Pre-Client Identity Skill

Overview

The Pre-Client Identity Skill is the incoming lead intelligence engine. It:

• Ingests and analyzes incoming emails automatically
• Extracts sender company, role, and background
• Clusters related messages into conversation threads
• Detects buying signals and business problems
• Builds relationship timelines for each prospect
• Surfaces high-potential opportunities for follow-up

Think of it as an AI that watches your inbox and alerts you when someone valuable walks in the door.

Core Capabilities

1. Email Ingestion & Analysis