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Found 216 Skills
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).
Search and retrieve context from Airweave collections. Use when users ask about their data in connected apps (Slack, GitHub, Notion, Jira, Confluence, Google Drive, Salesforce, databases, etc.), need to find documents or information from their workspace, want answers based on their company data, or need you to check app data for context to complete a task.
MUST activate before editing ANY file under uiBundles/*/src/ for visual or UI changes to an EXISTING app — pages, components, sections, layout, styling, colors, fonts, navigation, animations, or any look-and-feel change. Use this skill when modifying pages, components, layout, styling, or navigation in an existing UI bundle app. Activate when the project contains appLayout.tsx, routes.tsx, src/pages/, src/components/, or global.css. This skill contains critical project-specific conventions (appLayout.tsx shell, shadcn/ui components, Tailwind CSS, Salesforce base-path routing, module restrictions) that override general knowledge. Without this skill, generated code will use wrong imports, break routing, or ignore project structure. Do NOT use when creating a new app from scratch (use building-ui-bundle-app instead).
Reply.io platform help — multichannel sequences (email, LinkedIn, calls, SMS, WhatsApp), Jason AI SDR, B2B database, email warmup, deliverability tools, unified inbox, analytics, Salesforce/HubSpot integration, agency features. Use when asking 'how do I do X in Reply.io', setting up Reply.io sequences, configuring Jason AI, connecting Reply.io to Salesforce or HubSpot, using Reply.io warmup, or troubleshooting Reply.io deliverability. Do NOT use for general outbound cadence strategy (use /sales-cadence), cross-platform email deliverability (use /sales-deliverability), email tracking strategy (use /sales-email-tracking), building prospect lists (use /sales-prospect-list), or connecting Reply.io to other tools via Zapier (use /sales-integration).
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).
Pipeline analysis composite. Pulls deal/meeting data from any CRM or tracking system, analyzes the pipeline over a user-defined period (weekly, fortnightly, monthly, quarterly), and produces both an executive summary and a detailed diagnostic report. Covers volume, qualification rates, source effectiveness, stage velocity, stuck deals, and actionable recommendations. Tool-agnostic — works with any CRM (Salesforce, HubSpot, Pipedrive, Close, Supabase, CSV).
Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'.
Jiminny platform help — conversation intelligence, revenue intelligence, AI notetaker, sales coaching, and automatic CRM logging. Use when setting up Jiminny call recording or transcription, configuring Jiminny CRM sync to Salesforce or HubSpot, connecting Jiminny to a dialer like Aircall or Dialpad, troubleshooting calls not appearing in Jiminny or tagging delays, pulling activity data from the Jiminny API, comparing Jiminny vs Gong pricing or features, or evaluating Jiminny for pipeline visibility. Do NOT use for general coaching program design (use /sales-coaching) or comparing standalone AI note-takers (use /sales-note-taker).
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).
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).
Import data into the AWS data lake from S3 files, local uploads, JDBC databases (Oracle, SQL Server, PostgreSQL, MySQL, RDS, Aurora), Amazon Redshift, Snowflake, BigQuery, DynamoDB, or existing Glue catalog tables (migration). Default target is S3 Tables; standard Iceberg on a general purpose bucket is supported where S3 Tables is not adopted. Handles one-time loads, recurring pipelines, migrations. Triggers on: import data, load data, ingest, sync database, migrate table, move data to AWS, set up pipeline, ETL, pull from Snowflake, query BigQuery into S3, export DynamoDB, CTAS, convert to Iceberg. Do NOT use for setting up or troubleshooting Glue connections (use connecting-to-data-source), creating empty tables (use creating-data-lake-table), running queries (use querying-data-lake), finding tables by fuzzy name (use finding-data-lake-assets), catalog audit (use exploring-data-catalog), or SaaS platforms like Salesforce, ServiceNow, SAP, MongoDB, Kafka.