Agent Skills

Agent Skills are autonomous background tasks that run on a schedule or trigger after events like phone calls. Each skill handles a specific business workflow — from sending follow-up messages to monitoring competitors.

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Overview

Skills run independently from your agent’s real-time conversations. Configure them once, and they execute automatically based on triggers you define.

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Available Skills

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Configuring Skills

Navigate to any agent’s detail page and click the Skills tab.

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Enable a Skill

1. Find the skill card in the catalog
2. Toggle the switch to enable it
3. Configure the skill parameters in the modal that appears
4. Click Save to activate

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Skill Configuration

Each skill has its own configuration options: Trigger Type

• Event-based: Fires automatically when something happens (e.g., a call ends)
• Scheduled: Runs on a recurring schedule (daily, hourly, etc.)

Delivery Channels

• Slack: Posts results to a Slack channel of your choice
• Email: Sends a formatted email to your account
• SMS: Sends text messages (for outbound skills like Review Request)

Parameters

• Each skill has specific settings (keywords, URLs, templates, etc.)
• Templates support variables like {{caller_name}}, {{organization_name}}, {{review_url}}

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Skill Details

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Post-Call Follow-Up

Automatically sends a personalized follow-up message after calls. Configure the delay (default 30 minutes), minimum call duration, and message template. Requires consent confirmation before activation.

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Appointment Reminder

Connects to Cal.com to check for upcoming appointments and sends reminders via SMS or voice call. Configure how many hours before the appointment to send the reminder. Requires Cal.com integration.

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Competitor Monitoring

Fetches competitor webpages and compares them against previous snapshots. Uses AI to generate a summary of what changed, focused on the type of changes you care about (pricing, features, or all). Stores snapshots between runs for accurate change detection.

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Daily News Digest

Searches industry news using your configured topics and generates an AI executive summary with key themes, takeaways, and action items. Supports filtering by preferred news sources.

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Auto-CRM Update

After each call, pushes extracted data (name, email, notes) to your HubSpot CRM. Maps your agent’s dynamic variables to HubSpot contact fields. Requires HubSpot integration.

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Social Media Monitoring

Tracks brand mentions across 5 platforms: Reddit, Hacker News, X (Twitter), LinkedIn, and Google. Filters results to only include content from the target platform. Generates an AI summary with sentiment analysis and action items. Deduplicates against previous runs.

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Review Request Campaign

Sends personalized review request SMS to recent callers. Pulls caller names from extracted call data. Respects a configurable minimum days between requests to the same contact (default 30 days). Requires consent confirmation.

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Execution History

View all skill executions from the bottom of the Skills tab. Click any row to see the full result, including:

• Execution status and duration
• AI-generated summary
• Delivery status (Slack, email, SMS)
• Raw data and metrics

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Integrations

Some skills require connected integrations:

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API

Skills can be managed programmatically via the REST API. See the Skills API reference for details.