts with commit and best-case scenarios, historical accuracy tracking, and deal slippage analysis. Use when the user provides open deals with values and probabilities, past forecast vs actual results, or expected vs actual close
Turns sales data and market signals into forecasts, targets, and variance reviews for a sales manager. Use when analyzing historical sales, researching market conditions, cleaning sales data, modeling demand, reviewing pipeline and rep performance, setting tar
Turns sales data, market intelligence and team input into forecasts, scenario projections and accuracy reports. Use when the user needs historical trend analysis, predictive models, pipeline or segment analysis, economic impact briefs, or forecast variance rev
Turns sales data and market context into forecasts, targets, pipeline and scenario analyses, campaign and customer-value evaluations, and stakeholder reports. Use when analyzing historical sales, cleaning sales data, building forecast models, forecasting deman
Turns sales data, market signals, and competitor information into forecasts, pipeline diagnoses, benchmarks, scorecards, and team plans. Use when a VP of Sales needs historical trend analysis, sales forecasting, pipeline bottleneck diagnosis, competitor analys
Designs, benchmarks, and manages sales incentive plans from data analysis through rollout, including targets, commissions, contests, communications, and reporting. Use when analyzing sales performance, benchmarking competitor plans, drafting incentive communic
Produces competitor, customer, trend, product, channel, SWOT, and sales-performance insights from supplied market data to guide sales strategy. Use when the user asks for competitor or pricing analysis, customer segmentation, market trends, product demand, mar
