Me

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Personal context your agent uses to work the way you do.

• Your basic profile: name, role, and email
• Lets Expertise know how to introduce you and itself About me
• Where you describe your selling style, tendencies, and preferences
• The kind of context a new hire would take months to learn, such as being discovery-first, keeping follow-ups short and specific, or avoiding certain corporate phrases
• Whatever rules you sell by, you can put them here How it’s used
• Expertise reads this every time it works on your behalf
• Your follow-ups sound like you, your CRM notes match how you’d write them, and your prep docs flag the things you’d flag
• Saves automatically, and you can update it anytime