What are Sales Skills?
Sales Skills are AI-driven proactive features that help convert hesitant shoppers before they leave your site. These intelligent capabilities identify disengaged customers through behavioral signals and automatically reach out with personalized shopping assistance to guide them toward a purchase.
Each Sales Skill targets a specific customer scenario, offering tailored recommendations and engagement strategies to boost conversions, increase cart adds, and enhance overall order value.
How Sales Skills Work
Sales Skills operate by:
Detecting signs of customer disengagement or hesitation in real-time
Initiating contextually relevant product suggestions at the right moment
Helping customers re-engage with your store through personalized messages
Providing timely assistance to guide shoppers toward completing their purchase
Setting How Proactive Your AI Is (Eagerness)
Each proactive flow has an eagerness level that controls how readily Rep AI steps in — higher eagerness means it reaches out to more hesitating shoppers, earlier; lower eagerness keeps it more reserved. You can review and adjust eagerness for any flow from its settings, in both AI Optimized and Custom modes.
To help eligible stores see results faster, Rep AI applies a high eagerness default across all proactive flows on the Pay as You Grow, Starter, Basic, and Standard plans (and on trials that indicated fewer than 50,000 monthly visitors). There's nothing to set up — these stores start with stronger proactive engagement out of the box, and the level stays consistent unless you change it yourself. You can fine-tune it anytime.
Who Can Access Sales Skills?
Sales Skills are available to merchants on:
Sales Assistant plans
Concierge plans
Note: If you're on a Support Agent plan, you'll need to upgrade to access Sales Skills. The Sales Assistant plan includes all Sales Skills features, while the Concierge plan includes both Sales and Support Skills.
Available Sales Skills
Rep AI offers a comprehensive suite of Sales Skills to address different customer scenarios:
Product Finder: Helps shoppers find the right item by searching your catalog. Supports both guided browsing (narrowing down options through follow-up questions) and direct product search (showing specific products immediately when your instructions reference them).
Convert a Disengaged Returning Customer on the Homepage: Re-engages past shoppers by showcasing personalized items or helping with their post-purchase needs.
Convert a Disengaged Shopper After Viewing Cart: Nudges cart abandoners to complete their purchase or discover complementary products.
Convert a Disengaged Shopper on a Collection Page: Recommends trending or relevant products within the collection to boost engagement.
Convert a Disengaged Shopper on a Product Page: Encourages shoppers to add products to their cart or explore similar options.
Convert a Disengaged Shopper on the Homepage (New Visitor): Welcomes new visitors with tailored product recommendations to spark interest.
Convert a Disengaged Shopper on the Homepage (Returning Visitor): Reignites returning shoppers' interest with personalized messages.
Convert a Shopper on an Out-of-Stock Product Page: Keeps shoppers engaged by recommending similar items when products are unavailable.
Convert from All Other Pages: Converts indecisive visitors into buyers with smart message suggestions anywhere on your site that is not covered by one of the other skills.
Upsell After Add-to-Cart: Boosts order value by recommending complementary products after adding items to the cart.
Managing Your Sales Skills
Each Sales Skill can be individually controlled through:
Toggle Switches: Easily enable or disable each skill with a simple toggle.
Settings Button: Configure detailed options for each skill by clicking the Settings button, including special instructions for specific engagement rules.
Viewing Performance Analytics
To understand how your Sales Skills are performing:
Click on "View analytics" at the top of the page
Monitor key conversion metrics, engagement rates, and revenue impact
Use these insights to fine-tune your approach and maximize the effectiveness of your AI sales assistant.
Getting Started with Sales Skills
Navigate to the Sales Skills section in your Rep AI dashboard
Review the available skills and their descriptions
Click Settings to customize each skill's behavior and messaging
Monitor performance regularly and adjust as needed
Troubleshooting
Why can't I access Sales Skills?
You may be on a Support Agent plan. Upgrade to a Sales Assistant or Concierge plan to access these features.
Why isn't a specific Sales Skill working?
Verify that the skill is toggled ON
Ensure the skill is properly configured in Settings
How do I optimize my Sales Skills performance?
Regularly review your analytics to identify which skills are most effective
Experiment with different message tones and approach instructions
Ensure your product catalog is up-to-date with accurate descriptions and categories
For additional help with Sales Skills, contact our support team or explore our advanced configuration guides for each specific skill.