call-prep
Sales call prep
Builds a one-page brief before a customer meeting: who is attending, the account history, what was said on earlier calls, where the deal stands and suggested questions to ask. It uses whatever is connected, such as calendar, CRM, email or call transcripts, or just a company name and meeting time if nothing is.
When to use it
Fifteen minutes before a sales or account call, so the rep walks in with context and a plan.
What it can access
- Uses the internet
Before you enable it: Reads calendar, CRM, email and transcript data but sends nothing on its own. It treats text inside emails and transcripts as untrusted and shows you any action that content suggests before carrying it out.
Works with
How to install
This skill uses the open Agent Skills format (a folder with a SKILL.md file), so the same file works in several agents.
- Claude Code: put the folder in ~/.claude/skills/
- Other agents that read SKILL.md: follow that agent's skills docs.
Public skill hubs have carried malicious skills. Wize reads every skill before installing it and sets it up so a person approves anything it sends.