Loading...
Loading...
Found 252 Skills
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).
Prepare structured briefings for meetings with legal relevance and track resulting action items. Use when preparing for contract negotiations, board meetings, compliance reviews, or any meeting where legal context, background research, or action tracking is needed.
SharpSpring integration. Manage Leads, Persons, Organizations, Deals, Projects, Activities and more. Use when the user wants to interact with SharpSpring data.
ZoomInfo platform help — SalesOS, MarketingOS, OperationsOS, Copilot, API, integrations. Use when asking 'how do I do X in ZoomInfo', setting up ZoomInfo searches, configuring ZoomInfo enrichment, ZoomInfo intent, ZoomInfo Engage sequences, ZoomInfo advertising, ZoomInfo FormComplete, ZoomInfo data orchestration, ZoomInfo Copilot, or troubleshooting ZoomInfo. Do NOT use for general enrichment strategy (use /sales-enrich), general intent strategy (use /sales-intent), general cadence design (use /sales-cadence), general data hygiene strategy (use /sales-data-hygiene), or general B2B advertising strategy (use /sales-b2b-advertising).
Salesflare integration. Manage data, records, and automate workflows. Use when the user wants to interact with Salesflare data.
Edrone integration. Manage data, records, and automate workflows. Use when the user wants to interact with Edrone data.
Act! 365 integration. Manage Contacts, Groups, Opportunities, Tasks, Users. Use when the user wants to interact with Act! 365 data.
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).
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).
Folk integration. Manage data, records, and automate workflows. Use when the user wants to interact with Folk data.
AI meeting assistant with automatic note-taking and summaries.
Use when researching, segmenting, and maintaining journalist/analyst contact lists.