A.I. Agent Skills

Give your Agent a defined job

Make decisions and Client messages part of a controlled workflow

An Agent is the teammate; a Skill is the job you assign. Choose the information it may use, test the outcome, and decide when a person must approve its work. Every run leaves a visible record.

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Illustration of an Agent routing decisions and messages through approval

Auto-Decision Skills choose from paths you approved

Describe situations your business recognizes and connect each to an Auto-Template you built. The Skill chooses the best match or takes your fallback.

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Compose Skills write for this situation

Give the Agent a defined message-writing task and a Voice that sounds like your business. The Skill writes to the Client involved in the Automation.

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Test first. Review when it matters.

Test an Auto-Decision Skill on a record before publishing; the test shows its choice and sends nothing. Wingman can hold a result for human approval.

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Put Skills where work already starts

Use Decision and Compose steps in Automations, assign an Agent to a supported Kickoff Form, or hand it one record with Run Agent.

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Questions people ask

How is a Skill different from an Agent?

The Agent is the named worker with a human Manager. A Skill is one defined job assigned to that Agent.

What kinds of Agent Skills are available?

Auto-Decision Skills select an Auto-Template; Compose Skills write a secure message. Image Skills exist, but they are not assigned to Agents.

Can I approve the work first?

Yes. Wingman can hold a decision or message for human review before it acts.

What powers a Skill?

Execution requires an active A.I. Service subscription or a verified connection to your own provider.

Explore more: A.I. Agents overview, Automations, Forms.

Consolidate your workflows & save BIG on software costs

Every tile below is a complete tool that already works with the others, so a new Client flows from your CRM into onboarding, the portal, proposals and invoicing without a single copy and paste. Turn on what you need today and the rest as you grow, with UNLIMITED Staff and Clients on one flat price.

Automated CRM

Onboarding

Client Portal

EXTREME White Label

Digital Marketing

Appointment Scheduling
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Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature
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Project & Task Management

Payments + Subscriptions

File Exchange
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Learning Management (LMS)
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Support Tickets
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Interactive Community
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Secure Messaging