Agent Skills & Capabilities

Pingd's agent has a set of skills — discrete capabilities it can use to answer your questions and complete tasks. Here's what it can do and how to get the most out of each skill.

Core Skills

🔍 Data Query

What it does: Searches and retrieves data from your connected data sources (Snowflake, S3, Salesforce, Redshift, PostgreSQL, and more). Examples:

• "Show me all deals closing this month"
• "What's the total pipeline value for Q2?"
• "List accounts with no activity in 30 days"

Tips: Be specific with time ranges and filters for better results. The agent automatically queries the right data source based on your organization's primary connection.

📊 Pipeline Analysis

What it does: Analyzes your pipeline data to identify trends, risks, and opportunities. Examples:

• "How does my Q1 pipeline compare to Q4?"
• "Which deals are most likely to slip?"
• "What's my average deal cycle length?"

Tips: Ask comparative questions to get the most insightful analysis.

📋 Meeting Prep

What it does: Generates comprehensive meeting preparation materials for upcoming calls. Examples:

• "Prep me for my call with Acme Corp tomorrow"
• "What should I know before my QBR with the enterprise team?"

Includes: account summary, recent activity, stakeholder map, talking points, competitive intel, and open action items.

See Meeting Prep for details.

💡 Insight Generation

What it does: Proactively identifies patterns and anomalies in your data. Examples:

• "What insights do you have about my pipeline?"
• "Anything I should be worried about this quarter?"

Types of insights: deal risk alerts, engagement trends, competitive signals, quota tracking.

See Insights & Alerts for details.

📝 Account Research

What it does: Pulls together comprehensive account profiles. Examples:

• "Give me a full briefing on Acme Corp"
• "What's the history with Globex Inc?"

Includes: company overview, deal history, contact map, activity timeline, and any known competitive presence.

✉️ Draft Generation

What it does: Creates draft communications based on context. Examples:

• "Draft a follow-up email for my Acme meeting"
• "Write a check-in message for deals going dark"

Pro Tip: The agent uses account context to personalize drafts. The more data it has, the better the drafts.

📅 Scheduled Tasks

What it does: Runs recurring agent tasks on a schedule. Examples:

• "Give me a morning pipeline briefing every weekday at 8 AM"
• "Send me a weekly deal risk summary on Mondays"

See Scheduled Tasks for setup details.

🎯 Advisor Creation & Management

What it does: Creates and manages automated advisors that generate insights from your data on a schedule. Examples:

• "Create an advisor to track deal risks weekly"
• "Set up a monthly pipeline health advisor for my team"
• "Show me insights from my competitive intelligence advisor"

Advisors use a 6-step wizard to configure data sources, apply filters, and generate targeted insights delivered via Slack. Only users with Owner or Admin roles can create advisors.

See Advisors Overview for details.

🔗 External Connector Queries

What it does: Intelligently routes queries to the appropriate external data source based on your organization's connections. Examples:

• "Pull account data from our Snowflake warehouse"
• "Get the latest opportunities from Salesforce"
• "Query customer files from our S3 bucket"

The agent automatically handles data source routing, authentication, and query translation across different connector types.

🎨 Data Shaping Awareness

What it does: Understands your organization's data structure across different sources and can recommend data shaping configurations. Examples:

• "What tables are available in our data sources?"
• "Help me configure data shaping for advisor insights"
• "Which columns should I use for user filtering?"

The agent can guide you through primary entity selection, related table mapping, and column configuration for optimal insights generation.

Enabling & Disabling Skills

Admins can control which skills are available:

1. Go to Settings → Agent → Skills
2. Toggle skills on or off
3. Skills can be configured per access tier (basic/power/admin)

Skill Availability by Access Tier

Skill	Basic	Power	Admin
Data Query	✅	✅	✅
Pipeline Analysis	✅	✅	✅
Meeting Prep	✅	✅	✅
Insight Generation	❌	✅	✅
Account Research	✅	✅	✅
Draft Generation	❌	✅	✅
Scheduled Tasks	❌	✅	✅
Advisor Creation & Management	❌	❌	✅
External Connector Queries	✅	✅	✅
Data Shaping Awareness	❌	✅	✅

How Skills Work Together

Skills aren't isolated — they compose. When you ask a complex question, the agent may use multiple skills:

"Prep me for my Acme call and flag any risks"

1. Account Research — Pulls Acme Corp profile
2. CRM Query — Gets recent activities and deal status
3. Meeting Prep — Compiles talking points
4. Insight Generation — Identifies risk factors

This multi-skill composition is what makes Pingd an agent, not just a Q&A tool.

Requesting New Skills

Have a workflow that should be a skill? We'd love to hear about it. Contact your account manager or email support@pingd.io.

See also: How the Agent Works · Configuring Your Agent