Personal context your agent uses to work the way you do.
The Me tab is where Expertise learns who you are and how you sell.
Personal
- 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