Faster AI skills help the assistant use the right workspace capabilities for the task. You do not need to name an internal tool. Describe the result, the business context, and what should stay in review.

What this guide helps you do

• Turn plain-language requests into reviewable drafts or prepared actions.
• Use AI across website, CRM, forms, posts, journeys, broadcasts, media, payments, bookings, courses, webinars, plugins, and workflows.
• Keep sensitive customer, payment, and publishing actions under human approval.

Before you start

• Decide whether you want advice, a draft, a preview, a setup change, or a publish-ready asset.
• Name the business area and target item when possible.
• State guardrails such as keep as draft, use placeholder media, do not publish, or wait for approval.

Do it manually

1. Open Workspace chat or the chat panel inside the relevant tool.
2. Start with an action verb such as create, update, review, summarize, prepare, troubleshoot, or schedule.
3. Add business context about the customer, audience, offer, channel, page, form, or workflow.
4. Ask Faster AI to inspect or preview first when the task affects customers or public content.
5. Open the prepared result in its editor and complete review.
6. Approve or apply only after the exact change is clear.

Ask Faster AI

• Create a lead capture form for a free estimate offer, connect submissions to Customer 360, and prepare a welcome journey for review.
• Review my new customer list, suggest useful saved views, and prepare CRM changes without applying them.
• Draft a LinkedIn post, an email broadcast, and a landing page section for the same offer. Use placeholder media.

Review before saving, sending, or publishing

• Check generated copy for accuracy, tone, claims, dates, pricing, and customer-specific details.
• Confirm the selected audience, sender, page, customer, workflow, channel, or payment item is correct.
• Use preview screens for pages, emails, forms, posts, journeys, documents, and payment or booking paths before launch.
• Do not store passwords, tokens, or private secrets in prompts or memory.

Common issues and fixes

• If Faster AI gives instructions instead of preparing work, ask for the exact asset and where it should live.
• If Faster AI cannot find context, open or attach the relevant item.
• If the output is too broad, ask for a smaller first draft and review checklist.

AI content workflow example

For how to turn chat-based content drafting into a repeatable workflow with review, read the AI content workflow article. An AI Content Workflow That Doesn't Sound Like AI.

Safe customer context for AI

For how to scope AI work with the right records instead of pasting private customer details into free-form prompts, read the customer context article. Giving AI Your Customer Context (Safely).

Describe website changes to AI

For how to brief AI with where, what, why, and what not to touch before asking for page work, read the website AI article. Ask, Don't Click: Updating Your Website by Describing the Change.

Faster AI skills overview

For the product overview of built-in skills, custom skills, and why users describe outcomes instead of invoking tools by name, read the AI skills article. Faster AI Skills: Teach Your Workspace New Tricks.

Workspace memory for AI

For the split between memory as business facts, records as customer facts, and skills as reusable methods, read the AI memory article. Why Your AI Assistant Should Remember Your Business.

Placeholder media

• Screenshot placeholder: add an annotated screenshot of use faster ai skills from chat with private customer names, emails, amounts, task details, and unpublished content blurred.
• Video placeholder: add a short walkthrough that starts from Workspace, shows the manual path, then shows how to ask Faster AI and review the result before saving, publishing, sending, or applying work.

Related help

• Start a chat from Workspace
• Review AI drafts before publishing
• Ask AI to draft customer-facing work