Skip to main content
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 Magic Library to quote, scope a SOW, mine tickets for expansion, and route won deals into delivery. Read →

​
Your starter kit

The Magic 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.