When your AI assistant is connected to AI Sync (see Connect MCP), it also gets a set of built-in skills.
A skill is a written playbook for one kind of sales or marketing work. Your assistant reads it, then follows its method: it asks you the right questions, works through a checklist and gives you the answer in a fixed format.
Every connection gets the same skills. There is nothing to install and nothing to turn on.
Skills are guidance, not permission. A skill tells your assistant how to do the work well. It never sends, calls, books, buys, launches or changes anything by itself. Those actions still go through the normal confirmation step, and your account's own compliance settings still apply.
The nine skills#
| Skill | What it helps you do |
|---|---|
| Sales: leads to booked appointments | Plan and write sales conversations across calls, texts and emails that turn leads into booked appointments that show up. Covers one-to-one, one-to-many and live-event selling. |
| Messaging: texts, emails and call openers | Write short, human-sounding texts, emails, call openers, voicemails and follow-up sequences. Also booking confirmations and reminders. |
| Voice agent scripts that book | Write and fix AI voice agent prompts and call scripts so they sound natural, follow your do's and don'ts, handle objections and book appointments. |
| Offers and pricing | Build or fix an offer: what you give, an honest guarantee, real urgency, a clear name and tiered pricing. |
| Copywriting: direct-response copy that converts | Write and fix headlines, offers, landing pages, emails and ad copy. |
| Static ads: image ads that convert | Plan and write image and carousel ads: angles, hooks, layouts, image text, captions, sizes per platform and a test plan. |
| Video ad scripts | Write video ad and short-form scripts: hooks to test, structures, shot lists, on-screen text and calls to action. |
| Campaign and workflow design | Design the whole lead system: sources, the first five minutes, follow-up loops with no dead ends, booking, reminders, no-shows, nurture and the workflows to build in AI Sync. |
| Call review and script improvement | Read call results and transcripts, find where leads are lost (reaching them, booking them, getting them to show) and suggest one testable change at a time. |
How to use them#
Just ask for the work. Your assistant picks the matching skill on its own.
You can also name a skill: "Use the AI Sync offers skill." Some assistants also list the skills as ready-made prompts you can click.
Ask for the job
Say what you want in plain words, for example the examples below.
Answer its questions
The skill asks what it needs to know, one question at a time. It reuses what your account already shows, so you are not asked twice.
Review the draft
You get the result in a set format. Writing a script or a text changes nothing in your account.
Approve any action
If you then ask your assistant to apply it (update an agent, send a text, build a workflow), it shows you a preview and waits for your yes. It says "Nothing is live yet" until you confirm.
Example prompts#
Sales and messaging
- "Write a first text and two follow-ups for leads who asked about a quote but never replied."
- "Plan the follow-up for a lead who booked, then went quiet, until they show up."
- "Write a short voicemail and a matching email for old leads from last spring."
Voice agents
- "My appointment-setting agent sounds robotic and doesn't book. Rewrite its prompt using the voice agent skill, then show me the change before applying it."
- "Add objection handling for 'too expensive' and 'send me an email' to my agent."
To apply a prompt change safely, follow Managing voice agents by chat.
Offers, copy and ads
- "Build an offer and a three-tier price ladder for my roofing inspection service."
- "Write five headlines and a landing page outline for it."
- "Give me six static ad angles with hooks and image text, plus a test plan."
- "Turn my best ad into a 30-second video script with a shot list."
Campaigns and call review
- "Design the full follow-up system for my new Facebook leads, including reminders and no-shows."
- "Review last week's calls for my booking agent. Where are we losing leads, and what is the one change to test first?"
See Asking about your data for how to get trustworthy numbers into a review.
Rules every skill follows#
These rules sit at the end of every skill and win over any technique in it:
- Only true claims. No invented results, numbers, reviews, testimonials, awards, guarantees or prices. Where proof is missing, the skill leaves a clearly marked gap for you to fill or cut.
- Real urgency only. A deadline, price change or limited spots must be real and come from you.
- Human-sounding, never pretending to be human. An AI agent never claims to be a person. If someone asks whether they are talking to an AI, the answer is yes.
- Consent and quiet hours. Outreach goes only to people who agreed to hear from you on that channel, and never before 8 a.m. or after 9 p.m. in the lead's own time zone. Some states are stricter.
- Stop means stop. If a contact says stop, unsubscribe, not interested, wrong number or don't call, there are no more sales messages on any channel.
- No big promises. No guaranteed income, cures, legal outcomes or results.
- Preview before anything goes out. Writing copy changes nothing. Sending, launching or spending goes through the confirmation step.
- Your brand, not ours. Copy is written in your brand voice and does not name the software behind it.
Your account's settings for consent, calling hours, opt-outs and do-not-contact are the source of truth. A skill never overrides them. See Do not contact and AI calling hours.
Good to know#
- Skills are plain text. They do not read your account by themselves. Your assistant reads your account the usual way, with your permissions.
- The same skills are on every connection, so a new rep and an owner get the same playbooks.
- A skill is a starting method. Always check the draft against your real offer, prices and results before it goes live.