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Found 54 Skills
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.
Microsoft Dynamics 365 integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Microsoft Dynamics 365 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).
RepairShopr integration. Manage Deals, Persons, Organizations, Leads, Projects, Activities and more. Use when the user wants to interact with RepairShopr data.
Lime CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Lime CRM data.
Act! 365 integration. Manage Contacts, Groups, Opportunities, Tasks, Users. Use when the user wants to interact with Act! 365 data.
Cluely platform help — real-time AI meeting assistant with live coaching overlay, pre-call briefs, meeting notes, conversation analytics, and knowledge base RAG. Use when setting up Cluely for live AI prompts during sales calls, configuring the knowledge base with company docs for real-time RAG retrieval, connecting Cluely to HubSpot or Salesforce via Merge.dev, troubleshooting transcription accuracy or speaker attribution errors, comparing Cluely Pro vs Pro + Undetectability plans, or setting up team coaching scorecards and missed opportunity tracking. Do NOT use for choosing between AI note-takers across vendors (use /sales-note-taker) or reviewing a call for coaching (use /sales-call-review).
RB2B platform help — Person-Level Website Visitor ID, Company-Level ID, Hot Pages, Hot Leads, Traffic Insights, Identity Resolution API, integrations. Use when you know companies visit your site but not which people, the RB2B pixel isn't identifying visitors, you need person-level ID not just company-level, Hot Pages aren't flagging high-intent visits, or you're comparing RB2B vs Clearbit Reveal for visitor identification. Do NOT use for visitor identification strategy across tools (use /sales-intent), enrichment strategy across tools (use /sales-enrich), building prospect lists across tools (use /sales-prospect-list), or lead scoring strategy (use /sales-lead-score).
MaxIQ platform help — AI-native revenue intelligence with EchoIQ conversation intelligence, InspectIQ pipeline visibility, ForecastIQ AI-driven forecasting, 9 AI agents (NoteTaker, Radar, Summarizer, Coach, Taskmaster, Watchdog, Forecaster, Revenue Planner, Deal Mapper), usage-based pricing (no per-seat), Salesforce/HubSpot CRM sync. Use when EchoIQ not capturing all meeting types, AI Coach scoring criteria not matching your sales process, CRM fields not auto-populating from calls, InspectIQ deal signals seem inaccurate, ForecastIQ predictions not matching reality, comparing MaxIQ vs Gong vs Clari for revenue intelligence, setting up AI Radar keyword tracking, or evaluating usage-based CI pricing vs per-seat alternatives. Do NOT use for designing outbound cadences (use /sales-cadence) or cross-platform coaching programs (use /sales-coaching).
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).
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).