Agent skills

Every agent is trained for your business.

An off-the-shelf AI tool knows nothing about you. Each eAIsy agent is given a skill pack written for your business, and setting these up is part of the service.

What a skill contains

Six parts of every agent's skill pack

1

Job description

One clear job, such as "reply to new kitchen enquiries within 10 minutes".

2

Your knowledge

Price lists, FAQs, service areas, opening hours, policies and templates.

3

Your voice

Examples of emails you like, words you use and words you never use.

4

Tools and permissions

Exactly what it can read and do. For example: read the inbox, draft replies, read the price list.

5

Rules and limits

What it must never do, such as offering discounts over 5% or promising dates.

6

Checks

Which Overcheck reviewers sign off its work: facts, tone, rules.

An example

What a finished skill looks like

Quote writerSample skill · Webb Kitchens
JobTurn enquiries and site notes into a written quote, the same day.
KnowsPrice list 2026, fitting times, VAT, the three ranges you sell, your payment terms.
VoiceFriendly and clear. Uses "we". Never says "cheap".
CanRead enquiry emails and site notes, read the price list in Drive, draft in Gmail.
Can'tSend without your approval, offer discounts over 5%, promise fitting dates.
Checked byOvercheck facts reviewer (prices and sums) and rules reviewer.
How we build them

From your know-how to a working agent

1

Discover

From your AI check and design call, we list every job your office will do.

2

Gather

You share price lists, examples and documents. We read your website too.

3

Write the skills

We write each agent's skill pack: knowledge, voice, permissions and rules.

4

Test on real examples

We run your agents on past enquiries and quotes and compare with what you actually sent.

5

Go live with approvals

Everything comes to you first while the agents prove themselves.

6

Improve every month

Your edits and new prices are added to the skills. New skills can be added as you grow.

Skill library

Ready-made skills, tailored to you

We start from a proven library and rewrite each skill around your business. Here is what each one does, and how much of your time it needs. Need something not on the list? We can build it.

Front office

Customers and money

Enquiry replies

All plans

Reads every new email, web form and message, works out what the customer wants and drafts a reply in your voice within minutes, with your availability and next steps. Urgent ones are flagged to your phone.

Your part: About 1 minute per reply to approve

Quote writing

All plans

Turns an enquiry or your site notes into a full written quote using your price list, with the sums checked by Overcheck. Unopened quotes get a polite follow-up after 3 days.

Your part: 2 minutes per quote to check and send

Bookings and reminders

Office and up

Offers times from your calendar, books the appointment, sends a confirmation and a reminder the day before, and handles reschedules.

Your part: None once set up

Payment chasing

All plans

Watches your invoices and sends friendly reminders at 3, 10 and 21 days overdue, getting firmer each time. Tells you when someone pays or needs a phone call.

Your part: A glance at the weekly summary

Review requests

Office and up

Asks happy customers for a Google review at the right moment, and drafts replies to every new review, good or bad.

Your part: 30 seconds per reply to approve

Customer welcomes

Office and up

Sends a welcome, a "how did it go?" check-in after each job and a reminder when it's time for a service or repeat order.

Your part: None once set up

Growth

Bringing new work in

Social media month

Office Plus

Plans and writes a whole month of posts from your photos, jobs and news, with captions, hashtags and the best time to post. Approve the month and it is scheduled automatically across Facebook, Instagram and LinkedIn.

Your part: 15 minutes a month. Done.

Newsletter

Office and up

Writes your monthly email from what's happened in the business: finished jobs, tips and offers. Sends to your list once you approve and reports who opened it.

Your part: 10 minutes a month

Lead follow-up

Office and up

Spots enquiries and quotes that went quiet and sends a timely, personal follow-up so no lead is forgotten.

Your part: Approve the weekly batch in 5 minutes

Prospect research

Office Plus

Builds a weekly list of local businesses or contacts who are likely to need you, with a reason why and a suggested first message.

Your part: 15 minutes a week to choose who to contact

Partner outreach

Office Plus

Finds and approaches referral partners such as builders, estate agents or suppliers, and keeps the conversation going.

Your part: Approve each first message

Tender spotting

Office Plus

Checks public tender sites for contracts that match your work and drafts the first answers for any you want to bid on.

Your part: Decide which to go for

Digital

Your online presence

Website updates

Office Plus

Adds new projects, photos, prices and pages to your website, and keeps opening times and offers up to date.

Your part: Approve each change

SEO and Google profile

Office and up

Writes pages and posts aimed at what local customers search for, keeps your Google Business Profile fresh with posts and photos, and reports your rankings monthly.

Your part: 10 minutes a month

Video scripts

Office Plus

Turns your jobs and tips into short video scripts and shot lists for reels, ready for you to film on your phone.

Your part: The filming is yours

Brochures and guides

Office Plus

Creates price guides, brochures and presentations in your brand, ready to send or print.

Your part: Approve the draft

Site monitor

All plans

Checks your website every day for broken links, errors and slow pages, and fixes or reports them before customers notice.

Your part: None

Strategy

Thinking ahead

Industry research

Office and up

A weekly brief on news, price changes and trends in your industry, with sources, in your Morning Briefing.

Your part: 5 minutes to read

Competitor watch

Office Plus

Keeps an eye on local competitors' prices, offers, reviews and new services, and flags anything you should respond to.

Your part: 5 minutes a month

Pricing reviews

Office Plus

Compares your prices with the market and your costs, and suggests where you could charge more or win more work.

Your part: A quarterly decision

Policies and compliance

Office and up

Keeps your terms, privacy notice and policies up to date and reminds you of renewals such as insurance and certificates.

Your part: Approve any changes

Document library

All plans

Keeps your templates, price lists and key documents in one place and up to date, so every agent uses the latest version.

Your part: None

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