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Found 62 Skills
Winn.ai platform help — real-time AI sales assistant with playbook adherence tracking, automated CRM updates, and live coaching. Use when setting up Winn.ai playbook templates for MEDDIC or BANT or SPICED, CRM fields not populating after sales calls in Salesforce or HubSpot, Winn.ai not tracking talking points during calls, choosing between Winn.ai and Gong or Sybill or Fathom for real-time guidance, understanding Winn.ai Pro vs Enterprise pricing and feature gating, configuring AI meeting prep briefs or follow-up emails, or Winn.ai Chrome extension not working during Zoom or Teams calls. Do NOT use for picking between note-takers generally (use /sales-note-taker) or reviewing a single call for coaching (use /sales-call-review).
Granola platform help — bot-free AI notepad for meetings, local audio capture (no bot joins calls), REST API at public-api.granola.ai/v1, MCP integration (beta), HubSpot/Attio/Affinity CRM sync, Zapier automation, pricing tiers (Free/Business $14/Enterprise $35). Use when setting up Granola for a sales team, configuring HubSpot CRM sync from meeting notes, building automations with the Granola API or Zapier triggers, choosing between Granola and other bot-free note-takers (Jamie, Krisp, Tactiq), troubleshooting blank notes or silent recording failures, or managing note sharing and privacy settings. Do NOT use for reviewing a single call for coaching (use /sales-call-review) or comparing note-taker platforms broadly (use /sales-note-taker).
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).
Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary. Use when pasting rough notes or a transcript after a discovery, demo, or negotiation call, drafting a customer follow-up, logging the activity for your CRM, or capturing objections and next steps for your team.
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).
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).
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).
Capsule CRM integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Capsule CRM data.
Design reusable Qwilr proposal templates for your whole sales team. Use when creating a proposal template, building a Qwilr template, standardizing proposals across reps, building a template library, enabling your team with templates, creating consistent proposals, or designing vertical-specific templates.
Lime CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Lime CRM data.
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).
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.