Five core skills
Start with these
Copy into your agent knowledge base or attach as skills. They assume HighLevel is the CRM and that MCP tools may be available for calendar and contact actions.
Qualify an inbound enquiry
Acknowledge, clarify scope, tag the CRM and route — without inventing services or prices.
DownloadBook an appointment
Right calendar, right timezone, confirmation and CRM note. Includes failure handling.
DownloadTriage a support request
Severity, scope, evidence collection and ticket creation for existing clients.
DownloadHand off to a human
When and how to escalate with a summary the contact does not have to repeat.
DownloadCall MCP tools safely
Read-before-write, confirm destructive actions, audit trail on every write.
DownloadHow to use these
1. Download the .md files and edit placeholders for your business.
2. Upload to your agent's knowledge base or paste into the system prompt as attached skills.
3. Pair with the prompt library for system prompts and workflow AI steps.
4. Need this wired into production with MCP? See Super Agents and MCP & APIs.