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Found 174 Skills
Vitally platform help — Health Scores, Playbooks, Projects, Automation, AI copilot, NPS, Dashboards, REST API. Use when health scores aren't reflecting reality, playbook automations aren't triggering, Salesforce or HubSpot sync is broken, onboarding projects are stalling, NPS surveys aren't reaching users, Vitally AI summaries seem off, custom traits aren't updating via API, or dashboards show stale data. Do NOT use for general customer success strategy (use /sales-customer-success) or survey design methodology (use /sales-customer-feedback).
Planhat platform help — Health Scores, Agentic Automation, Revenue Management, CRM Sync, Enduser Tracking, Projects, NPS, REST API, MCP Server. Use when health scores aren't reflecting churn risk, CRM sync is overwriting fields or not pulling data, metrics take hours to build and formulas keep breaking, automation rules aren't triggering, revenue or license data doesn't match Salesforce, enduser tracking isn't capturing product usage, or the Planhat API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
Fathom AI note-taker platform help — REST API for pulling meeting transcripts, summaries, action items, and CRM matches into CRMs, data warehouses, or Slack. Use when transcripts not syncing to HubSpot/Salesforce, Fathom webhook signatures failing HMAC verification, bot blocked by Google Meet as a security risk, OAuth app can't include transcript inline, building a Fathom→Snowflake/BigQuery pipeline, rate-limited at 60 calls/minute, or picking between Fathom free tier vs Premium vs Team vs Business. Do NOT use for selecting between Fathom and competitors like Fireflies/Gong/Avoma (use /sales-note-taker) or reviewing specific call recordings (use /sales-call-review).
NICE CXone (Mpower) platform help — full CCaaS with omnichannel routing, WFM, quality management, AI analytics, digital engagement, and virtual agents. Use when setting up NICE CXone ACD routing or IVR, WFM forecasting and scheduling not working, quality management scorecards not scoring correctly, CXone Copilot freezing agent UI, comparing NICE CXone pricing tiers (Digital $71 to Complete $209/agent/mo), integrating CXone with Salesforce or other CRM, CXone reporting hard to understand, or audio quality issues on CXone calls. Do NOT use for building a general coaching program (use /sales-coaching) or reviewing a specific call transcript (use /sales-call-review).
MuleSoft platform help — Anypoint Platform, API-led connectivity, Design Center, Anypoint Studio, Code Builder, Exchange, Runtime Manager, API Manager, Flex Gateway, Composer, RPA, IDP, DataWeave, CloudHub, 450+ connectors. Use when Anypoint Studio crashes or gives misleading errors, DataWeave transformation isn't working, CloudHub deployment fails or runs out of CPU credits, API policies aren't enforcing correctly, connectors won't authenticate to SAP or Salesforce, vCore pricing is spiraling and you need to optimize, or MuleSoft implementation is stalling. Do NOT use for general CRM platform config (use /sales-salesforce) or simple Zapier/Make integrations (use /sales-integration).
Solidroad platform help — AI-powered QA and training for CX teams. Use when reps ramping too slowly and need AI practice simulations, QA only covers 2% of conversations and you want 100% automated scoring, training and QA are disconnected and insights don't turn into coaching, setting up Solidroad scorecards or custom quality rubrics, connecting Solidroad to Salesforce Service Cloud or Zendesk or Intercom, or evaluating Solidroad vs Observe.AI vs Balto vs Cresta for contact center QA. Do NOT use for general coaching strategy without a specific platform (use /sales-coaching).
Craft platform help — AI growth engine for home services with real-time field sales coaching during in-home appointments, 24/7 AI call center with live CSR coaching, revenue recovery AI agents, Craft Intelligence analytics. Use when reps need live coaching during appointments not after, call center booking rates are too low, missed estimates and unsold jobs pile up without follow-up, comparing Craft vs Rilla vs Siro vs SalesAsk for home services coaching, setting up Craft with ServiceTitan or Salesforce, or wondering if bundled pricing is worth it. Do NOT use for virtual/video meeting note-taking (use /sales-note-taker) or building a coaching program from scratch (use /sales-coaching).
Sprout Social platform help — Publishing, Smart Inbox, Analytics, Social Listening (add-on), Influencer Marketing, Employee Advocacy, AI Assist, API, Salesforce/HubSpot/Zendesk integrations. Use when Sprout Social posts aren't publishing on schedule, Smart Inbox is overwhelming and hard to triage, analytics reports don't show the metrics you need, social listening queries return too much noise, influencer campaigns in Sprout lack visibility, employee advocacy adoption is low, AI Assist suggestions feel off, CRM sync keeps disconnecting, or you're deciding between Sprout Social and Hootsuite/Buffer/Agorapulse. Do NOT use for social listening strategy across tools (use /sales-social-listening), influencer marketing strategy (use /sales-influencer-marketing), social media management strategy (use /sales-social-media-management), or employee advocacy strategy (use /sales-employee-advocacy).
Tactiq platform help — Chrome extension AI meeting note-taker with bot-free live transcription for Google Meet, Zoom, and MS Teams. Use when Tactiq transcription accuracy is poor with accents, AI credits running out too fast, setting up Tactiq workflows to push notes to Slack or Notion, connecting Tactiq to HubSpot or Salesforce via Zapier, figuring out which Tactiq plan to pick, or comparing Tactiq to Fathom or Fireflies. Do NOT use for choosing between note-takers generally (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).
Bluedot platform help — bot-free AI note-taker with video recording, Chrome extension + desktop/mobile apps, Svix webhooks, screen recording with webcam overlay. Use when setting up Bluedot for a sales team, configuring Bluedot webhook integrations, syncing Bluedot meeting notes to HubSpot or Salesforce, troubleshooting Bluedot desktop app crashes or recording drops, choosing between Bluedot plans (Free/Basic/Pro/Business), comparing Bluedot vs Fathom or Fireflies for bot-free recording, or debugging Bluedot Chrome extension issues in managed IT environments. Do NOT use for comparing all note-takers (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).
Boomi platform help — enterprise iPaaS, 1000+ connectors, API Management, Data Hub MDM, Flow low-code builder, Event Streams, B2B/EDI, AgentStudio AI agents, MCP support. Use when Boomi integration keeps failing or data isn't syncing, connector won't authenticate to SAP or Salesforce, per-connection pricing is spiraling and you need to optimize, debugging a Boomi process is painful with vague error messages, evaluating Boomi vs MuleSoft vs Workato, or setting up API management and governance. Do NOT use for simple Zapier/Make automations (use /sales-integration) or MuleSoft-specific questions (use /sales-mulesoft).
Totango platform help — SuccessBLOCs, SuccessPlays, Health Scores, Customer 360, Touchpoints, Customer Data Hub, Unison AI, Catalyst, email campaigns, REST API. Use when implementation is taking too long and you need a setup plan, SuccessPlays aren't triggering or running on the wrong accounts, health scores don't match actual churn risk, integrations keep breaking or disconnecting from Salesforce or HubSpot, reports and dashboards feel rigid and you can't build custom views, Totango API returns errors or you need to query accounts, or you're migrating to Totango from Gainsight or ChurnZero. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).