Hats · Sales
AI agent for sales teams
Give your sales team an AI agent that already knows your pricing, your sales motion and your CRM.
The Sales Hat packages your playbook, quoting rules, discount policy, deal stages, so every rep runs it from the AI assistant they already use, with full governance and audit.
Hey skilder, draft and send a quote to John Doe
Sales Hat loaded
Quote generation
Quote ready, Pro plan, 12 months, 10% partner discount: CHF 18,400. Send it to john.doe@acme.com?
Yes, send it
Anything slipping in the pipeline?
Pipeline hygiene
4 deals quiet 7+ days, Globex, Initech, Umbrella, Soylent. Queuing a follow-up for each.
Inside the Sales Hat
A Hat bundles everything the agent needs to do a role, its mission, your rules, the skills it can run, and the tools it connects to. Building blocks you assemble.
Role description
I build tailored quotes, follow-ups and pipeline updates using your prices, your terms and each account’s history, so reps never re-explain the playbook.
Instructions
"When running the Quote generation skill: apply the current price grid, adjust payment terms to the client segment, and flag any discount above 15% for approval before it goes out."
Skills
Hover a skill to see what it does.- Quote generation Builds a quote from your price grid, the client segment and your discount policy.
- Catalog & pricing lookup Finds SKUs, current prices and availability in your catalog.
- Account personalization Tailors tone and offer to each account’s history and industry.
- Follow-up drafting Writes short, context-aware follow-ups at the right stage of the deal.
- Pipeline hygiene Spots stalled deals and suggests the next action.
Connectors
- Salesforce
- HubSpot
- Outreach
- Gong
- Slack
How it works
Live in minutes. Three simple steps.
- 1
Pick a Hat
Start from a Hat and shape it to your playbook, prices, rules, tone. No code, minutes not weeks.
- 2
Plug in your tools
Connect Salesforce, HubSpot and the rest, so the agent works on your real data, not generic answers.
- 3
Run it from your AI
Your team wears the Hat inside Claude, ChatGPT or Copilot, governed and audited, no new tool to learn.
Frequently asked questions
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Does the Sales Hat use our own pricing and discount rules?
Yes. The Hat applies your price grid, discount thresholds and payment terms as explicit instructions, so every quote follows your commercial policy, not a generic template. You author the rules once; every rep’s AI applies them the same way.
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Which CRM and sales tools does it connect to?
It connects to the tools your team already uses, Salesforce, HubSpot, Outreach, Gong, so the agent reads live deal data and writes back to the right opportunity.
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Can reps use it from ChatGPT or Copilot, not a new app?
Yes. The Sales Hat is LLM-agnostic: reps wear it inside Claude, ChatGPT, Microsoft Copilot or any AI assistant they already have open, there’s no separate tool to adopt.
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Is our pipeline and customer data kept private?
Yes. skilder enforces workspace isolation and full audit logging of every run; your CRM data stays in your tenant and is never used to train public models.
From scattered prompts to governed, shared roles.
Try skilder (no credit card), or scope your use case with our founders.
