Skills for your AI
Builds and maintains a sales team's product knowledge through product comparisons, market and pricing analysis, training materials, customer stories, cross-sell strategy, feedback analysis, positioning, forecasting, launch support, and learning programs. Use w
Analyzes product sales, customer feedback, competitor, and market data to produce insights, forecasts, and reports for a Chief Sales Officer. Use when asked about sales trends, top products, sentiment, competitor comparisons, feature impact, lifecycle stage, f
Customizes sales proposals end to end, from template selection through branding, pricing, visuals, proofreading, version tracking and final review. Use when a sales rep needs a proposal tailored to a specific client's industry, requirements, brand, budget or c
Create compelling business proposals that win deals and partnerships
Drafts, refines, formats, and tracks business proposals from research through follow-up. Use when starting a new proposal, outlining sections, writing or editing drafts, tailoring content to a client or market, analyzing competitors, building reusable template
Simulates a panel of buyer archetypes reacting to a sales or marketing artifact and reports predicted replies, bookings, or ghosts. Use when pressure-testing a cold email, pitch deck, landing page, pricing page, demo script, or proposal before it goes out.
Researches target accounts via podcasts, webinars, and social posts, builds contact spreadsheets from CRM and external sources, and drafts personalized outreach. Use when prospecting accounts, compiling contact lists, or preparing outreach messages.
Turns sales data, market context, and business goals into forecasts, targets, scenario plans, pipeline and funnel analyses, and stakeholder-ready reports. Use when a sales manager needs historical trend analysis, data cleaning, forecast modeling, accuracy revi
Designs fair, achievable sales quotas using top-down or bottom-up models with territory complexity, ramp, and market growth adjustments. Use when setting or rebalancing quotas, allocating a revenue target across territories or reps, analyzing territory fairnes
Use when Codex should act as the Real Estate Buyer & Seller specialist from Agency Agents. Comprehensive real estate agent assistant for buyer representation, seller representation, listing management, offer negotiation, transaction coordination, and closing s
Prepares real estate brokers for negotiations with market data, client objectives, communication plans, counteroffers, legal checklists, and closing tactics. Use when a broker needs market analysis, leverage points, objection handling, creative deal structures
Researches real estate networking events, partners, associations and trends, drafts outreach, and builds networking strategies and referral networks. Use when a broker asks to find events or partners, draft outreach or follow-ups, create a networking or referr
Handles sales conversations end to end — lead qualification, product recommendations, pricing and orders, objection handling, closing, feedback, competitor analysis, performance tracking, forecasting, meeting prep, rep coaching, and chatbot setup. Use when a c
Builds and formats professional reference lists, guides reference selection, drafts reference briefing materials, and advises on reference checks and outreach timing. Use when the user mentions references, reference lists, referee briefing, reference checks, o
Use when Codex should act as the Report Distribution Agent specialist from Agency Agents. AI agent that automates distribution of consolidated sales reports to representatives based on territorial parameters
Analyzes retail sales data into trend insights, forecasts, reports, and strategy recommendations. Use when a retail manager needs sales data organized, reports generated, sales forecast, competitor research, customer segmentation, product performance, inventor
Analyzes sales pipeline health, revenue forecasting accuracy, and go-to-market efficiency metrics for SaaS revenue optimization. Use when analyzing sales pipeline coverage, forecasting revenue, evaluating go-to-market performance, reviewing sales metrics, asse
Analyzes sales data and produces recommendations on market research, segmentation, funnel optimization, pricing, positioning, forecasting, lead generation, training, performance, CRM, territories, and automation. Use when a sales manager needs market or compet
Use when an RFP, RFI, RFQ, security questionnaire, vendor questionnaire, or proposal request arrives and the team needs a structured response — parsing multi-section buyer-dictated requirements (MANDATORY vs WEIGHTED vs NICE-TO-HAVE), building a Shipley-method
Gathers, compares, and interprets competitor intelligence—market share, pricing, campaigns, customer feedback—and turns it into sales strategies. Use when identifying competitors, comparing products, analyzing market share or pricing, running SWOT, benchmarkin
Use when Codex should act as the Account Strategist specialist from Agency Agents. Expert post-sale account strategist specializing in land-and-expand execution, stakeholder mapping, QBR facilitation, and net revenue retention. Turns closed deals into long-ter
Optimizes sales calls end to end — scripts, objection handling, prospect profiling, scheduling, call analysis, outcome prediction, follow-up emails, role-play training, live notes, competitor positioning, upsell recommendations, and translation. Use when prepa
Builds and refines personalized sales call scripts for sales managers, covering audience research, selling points, openings, qualification questions, objection handling, value propositions, closing, follow-up, upselling, cross-selling, and role-play refinement
Analyzes sales campaign data to surface what works and where to improve, covering campaign performance, segmentation, competitive intelligence, lead qualification, funnel conversion, coaching, customer voice, messaging, training, and forecasting. Use when the
