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Built-in skill

Sales

Productivity

Quote a cart, take an order, send a payment option, issue an invoice, and reconcile the sale from a customer chat.

  • Android — supported
  • iPhone — supported
  • Mac — supported

The whole chain inside a chat thread: quote a cart, take the order, send a link or a QR, issue a numbered invoice, reconcile when the money lands. Cash on delivery is a first-class path.

Grant model

How granting works

A skill is a permission you hand to an agent, not a silent preload.

  1. 1Find it in SkillsSales is built in, so there is nothing separate to install.
  2. 2Choose who can use itGive the skill only to the agents that need this job, and change that choice whenever you want.
  3. 3Review its accessThis skill does not ask for additional access.

Prompts

Try it with

The quick actions this skill puts in front of you in the app.

  • Quote a cartQuote 2x
  • Take an orderCreate an order for
  • Send a payment linkSend a payment link for order
  • Cash on deliveryTake this order as cash on delivery.
  • Book an appointmentBook a slot for

Access summary

What it may use

This skill does not ask for additional access.

Network
No network access
Files
No file access
Memory
No saved-memory access
Credentials
No connected-account access
Media
No media access
Browser
No browser access

Set up in Business

This skill doesn’t have its own settings screen. Everything it uses is configured in Business.

Open Business

Related

Works with

The apps, skills and tools Sales sits next to.

More Productivity

Get Sales

It is built into OpenAlly on the clients shown above, no separate skill download.

Get OpenAlly