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Found 335 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).
Build automations connecting Qwilr to CRM and other tools via API, Zapier, or native integrations. Use when connecting Qwilr to HubSpot, connecting Qwilr to Salesforce, setting up Qwilr Zapier workflows, auto-generating proposals from CRM data, using the Qwilr API, automating proposal creation, syncing Qwilr with CRM, configuring Qwilr webhooks, or building Qwilr integrations.
Expert sales operations and analytics guidance for revenue teams. Use when designing CRM workflows, building sales dashboards, optimizing pipeline analytics, creating lead routing rules, designing territories, calculating commissions, managing data quality, building forecasting models, or integrating sales tech stack. Covers Salesforce, HubSpot, Outreach, Gong, and RevOps best practices.
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).
Research and compile the latest AI news from across the industry. Use this skill when asked to find AI news, get AI updates, research what's happening in AI, check for AI announcements, or gather intelligence on AI companies. Triggers include requests for "AI news", "latest AI developments", "what's new in AI", "AI industry updates", or news about specific AI companies (OpenAI, Anthropic, Google, Microsoft, Meta, Amazon, Nvidia, xAI, Mistral, Cohere, Apple, Salesforce).
Siro platform help — AI field sales coaching via mobile recording, real-time Halftime mid-call coaching, automated CRM data capture, conversation analytics, follow-up draft generation. Use when setting up Siro for a field sales team, configuring Siro CRM integration with Salesforce or HubSpot via Merge, Siro recording quality or battery drain issues on job sites, building a custom integration with Siro's REST API and webhooks, comparing Siro vs Rilla vs SalesAsk for field sales coaching, or Siro coaching prompts feel too generic for your vertical. Do NOT use for virtual/video meeting note-taking (use /sales-note-taker) or building a coaching program (use /sales-coaching).
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).
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).
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).
Read.ai platform help — meeting intelligence with engagement/sentiment analytics, Search Copilot across meetings/email/chat, Ada digital twin, REST API (beta) + MCP Server (`api.read.ai/mcp/`), OAuth auth, webhook automations (`meeting_end` events with HMAC signing), CRM sync to Salesforce/HubSpot, Zapier/n8n workflows, 20+ language transcription. Use when setting up Read.ai webhooks or API integration, connecting Read.ai transcripts to a CRM or data warehouse, configuring Read.ai engagement analytics for a sales team, comparing Read.ai pricing tiers, troubleshooting Read.ai auto-joining meetings without permission, or setting up the Read.ai MCP server with Claude or Cursor. Do NOT use for picking between note-takers (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).
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.