Updates

Introducing Skills, focused playbooks the AI Agent loads on demand

With one agent now handling everything, the next question was: how do you keep the depth of guidance you used to spread across multiple specialized agents?

Dana Majid
Dana Majid

Tailored guidance, without the maintenance overhead


With one agent now handling everything, the next question was: how do you keep the depth of guidance you used to spread across multiple specialized agents? The answer is Skills.

A Skill is a small, focused instruction packet for a specific class of request. The AI Agent picks the right one for what you're doing, loads it on demand, and follows it. You get the steerability of the old multi-agent setup without having to maintain six different agents and modes that all overlap.

Every Skill lives under Settings, AI, Skills. You can read them, edit them, fork them, or add your own. Skills you haven't customized keep tracking the latest version we ship, so you don't fall behind on improvements just because you wrote a tweak six months ago.

What ships out of the box


Every workspace gets a curated library of Skills covering the most common sales workflows:

  • Account summary – A quick read on an account: who they are, who you know, recent activity, and open opportunities.
  • Account outreach – Drafting an email or planning outreach to contacts at a specific account.
  • Account plan writer – Creating an account plan from a library template.
  • Contact summary – A quick read on a single contact: their role, your relationship history, and what to talk about next.
  • Deal coaching – Moving a specific deal forward: current state, risks, and the next action.
  • Pipeline summary – Reviewing a pipeline (yours, a report's, or the org's) including risk, commits, and what to push on.
  • Meeting prep – Preparing for an upcoming meeting with context on attendees, prior history, and talking points.
  • Meeting follow-up – Recapping a meeting, drafting action items, or composing a follow-up email.
  • Meeting coaching analysis – Manager-led coaching on a meeting a rep ran: strengths, gaps, and a specific coaching plan grounded in the transcript.
  • Meeting self-review – Coaching feedback on your own meeting: what went well, what to improve, where you lost or won the room.
  • Meeting reflection – A personal reflection on a meeting you ran: what went well, what to improve, what to try next time.
  • Enablement lookup – Process, methodology, product, or "how do I" questions answered from your company library.
  • Library document editor – Searching, writing, or editing library documents like playbooks, ICPs, templates, battlecards, or process docs.
  • Website overview – A quick read on a company while browsing their website.
  • Custom tool builder – Building, editing, or refining a custom tool definition.
  • Mini-app builder – Building, editing, or testing a Bigmind mini-app.

Make them yours


Skills are the place where your team's specific guidance lives: the framework you use to coach reps, the checklist that goes into an account plan, the order you research a new account in, the rules for which knowledge source to consult first. Edit any built-in Skill in place to add your own context, fork one to create a variant, or write a brand-new Skill from scratch for a workflow we haven't covered. Each one is a one-line edit, not a redesign.