AI skill directory

Each skill is a job the assistant runs on a schedule or on demand (results become suggestions awaiting approval); an insight is a read-only analytical report. Use Ctrl/⌘+F to search by name or code.

Finance & Accounting

Invoice AR Assistant

Type	Name	Code	Description
Skill	Invoice Collector	`invoice_collector`	Monitors overdue invoices and sends escalating payment reminders at configurable intervals (7, 14, 30 days). Reduces Days Sales Outstanding automatically.
Skill	AR Aging Intelligence	`ar_aging_intelligence`	Analyses accounts-receivable aging buckets, prioritises collection actions, and flags high-risk debtors to reduce DSO and improve cash recovery.
Skill	Dunning Effectiveness Monitor	`dunning_effectiveness_monitor`	Monitors dunning run outcomes, identifies invoices resistant to collection policy, and suggests escalation paths for persistent overdue accounts.
Skill	Customer Concentration Risk Monitor	`customer_concentration_risk`	Monitors revenue dependency on individual customers. Flags when a single customer exceeds 30% of revenue or the top 3 customers exceed 60%, reducing business continuity risk.
Skill	Credit Note	`credit_note_assistant`	Process-aware agent tracking credit note lifecycle, flagging drafts left unissued
Skill	Retainer Utilization Advisor	`retainer_utilization_advisor`	Monitors retainer contract balances, flags near-depletion and over-used retainers, and alerts on upcoming renewal dates to protect recurring revenue.
Skill	Recurring Billing Health Monitor	`recurring_billing_health_monitor`	Detects overdue recurring invoice generation, expiring subscriptions, and stale recurring templates to prevent revenue leakage.

Accounts Payable Assistant

Type	Name	Code	Description
Skill	3-Way Match Exception Handler	`three_way_match_exception_handler`	Detects PO/GRN/Invoice 3-way matching discrepancies including quantity variances, price overruns, and unresolved exceptions requiring finance team action.
Skill	AP Aging Analyzer	`ap_aging_analyzer`	Analyzes accounts-payable aging buckets, DPO and overdue exposure; flags at-risk buckets and top overdue vendors.
Skill	Payment Run Scheduler	`payment_run_scheduler`	Proposes an optimal weekly payment batch to capture early-payment discounts and avoid late fees.
Skill	Vendor Payment Prioritizer	`vendor_payment_prioritizer`	Ranks vendors for payment by criticality, terms and overdue exposure.
Skill	Duplicate Bill Detector	`bill_duplicate_detector`	Flags potential duplicate vendor bills (same vendor and amount within a short window) to prevent double payment.
Skill	Early Payment / Discount Capture	`early_payment_discount_capture`	Flags bills due soon and proposes scheduling payment to capture early-payment discounts and avoid late penalties.

Expense Assistant

Type	Name	Code	Description
Skill	Expense Anomaly Detector	`expense_anomaly`	Detects unusual expenses that deviate significantly from historical patterns. Flags potential errors or unauthorized spending for review.
Skill	Duplicate Expense Detector	`expense_duplicate_detector`	Flags potential duplicate expense claims (same merchant and amount within a short window).
Skill	Expense Policy Compliance	`expense_policy_compliance`	Flags expenses that violate policy: missing receipt above the threshold, or over the per-claim limit.

Journal Entry Assistant

Type	Name	Code	Description
Skill	Chart of Accounts Auditor	`chart_of_accounts_auditor`	Audits the chart of accounts for duplicate codes, broken parents, missing balance side and account class
Skill	Journal Entry	`journal_copilot`	AI-powered journal entry assistant: describe a transaction in plain language and receive DR/CR account suggestions with confidence scores, using your company’s chart of accounts and past journal history as context.
Skill	Journal Entry Validator	`journal_entry_validator`	Audits newly posted journal entries for debit/credit balance, missing mandatory dimensions, account rule violations (debit_only, require_cost_center), and unusual account combinations. Flags entries requiring accountant review before period close.
Skill	Accrual Recommendation Agent	`accrual_recommendation_agent`	Compares current month expense accounts against prior year same period to identify missing accruals. Uses AI to suggest up to 3 accrual journal entries before month-end close.
Skill	Accounting Anomaly Detection	`accounting_anomaly_detection`	Weekly scan for journal entry anomalies: duplicate entries, wrong-side account balances, large round-number entries, after-hours postings, and statistical outliers vs 90-day average. AI explains root causes and risk levels.
Skill	Recurring Journal Monitor	`recurring_journal_monitor`	Monitors recurring journal templates daily for overdue entries, failed runs, and auto-post entries stuck in draft. Alerts accountants before issues accumulate at period close.
Skill	Prepaid Amortization Agent	`prepaid_amortization_agent`	Detects prepaid expense periods due for amortization each month and proposes posting them in one click. Amounts come from the stored schedule, not an AI estimate — an accountant approves before anything reaches the ledger.
Skill	Period Close Status Agent	`period_close_status_agent`	Monitors the period-close checklist: unpaid invoices and bills, draft journal entries, overdue recurring journals, VAT filing status, and bank reconciliation. Provides a real-time 6-point close dashboard.
Skill	Financial Close	`financial_close_assistant`	Evaluates month-end close readiness by checking for pending journal entries, unreconciled transactions, and open items. Provides a close checklist with priority blockers.
Skill	TT99/2025 Compliance Checker	`tt99_compliance_checker`	Checks compliance with Vietnam’s TT99/2025 accounting standard: verifies all 5 COSO components are assessed, flags stalled standard migrations (>30 days), and highlights high-risk internal control findings.
Skill	VAT Filing	`vat_filing_assistant`	Tracks VAT filing deadlines (due in 15 days or overdue), flags tax accounts with unrecorded balances exceeding threshold, and suggests filing actions. Runs on the 1st, 10th, and 20th of each month.
Skill	FX Revaluation Agent	`fx_revaluation_agent`	At period-end (days 28–31), identifies foreign currency account balances (USD, EUR, etc.) and suggests revaluation journal entries per Circular 99/2025, Article 4 Clause 2. Calculates estimated FX gain/loss using the last posted exchange rate and flags accounts needing official closing rate update from NHNN.
Skill	COGS Variance Analyzer	`cogs_variance_analyzer`	Analyzes COGS variance between standard cost and actual inventory credits at period-end. Flags accounts with significant discrepancies (>1M VND) and uses AI to suggest specific cost adjustment journal entries (TT99: TK 6xx vs TK 15x/16x reconciliation). Runs on days 25–28 of each month.
Skill	Tax Compliance Auditor	`tax_compliance_agent`	Analyzes transactions and tax configurations to identify compliance risks, missing tax applications, and regulatory exposure. Scores overall compliance posture.
Skill	Intercompany Reconciliation	`consolidation_reconciliation_agent`	Automatically reconciles intercompany invoices and purchase bills, flags unmatched transactions, and suggests elimination journal entries for consolidated reporting.
Skill	Cost Center Variance Analyst	`cost_center_variance_agent`	Monitors budget vs actual spending for each cost center, flags overruns with variance percentages, and identifies departments exceeding budget thresholds.
Skill	Bank Reconciliation	`bank_reconciliation_assistant`	Daily scan of bank transactions to identify entries that have not been matched to invoices or bills. Uses AI to suggest the most likely match and flag transactions that require manual review.
Skill	Payment Reconciliation Agent	`payment_reconciliation_agent`	Matches AR invoices and AP bills with payments on the 1st and 15th of each month. Flags overdue items beyond 30 days, highlights critical items over 90 days, and recommends follow-up or write-off actions. No AI calls — pure rule-based matching.
Skill	Financial KPI Alert Agent	`kpi_alert_agent`	Monitors key financial ratios (current ratio, debt-to-equity, gross margin) against configurable thresholds. Uses AI to explain root causes and recommend corrective actions when KPIs fall outside safe ranges.

FP&A Analyst

Type	Name	Code	Description
Skill	Bill Payment Assistant	`bill_payment_assistant`	Proposes bill approvals and concrete payment runs for bills due soon — every write is confirmed by you before it executes
Insight	Revenue Trend Analyzer	`revenue_trend_analyzer`	Analyzes monthly revenue trends over the last 6 months, detects significant growth or decline (>15% MoM), surfaces seasonality patterns, and recommends corrective actions.
Insight	Budget Forecasting	`budget_forecasting_agent`	Forecasts month-end spending based on actual trends, identifies departments at risk of budget overrun, and recommends reallocation opportunities.
Insight	Budget Variance Alert	`budget_variance_alert`	Compares actual departmental spending against approved budget lines every week. Forecasts month-end overspend and alerts the finance team before budgets are breached.
Insight	Cross-Domain Anomaly Correlator	`anomaly_correlation_agent`	Synthesizes anomaly signals from multiple domains (finance, HR, operations, sales) to detect systemic patterns and root causes that single-domain agents may miss.

Sales, CRM & Support

Lead Assistant

Type	Name	Code	Description
Skill	Lead Proposal Writer	`lead_proposal_writer`	Drafts a business proposal for a single lead from its linked products and product content, saved as a proposal template for the salesperson to edit.
Skill	Contact Enricher	`contact_enricher`	Enriches contact profiles with AI-generated bios, LinkedIn URLs, and relevant tags. Runs weekly on stale profiles or on-demand for a single contact via the Enrich button.
Skill	Contact Auto-Labeler	`contact_auto_labeler`	Automatically analyzes contact activity, interactions, and profile completeness to apply intelligent labels and segments. Keeps your CRM organized without manual effort.
Skill	Quote Follow-up	`quote_followup`	Tracks sent quotations and automatically drafts follow-up reminders before expiry. Prevents lost deals from forgotten quotes.
Skill	Hot Lead Nurture Agent	`hot_lead_nurture_agent`	Daily scan for campaign leads with strong engagement signals who are not yet converted. Automatically creates prioritized follow-up tasks for the sales team.
Skill	Outreach Sequencer	`lead_sequencer`	Runs the SDR outreach cadence: decides each open lead’s next touch, channel and timing, multi-threads stalled accounts, and stops chasing dead ones

Deal Assistant

Type	Name	Code	Description
Skill	Sales Velocity Tracker	`sales_velocity_tracker`	Measures real days-to-close and flags deals sitting far longer than the winning average
Skill	Deal Coach	`deal_coach`	Monitors your sales pipeline for stalled deals, suggests next best actions, and flags deals at risk of being lost based on time-in-stage and engagement patterns.
Skill	Quotation	`quotation_assistant`	Process-aware agent tracking quotation lifecycle and proposing timely follow-up or conversion actions
Skill	Sales Order	`sales_order_assistant`	Process-aware agent tracking sales order lifecycle and proposing timely fulfillment or escalation actions
Skill	Pricing Optimizer	`pricing_optimizer`	Monthly analysis of quote win/loss rates by product, price point, and discount level. Identifies pricing patterns that lead to wins and recommends adjustments to improve close rates.
Skill	Below-Cost Open Lines	`below_cost_open_lines`	Flags open quotations and sales orders carrying lines priced below stock cost, before they are confirmed or delivered.
Skill	Quotation Pipeline Intelligence	`quotation_pipeline_intelligence`	Daily monitoring of quotation funnel health: stale drafts, unanswered sent quotes, stuck approvals, and expiring quotes. AI-grades overall pipeline health and recommends actions.
Skill	Sales Order Health Monitor	`sales_order_health_monitor`	Daily scan for operational order issues: confirmed orders stuck without processing start, orders in-progress too long, overdue delivery dates, and high-value open orders needing attention.
Skill	Product Analysis	`product_sales_intelligence`	Comprehensive per-product assistant: sales performance, pricing & discounting, won/lost price sensitivity, bundle & cross-sell, subscription & renewal, and catalog quality.
Skill	Upsell Opportunity Detector	`upsell_opportunity_detector`	Analyzes each customer’s purchase history and compares it against the full product catalog to uncover upsell and cross-sell opportunities. Ranks opportunities by estimated revenue potential.
Skill	Segment Suggester	`segment_suggester`	Analyzes a sample of your contacts to discover meaningful customer segments with ready-to-use filter criteria. Runs weekly and stores suggestions in the agent run report.
Skill	Campaign Attribution Analyst	`campaign_attribution_analyst`	Weekly analysis of marketing campaign effectiveness through quotation and order revenue attribution. Identifies top-performing campaigns, low-conversion campaigns, and expiring campaign-sourced quotes.
Skill	Customer Return	`customer_return_assistant`	Process-aware agent tracking customer return lifecycle, flagging returns stuck awaiting processing
Skill	Commission Calculator	`commission_calculator_agent`	Weekly audit of commission coverage: fulfilled orders missing commission entries, commission runs stuck in draft status, and per-rep performance analysis with AI anomaly detection.
Skill	Follow-up Email Drafter	`followup_email_drafter`	Drafts thank-you / follow-up emails after meetings for the salesperson to review and send
Skill	Pipeline Review	`pipeline_review_agent`	Runs the weekly pipeline inspection: age-weighted commit vs best-case forecast, plus the next-step, engagement and date-slip findings for every slipping deal
Skill	Lost Deal Analyst	`lost_deal_analyst`	Analyzes closed-lost deals by reason, value and competitor to find the patterns worth changing
Skill	Forecast Accuracy Monitor	`forecast_accuracy_monitor`	Measures how often deals close by their forecast date and lists open deals already past theirs

Customer Success Assistant

Type	Name	Code	Description
Skill	Customer Health Monitor	`customer_health`	Weekly analysis of customer health based on engagement, payment history, and activity patterns. Flags at-risk accounts before they churn.
Skill	Health Score Trend Analyzer	`health_score_trend`	Detects improving and declining customer health trends weekly by analyzing score history. AI recommendations for declining accounts.
Skill	Contract Renewal Risk Predictor	`contract_renewal_risk`	Predicts renewal risk for upcoming contracts using health scores, renewal type, churn reason, upsell value, overdue invoices, and support load. Identifies upsell and cross-sell opportunities.
Skill	Expansion Signal Detector	`expansion_signal_detector`	Identifies customers showing expansion signals — invoice growth ≥20% MoM, champion/loyal health score, positive NPS, or open upsell renewals
Skill	Lifecycle Transition Monitor	`lifecycle_transition_agent`	Tracks contact lifecycle stage changes daily, flags regressions (e.g., customer → churned), and suggests AI-powered playbook actions.
Skill	Customer Journey Summarizer	`contact_timeline_summarizer`	Generates AI-powered executive summaries of customer journeys using the unified timeline — activities, deals, invoices, and support tickets.
Skill	NPS Follow-up Agent	`nps_followup_agent`	Identifies NPS detractors (score ≤6) from NPS surveys and low-rated service feedback. Flags critical responses (≤2) for immediate outreach and creates prioritized follow-up actions.
Skill	Onboarding Milestone Tracker	`onboarding_milestone_tracker`	Monitors onboarding_plans and csm_onboarding_tasks for stalled plans, overdue tasks, and go-live dates at risk. Alerts CSMs to accounts needing intervention before they fall behind.
Skill	Contact Financial Insights	`contact_financials_insight`	Analyzes invoice payment behavior per contact and flags financial risks — overdue invoices, slow payers, and high outstanding balances.
Skill	Churn Prevention Agent	`churn_prevention_agent`	Aggregates multi-dimensional signals: usage drop, unresolved ticket backlog, payment status, onboarding completion, login frequency. Computes Churn Risk Score 0-100.
Skill	Feature Adoption Agent	`feature_adoption_agent`	Analyzes api_request_logs and tenant_events to detect enabled modules with zero activity for 14+ days. Creates inline announcements with tips and tutorial links.
Skill	Usage Pattern Analyst	`usage_pattern_analyst`	Synthesizes behavioral report: DAU/MAU ratios, power user identification, plan tier usage comparison, upgrade suggestions when approaching quota limits.
Skill	Onboarding Progress Agent	`onboarding_progress_agent`	Monitors tenant onboarding checklist progress. Detects skipped steps after 2+ days and sends nudge announcements with step-by-step guidance.
Skill	Customer Success Narrator	`customer_success_narrator`	Generates a weekly CS health narrative from customer health scores, renewal pipeline risks, onboarding progress, and NPS/satisfaction signals. Highlights champions, at-risk customers, and renewal exposure.
Skill	QBR Prep	`qbr_prep_agent`	Assembles the quarterly business review pack for accounts approaching renewal — adoption, support burden, NPS trajectory, open opportunity and the asks worth making
Skill	Ticket Triage Agent	`ticket_triage_agent`	Classifies support tickets by category (billing/bug/how-to/feature-request), auto-sets priority based on urgency keywords, assigns to appropriate team.
Skill	Helpdesk Responder Agent	`helpdesk_responder_agent`	Searches platform_kb_articles and kb_articles for ticket-relevant content, drafts suggested response for support staff. Simple how-to tickets get auto-reply with KB links.
Skill	Portal Ticket Follow-up Monitor	`portal_ticket_followup_monitor`	Flags Customer Portal tickets waiting on the support team — no first response yet, or the customer replied last and nobody has answered.
Skill	Setup Health Checker	`setup_health_checker`	Scans tenant configuration completeness: missing invoice prefix, no integrations connected, no approval workflows, no role permissions defined. Generates prioritized Setup Health Report.
Skill	Knowledge Gap Finder	`support_knowledge_gap_agent`	Finds the ticket clusters consuming the most support hours with no knowledge-base coverage, and proposes the articles that would retire them

Service Ticket Assistant

Type	Name	Code	Description
Skill	Ticket Volume Forecaster	`ticket_volume_forecaster`	Forecasts next week’s ticket volume from recent weeks and checks whether the queue is outgrowing throughput
Skill	CSAT Risk Predictor	`csat_predictor`	Flags open tickets likely to end in a low satisfaction score, based on the tenant’s own rated history
Skill	SLA Breach Predictor	`service_sla_breach_predictor`	Scans open service tickets approaching their SLA deadline and flags them for immediate escalation, preventing SLA breaches before they happen.
Skill	Agent Utilization Optimizer	`service_utilization_optimizer`	Analyzes service agent workloads weekly and identifies overloaded and underloaded agents, suggesting ticket reassignments to balance capacity.
Skill	Service Contract	`service_contract_assistant`	Process-aware agent tracking service contract lifecycle and proposing timely renewal actions
Skill	Service Contract Renewal	`service_contract_renewal`	Detects service contracts expiring within 30/60/90 days and creates renewal tasks for account managers to follow up before contracts lapse.
Skill	SM Billing Queue Monitor	`sm_billing_queue_monitor`	Flags SM billing events left pending too long without an invoice, and contracts whose included-hours package is nearly used up.

Procurement, Inventory & Logistics

PO Assistant

Type	Name	Code	Description
Skill	Purchase Order Expeditor	`purchase_order_expeditor`	Chases purchase orders past their promised delivery date and flags approved orders never sent to the vendor
Skill	Spend Analytics	`spend_analytics_agent`	Breaks purchasing spend down by vendor, measures concentration, and flags unattributed bills
Skill	Lead Time Predictor	`lead_time_predictor`	Measures real PO-to-receipt lead time per vendor and predicts arrival for open purchase orders
Skill	RFQ	`rfq_assistant`	Process-aware agent tracking RFQ lifecycle, chasing quotes sent but awaiting vendor responses
Skill	Requisition	`requisition_assistant`	Process-aware agent tracking purchase requisition lifecycle, flagging items stuck pending approval or not yet converted to PO
Skill	Goods Receipt Validator	`goods_receipt_validator`	Compares GRN quantities and prices against linked purchase orders. Flags discrepancies exceeding 5% variance and creates internal alerts for procurement review.
Skill	Debit Note	`debit_note_assistant`	Process-aware agent tracking debit note lifecycle, flagging drafts left unissued
Skill	Vendor Return	`vendor_return_assistant`	Process-aware agent tracking vendor return lifecycle, chasing returns sent but not yet credited
Skill	RFQ Quote Scoring Advisor	`rfq_quote_scoring_advisor`	Analyzes weighted scores across RFQ vendor quotes (price, delivery, quality). Recommends which vendor to award, flags RFQs with unscored quotes, and prioritizes bids nearing their deadline.
Skill	RFQ Response Analyzer	`rfq_response_analyzer`	Compares vendor quotes submitted for an RFQ across price, delivery terms, quality rating, and past performance. Produces ranked recommendation with justification.
Skill	PO Cycle Time Monitor	`po_cycle_time_monitor`	Tracks purchase order to goods receipt cycle times. Identifies vendors and processes causing delays. Generates weekly cycle-time report with improvement recommendations.
Skill	Procurement Budget Tracker	`procurement_budget_tracker`	Monitors purchase order spend vs approved budgets by category. Flags over-budget categories and under-utilized lines for reallocation.
Skill	Vendor Performance Analyzer	`vendor_performance_agent`	Evaluates vendor relationships by analyzing billing patterns, payment history, and processing efficiency. Identifies problematic vendors and cost optimization opportunities.
Skill	Vendor Scorecard Agent	`vendor_scorecard_agent`	Generates periodic vendor performance scorecards from delivery rates, quality scores, pricing consistency, and responsiveness metrics. Ranks vendors for sourcing decisions.
Skill	Vendor Risk Assessor	`vendor_risk_assessor`	Flags vendors with high dependency concentration, price volatility, or unfavorable payment terms. Computes vendor risk score and recommends diversification or renegotiation.
Skill	Contract Expiry Monitor	`procurement_contract_expiry_monitor`	Tracks supplier contracts expiring within 30/60/90 days and alerts the procurement team for timely renewal action.
Skill	Service Confirmation	`service_confirmation_assistant`	Process-aware assistant that tracks the service confirmation lifecycle (draft → confirmed → billed) and proposes the next action.

Inventory Planning Assistant

Type	Name	Code	Description
Skill	Stock Request	`stock_request_assistant`	Process-aware agent tracking stock request lifecycle, flagging urgency and delays, and proposing timely approval or fulfillment actions
Skill	Stockout Risk Predictor	`inventory_stockout_risk_predictor`	Analyzes 30-day consumption trends to predict stockout dates
Skill	Smart Reorder Calculator	`inventory_smart_reorder_calculator`	EOQ-based optimal order quantity with AI rationale
Skill	Reorder Intelligence	`inventory_reorder_intelligence`	Weekly urgency ranking of items below reorder point
Skill	Dead Stock Detector	`inventory_dead_stock_detector`	Identifies items with zero movement for 90+ days
Skill	Discrepancy Explainer	`inventory_discrepancy_explainer`	AI analysis of stocktaking discrepancies against movement history
Skill	Expiring Lots Alert	`inventory_expiring_lots_alert`	Monitors inventory lots approaching expiry dates. Sends tiered alerts at configurable thresholds (default 30, 14, 7 days). Runs daily at 6AM with 24-hour per-lot cooldown to prevent waste.
Skill	RMA Aging Monitor	`inventory_rma_aging_monitor`	Monitors RMA returns stuck in pending or in-transit status beyond a configurable threshold. Runs Mon/Wed/Fri to ensure timely processing of customer returns.
Skill	Item Description Generator	`inventory_item_description_generator`	AI-powered professional item description generation
Skill	Supplier Performance Digest	`inventory_supplier_performance_digest`	Weekly digest of supplier on-time delivery and quality scores. Alerts procurement team when suppliers fall below configurable thresholds. 7-day cooldown per supplier.
Skill	Inventory Turnover Analyst	`inventory_turnover_analyst`	Calculates inventory turnover ratios by category. Identifies slow-moving SKUs with zero movement for 90+ days. Recommends clearance or write-off actions.

Shipment Assistant

Type	Name	Code	Description
Skill	Last-Mile Tracker	`last_mile_tracker`	Tracks delivery-route completion stop by stop and flags routes closed with stops never updated
Skill	Shipping Cost Optimizer	`shipping_cost_optimizer`	Compares carrier cost per shipment and per kilogram, and flags where a cheaper carrier was available
Skill	Fleet Utilization Monitor	`fleet_utilization_monitor`	Measures per-vehicle route load, planned vs actual time on the road, and fuel cost per stop
Skill	Delivery Order	`delivery_order_assistant`	Process-aware agent tracking delivery order lifecycle and proposing timely dispatch or follow-up actions
Skill	Delivery Docs Gap Monitor	`delivery_docs_gap_monitor`	Lists delivered orders still missing required handover records — recipient, POD signature, rejection reasons, COD collection, customer confirmation.
Skill	Shipment Delay Predictor	`shipment_delay_predictor`	Monitors in-transit shipments and predicts late deliveries based on carrier historical performance, current tracking events, and destination transit times.
Skill	Delivery Exception Handler	`delivery_exception_handler`	Handles failed, missed, or returned delivery events. Determines appropriate action: reschedule, customer notification, return processing, or carrier claim initiation.
Skill	Carrier Performance Monitor	`carrier_performance_monitor`	Generates weekly carrier KPI report: on-time delivery rate, average delay hours, cost per shipment, damage/loss rate. Ranks carriers and recommends allocation adjustments.
Skill	SLA Compliance Monitor	`sla_compliance_monitor`	Tracks open service jobs approaching or breaching SLA response and resolution deadlines. Escalates high-priority jobs to available senior technicians immediately.
Skill	Return Rate Analyst	`return_rate_analyst`	Analyzes return order patterns by product, customer segment, and return reason. Identifies systemic issues driving returns and recommends process or product improvements.

Operations, Manufacturing & Field

Project Management Assistant

Type	Name	Code	Description
Skill	Project Budget Guardian	`project_budget_guardian`	Monitors project budget burn rate using actual time logs and expenses. Forecasts budget exhaustion dates and alerts when projects are on track to exceed budget before their deadline.
Skill	Project Margin Forecaster	`project_margin_forecaster`	Weekly AI forecast of project margin at completion using actual and committed costs combined with current burn rate. Warns when forecasted margin falls below configurable threshold.
Skill	Project Procurement Recommender	`project_procurement_recommender`	Detects tasks in progress with resource allocations but no Purchase Requisition, then recommends or auto-creates draft PRs to prevent procurement delays.
Skill	Project Cross-Module Health	`project_cross_module_health`	Checks cross-module coherence for active projects: stale sales orders not invoiced, purchase orders with pending GRN, overdue delivery orders, and scope creep indicators.
Skill	Milestone Deadline Forecaster	`milestone_deadline_forecaster`	Forecasts milestone completion dates based on current task velocity and remaining work. Flags milestones at risk of missing deadlines and suggests recovery actions before it is too late.
Skill	Task Smart Assigner	`task_smart_assigner`	Finds unassigned tasks and suggests the best team member based on current workload and skill tags.
Skill	Task Velocity Coach	`task_velocity_coach`	Weekly measurement of each team member’s task completion velocity. Detects declining velocity trends, flags potential blockers or burnout, and generates personalized coaching suggestions.
Skill	Task Bottleneck Detector	`task_bottleneck_detector`	Detects tasks stuck in the same status for too long and identifies workflow bottlenecks by stage. Analyzes patterns across projects and provides actionable unblocking recommendations.
Skill	Task Overdue Risk Predictor	`task_overdue_risk_predictor`	Predicts which tasks are likely to go overdue in the next 3 days based on due date, completion progress, and assignee historical on-time rate.
Skill	Task Dependency Blocker Alert	`task_dependency_blocker_alert`	Detects tasks that are blocking multiple downstream dependent tasks and flags critical path risks. Prioritizes alerts by the number of tasks blocked and proximity to deadlines.
Skill	Resource Capacity Balancer	`resource_capacity_balancer`	Identifies overloaded and underutilized team members based on active task count and logged hours. Suggests task redistribution to improve team throughput and prevent burnout.
Skill	Resource Utilization Optimizer	`resource_utilization_agent`	Analyzes workload distribution across team members to identify over-burdened and underutilized resources. Recommends task rebalancing for optimal throughput.
Skill	Billable Hours Optimizer	`billable_hours_optimizer`	Analyzes logged hours to identify unbilled or miscategorized time entries and recommends corrections to maximize revenue capture.

Field Service Assistant

Type	Name	Code	Description
Skill	Smart Dispatch Recommender	`fs_smart_dispatch_recommender`	Daily AI-driven dispatch recommendations for unassigned urgent and high-priority jobs in the next 48 hours
Skill	SLA Breach Predictor	`fs_sla_breach_predictor`	Hourly scan of service jobs approaching SLA resolution deadlines with AI-driven risk scoring and intervention alerts
Skill	Parts Availability Pre-check	`parts_availability_agent`	Cross-checks parts required for upcoming service jobs against inventory to prevent job delays
Skill	Failure Code Pattern Analyzer	`fs_failure_code_analyzer`	Weekly analysis of recurring job failure patterns with AI-generated root cause analysis and preventive recommendations
Skill	Revenue Leakage Detector	`fs_revenue_leakage_detector`	Weekly detection of uninvoiced completed jobs and over-delivered service contracts to prevent revenue leakage
Skill	First-Fix Rate Monitor	`first_fix_rate_monitor`	Tracks first-visit resolution rate per technician and flags those below the target threshold
Skill	Checklist Compliance Monitor	`fs_checklist_compliance_monitor`	Weekly tracking of QA checklist completion rates per technician — flags those below the compliance threshold
Skill	Customer Satisfaction Monitor	`fs_customer_satisfaction_monitor`	Daily analysis of job completion ratings to identify technicians with low satisfaction scores and generate coaching recommendations
Skill	Technician Skill Gap Analyzer	`fs_technician_skill_gap_analyzer`	Monthly analysis of technician skill gaps versus job category demand with personalized training path recommendations
Skill	Technician Utilization Optimizer	`technician_utilization_optimizer`	Weekly analysis of technician capacity utilization — identifies under/overloaded technicians and recommends workload rebalancing
Skill	Tool Maintenance Planner	`fs_tool_maintenance_planner`	Plans preventive maintenance and calibration for field-service tools before they fall out of certification

Technician Copilot

Type	Name	Code	Description
Skill	Job Prep Brief	`fs_job_prep_brief`	Pre-visit briefing: prior repairs on this asset, repeat failures, and blockers to clear before travelling
Skill	Parts Readiness Check	`fs_parts_readiness_check`	Checks whether the parts this job is likely to need are on hand before the technician sets off
Skill	Completion Report Drafter	`fs_completion_report_drafter`	Drafts the job write-up from the technician’s own logs, parts and hours
Skill	Next Job Hint	`fs_next_job_hint`	Shows what is next on the technician’s own schedule today, with travel distance and SLA pressure

Asset Maintenance Forecaster

Type	Name	Code	Description
Skill	Asset Utilization Analyzer	`asset_utilization_analyzer`	Identifies idle assets with no activity in 90+ days and suggests reallocation or disposal to optimize asset portfolio value.
Skill	Asset Onboarding Bundle Tracker	`asset_onboarding_bundle_tracker`	Tracks new employee onboarding to ensure asset bundle assignments are completed on time. Flags unused bundle templates that may need updating or deactivation.
Skill	Asset Depreciation Intelligence	`asset_depreciation_intelligence`	Analyzes fixed-asset depreciation schedules, flags anomalies (fully-depreciated assets still in use) and assets nearing end of useful life for proactive replacement planning.
Skill	Asset Lifecycle Advisor	`asset_lifecycle_advisor`	Identifies fixed assets approaching end of useful life based on age, depreciation status, and maintenance frequency. Generates replacement planning report with budget estimates.
Skill	Asset Expiry Alert	`asset_expiry_alert`	Daily scan for assets with warranty or insurance expiring within 30, 60, or 90 days. Sends notifications grouped by urgency to prevent lapses in coverage or warranty claims.
Skill	Fixed Asset Depreciation Monitor	`fixed_asset_depreciation_agent`	Tracks fixed asset depreciation schedules, identifies assets nearing full depreciation, flags items requiring revaluation, and calculates monthly depreciation totals.
Skill	Preventive Maintenance Scheduler	`preventive_maintenance_scheduler`	Reviews asset maintenance history and usage patterns to recommend preventive maintenance schedules. Identifies assets overdue for service based on time or usage thresholds.
Insight	Asset Depreciation Monitor	`asset_depreciation_monitor`	Verifies fixed asset depreciation entries are current and correctly calculated. Flags assets with missing depreciation runs, useful life discrepancies, or residual value anomalies.
Insight	Maintenance Cost Analyst	`maintenance_cost_analyst`	Tracks cumulative maintenance spend relative to asset book value. Identifies assets where maintenance costs exceed economic repair threshold. Flags for replacement analysis.
Insight	Cost Center Depreciation Analyzer	`asset_cost_center_depreciation_analyzer`	Analyzes asset depreciation costs grouped by cost center to support departmental budgeting. Flags assets missing cost center allocation and identifies high-depreciation departments.
Insight	Asset Damage Pattern Analyst	`asset_damage_pattern_analyst`	Detects assets returned with damage after checkout, identifies repeat-damage patterns by asset or employee, and flags high-risk assignments for review.
Insight	Asset Compliance Auditor	`asset_compliance_auditor`	Weekly audit of overdue inspections, expiring warranties, poor-condition assets, and missing assignment records. Generates prioritized compliance alerts.

Quality Inspector

Type	Name	Code	Description
Skill	NCR Trend Analyzer	`ncr_trend_analyzer`	Analyzes non-conformance reports over 30 days, groups by defect type and supplier, and flags repeat offenders. Highlights quality trends before they escalate.
Skill	NCR Escalation Agent	`ncr_escalation_agent`	Monitors open non-conformance reports and escalates NCRs that are overdue for corrective action response. Tracks resolution cycle times and flags repeat offenders.
Skill	Quality Defect Analyst	`quality_defect_analyst`	Identifies recurring defect patterns across QC inspections grouped by product, supplier, and production period. Highlights systemic quality issues requiring corrective action.
Skill	Inspection Pass Rate Monitor	`inspection_pass_rate_monitor`	Tracks QC inspection pass rates by product, supplier, and inspection type. Alerts quality team when pass rates drop below configured thresholds. Trend analysis over 4 weeks.
Skill	SPC Control Limit Monitor	`spc_control_limit_monitor`	Monitors production quality using statistical process control charts, flags out-of-control points, and alerts quality teams to process drift before defects accumulate.
Skill	Supplier Quality Audit Tracker	`supplier_quality_audit_tracker`	Schedules and tracks quality audits for suppliers, flags overdue and upcoming audits, and surfaces suppliers with declining audit scores.

Production Planner

Type	Name	Code	Description
Skill	Work Order Assistant	`work_order_assistant`	Process-aware agent tracking work order production lifecycle, flagging overdue or unassigned orders
Skill	Production Schedule Optimizer	`production_schedule_optimizer`	Finds double-booked work centres, unscheduled work orders and late starts in the production plan
Skill	Material Shortage Predictor	`material_shortage_predictor`	Checks material requirements for scheduled work orders against current stock levels. Predicts shortages before they halt production and suggests emergency sourcing.
Skill	Work Order Delay Monitor	`work_order_delay_monitor`	Identifies work orders past due date or behind schedule based on planned vs actual completion. Alerts production managers with root-cause suggestions.
Skill	WIP Monitor	`wip_monitor`	Tracks work-in-progress on the shop floor: completion, ageing, scrap and stalled work orders
Skill	BOM Cost Analyzer	`bom_cost_analyzer`	Compares planned BOM material costs versus actual consumption costs for completed work orders. Identifies cost overruns, scrap rate issues, and substitution opportunities.
Skill	Yield Improvement	`yield_improvement_agent`	Measures production yield and scrap concentration by work centre on completed work orders
Skill	OEE & Downtime Analyst	`oee_downtime_analyst`	OEE by work center against target and the top unplanned downtime reasons — same numbers as the OEE page
Skill	ECO Impact Reviewer	`eco_impact_reviewer`	Engineering changes approved but not applied, waiting for review, and the open work orders they affect
Skill	Production Cost Variance Analyst	`production_cost_variance_analyst`	Standard vs actual cost variance by work order for the latest costing period
Skill	Lot Trace Assistant	`genealogy_trace_assistant`	Traces one lot back to suppliers and forward to customers — same graph as the traceability page

People

HR Operations Assistant

Type	Name	Code	Description
Skill	Employee Engagement Monitor	`employee_engagement_monitor`	Weekly analysis of employee activity patterns to detect early signs of disengagement or burnout. Alerts HR confidentially.
Skill	Leave Pattern Analyst	`leave_pattern_analyst`	Detects leave patterns indicative of burnout, disengagement, or coverage risks. Identifies peak leave periods and departments with capacity shortfalls.
Skill	Probation Review Nudger	`probation_review_nudger`	Nudges upcoming and overdue probation reviews and flags probation decisions stuck awaiting approval.
Skill	Attendance Anomaly Detector	`attendance_anomaly_detector`	Detects repeated lateness, missing checkouts, and absences without approved leave over the last 14 days.
Skill	Overtime Risk Detector	`overtime_risk_detector`	Detects employees approaching overtime thresholds and alerts managers to redistribute workload proactively.
Skill	Learning Gap Detector	`learning_gap_agent`	Analyzes skill inventory against job requirements to identify team-wide skill gaps. Recommends targeted training programs and identifies critical capability deficits.
Skill	Succession Planning Advisor	`succession_planning_agent`	Identifies critical roles at succession risk by analyzing seniority, tenure, and organizational structure. Flags knowledge concentration risks and recommends succession strategies.
Skill	Workforce Planning Analyst	`workforce_planning_agent`	Analyzes headcount by department, turnover trends, and hiring velocity. Forecasts workforce gaps and recommends proactive hiring strategies.
Skill	Performance Coach	`performance_coach`	Weekly analysis of team OKR progress. Identifies at-risk goals, suggests corrective actions, and automatically prepares 1:1 meeting agendas with talking points.
Skill	Onboarding Experience Monitor	`onboarding_experience_agent`	Tracks new hire onboarding progress across the first 90 days. Identifies employees at risk of poor onboarding outcomes and recommends timely interventions.
Skill	Knowledge Gap Detector	`knowledge_gap_detector`	Scans the knowledge base for articles that have not been updated in over 90 days, identifies topic coverage gaps across categories, and suggests new articles based on what is missing.
Skill	Self-Assessment Nudger	`self_assessment_nudger`	Reminds employees to complete self-assessments during performance review cycles to ensure timely feedback.
Skill	Leave Balance Reminder	`leave_balance_reminder`	Notifies employees of expiring leave balances and encourages them to plan time off before entitlements lapse.
Skill	Timesheet Submission Reminder	`timesheet_submission_reminder`	Sends timely reminders to employees who have not submitted their timesheets before the deadline.
Insight	Utilization Analyzer	`timesheet_utilization_analyzer`	Analyzes billable vs total hours per employee monthly and flags those below the target ratio with AI-generated recommendations.
Insight	Overtime Alert	`overtime_alert`	Detects employees exceeding standard weekly hours and alerts managers with severity classification (low / medium / high).
Insight	Timesheet Reminder	`timesheet_reminder`	Sends weekly reminders to employees who have not logged sufficient hours for the prior week. Configurable minimum-hours threshold.
Insight	Time Log Compliance Monitor	`time_log_compliance_monitor`	Monitors time logging habits across the team and flags gaps or inconsistencies that may affect payroll or billing accuracy.

Recruiter Copilot

Type	Name	Code	Description
Skill	Recruitment Screener	`recruitment_screener`	Automatically scores incoming job applications against the job description requirements, ranks candidates, and drafts tailored interview questions for top applicants.
Skill	Application Evaluator	`application_evaluator`	AI evaluation of a job application: scores skills match, experience fit, and education, then provides a hiring recommendation.
Skill	CV Parser	`cv_parser`	Extracts structured profile data from candidate CVs — skills, experience, education, current role — and optionally auto-updates candidate records to save manual data entry time.
Skill	Interview Question Generator	`interview_question_generator`	Generates tailored interview questions based on the job description, candidate profile, and interview stage. Creates focused question banks for technical, behavioral, and situational assessments.
Skill	Talent Pool Matcher	`talent_pool_matcher`	Matches candidates in the talent pool to newly published job openings using AI-powered skill and experience analysis. Ranks top candidates and notifies HR to reach out proactively.

Payroll Assistant

Type	Name	Code	Description
Skill	Payroll Anomaly Detector	`payroll_anomaly_agent`	Audits payroll records for anomalies including unusual deductions, salary outliers, duplicate payments, and compliance irregularities across pay periods.
Skill	Payroll Readiness Check	`payroll_readiness_checker`	Pre-flight check before payrun: flags missing timesheets, unapproved leaves, and missing bank accounts
Skill	Payroll Cost Variance Monitor	`payroll_cost_variance_monitor`	Monitors month-over-month payroll cost changes by department — flags significant cost spikes, headcount shifts, and per-employee salary variance
Skill	Overtime Compliance Monitor	`overtime_compliance_monitor`	Flags employees exceeding legal or company OT limits and creates compliance reports
Skill	PIT Compliance Checker	`pit_compliance_checker`	Checks PIT compliance: flags employees missing personal tax codes (MST), and identifies compliance gaps before PIT form generation
Skill	BHXH Reconciliation	`bhxh_reconciliation_agent`	Reconciles social insurance declarations vs payroll data — flags new hires without BHXH registration and salary changes requiring contribution updates
Skill	Salary Band Drift Monitor	`salary_band_drift_monitor`	Detects employees whose salaries have drifted outside their defined grade band

Performance & OKR Assistant

Type	Name	Code	Description
Skill	KPI Variance Monitor	`kpi_variance_monitor`	Monitors KPI actual vs target variance across employees and departments, flags at-risk and critical underperformers
Skill	OKR Progress Tracker	`okr_progress_tracker`	Monitors Key Result progress and alerts owners when lagging behind cycle pace
Skill	Cycle Risk Predictor	`okr_cycle_risk_predictor`	Predicts which objectives are likely to miss cycle targets based on progress velocity trends
Skill	OKR Health Scorer	`okr_health_scorer`	Calculates weekly health scores by department — highlights teams that are on-track, at-risk, or off-track
Skill	OKR Alignment Validator	`okr_alignment_validator`	Checks that all team and individual OKRs are properly linked to parent objectives
Skill	Check-in Nudger	`okr_checkin_nudger`	Nudges Key Result owners who have not submitted a progress check-in recently
Skill	Cycle Summary Generator	`okr_cycle_summarizer`	Generates end-of-cycle OKR achievement reports with AI-powered retrospective insights
Skill	OKR Final Scoring Gap	`okr_final_scoring_gap`	Lists key results still unscored in OKR cycles that have ended or end within N days, so the cycle is not closed on an incomplete score set.
Skill	IDP Follow-through Tracker	`idp_milestone_tracker`	Tracks Individual Development Plan milestone completion and sends overdue reminders
Skill	Pulse Survey Analyzer	`pulse_survey_analyzer`	Analyzes pulse survey trends and eNPS patterns over the last 30 days to identify engagement signals
Skill	9-Box Classifier	`nine_box_classifier`	Classifies employees into the 9-box performance/potential grid and suggests action plans for each cluster
Skill	Calibration Bias Detector	`calibration_bias_detector`	Identifies statistical rating bias across managers during calibration sessions
Skill	Review Draft (AI)	`review_draft_generator`	Drafts a performance review from the reviewee’s 360 context for the reviewer to override and submit
Skill	Final Review Synthesizer (AI)	`review_final_synthesizer`	Synthesizes a consolidated final review from all submitted 360 reviewer feedback for the approver to finalize
Skill	Reviewer Recommender	`review_reviewer_recommender`	Recommends reviewers (manager, skip-level, peers) for a 360 performance review

Coaching Coordinator

Type	Name	Code	Description
Skill	Coaching Session Nudger	`coaching_session_nudger`	Nudges coaches about upcoming sessions in the next 48h and overdue action items.
Skill	Action-Item Coach	`coaching_action_item_coach`	Measures action-item follow-through per engagement and proposes concrete next action items.
Skill	Session Report Writer	`coaching_session_report`	Generates an AI-assisted post-session coaching report combining session content, coachee background and coach commentary, ready to publish to the coachee portal.
Skill	Coaching Session Notes	`coaching_session_notes`	AI summary of a single coaching session — key outcomes, agreed actions and next steps, saved on the session.
Insight	Coaching Effectiveness Report	`coaching_effectiveness_report`	Monthly report summarizing coaching ROI: completion rates, average score improvements, top-performing programs and coaches, and an AI-generated narrative with insights.

Learning & Development Assistant

Type	Name	Code	Description
Skill	Course Recommendation Agent	`course_recommendation_agent`	Recommends next-best courses per employee by role and competency gap.
Skill	Certification Expiry Nudger	`certification_expiry_nudger`	Flags certifications nearing expiry and nudges renewal or recertification.
Skill	At-Risk Learner Detector	`lms_at_risk_learner`	Flags learners falling behind — low progress, repeated assessment failures, or approaching due dates.
Insight	LMS Compliance Agent	`lms_compliance_agent`	Keeps training compliance on autopilot: runs auto-enrollment rules, creates recertification enrollments for expiring certificates, and sends each learner one batched reminder for overdue mandatory courses.
Insight	Training Completion Monitor	`training_completion_monitor`	Tracks mandatory training completion rates by department. Flags employees overdue for required courses, sends escalating reminders, and generates compliance reports for HR and managers.
Insight	Assessment Analyzer	`lms_assessment_analyzer`	Analyses assessment difficulty (pass rate, attempts, score spread) and flags mis-calibrated assessments.
Insight	Cohort Health Monitor	`lms_cohort_health`	Per-cohort health: completion rate, average progress and attendance rate; ranks struggling classes.

Verticals & Marketing

POS Sales Analyst

Type	Name	Code	Description
Insight	POS Cross-Shop Benchmarking	`pos_cross_shop_benchmarking`	Compares revenue and transaction performance across all POS shops every week. Uses Z-score analysis to detect underperforming or overperforming outlets and flags statistical outliers for review.
Insight	POS Daily Reconciliation Agent	`pos_daily_reconciliation_agent`	Reconciles POS session declared totals against actual transaction amounts by payment method. Flags sessions with cash overages, shortages, or unmatched card settlements.
Insight	POS Shrinkage Detector	`pos_shrinkage_detector`	Compares inventory consumed vs POS sales to detect unexplained shrinkage or recording errors
Insight	Peak Staffing Advisor	`pos_peak_staffing_advisor`	Analyzes hourly transaction patterns to recommend optimal cashier and floor staffing levels

Food Cost Monitor

Type	Name	Code	Description
Skill	F&B Online Order Backlog	`fnb_online_order_backlog`	Flags online orders stuck too long waiting for confirmation, in the kitchen, or waiting for delivery/pick-up.
Insight	Kitchen Throughput Optimizer	`fnb_kitchen_throughput_agent`	Analyzes kitchen order completion times, station utilization, and bottlenecks during service periods. Identifies peak-hour capacity constraints and recommends prep schedule adjustments.
Insight	F&B Waste Reduction Advisor	`fnb_waste_reduction_agent`	Tracks daily ingredient waste by category and compares against industry benchmarks. Identifies high-waste items, correlates with ordering patterns, and recommends procurement and prep adjustments.

Distribution Manager

Type	Name	Code	Description
Skill	Distribution Morning Brief	`distribution_daily_brief`	Each morning summarises the Today board — route progress, orders, and what is waiting (orders to approve, proposed outlets, claims, returns, van sessions to reconcile) — and proposes approving field-proposed outlets.
Skill	Distribution Route Optimizer	`distribution_route_optimizer`	Analyzes delivery routes, order volumes, and vehicle capacities daily to generate optimal delivery sequences. Reduces fuel cost and improves on-time delivery for distribution operations.
Insight	Van Sales Reconciliation	`van_sales_reconciliation`	Lists van sessions awaiting cash reconciliation and stalled van sales, and proposes approve-gated reconcile / retry actions.
Insight	Distribution Target Risk	`distribution_target_risk`	Flags salesmen and distributors whose monthly revenue is behind the month pace, using the same numbers as the Targets tab.
Insight	Distribution Credit Watch	`distribution_credit_watch`	Flags customers over their credit limit or with debt overdue more than 60 days. Never changes a credit limit.
Insight	Distribution Returns Analyst	`distribution_returns_analyst`	Lists draft distribution returns (proposes approval) and lots expiring soon.

Marketing Strategy Assistant

Type	Name	Code	Description
Skill	Product Content	`product_content_assistant`	Assesses a product’s marketing-content readiness and proposes the next content piece to generate
Skill	Campaign Budget Optimizer	`campaign_budget_optimizer`	Recommends budget reallocation across active campaigns by ROI and pacing.
Skill	Audience Segment Recommender	`audience_segment_recommender`	Surfaces best-performing audience segments and suggests lookalike/expansion targets.
Insight	Content Performance Tracker	`content_performance_tracker`	Weekly review of your marketing content pipeline — surfaces stale drafts, content awaiting review, and gaps in the publishing schedule.
Insight	Marketing Channel Optimizer	`marketing_channel_optimizer`	Monthly cross-channel ROI analysis — identifies best and worst performing channels and generates budget reallocation recommendations.

Cross-Platform & Collaboration

Contract Lifecycle Assistant

Type	Name	Code	Description
Skill	Contract Risk Analyzer	`contract_risk_analyzer`	AI-powered analysis of standalone contract text to detect missing or risky clauses: missing liability cap, auto-renewal without adequate notice, unfavorable jurisdiction, weak confidentiality terms. Creates clause risk records for Legal review
Skill	Contract Clause Advisor	`contract_clause_advisor`	AI analysis of a standalone contract to suggest standard clauses missing from the document — liability cap, IP ownership, non-solicit, dispute resolution, force majeure, and more.
Skill	Contract Expiry Monitor	`contract_expiry_monitor`	Scans all active contracts across CRM, Vendor, and Legal modules. Flags contracts expiring in 30/60/90 days with severity classification and creates a renewal action list for the Legal team
Skill	Contract Signature Chaser	`contract_signature_chaser`	Sends automated reminders to pending signers who have not signed within 3 days. Tracks outstanding signatures and escalates overdue contracts to ensure timely execution.
Skill	NDA Auto-Screener	`nda_auto_screener`	Screens NDA contracts submitted for legal review. If the NDA is a standard form, low value (under configured threshold), and has no custom high-risk clauses, suggests auto-approval to reduce Legal team workload
Skill	Document Compliance Auditor	`document_compliance_auditor`	Audits documents for encryption policy compliance — flags confidential and restricted files that are not encrypted, generates a compliance score and remediation plan

Signature Steward

Type	Name	Code	Description
Skill	Signature Bulk Scheduler	`signature_bulk_scheduler`	Automatically creates signature requests in bulk for entities matching configured conditions — entity type, status filter, minimum value threshold, and optional signature template
Skill	Signature Expiry Risk Detector	`signature_expiry_risk_detector`	Detects signature requests expiring within 7 days that still have pending signers. Classifies by severity (critical/high/medium) and calculates total value at risk across linked contracts, invoices, and quotations
Skill	Signature Chase Ladder	`signature_chase_ladder`	Escalates stalled signature requests by rung: dispatches requests that were created but never sent, and re-issues the signing link when a request has passed its expiry while signers are still outstanding (a plain reminder would link to a dead token). Every send is approve-gated.

Approvals Steward

Type	Name	Code	Description
Skill	Approval SLA Enforcer	`approval_sla_enforcer`	Warns approvers approaching deadlines and auto-escalates overdue approval requests
Skill	Returned Revision Monitor	`returned_revision_monitor`	Flags approval requests returned for revision that the submitter has not resubmitted within N days — they block new submissions until fixed.
Skill	Approval Decision Prep	`approval_decision_prep`	Assembles the research an approver would otherwise do by hand for each waiting request: how this amount compares to peer norms, the requester’s recent approval record, and how long it has waited versus a typical cycle. Reports only — approving remains a human judgement.
Skill	Approval Rejection Analyzer	`approval_rejection_analyzer`	Analyzes rejection patterns across entity types, clusters root causes, and recommends rule improvements to reduce rejection rates
Skill	Approver Availability Optimizer	`approver_availability_optimizer`	Monitors approver workload and inactivity. Alerts when approvers are overloaded or unresponsive and suggests delegation targets
Skill	Delegation Rule Optimizer	`delegation_optimizer`	Analyzes approval bottlenecks and recommends delegation rules and threshold adjustments
Skill	Approval Compliance Auditor	`compliance_approval_auditor`	Weekly audit of approval decisions for documentation completeness. Flags missing comments and generates per-approver compliance scores
Skill	Workflow Bottleneck Analyzer	`workflow_bottleneck_analyzer`	Identifies approval workflows stuck at the same step for too long. Pinpoints the people and process steps causing the most delays.
Skill	Request Backlog Monitor	`request_backlog_monitor`	Finds employee requests past their SLA and alerts the approvers who can act on them

Executive Briefing

Type	Name	Code	Description
Skill	Daily Briefing	`daily_briefing`	Sends a morning briefing every weekday at 8am with key metrics, pending tasks, overdue items, and team check-ins
Skill	Strategic KPI Narrator	`strategic_kpi_narrator`	Transforms raw KPIs and cross-domain agent insights into a compelling executive narrative with strategic priorities, key wins, and critical concerns for leadership.
Insight	Data Freshness Guardian	`data_freshness_guardian`	Monitors data pipeline sync timestamps and alerts when sources become stale
Insight	KPI Regression Detector	`kpi_regression_detector`	Detects KPI metrics with sustained declining trends and alerts responsible managers
Insight	Report Delivery Monitor	`report_delivery_monitor`	Checks scheduled report deliveries for failures and retries or alerts the admin
Insight	Compliance Audit Agent	`compliance_audit_agent`	Daily scan of audit logs for unusual access patterns: logins at odd hours, bulk data exports, permission escalations, or repeated failed access attempts. Generates a risk-ranked security report.

Knowledge Curator

Type	Name	Code	Description
Skill	Article Improvement Advisor	`article_improvement_advisor`	Reviews low-helpfulness KB articles and proposes concrete rewrite actions.
Skill	KB Gap Filler	`kb_gap_filler`	Turns unmet search demand and thin categories into draft article stubs to close coverage gaps.
Insight	Search Gap Analyzer	`search_gap_analyzer`	Scans KB categories for insufficient article coverage (fewer than 3 published articles) and uses AI to suggest new content topics
Insight	Stale Content Detector	`stale_content_detector`	Identifies knowledge base articles not updated within the configured period (default 90 days) and flags them for review, sorted by view count

Documents Librarian

Type	Name	Code	Description
Skill	Document Expiry Monitor	`document_expiry_monitor`	Monitors documents with expiry dates and sends proactive alerts before contracts, licenses, and certifications expire.
Skill	Document Access Auditor	`document_access_auditor`	Audits live public share links for access that has outlived its purpose: links with no expiry that are old and unused, and links past their own expiry that were never actually revoked. Every revocation is approve-gated.
Insight	Stale Document Detector	`stale_document_detector`	Identifies documents that have not been updated within a defined period and flags them for review or archival.

Calendar Secretary

Type	Name	Code	Description
Skill	Calendar Conflict Detector	`calendar_conflict_detector`	Detects scheduling conflicts where two events overlap for the same user within the next 7 days. Runs every weekday morning to flag conflicts before the workday begins.
Skill	Meeting Follow-up Tracker	`meeting_followup_tracker`	Scans open meeting conclusions that fell behind — actions past their due date and follow-ups never carried over after the next meeting already took place — and proposes a follow-up task per stale conclusion for the organizer to approve. Runs every weekday morning.
Insight	Meeting Load Analyzer	`meeting_load_analyzer`	Analyzes weekly meeting load per team member and flags those spending more than 60% of working hours in meetings. Runs every Monday to help managers optimize team schedules.

Communications Concierge

Type	Name	Code	Description
Skill	Unanswered Conversation Digest	`unanswered_conversation_digest`	Daily digest of conversations still waiting on a reply beyond the configured threshold, grouped by channel and assignee so managers see where the inbox is stuck.
Skill	Customer Sentiment Monitor	`customer_sentiment_monitor`	Reads recent inbound customer messages and flags conversations where sentiment has turned negative
Skill	Response Quality Checker	`response_quality_checker`	Reviews sent replies for whether they answered the question, and flags unanswered points and delivery failures
Insight	SLA Breach Notifier	`sla_breach_notifier`	Monitors open conversations that have exceeded SLA response time and notifies assigned staff and managers before customer satisfaction is impacted.

Agent & Skills Catalog Scenarios