Skarbe AI helps you stay on top of your workflow by offering smart, AI-driven suggestions for what to do next — all based on your most recent activity. Whether you’re closing deals, nurturing leads, or managing follow-ups, Next Step Suggestions ensure you never miss a beat.

Skarbe constantly analyzes your Activity Feed and detects when new actions occur — such as email exchanges, meetings, notes, or deal updates. Based on this context, our AI engine recommends the most relevant next steps to keep momentum going.

Suggestions might include:

• Following up with a lead

• Scheduling a demo

• Sending additional resources

• Checking in after a quiet period

You’ll find these suggestions directly in your activity panel, clearly labeled and prioritized (e.g., “Past Due” or “Due Today”).

📸 Here’s what it looks like when there are new suggestions:

Need a nudge even if no recent activity was detected? You can always manually Request new suggestions:

1. Click the three dots at the top-right of the suggestions panel.

2. Select Request new suggestions.

📸 Example:

These AI-generated suggestions help you:

• Act fast on opportunities

• Maintain strong customer relationships

• Save time by skipping the guesswork

• Keep your pipeline organized and active

Skarbe AI is like your personal sales assistant — always watching your back, so you can focus on what matters most.