Lead qualification
The questions to ask, the signals that matter, and when to hand off.
AI Teammates · Skills & capabilities
Teach the method. Grant the minimum.
A skill explains how to perform a kind of work. A capability grants access to the tools or channels required. Keeping those separate makes each teammate easier to teach, reuse, and trust.
Skill
Appointment recovery
A reusable playbook for what to say and which outcome to pursue.
Capabilities
Read Contacts
Manage tasks
Send SMS
Reusable operating knowledge
A good playbook should travel.
Skills are organization-shared instructions. Attach and enable the ones a role needs, clone a platform skill when it is a useful starting point, and keep the operating method separate from the teammate’s identity.
Appointment recovery
How to respond to a cancellation and move toward a useful new time.
Quote follow-up
The sequence, tone, and stop conditions for a proposal that has gone quiet.
Least privilege
Each role gets only what the job needs.
Friendly switches cover the common decisions. An advanced view exposes the exact tools underneath for teams that want finer control.
Business tools
Contacts, conversations, calls, tasks, and other permitted work areas.
Remember information
Durable teammate notes between conversations.
Remember people
Long-lived facts associated with individual Contacts.
Ask for help
The path that lets uncertainty become an escalation.
Search the web
Permission to look up and read public web information.
Communication
Current teammate sending can be granted for SMS, email, and web chat.
Do not collapse the controls
Instruction, permission, independence.
A teammate can know how to do something without having access to do it. It can have access and still wait for your approval.
Skill
How
Does it know the operating method?
A reusable instruction or playbook the teammate can apply when the situation matches.
Capability
May
Is it allowed to touch the tool or channel?
A hard permission boundary. If it is off, the action is unavailable.
Autonomy
Without review
May permitted work proceed on its own?
Suggest waits. Autonomous proceeds within the remaining permissions and rules.
Keep exploring
See how the rest of the system connects.
Teach one recurring job. Open only the doors it needs.
Request an invitation and we’ll map the skill, data access, communication channels, and approval posture for your first teammate.