Solutions · Departments · Sales
Walk into the meeting knowing what was already agreed.
Skyller answers in chat with what your company has written — the sales manual, the discount policy, the earlier proposal — and shows the document. The brief becomes a deck you review before it turns into slides, and the next step goes on a pipeline with company, amount and date.
- Answers with sources
- Proposals for your review
- A ready-made pipeline
- Team training
Skyller - AI AssistantPreparing for the sales meetingWhere can I check the previous agreement and discount policy before the meeting?
Commercial Contract Management Policy
Negotiations must follow the conditions and approval thresholds in the published commercial policy.
Skyller is an AI and can make mistakes. Remember to check.
Demonstration · illustrative data
Who works here
Support at every sales stage.
Better prepared meetings
How it works today
Prepares the meeting in the car, digging through e-mail for what was promised and which discount is allowed.
With Skyller
Asks what was agreed and what the discount rule is, gets the answer with the document and leaves with a deck built for that account.
Consistent qualification
How it works today
Everyone screens leads their own way and passes contacts on in a rushed summary.
With Skyller
The qualification script becomes a prompt everyone uses the same way, and the handover lives on the pipeline card with source and next step.
Visible rules and pipeline
How it works today
Finds out at month-end about the proposal with an off-policy discount and the pipeline with no next step.
With Skyller
The published discount policy answers the team, and the pipeline shows stage, amount and delay without chasing anyone's spreadsheet.
Support for new sellers
How it works today
Learns the pitch from the colleague next door and finds the warranty policy the day they get it wrong with a customer.
With Skyller
Gets the manual and the policy with the link, and the assigned assessment shows they understood before talking to a customer.
The sales routine
Where Skyller comes in — and what stays with you.
Select a routine to see the details.
Skyller does it
Preparing the meeting with what your company already wrote
The sales manual, contract policy, earlier proposal and notes from the last conversation answer in chat, with the document link. Whoever asks sees only what they may see.
Pitch, objections and discount policy
The manual, the negotiation guide and the scripts come from ready-made templates, go through review and become the team's answer. The request that worked becomes a prompt for everyone.
Proposal and supporting material
The brief produces an outline you edit before it becomes slides; then come tone, density and slide count, and export to PPTX or PDF.
Pipeline, next step and handover
The ready-made Kanban boards take the lead to qualification and the opportunity to Won or Lost, with an owner on every card; the card's due date sends a warning 24 hours ahead.
Training whoever joins the team
The published manual becomes an assessment assigned to people and teams, with a deadline and each person's score.
Depends on setup
E-mail, calendar and CRM in the preparation
With the connection set up and the function enabled, Skyller checks the deal and the calendar. On a personal connection, it sees what that person sees.
Contract, signature and after-sales
The contract and warranty policies answer in chat and serve as the yardstick for drafting and checking. On the Kanban, Generate document builds the contract from the card fields and Request signature sends it to the signers, with the trail on the card itself; teams already on DocuSign can keep tracking there.
Stays with the team
Outbound prospecting, calls and cadences
Calls, e-mail sequences and buying lists stay with the team and its prospecting tools. Skyller writes the text for each contact.
Quota, commission and close forecast
Quota, commission, close forecast and lead scoring stay with the CRM or the team's spreadsheet. In Skyller, the pipeline shows stage, amount, owner and due date.
Live proof
The meeting is tomorrow at nine.
Starting point
Tomorrow's meeting is with a retail chain that asked for a proposal three months ago. Whoever handled it has left the company; what remains is a deal parked at the Proposal stage and a file in the library.
What happens
- The account executive asks in chat what was agreed and how far the discount can go. The answer brings the rule, linked to the commercial contract policy, and the excerpt from the earlier proposal; with the CRM connected, it also brings the latest negotiation his access can reach.
- The same brief produces the deck: he reviews the outline before any slide exists, picks the sales tone and exports a PDF to send after the meeting.
- The next step becomes a pipeline card with company, amount, contact and the Proposal stage; the due date warns the owner 24 hours ahead, even if that is someone else on the team.
Result
He walked in with the agreement in hand and the discount rule checked, and walked out with material built for that account and a next step with an owner and a date.
Good to know
- Calls, prospecting cadences and lead scoring stay with the team and its prospecting tools.
- Skyller's pipeline and the CRM's run separately: moving a card here does not move the deal there, and the reverse holds too.
- Sending an e-mail asks a person to approve by default. Writing to the CRM follows the connection and the enabled function, and the company can require approval there too.
- The deck comes out as a draft to review. Images come from a stock library, with credit; none is generated by AI.
Fictional company, amounts and dates; real product features.
Create presentation with AI
- 01Customer sales proposal
- 02Scope and responsibilities
- 03Next steps
Demonstration · illustrative data
Features
What supports the sales routine.
Select a feature to see how it works.
The sales material you already have, answering
The library carries a sales manual, a negotiation guide, phone, e-mail and chat scripts, a commercial contract policy, a warranty and returns policy, customer service guidance and a loyalty programme, in Portuguese. Published with review, the text answers in chat with the link.
A proposal from the brief, reviewed before the slide
Topic, audience and context — the last two optional — produce an outline you edit. Then come the tone (professional, casual, educational or sales), the density and 5, 8, 10, 12, 15 or automatic slides. It exports as PPTX and PDF, with the palette in your company's colours.
A pipeline with the fields selling actually uses
The Sales pipeline template brings the fields selling uses, such as company, amount, contact and source, and the full CRM is a set of three Kanban boards: Leads, Opportunities and Customer onboarding. Six views of the same Kanban — Kanban board, Table, Calendar, Flow, Metrics and Email — and the numbers at the top work as filters. The sales templates come with Meetings switched on and the Sales copilot, which gives a tip on the spot during the qualification call and sales meetings; afterwards the AI writes the minutes into a field on the card and suggests values for the fields, and the salesperson accepts or rejects each suggestion.
The request that worked becomes the team's standard
The text that worked to summarise a call, write a follow-up or build a comparison becomes a prompt with fields to fill in — private, for the team or for the whole company. Whoever joins later uses it without rewriting anything.
CRM, e-mail, calendar and signature in the catalogue
HubSpot, Pipedrive, Salesforce, Zoho, Gmail, Outlook, Google Calendar and DocuSign are in the connection catalogue. Every function carries a risk level, and high-risk ones, such as sending and deleting, ask a person to approve by default. The company can require more, lock the requirement and restrict a function to a group.
Ready-made agents for the area
Sales analyst, sales manager and pricing analyst, plus profiles by segment. Your company adjusts each one's instructions, documents and enabled functions.
Training from your own material
The published manual produces an assessment of 3 to 20 questions, 2 to 6 options each and three difficulty levels, with a pass mark the company sets. It goes to individuals or whole teams, with a deadline, and results appear per person, with each person's score.
Whoever asks sees only what they may see
Inside the sales hub, what belongs to sales answers sales; what belongs to the company answers everyone. Document permissions apply in chat too, for people and agents, and an agent acts with the permissions of whoever asked.
How to start
From the first prepared meeting to a pipeline with owners.
One published document, one prepared meeting and one pipeline with a next step. Everything else builds on that, with no project and no IT needed to start.
Sales
Creates the sales hub and sets who writes, who reviews and who only reads; a private hub answers only the people inside it.
Sales
Publishes the sales manual and the discount policy from the templates, with the review the company set for each document type.
Account executive
Before the meeting, asks in chat what was agreed and what the policy allows, and gets the answer with the document attached.
Account executive
Generates the deck from the brief, reviews the outline, picks the style and exports as PPTX or PDF.
Sales
Creates the pipeline from the CRM template and records the next step with an owner and a due date; the card's due date is what triggers the warning.
Sales questions
What changes in sales' day-to-day work.
Start with sales
Prepare the next meeting with what is already written.
Create your account, publish the sales manual from the template and prepare tomorrow's meeting in chat.