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You win the business. Your differentiator is no longer just price and response time — it’s the service experience itself: chat-first support, an AI Triage Agent that answers 24/7, Voice AI that never sends a client to voicemail, and Super Magic doing the busywork behind the desk. This is your course: two short lessons that turn Thread into your pitch, your quoting engine, and a clean handoff into delivery.

The course

Work these in order — the first arms the pitch, the second closes and routes the deal. Ten minutes gets you selling AI-powered service with confidence.
1

The AI-service pitch

What customers actually see — chat-first, after-hours coverage — and the four products that anchor the story. Start here →
2

Quote & hand off

Use the Skill Library to quote, scope a SOW, mine tickets for expansion, and route won deals into delivery. Read →

Your starter kit

The Skill Library has a dedicated Sales & Quoting set. These four run from Super Magic — press ⌘K in Inbox and search the skill name to launch any of them on the ticket in front of you.

Quote Preparation

Structured options (good/better/best, 1-year vs 3-year) with explicit assumptions, ready for the sales owner to price.

SOW Drafting

A brief scope of work from the ticket — deliverables, assumptions, exclusions, and a T&M-vs-fixed recommendation.

Tickets to Opportunities

Mine recent tickets for expansion signals — refresh, growth, absorbed out-of-scope work — into a per-client report.

Sales Handoff Routing

Move a purchase, renewal, or pricing ticket to the sales board and the account owner with a clean summary.

Browse all Sales & Business Development skills

Every Super Magic skill tagged for your role — quoting, proposals, and turning service work into opportunities.

Your deal-cycle ritual

No morning-huddle skill for sales — the ritual is a loop you run per deal, not per day. Make it muscle memory:
  • Before every pitch, open Customer value messaging and lead with outcomes, not features.
  • When a quote is asked for, run Quote Preparation on the ticket — don’t build options in a spreadsheet from scratch.
  • When work is project-shaped, run SOW Drafting before you price it, so assumptions and exclusions are on paper.
  • When a “support” ticket is really a buying signal, run Sales Handoff Routing — never let a purchase ask die on the service board.
  • Before every renewal or QBR, run Tickets to Opportunities on the client so you walk in knowing where the expansion is.

Pro tips & FAQ

Clients get instant, chat-first support in the tools they already live in — with an AI agent answering 24/7 and Voice AI catching every call — and your desk resolves faster with less busywork. You’re selling a better experience and a more scalable desk. See The AI-service pitch.
Yes — Messenger is the in-Teams/Slack chat experience clients love, and it demos in seconds. Pair it with the Triage Agent story so they see a request answered instantly, not just a chat box.
No. Every Sales & Quoting skill is a draft — quotes, SOWs, and handoff notes are prepared for the sales owner to verify and send. Nothing money-facing leaves the building without a human. That guardrail is deliberate; lean on it when you promise a client “let me get you real numbers.”
The sales owner, always. The skills structure the options and surface the assumptions; they never invent discounts, SKUs, or commit multi-year pricing. Term and renewal claims about an existing agreement need the agreement evidence — the skills flag those for you to confirm.
Into delivery. Use Sales Handoff Routing to move the ticket to the right board and put the account owner on it with a summary, so the client never repeats themselves. Quote & hand off walks the full path.