🎯 AI Skills – Configurable Intelligence for Your ERP

Define reusable AI capabilities once, deploy everywhere. No more one-off prompts or scattered AI experiments.

Create AI Skills with:

• Skill name, description, and category
• Execution mode (Meeting, Call, Email, WhatsApp, Task, Notes, or Holistic)
• Target modules (Deals, Contacts, Leads, etc.)
• Custom prompt templates with variable injection
• Optional evaluation rubrics for agent scoring

Example Skills: "Discovery Call Scorer," "Deal Risk Analyzer," "ROI Extractor," "Email Response Generator"

🎬 AI-Enabled Activity Tab

Run AI Skills directly from any Activity Tab—no context switching required.

Features:

• One-click skill execution from activity timeline
• AI auto-pulls record context (activities + form data + meeting transcripts)
• Results saved as markdown-formatted activity notes
• Full audit trail with 3-per-day execution limit
• Automatic meeting transcript extraction from Komodo Decks and Google Docs

💡 AI Insights Tab – Your Intelligence Dashboard

Central hub for all AI-driven analysis on the current record.

Summarize & Suggest

Instant activity summary with recommended next actions. Perfect for catching up on long-running deals.

Custom Analysis

Run any configured AI Skill on-demand:

• Extract ROI metrics from meetings
• Score discovery quality against MEDDICC
• Identify decision blockers
• Generate recap emails
• Analyze competitive intelligence

Unified AI Log

Every AI interaction logged with full transparency: prompt used, execution time, token usage, output, and evaluation scores.

⚙️ Technical Capabilities

• Context-aware execution – AI understands which data matters for each skill type
• Autonomous transcription – Auto-fetches meeting recordings without user action
• Smart retry logic – Re-attempts extraction if AI output doesn't match expected format
• Quota management – Prevents API abuse with daily execution limits