# A.I. Agents & Skills :: SuiteDash :: White Label Client Portal Software, CRM, File Sharing, Project Management, & Invoicing

*Source: https://suitedash.com/features/ai-agents-and-skills/*

> A.I. Agents & Skills :: Client / Customer Portals are 100% White Label Branded with your Logo, Colors & URL :: Project Management, CRM Functionality, Estimates & Invoicing, Time Management, Client File Upload, Tasks & Reminders and more

A.I. Agents & Skills :: SuiteDash :: White Label Client Portal Software, CRM, File Sharing, Project Management, & Invoicing

## A.I. Agents & Skills

##### A.I. teammates that work alongside your Staff

### Hand routine decisions and client messages to an Agent, and stay in control of every one

An Agent has its own name, Manager and Voice. Skills are the jobs you give it: choosing which Auto-Template runs, or writing a secure message to the person an automation is about. Every run is graded and recorded, and held for approval whenever you want a person to decide. Run it all on the A.I. Service, or on your own key from the provider you already use.

[Start a Free Trial __](https://suitedash.com/free-trial/)

A.I. Connections: default model, providers, Skills and Agents

### Agents: a teammate with a name and a Manager

###### Add an Agent from your Staff list, right next to Add Staff Member. An Agent is a worker, not a person: it cannot sign in, and it runs only the Skills you assign to it.

[Give it a name clients will recognize, such as Onboarding Assistant](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Every Agent answers to one Manager, who is accountable for what it does](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Set its Voice from a Tone, then edit it in your own words](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Let it follow your default model, or pin it to a provider and model](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Hand it a single record any time with Run Agent](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Deactivate it to pause it everywhere, with its setup kept](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Start a Free Trial __](https://suitedash.com/free-trial/)

### Decision Skills: the right Auto-Template, every time

Describe each situation in plain business language and point it at an Auto-Template you already built. The A.I. grades every condition and runs the best match, so the outcome is always something you wrote and approved.

[Route each Kickoff form submission to the right onboarding path](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Match an invoice follow-up to the account, gentle or firm](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Pick an upsell, a testimonial request or a quiet close-out when a project ends](https://help.suitedash.com/article/675-ai-agents-and-skills)

[A fallback runs when no condition matches](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Only the fields you share are sent with the request](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Test a Skill on a real record before you publish, with nothing sent](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Start a Free Trial __](https://suitedash.com/free-trial/)

### Compose Skills: the right message, in your Voice

###### Write one instruction, then one situation per line. The Skill writes a secure message to the person the automation is about, in the Voice of the Agent that runs it.

[Plain text by default, or allow paragraphs, emphasis and lists](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Insert fields by name from the fields you chose to share](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Nothing a customer typed is ever read as part of your instructions](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Send it from a staff member, the Coordinator or the Salesperson](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Runs as an A.I. Compose automation step or from a Kickoff form](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Every message is recorded with the situation it recognized](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Start a Free Trial __](https://suitedash.com/free-trial/)

### Wingman: nothing sent on a guess

###### Every run is graded for certainty. You decide how sure the A.I. must be before it acts, and whether a person approves first.

[Set a certainty floor for each Skill](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Below it, a Decision Skill takes its fallback](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Below it, a Compose Skill writes to nobody and tells you](https://help.suitedash.com/article/675-ai-agents-and-skills)

[With Wingman on, nothing runs until someone approves](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Approve or decline, with your name on the record](https://help.suitedash.com/article/675-ai-agents-and-skills)

[See every run, fallback and approval in the Run History](https://help.suitedash.com/article/675-ai-agents-and-skills)

[Start a Free Trial __](https://suitedash.com/free-trial/)

### Your A.I.: the A.I. Service or your own key

###### Use the A.I. Service, or connect a provider you already pay for and run every A.I. feature on your own key.

[OpenAI, Anthropic, Google Gemini, xAI Grok, Mistral, DeepSeek, Groq, Kimi and OpenRouter](https://help.suitedash.com/article/660-ai-connections-byok)

[Local models through Ollama or LM Studio, or any OpenAI-compatible provider](https://help.suitedash.com/article/660-ai-connections-byok)

[Verify tests your key with a live call before it is saved](https://help.suitedash.com/article/660-ai-connections-byok)

[Pick from the models your key can actually use](https://help.suitedash.com/article/660-ai-connections-byok)

[Keys are encrypted at rest and never shown again](https://help.suitedash.com/article/660-ai-connections-byok)

[Text-only provider? Add an Image Skill for pictures](https://help.suitedash.com/article/660-ai-connections-byok)

[Start a Free Trial __](https://suitedash.com/free-trial/)

### A.I. in every editor

###### Write, rewrite, translate and illustrate wherever you build content, in your business’s own voice.

[Generate text and images in any Content Block or Visual Editor](https://help.suitedash.com/article/622-ai-service-subscription)

[Proposals, documents, campaigns, portal pages and landing pages](https://help.suitedash.com/article/622-ai-service-subscription)

[Translate text without leaving the editor](https://help.suitedash.com/article/660-ai-connections-byok)

[A.I. Rewrite changes the wording and keeps your layout](https://help.suitedash.com/article/691-ai-rewrite)

[Rewrite a whole page into a new copy; your original never changes](https://help.suitedash.com/article/691-ai-rewrite)

[A.I. Brand Voice: your tone, your line of work, your words](https://help.suitedash.com/article/690-ai-brand-voice)

[Start a Free Trial __](https://suitedash.com/free-trial/)

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