Swan AI — GTM agent skills by the Swan AI team

Deals0

Amos Bar-Joseph

CEO & Co-Founder

Account tier scoring

Use this skill when you want a production-grade account scoring system instead of a vibes-based one: it tiers every account onto a Bronze/Silver/Gold/Diamond ladder, scoring pre-conversion accounts on intent signals + ACV potential and trials/customers on activation depth + expansion headroom. It encodes the judgment that makes scoring trustworthy — a hard self-serve gate with LinkedIn headcount verification, an enterprise persona gate, anonymous-signal and social-engagement caps, prior-relationship floors, and never-demote rules — with every threshold exposed as a tunable default. Each run produces a verified tier tag and ACV tag, a prepended signal-stack snapshot in account memory, a CRM lead-score sync, and correctly routed Gold/Diamond alerts with per-stakeholder engagement recommendations.

Ops578

Ido Goldberg

Co-Founder & CPO

Audit Swan

Checks whether a Swan workspace is structurally healthy. Use for configuration audits that surface missing knowledge, disconnected integrations, exhausted senders, broken triggers, sparse CRM data, and credit or subscription issues.

Research324

Ido Goldberg

Co-Founder & CPO

Battlecard

Creates or updates a competitor battlecard. Use when the user needs positioning, strengths, weaknesses, objections, win conditions, and practical talk tracks saved into competitive knowledge.

Research324

Ido Goldberg

Co-Founder & CPO

Brief

Creates a one-page executive account brief. Use before sponsor syncs, deal reviews, QBRs, or board updates where the user needs account context, opportunity state, risks, and asks.

Prospecting578

Ido Goldberg

Co-Founder & CPO

Build list

Builds prospect lists of companies, contacts, or both. Use when the user asks for target accounts, ICP-fit prospects, decision-makers, enrichment, or a list ready for CRM, Swan, or sequence activation.

Ops578

Ido Goldberg

Co-Founder & CPO

Clear my desk

Triages pending Swan work for a user. Use to prioritize review items, sequence approvals, alerts, and suggestions into act-now, bulk-approve, acknowledge, or investigate buckets.

Prospecting0

Ariel Cohen

Founding Growth Engineer

Closed-won replication play

Use this skill when a deal closes won and you want to turn the win into pipeline immediately. It extracts the win profile, finds lookalike companies not yet in your CRM, researches the right persona contact at each, drafts outreach from the deal owner using an anonymized win reference, and queues a single batch review task — nothing sends without human approval.

Signals324

Ido Goldberg

Co-Founder & CPO

Community radar

Monitors public community or social mentions of the brand, competitors, or relevant pain language. Classifies sentiment and drafts short, human replies for the right responder.

Deals0

Ariel Cohen

Founding Growth Engineer

Customer expansion scoring

Use this skill when scoring a paying customer (closed-won account) for expansion. It evaluates product usage depth, persona quality, and expansion headroom to produce an expansion tier with short actionable reasoning. Designed as a sub-skill of your lead-scoring methodology — the parent runs the ACV assessment first and this returns a tier to it.

Signals324

Ido Goldberg

Co-Founder & CPO

Event radar

Turns event attendance into pipeline. Use when prospects attend a webinar, conference, dinner, booth, or monitored industry event and need qualification plus contextual follow-up.

Signals0

Ariel Cohen

Founding Growth Engineer

Handle LinkedIn profile view signal

Use this skill when a profile-view webhook (e.g. LeadShark) fires for a new view on a team member's LinkedIn profile. It resolves the viewer's identity and company, applies dedup, internal, relationship, and ICP gates, and routes qualified viewers into the MQL pipeline — treating a profile view exactly like a website visit. The CRM is never polluted: only fully resolved, ICP-matched viewers reach a CRM write.

Outreach578

Ido Goldberg

Co-Founder & CPO

Handle reply

Processes inbound replies to outbound sequences. Classifies intent, drafts the right response or stop action, and updates CRM and Swan state without auto-sending.

Prospecting324

Ido Goldberg

Co-Founder & CPO

ICP

Defines and refines who the org sells to. Use for ICP discovery, segment refinement, new segment creation, persona definition, and tightening the rubric used by scoring and outreach.

Ops324

Ido Goldberg

Co-Founder & CPO

Inbox zero

Triage a user inbox across email, Slack, LinkedIn, and Swan. Use for inbox sweeps where the agent should archive obvious noise, draft replies, and return a single summary of items needing attention.

Signals0

Ariel Cohen

Founding Growth Engineer

Influencer post engager capture

Use this skill when a tracked influencer publishes a LinkedIn post focused on your product (sponsored, review, or organic mention) and you want to capture the engagers as leads. It verifies the post is genuinely about you, scrapes the full engager list, filters to ICP-fit companies and buyer personas, runs lead scoring, and posts per-lead alerts plus a reconciled digest. Detection and scoring only — no outreach.

Signals0

Ariel Cohen

Founding Growth Engineer

LinkedIn DM signal classifier

Use this skill to scan a team member's LinkedIn DMs daily and turn conversations into routed signals. It classifies each chat into a bucket (customer support, commercial, pipeline, re-engagement, prospect, partner, VC, community, and more), updates account memory and the CRM, scores qualified signals and routes them to your MQL channel, and closes every scored signal with a suggested next move — a drafted reply for the thread owner or an approval-queued sequence for the rest of the buying committee. It never auto-sends outreach.

Signals0

Ariel Cohen

Founding Growth Engineer

LinkedIn post engagement handler

Use this skill when monitoring comments and reactions on a team member's LinkedIn posts. It filters engagers to ICP companies and buyer personas, logs the signal to CRM and account memory, runs lead scoring, and routes high-value engagers to connection requests and Slack alerts. Repeat engagers escalate to high intent with a personalized multi-channel draft queued for review.

Prospecting578

Ido Goldberg

Co-Founder & CPO

Map contacts

Maps the buying committee at a named account using CRM history, past interactions, LinkedIn, and prospect search. Produces persona coverage, relationship strength, gaps, and next moves.

Deals324

Ido Goldberg

Co-Founder & CPO

Multi-thread deals

Finds deals with single-threaded risk. Identifies missing stakeholders, recommends who to engage next, and hands off contact-specific next steps to outreach.

Deals324

Ido Goldberg

Co-Founder & CPO

Pipeline review

Reviews pipeline health before forecast calls or recurring check-ins. Flags stuck, skipped, regressing, or at-risk deals and recommends one concrete action per issue.

Signals324

Ido Goldberg

Co-Founder & CPO

Post radar

Acts on engagement with monitored LinkedIn profiles. Qualifies commenters or reactors, checks fit, and drafts contextual follow-up tied to the actual post.

Outreach324

Ido Goldberg

Co-Founder & CPO

Reach out

Use this skill whenever creating outreach — a cold email, a LinkedIn message, a follow-up, or a multi-step sequence — for a company, a contact, a list, or a signal. Use it even when the user doesn't say "outreach": any request to write to, contact, message, or get in front of a prospect or account goes through here. Covers picking the hook, matching the org's voice, choosing the sequence shape, and staging everything for approval. Trigger phrasings: "reach out to", "draft outreach", "email this company", "message this prospect", "follow up with", "build a sequence", "contact these visitors". Also use it for strategic outreach questions ("how should our cold emails sound", "what cadence should we run") — the output is then a point of view grounded in the org's saved voice, not a sequence.

Research324

Ido Goldberg

Co-Founder & CPO

Research

Researches a company, person, buying committee, signal, domain, stack, financial context, or competitor mention. Produces a focused answer with sources and confidence notes.

Deals324

Ido Goldberg

Co-Founder & CPO

Score

Qualifies and scores accounts against ICP and buying signals. Use for account fit, lead tiering, inbound signals, pipeline rescoring, re-engagement, and expansion potential.

Ops578

Ido Goldberg

Co-Founder & CPO

Skillify

Turns useful work from the current conversation into a reusable org skill. Captures the trigger, outcome, procedure, and judgment so the play can be rerun.

Signals324

Ido Goldberg

Co-Founder & CPO

Visitor radar

Acts on content or website engagement from prospects. Qualifies the person, identifies the engagement hook, and drafts contextual follow-up based on their interest.