PF1 agents use defined skills for specific jobs. Each skill contains the workflow for the task: the questions to ask, the systems to use, the steps to complete and the output to return.
Invoke a skill by name. It collects the task-specific inputs it still needs, retrieves the relevant context from approved connected systems and carries the work through to the finished output.
Pulling opportunity details
Finding key contacts
Analyzing buyer activity
Selecting relevant resources
Creating mutual action plan
Configuring access
Assembling deal room
Deal room for Acme Corp
Acme Corp is currently in the process of evaluating Paperflite for their EMEA content operations team. They have entered a phased trial period after raising several concerns regarding the platform's capabilities and how it aligns with their specific needs.
Action needed3 alertsStakeholders6 users
2/5Actions Plans areDoneNext call in6 daysPrep for it
Engage Terilyn Green at Jumio to resolve any outstanding issues on the Pf/Cs for Jumio order form, which was sent after the close date, and expedite the signature.
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Marketing
A qualified opportunity becomes active
The rep begins with the relevant account, buyer and deal context already assembled.
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Sales
A qualified opportunity becomes active
The rep begins with the relevant account, buyer and deal context already assembled.
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Account Management
A qualified opportunity becomes active
The rep begins with the relevant account, buyer and deal context already assembled.
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RevOps
A qualified opportunity becomes active
The rep begins with the relevant account, buyer and deal context already assembled.
Lorem Ipsum:AE
Marketing
A qualified opportunity becomes active
The rep begins with the relevant account, buyer and deal context already assembled.
Lorem Ipsum:AE
Sales
A qualified opportunity becomes active
The rep begins with the relevant account, buyer and deal context already assembled.
How Skills Make Your Agents Better
Consistent execution
The judgment calls that used to depend on your best person — how thoroughly to check an asset before it ships, what counts as a real coaching pattern versus noise — are now built into the skill, whoever runs it.
Check asset
Identify pattern
Apply standard
Complete
Built to keep up with your growth
A skill runs the same way on deal one and deal one thousand — nothing about it needs reconfiguring as your team, your pipeline, or your content library gets bigger.
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100% Consistent Execution Across Every Run
Skills build on each other’s work
Every skill reads and adds to the same deal and rep record. Deal Intelligence Copilot flags an at-risk deal using call history and stakeholder maps other skills already built. Pattern Coaching Cycle checks whether a flagged coaching issue actually improved, call over call.