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.
How It Works
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:
Requesting 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:
Why It Matters
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.
Troubleshooting or Questions?
If you run into issues or need help, feel free to reach out to our support team at [email protected].