AI Agents / Skills

Agent skills, ready to plug in.

Skills are plug-in expertise modules for Helm AI agents. Hundreds of predefined templates cover sales, marketing, operations, and client success. Each skill adds domain prompt context to any agent. Create custom skills. Override library skills per agent. Your skill library grows with your business.

Sales Outreach

Cold and warm outreach cadences, templates, pipeline stages, and BANT qualification.

Sales & Revenueby Helm

Payment Recovery

Multi-touch dunning sequences, failure reason diagnosis, and retention tactics.

Sales & Revenueby Helm

Content Writing

Blog posts, case studies, proposals, and client communication frameworks.

Marketing & Contentby Helm

SEO & Analytics

Keyword research, on-page SEO checklist, Core Web Vitals, and analytics reporting.

Marketing & Contentby Helm

Social Media

Platform-specific best practices for LinkedIn, Instagram, and X, plus content calendars.

Marketing & Contentby Helm

Email Marketing

Campaign strategy, drip sequences, subject line best practices, and deliverability.

Marketing & Contentby Helm

Project Management

Kickoff checklists, status reporting, risk management, and RACI coordination.

Operationsby Helm

Financial Analysis

MRR, ARR, profitability, cash flow, and monthly financial reporting templates.

Operationsby Helm

Client Onboarding

30-60-90 day frameworks, intake questionnaires, and kickoff meeting agendas.

Client Successby Helm

Customer Support

Ticket response frameworks, escalation matrix, and CSAT tracking.

Client Successby Helm

Paid Advertising

Campaign structure, audience targeting, creative testing, and budget pacing across Google, Meta, LinkedIn, and X.

Marketing & Contentby Helm

SMS Marketing

Opt-in compliance, message templates, automation flows, send timing, and deliverability for text campaigns.

Marketing & Contentby Helm

Conversion Optimization

Landing page and form teardowns, funnel diagnosis, friction audits, and hypothesis-driven page tests.

Marketing & Contentby Helm

Pricing & Packaging

Value-based pricing, tier and feature packaging, offer construction, and discount discipline.

Operationsby Helm

Growth Experimentation

Hypothesis writing, ICE and RICE prioritization, test design, and reading results.

Operationsby Helm

Competitor Research

Profiling rivals from public sources, positioning maps, feature and pricing comparison, and battlecards.

Sales & Revenueby Helm

Product Launch

Launch tiers, go-to-market checklists, messaging, channel timelines, and launch-day runbooks.

Marketing & Contentby Helm

Sales Enablement

Battlecards, one-pagers, pitch decks, discovery scripts, objection handling, and the marketing-to-sales handoff.

Sales & Revenueby Helm

Referral & Affiliate Programs

Incentive design, program mechanics, partner recruiting, tracking, and the referral ask.

Sales & Revenueby Helm

Marketing Psychology

Persuasion principles, cognitive biases, pricing psychology, and ethical persuasion for sharper messaging.

Marketing & Contentby Helm

Ideal Customer Profile

Firmographics, triggers, pain, disqualifiers, and decision-makers that define who to sell to.

Sales & Revenueby Helm

Lead Scoring

Fit and intent signals, point weighting, MQL and SQL thresholds, and lead routing.

Sales & Revenueby Helm

Message Mining

Harvesting customer language from reviews, calls, and surveys, then turning it into copy.

Marketing & Contentby Helm

Performance Reporting

Report structure, metric selection, narrative, and cadence for client-ready performance reports.

Operationsby Helm

Time Tracking & Utilization

Billable vs non-billable hours, utilization and realization targets, time-entry hygiene, and capacity planning.

Operationsby Helm

Meetings & Calendar

Scheduling, agendas, meeting notes and action items, and calendar hygiene.

Operationsby Helm

Workflow Automation

Spotting repetitive work, trigger and action patterns, and when to automate versus keep manual.

Operationsby Helm

Proposals & Estimates

Scoping, proposal and SOW structure, priced line items, terms, and follow-up.

Sales & Revenueby Helm

WooCommerce Order Management

Order triage, fulfillment, refunds, and buyer service for a connected WooCommerce store.

Operationsby Helm

WooCommerce Merchandising

Product setup, pricing and inventory hygiene, catalog taxonomy, and SEO-ready product copy.

Operationsby Helm

WooCommerce Revenue & Promotions

Sales reporting, AOV and repeat-rate levers, coupon strategy, and lapsed-customer win-back.

Sales & Revenueby Helm

WordPress Publishing

Drafting, editing, and scheduling posts and pages, with taxonomy, media, SEO, and QA.

Marketing & Contentby Helm

WooCommerce Store Audit

A strategic store review: funnel health, a ranked revenue-leak index, and a 30/60/90 plan.

Sales & Revenueby Helm

WordPress Site Operations

Site-health checks, plugin and theme updates, core settings, and the activity log.

Operationsby Helm

WooCommerce Store Setup & Configuration

Shipping zones and methods, tax settings and rates, payment gateways, and checkout settings.

Operationsby Helm

WordPress User & Membership Management

User accounts, roles and capabilities, authors and contributors, and access hygiene.

Operationsby Helm

Community & Comment Moderation

Comment triage, spam handling, replies and engagement, and turning comments into assets.

Client Successby Helm

Klaviyo Email Flows

Audit and optimize Klaviyo lifecycle flows: welcome, abandoned checkout and cart, browse abandonment, post-purchase, win-back, and sunset.

Marketing & Contentby Helm

Klaviyo Campaigns & Segments

Plan, build, and send Klaviyo campaigns to the right segments: a send calendar, eight campaign types, and RFM-style segment definitions.

Marketing & Contentby Helm

Retention & Subscriptions

Subscription program design, churn diagnosis, failed-payment recovery, replenishment, and win-back.

Sales & Revenueby Helm

Ecommerce AI Search

Optimize product and brand content to get cited inside ChatGPT, Perplexity, Google AI answers, and AI shopping.

Marketing & Contentby Helm

Help Center & Ticket Deflection

Turn support tickets into help articles, macros, and bot answers that deflect repeat volume.

Client Successby Helm

Product Page Conversion & SEO

Product page copy mapped to buyer awareness, plus transactional SEO to rank for buying intent.

Marketing & Contentby Helm

Ad Creative

Direct-response ad copy and creative concepts for Meta and Google: hooks, angles, headlines, and a testing matrix.

Marketing & Contentby Helm

WordPress Security & Hardening

Update posture, login and access hardening, file and config best practices, integrity checks, and backup readiness.

Operationsby Helm

WordPress Performance & Core Web Vitals

LCP, CLS, and INP, plus caching, image and asset optimization, database health, and plugin performance cost.

Operationsby Helm

Overdue Invoice Chaser

Finds overdue invoices, drafts an escalating chase per client, and holds every message for your approval before it sends.

Sales & Revenueby Helm
Hundreds of skills
Predefined templates ready to install.
Customizable
Create your own skills. Override any library skill.
Plug in
Enable skills per agent. Mix and match.
How skills work

Pick, override, or build your own.

Skills add domain prompt context to any agent. They travel with the agent, not the workspace.

Step 1

Pick from the library

Enable predefined skills on any agent. Hundreds of ready-to-use templates cover the most common domains for services businesses.

Step 2

Override per agent

Each agent stores its own copy of the skill and can override prompt context without touching the library. One skill, many tuned variants.

Step 3

Build your own

Create custom skills with your house voice, compliance language, or niche workflows. Share them across every agent in your workspace.

Create custom skills

Your house voice. Regulatory language for your industry. Niche workflows only you know. Create a custom skill once and every agent in your workspace can use it.

Override per agent

Need one agent to use a tuned version of a library skill? Override the prompt context just for that agent. The library stays unchanged and every other agent keeps the original.

FAQ

Questions about skills.

What exactly is a skill?

A skill is a reusable module of domain expertise. Technically, it adds a block of prompt context to an agent's system prompt when enabled, teaching the agent frameworks, templates, checklists, and best practices for that domain. Skills don't add tools; they add knowledge.

How do skills differ from agent roles or instructions?

A role defines who the agent is (Project Manager, Account Manager). Instructions give it specific guidance for your business. Skills add portable domain expertise layered on top. One agent can have multiple skills enabled, and one skill can power multiple agents.

Can I create custom skills?

Yes. Create a custom skill from the skills library UI, or fork a predefined one and override its prompt context. Your custom skills live in your workspace and are available to every agent.

What does "skill override" mean?

When an agent uses a library skill, you can override the skill's prompt context just for that agent. The library stays unchanged and other agents still use the original. Good for customizing voice or adding agent-specific nuance.

Are skills a paid feature?

No. The full predefined skill library plus custom skill creation ship on every Helm plan. Skills are included, not an upsell.

Will there be a browsable community library?

An interactive skill library is on the roadmap. The concept is: browse, preview prompt context, and install community or partner-authored skills into your workspace. Today, the predefined library plus custom skills cover most use cases.

Get started

Give your agents superpowers.

Skills are included on every Helm plan. Hundreds ready to install. Infinite custom.

Build a custom agent