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Product tour, 3 of 7: Choosing skills. Stephanie Kratz Interiors is a sample business; every name and figure here is sample data.All tour stops← Your recommendationPreview & customize →Try it with your website
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Sloane

Skills for Sloane

We turned on the five that fit your studio. Add or remove any, now or later.

Customer acquisition

Win new customers
  • Lead Qualification

    Works now Recommended

    Learns what each visitor needs and tells you which inquiries are worth your time.

    Technical details

    Structured intake fields; scoring rubric generated from your services; no external calls.

  • Sales Assistance

    Works now

    Answers buying questions with facts from your website, any hour of the day.

    Technical details

    Retrieval over verified website knowledge; refuses unapproved claims (prices, availability, policies).

  • Consultation Booking

    Needs connection Recommended

    Turns interest into booked consultations without back-and-forth emails.

    Needs: your calendar

    Technical details

    OAuth calendar connector, read free/busy + create events; explicit merchant approval required.

  • Product Discovery

    Works now Recommended

    Guides visitors to the projects, products or services that match what they describe.

    Technical details

    Catalog and portfolio index built from approved pages; links only to existing URLs.

  • Customer Follow-Up

    Needs connection Recommended

    Checks in with prospects who didn’t book, so warm leads don’t go cold.

    Needs: email or SMS, plus customer opt-in

    Technical details

    Outbound messaging via connected email/SMS provider; consent record per contact; send limits.

Customer retention

Bring customers back
  • Personalized Recommendations

    Works now

    Suggests what each returning customer is most likely to love.

    Technical details

    Uses Customer Memory when enabled; otherwise session-only context.

  • Customer Memory

    Works now

    Remembers preferences and past conversations, with the customer’s permission.

    Technical details

    Per-customer profile store; consent prompt; retention period set in Settings; deletable on request.

  • Loyalty Engagement

    Needs connection

    Rewards regulars and invites them back for what’s new.

    Needs: your loyalty program or CRM

    Technical details

    CRM/loyalty connector; read tiers and points; no balance changes without approval.

  • Rebooking

    Needs connection

    Prompts returning clients to book again at the right time.

    Needs: your calendar

    Technical details

    Calendar connector + scheduled outreach rules.

  • Customer Support

    Works now

    Resolves common questions instantly and hands off anything sensitive.

    Technical details

    Escalation to inbox/SMS; human handoff transcript included.

Business operations

Run the business
  • Appointment Management

    Needs connection

    Confirms, reschedules and reminds, without phone tag.

    Needs: your calendar

    Technical details

    Calendar write scope; change notifications to staff.

  • Inquiry Summaries

    Works now Recommended

    Delivers a clear brief of every qualified conversation to your inbox.

    Technical details

    Email delivery to verified addresses; daily digest option.

  • Knowledge Management

    Works now

    Keeps answers accurate as your services, team and policies change.

    Technical details

    Source review queue; approved facts override scraped content.

  • Website Intelligence

    Works now

    Shows what visitors keep asking that your website doesn’t answer.

    Technical details

    Aggregated question clustering; no personal data in reports.

  • Business Reporting

    Works now

    Reports outcomes, like leads and bookings, not just chat counts.

    Technical details

    Workspace analytics; CSV export; API access on Growth.

5 skills on · 3 work immediately · 2 need a connection

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