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Seismic Platform Help

Seismic平台帮助

Help the user with Seismic platform questions — from content management and LiveDocs through Digital Sales Rooms, Learning & Coaching, Aura AI, Meeting Intelligence, LiveSend, Programs, API, and integrations.
为用户解答Seismic平台相关问题 — 涵盖内容管理、LiveDocs、Digital Sales Rooms、学习与辅导、Aura AI、会议智能、LiveSend、项目计划、API及集成等模块。

Step 1 — Gather context

步骤1 — 收集上下文

Ask the user:
  1. What area of Seismic do you need help with?
    • A) Content Management — library organization, workspaces, content profiles, permissions, version control
    • B) LiveDocs — dynamic document generation, templates, merge fields, Express vs Process
    • C) Learning & Coaching — training paths, lessons, quizzes, certifications, AI Role-Play (route to 
      /sales-coaching
      for frameworks)
    • D) Aura AI — AI copilot, content recommendations, search assistance, meeting prep
    • E) Digital Sales Rooms — buyer-facing microsites, stakeholder engagement, deal content curation
    • F) Meeting Intelligence — recording, AI summaries, key moments, action items
    • G) LiveSend — tracked content delivery, engagement analytics
    • H) Programs & Tasks — enablement program management, milestones, completion tracking
    • I) API & Integrations — REST API, webhooks, CRM sync, iPaaS (route to 
      /sales-integration
      for cross-platform)
    • J) Seismic Exchange — app marketplace, third-party extensions
    • K) Admin — users, groups, SCIM provisioning, permissions, billing
    • L) Something else — describe it
  2. What's your role?
    • A) Sales rep / AE / BDR
    • B) Sales manager / team lead
    • C) Enablement / L&D
    • D) RevOps / Sales Ops
    • E) Admin / IT
    • F) Marketing
    • G) Other
  3. What are you trying to accomplish? (describe your specific goal or question)
If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.
Note: If the user needs a specialized skill, route them there with a brief explanation of why that skill is a better fit.
询问用户：
  1. 你需要Seismic哪个模块的帮助？
    • A) 内容管理 — 库组织、工作区、内容配置文件、权限、版本控制
    • B) LiveDocs — 动态文档生成、模板、合并字段、Express与Process对比
    • C) 学习与辅导 — 培训路径、课程、测验、认证、AI角色扮演（框架相关请转至/sales-coaching）
    • D) Aura AI — AI副驾驶、内容推荐、搜索辅助、会议准备
    • E) Digital Sales Rooms — 面向买家的微网站、利益相关者参与、交易内容策划
    • F) 会议智能 — 录制、AI摘要、关键时刻、行动项
    • G) LiveSend — 追踪式内容交付、参与度分析
    • H) 项目计划与任务 — 赋能项目管理、里程碑、完成追踪
    • I) API与集成 — REST API、Webhook、CRM同步、iPaaS（跨平台集成请转至/sales-integration）
    • J) Seismic Exchange — 应用市场、第三方扩展
    • K) 管理后台 — 用户、群组、SCIM配置、权限、计费
    • L) 其他 — 请描述具体需求
  2. 你的角色是什么？
    • A) 销售代表/AE/BDR
    • B) 销售经理/团队主管
    • C) 赋能专员/L&D
    • D) 营收运营/销售运营
    • E) 管理员/IT
    • F) 营销人员
    • G) 其他
  3. 你想要达成什么目标？（描述具体目标或问题）
如果用户的请求已提供大部分上述上下文，可直接跳过此步骤进入相关环节。 先基于合理假设给出初步解答（需明确说明假设），再仅询问最关键的1-2个澄清问题 — 不要要求用户提供完整上下文后才给出回应。
注意：如果用户需要特定领域的专业支持，需引导至对应技能并简要说明原因。

Step 2 — Route or answer directly

步骤2 — 引导或直接解答

If the request maps to a specialized skill, route:
  • Sales content strategy / organization → 
    /sales-content
  • Sales coaching frameworks / onboarding programs → 
    /sales-coaching
  • Cross-platform deal room strategy → 
    /sales-deal-room
  • Sales call coaching / review → 
    /sales-call-review
  • Content engagement tracking across tools → 
    /sales-email-tracking
  • Tool integration architecture → 
    /sales-integration
Otherwise, answer directly from platform knowledge using the reference below.
若请求对应特定专业技能，引导至以下路径：
  • 销售内容策略/组织 → 
    /sales-content
  • 销售辅导框架/入职项目 → 
    /sales-coaching
  • 跨利益相关者交易空间策略 → 
    /sales-deal-room
  • 销售通话辅导与复盘 → 
    /sales-call-review
  • 跨工具内容参与度追踪 → 
    /sales-email-tracking
  • 工具集成架构 → 
    /sales-integration
否则，直接基于平台知识库解答。

Step 3 — Seismic platform reference

步骤3 — Seismic平台参考指南

Provide module-by-module guidance based on the user's area:
根据用户需求的模块提供针对性指导：

Content Management

内容管理

  • What it is: The core content library — a centralized repository where sales, marketing, and enablement teams store, organize, and distribute content to sellers
  • Key concepts: Content items live in the Library (read-only for most users) and are authored/edited in Workspaces (draft/staging areas). Content Profiles define the metadata schema. Content Classes create taxonomy categories for organization and filtering.
  • Content Profiles: Metadata schemas attached to content — define fields like product line, buyer persona, deal stage, region. These drive targeted content recommendations and search filtering.
  • Content Classes: Taxonomy categories (e.g., Case Study, One-Pager, Battlecard, ROI Calculator). Used for organizing and filtering content in the library.
  • Permissions: Role-based access at the workspace, folder, and content level. Control who can view, edit, publish, and manage content.
  • Version control: Content items support versioning — track changes, revert to previous versions, and see who made edits.
  • Content sync: Sync content from cloud storage (Google Drive, SharePoint, Dropbox) into the Seismic library. Changes in the source propagate to Seismic.
  • Publishing workflow: Content is authored in Workspaces, reviewed/approved, then published to the Library for seller consumption.
  • Best practices: Define content profiles before loading content — retrofitting metadata is painful. Use content classes consistently. Establish a governance model with clear ownership per content category.
  • 定义：核心内容库 — 销售、营销与赋能团队存储、组织及向销售人员分发内容的集中式仓库
  • 关键概念：内容项存储在库中（多数用户为只读权限），在工作区中创作/编辑（草稿/预发布区域）。内容配置文件定义元数据架构，内容类别用于创建分类体系以组织和筛选内容。
  • 内容配置文件：附加到内容的元数据架构 — 定义产品线、买家角色、交易阶段、区域等字段，用于驱动精准内容推荐和搜索筛选。
  • 内容类别：分类类别（如案例研究、单页文档、竞品对比卡、ROI计算器），用于库内内容的组织和筛选。
  • 权限：基于角色的工作区、文件夹及内容级访问控制，管控谁可查看、编辑、发布及管理内容。
  • 版本控制：内容项支持版本管理 — 追踪变更、回滚至历史版本、查看编辑者信息。
  • 内容同步：将云存储（Google Drive、SharePoint、Dropbox）中的内容同步至Seismic库，源文件变更会同步至Seismic。
  • 发布流程：内容在工作区创作、审核/批准后，发布至库供销售人员使用。
  • 最佳实践：在导入内容前先定义内容配置文件 — 后期补全元数据难度极大。统一使用内容类别，建立清晰的内容类别所有权治理模型。

LiveDocs

LiveDocs

  • What it is: Dynamic document generation engine — templates with merge fields that pull data from CRM or other data sources to auto-generate personalized documents (proposals, contracts, one-pagers, pricing sheets)
  • LiveDocs Express: Quick, single-step document generation. One API call or UI action generates the document immediately. Best for simple personalization (name, company, deal details).
  • LiveDocs Process: Multi-step workflows with review and approval stages. Best for complex documents requiring multiple stakeholders to contribute or approve sections before finalizing.
  • Merge fields: Template placeholders that map to data source fields. Can pull from Salesforce, HubSpot, Dynamics, or custom data sources.
  • Output formats: PDF, PowerPoint, Word — depends on the template type.
  • Data sources: CRM (Salesforce, HubSpot, Dynamics), custom APIs, CSV uploads, manual entry.
  • Best practices: Start with LiveDocs Express for simple use cases — only use Process when you genuinely need multi-step review/approval. Test merge field mapping thoroughly before rolling out templates to the full team.
  • 定义：动态文档生成引擎 — 带有合并字段的模板，可从CRM或其他数据源拉取数据，自动生成个性化文档（提案、合同、单页文档、定价表）
  • LiveDocs Express：快速单步文档生成，通过一次API调用或UI操作即可立即生成文档，适用于简单个性化场景（姓名、公司、交易详情）。
  • LiveDocs Process：带有审核和批准阶段的多步骤工作流，适用于需要多个利益相关者贡献或审批章节的复杂文档。
  • 合并字段：映射到数据源字段的模板占位符，可从Salesforce、HubSpot、Dynamics或自定义数据源拉取数据。
  • 输出格式：PDF、PowerPoint、Word — 取决于模板类型。
  • 数据源：CRM（Salesforce、HubSpot、Dynamics）、自定义API、CSV上传、手动输入。
  • 最佳实践：简单场景优先使用LiveDocs Express — 仅当确实需要多步骤审核/批准时才使用Process。在向全团队推广模板前，彻底测试合并字段映射。

Learning & Coaching

学习与辅导

  • What it is: Seismic Learning (formerly Lessonly) — built-in training and coaching platform for onboarding, skill development, and certification
  • Lessons: Individual learning modules — can include text, video, images, quizzes, and practice exercises. Assigned to individuals or groups.
  • Learning paths: Ordered sequences of lessons grouped by topic or role (e.g., "New AE Onboarding", "Product Launch Training").
  • Quizzes & assessments: Knowledge checks within lessons. Multiple choice, free response, and scenario-based questions.
  • Certifications: Completion-based credentials — learners earn certifications by finishing required lessons/paths and passing assessments.
  • AI Role-Play Agent: AI-powered practice simulations where reps can rehearse customer conversations, objection handling, and discovery calls. The AI plays the buyer role and provides feedback.
  • Coaching scorecards: Structured evaluation forms for managers to assess rep performance on calls, demos, or role-plays. Track scores over time.
  • Skill tracking: Monitor individual and team proficiency across defined competencies. Identify skill gaps and target training.
  • Important note: Seismic Learning was formerly Lessonly. Older documentation, blog posts, and API references may still use the Lessonly name. The Learning API endpoint may differ from the main Seismic API.
  • 定义：Seismic Learning（前身为Lessonly） — 内置培训与辅导平台，用于入职、技能提升和认证
  • 课程：独立学习模块 — 可包含文本、视频、图片、测验和练习，分配给个人或群组。
  • 学习路径：按主题或角色分组的有序课程序列（如“新AE入职培训”、“产品发布赋能”）。
  • 测验与评估：课程内的知识检测，包括选择题、开放式问题和场景化问题。
  • 认证：基于完成情况的资质 — 学习者通过完成指定课程/路径并通过评估获得认证。
  • AI角色扮演Agent：AI驱动的模拟练习，销售人员可演练客户对话、异议处理和需求挖掘，AI扮演买家角色并提供反馈。
  • 辅导评分卡：经理用于评估销售人员通话、演示或角色扮演表现的结构化评估表，可追踪分数变化。
  • 技能追踪：监控个人和团队在指定能力上的熟练度，识别技能差距并针对性培训。
  • 重要提示：Seismic Learning前身为Lessonly，旧版文档、博客文章和API参考可能仍使用Lessonly名称，Learning API端点可能与主Seismic API不同。

Aura AI

Aura AI

  • What it is: Seismic's AI copilot that works across the entire platform — content recommendations, search assistance, meeting prep, and learning assistance
  • Content recommendations: AI-powered suggestions for the best content to share based on deal context, buyer persona, and deal stage.
  • Search assistance: Natural language search across the content library — "find the latest case study for healthcare CFOs."
  • Meeting prep: AI-generated briefing documents pulling relevant content, CRM data, and recent engagement history before a meeting.
  • Learning assistance: AI helps learners find relevant training materials and provides contextual guidance during onboarding.
  • Availability: Accessible in Slack and Microsoft Teams as a conversational copilot, plus embedded in the Seismic web and mobile apps.
  • 定义：Seismic的AI副驾驶，贯穿整个平台 — 提供内容推荐、搜索辅助、会议准备和学习支持
  • 内容推荐：基于交易上下文、买家角色和交易阶段的AI驱动最佳内容建议。
  • 搜索辅助：内容库的自然语言搜索 — 如“查找针对医疗保健CFO的最新案例研究”。
  • 会议准备：AI生成的简报文档，整合相关内容、CRM数据和近期参与历史。
  • 学习支持：AI帮助学习者找到相关培训材料，并在入职期间提供上下文指导。
  • 可用渠道：作为对话式副驾驶在Slack和Microsoft Teams中使用，同时嵌入Seismic网页和移动应用。

Digital Sales Rooms (DSR)

Digital Sales Rooms (DSR)

  • What it is: Buyer-facing microsites for sharing curated content with prospects — a personalized portal for each deal where sellers organize and share relevant materials
  • Key features: Custom branding, content curation per deal stage, per-stakeholder engagement tracking, mutual action plans.
  • Multi-threading: Share the DSR with multiple stakeholders at the buying organization. Track which stakeholder views which content and when.
  • Engagement tracking: See who opened the DSR, which content they viewed, time spent per item, download activity. Use engagement signals to prioritize follow-ups.
  • Content curation: Organize content by deal stage, buyer role, or topic within the DSR. Update content as the deal progresses.
  • Best practices: Create a DSR early in the deal cycle. Add stakeholder-specific content (technical docs for IT, ROI calculators for finance). Monitor engagement to identify champion vs. detractor behavior.
  • 定义：面向买家的微网站，用于向潜在客户分享策划内容 — 每个交易的个性化门户，销售人员可在此组织和分享相关材料
  • 核心功能：自定义品牌、按交易阶段策划内容、按利益相关者追踪参与度、共同行动计划。
  • 多线程沟通：与买方组织的多个利益相关者共享DSR，追踪每个利益相关者查看的内容和时间。
  • 参与度追踪：查看谁打开了DSR、查看了哪些内容、每项内容的耗时、下载活动，利用参与信号优先跟进。
  • 内容策划：在DSR内按交易阶段、买家角色或主题组织内容，随交易进展更新内容。
  • 最佳实践：在交易周期早期创建DSR，添加针对利益相关者角色的内容（给IT的技术文档、给财务的ROI计算器），监控参与度以识别支持者和反对者行为。

Meeting Intelligence

会议智能

  • What it is: AI-powered meeting recording and analysis — captures sales meetings, generates summaries, identifies key moments, and extracts action items
  • Recording: Integrates with Zoom, Microsoft Teams, and other video conferencing tools. Automatically records meetings when configured.
  • AI summaries: Post-meeting summaries highlighting key discussion points, decisions, and next steps.
  • Key moment detection: AI identifies important moments — pricing discussions, objection handling, competitor mentions, commitment signals.
  • Action items: Automatically extracts action items from the conversation and assigns them to participants.
  • Integration: Syncs meeting intelligence data to CRM for deal context. Links recordings to opportunities.
  • 定义：AI驱动的会议录制与分析 — 捕获销售会议、生成摘要、识别关键时刻、提取行动项
  • 录制：与Zoom、Microsoft Teams等视频会议工具集成，配置后自动录制会议。
  • AI摘要：会后摘要，突出关键讨论点、决策和后续步骤。
  • 关键时刻识别：AI识别重要时刻 — 定价讨论、异议处理、竞品提及、承诺信号。
  • 行动项：自动从对话中提取行动项并分配给参与者。
  • 集成：将会议智能数据同步至CRM以补充交易上下文，将录制内容关联至销售机会。

LiveSend

LiveSend

  • What it is: Tracked content delivery — send content to prospects and track their engagement in real time
  • Tracking capabilities: Opens, time spent per page, pages viewed, downloads, forwards. Know exactly how a prospect engages with your content.
  • Analytics: Content effectiveness reporting — which content gets the most engagement, which prospects are most engaged.
  • Notifications: Real-time alerts when a prospect opens or engages with shared content. Trigger timely follow-ups.
  • Best practices: Use LiveSend for high-value content shares (proposals, case studies, pricing). Monitor engagement within 24 hours to time follow-up calls when the prospect is actively reviewing.
  • 定义：追踪式内容交付 — 向潜在客户发送内容并实时追踪其参与度
  • 追踪能力：打开次数、每页耗时、查看页面、下载次数、转发情况，精准了解潜在客户对内容的参与度。
  • 分析：内容有效性报告 — 哪些内容参与度最高、哪些潜在客户最活跃。
  • 通知：潜在客户打开或参与分享内容时的实时提醒，及时触发跟进。
  • 最佳实践：使用LiveSend分享高价值内容（提案、案例研究、定价），在24小时内监控参与度，在潜在客户积极查看时安排跟进通话。

Programs & Tasks

项目计划与任务

  • What it is: Enablement program management — create structured programs with tasks, milestones, deadlines, and analytics to drive adoption and behavior change
  • Programs: Organized initiatives (e.g., "Q1 Product Launch Enablement", "New Hire Onboarding Program") with defined goals and timelines.
  • Tasks: Individual action items within a program — can be learning assignments, content reviews, certifications, or custom actions.
  • Milestones: Key checkpoints within a program — track progress toward completion.
  • Analytics: Program completion rates, task completion by individual/team, time to completion, impact metrics.
  • Best practices: Keep programs focused — 5-10 tasks max. Set realistic deadlines. Use analytics to identify stragglers early.
  • 定义：赋能项目管理 — 创建包含任务、里程碑、截止日期和分析的结构化项目，推动采用和行为改变
  • 项目：有组织的举措（如“Q1产品发布赋能”、“新员工入职项目”），带有明确目标和时间表。
  • 任务：项目内的独立行动项 — 可包括学习任务、内容审核、认证或自定义行动。
  • 里程碑：项目内的关键检查点 — 追踪完成进度。
  • 分析：项目完成率、个人/团队任务完成情况、完成时间、影响指标。
  • 最佳实践：保持项目聚焦 — 最多5-10项任务，设置合理截止日期，利用分析尽早识别进度落后者。

Seismic Exchange

Seismic Exchange

  • What it is: App marketplace for extending the Seismic platform — third-party integrations, custom apps, and pre-built connectors
  • Categories: CRM connectors, content creation tools, analytics extensions, communication integrations.
  • Custom apps: Build custom integrations using the Seismic API and publish them to your organization's Exchange.
  • 定义：扩展Seismic平台的应用市场 — 第三方集成、自定义应用和预构建连接器
  • 类别：CRM连接器、内容创作工具、分析扩展、沟通集成。
  • 自定义应用：使用Seismic API构建自定义集成并发布至企业内部Exchange。

Seismic data model

Seismic数据模型

Core objects — understand these to navigate the platform and work with the API:
ObjectWhat it isKey fields
ContentItem in the content libraryid, name, type, contentProfileId, version, status
WorkspaceAuthoring/editing space for contentid, name, permissions, publishedContent
LiveDocDynamic document templateid, name, mergeFields, dataSource, outputFormat
Digital Sales RoomBuyer-facing deal micrositeid, name, recipients, contentItems, analytics
LessonLearning moduleid, title, type, content, assignees, completionRate
ProgramEnablement programid, name, tasks, milestones, analytics
LiveSend LinkTracked content deliveryid, contentId, recipientEmail, views, timeSpent
核心对象 — 理解这些对象以导航平台和使用API：
对象定义关键字段
Content内容库中的项目id, name, type, contentProfileId, version, status
Workspace内容创作/编辑空间id, name, permissions, publishedContent
LiveDoc动态文档模板id, name, mergeFields, dataSource, outputFormat
Digital Sales Room面向买家的交易微网站id, name, recipients, contentItems, analytics
Lesson学习模块id, title, type, content, assignees, completionRate
Program赋能项目id, name, tasks, milestones, analytics
LiveSend Link追踪式内容交付链接id, contentId, recipientEmail, views, timeSpent

API & Integrations

API与集成

For detailed API documentation including all endpoints, authentication, rate limits, and webhook event payloads, consult 
references/seismic-api-reference.md
.
Quick reference: Developer portal at developer.seismic.com, OAuth 2.0 authentication (multiple flows), rate limit ~100 req/min (varies by endpoint). Key capabilities: content management, engagement tracking, reporting, user/group management (SCIM), LiveDocs generation, search, webhooks.
Always reference 
references/seismic-api-reference.md
 when answering API questions — point the user to it for the full endpoint catalog, authentication details, and rate limit specifics.
包含所有端点、认证、速率限制和Webhook事件负载的详细API文档，请参考
references/seismic-api-reference.md
。
快速参考：开发者门户为developer.seismic.com，采用OAuth 2.0认证（多流程），速率限制约为100请求/分钟（因端点而异）。核心能力：内容管理、参与度追踪、报告、用户/群组管理（SCIM）、LiveDocs生成、搜索、Webhook。
回答API问题时务必包含以下提示：“完整的端点目录、认证细节和速率限制，请查看
references/seismic-api-reference.md
。”

Native integrations

原生集成

IntegrationTypeWhat it does
SalesforceNativeCRM sync, content recommendations in SF, activity logging
HubSpotNativeContent sharing, engagement tracking, CRM data sync
Microsoft DynamicsNativeContent access within Dynamics, activity logging
Microsoft 365/TeamsNativeContent access in Outlook/Teams, Aura AI in Teams
Google WorkspaceNativeGoogle Slides integration, content discovery
SlackNativeAura AI copilot, content search and sharing
ZoomNativeMeeting recording, intelligence, content sharing
GongNativeCall recording access, conversation intelligence
SalesloftNativeContent insertion in sequences, engagement data
SnowflakeNativeData warehouse for advanced reporting
Tray.io / WorkatoiPaaSCustom workflow automation
集成类型功能
Salesforce原生CRM同步、SF内内容推荐、活动日志
HubSpot原生内容分享、参与度追踪、CRM数据同步
Microsoft Dynamics原生Dynamics内内容访问、活动日志
Microsoft 365/Teams原生Outlook/Teams内内容访问、Teams中的Aura AI
Google Workspace原生Google Slides集成、内容发现
Slack原生Aura AI副驾驶、内容搜索与分享
Zoom原生会议录制、智能分析、内容分享
Gong原生通话录制访问、对话智能
Salesloft原生序列中插入内容、参与度数据
Snowflake原生高级报告数据仓库
Tray.io / WorkatoiPaaS自定义工作流自动化

Pricing (as of March 2026 — verify current pricing)

定价（截至2026年3月 — 请以当前定价为准）

  • Enterprise-only, custom quotes — no self-serve pricing
  • Typically $30-60/user/month, $20K-$120K+/year depending on modules and team size
  • Multi-year contracts unlock 45-78% discounts
  • ~4-month average onboarding with professional services included
  • Features like Meeting Intelligence, Digital Sales Rooms, and LiveDocs may be separate add-ons or bundled depending on the contract
  • 仅面向企业客户，定制报价 — 无自助定价
  • 通常为$30-60/用户/月，年费用$20K-$120K+，取决于模块和团队规模
  • 多年合同可享45-78%折扣
  • 平均实施周期为4个月，包含专业服务
  • 会议智能、Digital Sales Rooms和LiveDocs等功能可能为单独附加组件或根据合同打包提供

Step 4 — Actionable guidance

步骤4 — 可操作指导

Based on the user's specific question:
  1. Step-by-step instructions — numbered steps to accomplish their goal in Seismic
  2. Configuration recommendations — specific settings to change, with navigation paths where possible
  3. Common pitfalls — what can go wrong and how to avoid it
  4. Verification — how to confirm the change worked
  5. For API questions — always include a pointer: "For the full endpoint catalog, authentication details, and rate limits, see 
    references/seismic-api-reference.md
    ."
基于用户的具体问题：
  1. 分步说明 — 在Seismic中达成目标的编号步骤
  2. 配置建议 — 具体需修改的设置及导航路径（如有）
  3. 常见陷阱 — 可能出现的问题及避免方法
  4. 验证方式 — 如何确认变更生效
  5. API问题 — 务必包含提示：“完整的端点目录、认证细节和速率限制，请查看
    references/seismic-api-reference.md
    。”

Gotchas

注意事项

  • Don't assume all features are available on every plan. Seismic is enterprise-only with custom packaging — features like Meeting Intelligence, DSRs, and LiveDocs may be separate add-ons or included depending on the contract. Always check what's in the customer's specific package.
  • Don't confuse LiveDocs Express with LiveDocs Process. Express is for quick, single-step document generation (one API call). Process is for multi-step workflows with review/approval stages. Claude tends to recommend Process for simple use cases where Express is sufficient.
  • Don't recommend Seismic for small teams or startups. Seismic is enterprise-focused with $20K+ annual contracts and 4-month onboarding. For teams under 50 reps, suggest lighter alternatives (Guru, Google Drive with structure, Notion).
  • Don't forget that Seismic Learning was formerly Lessonly. Older documentation, blog posts, and API references may still use the Lessonly name. The Learning API endpoint may differ from the main Seismic API.
  • Don't overlook the Seismic-Highspot merger. Announced in late 2025, this merger may significantly change the platform's feature set, pricing, and integrations. Flag any Seismic recommendations as potentially affected by this consolidation.
  • 不要假设所有功能在所有套餐中可用：Seismic仅面向企业客户，采用定制打包模式 — 会议智能、DSR和LiveDocs等功能可能为单独附加组件或包含在套餐中，需确认客户的具体套餐内容。
  • 不要混淆LiveDocs Express与LiveDocs Process：Express用于快速单步文档生成（一次API调用），Process用于带审核/批准的多步骤工作流。Claude可能会在简单场景下错误推荐Process，此时应使用Express。
  • 不要向小团队或初创公司推荐Seismic：Seismic面向企业客户，年费用$20K+，实施周期4个月。对于50人以下的团队，建议使用更轻量化的替代方案（Guru、结构化Google Drive、Notion）。
  • 不要忘记Seismic Learning前身为Lessonly：旧版文档、博客文章和API参考可能仍使用Lessonly名称，Learning API端点可能与主Seismic API不同。
  • 不要忽略Seismic与Highspot的合并：2025年底宣布合并，可能会显著改变平台的功能集、定价和集成，所有Seismic建议需注明可能受此次合并影响。

Step 5 — Related skills

步骤5 — 相关技能

  • /sales-content
    — Sales content strategy, organization, and distribution across tools
  • /sales-coaching
    — Sales coaching frameworks, onboarding, and training programs
  • /sales-deal-room
    — Multi-stakeholder deal room strategy
  • /sales-call-review
    — Sales call coaching and review
  • /sales-email-tracking
    — Content engagement tracking
  • /sales-integration
    — Connecting Seismic to CRM and other tools
  • /sales-do
    — Not sure which skill to use? The router matches any sales objective to the right skill. Install: 
    npx skills add sales-skills/sales --skills sales-do
  • /sales-content
    — 跨工具的销售内容策略、组织和分发
  • /sales-coaching
    — 销售辅导框架、入职和培训项目
  • /sales-deal-room
    — 多利益相关者交易空间策略
  • /sales-call-review
    — 销售通话辅导与复盘
  • /sales-email-tracking
    — 内容参与度追踪
  • /sales-integration
    — 将Seismic连接至CRM及其他工具
  • /sales-do
    — 不确定使用哪个技能？该路由可将任何销售目标匹配至合适技能，安装方式：
    npx skills add sales-skills/sales --skills sales-do

Examples

示例

Example 1: Content library organization

示例1：内容库组织

User says: "How do I set up a content library structure in Seismic for our 200-person sales team?" Skill does:
  1. Recommends a content profile taxonomy aligned to buyer journey (persona, deal stage, product line, region)
  2. Explains workspace vs library distinction — workspaces for authoring, library for consumption
  3. Walks through permission model design — role-based access by team, region, or content category
  4. Outlines content governance workflow — ownership, review cadence, archival policy Result: User has a blueprint for content library structure with profiles, workspaces, permissions, and governance
用户提问：“如何为我们200人的销售团队在Seismic中设置内容库结构？” 技能处理：
  1. 推荐与买家旅程（角色、交易阶段、产品线、区域）对齐的内容配置文件分类体系
  2. 解释工作区与库的区别 — 工作区用于创作，库用于使用
  3. 指导权限模型设计 — 按团队、区域或内容类别划分的基于角色的访问控制
  4. 概述内容治理流程 — 所有权、审核周期、归档策略 结果：用户获得包含配置文件、工作区、权限和治理的内容库结构蓝图

Example 2: Digital Sales Room for enterprise deal

示例2：企业交易的Digital Sales Room

User says: "I want to create a Digital Sales Room for an enterprise deal with 6 stakeholders" Skill does:
  1. Walks through DSR creation — naming, branding, initial content selection
  2. Explains how to curate content by stakeholder role (executive summary for C-suite, technical docs for IT, ROI calculator for finance)
  3. Sets up per-stakeholder engagement tracking to identify champion and detractor signals
  4. Recommends follow-up triggers based on engagement patterns (e.g., alert when CFO views pricing sheet) Result: User has a DSR configured for multi-stakeholder engagement with role-based content and tracking
用户提问：“我想为有6个利益相关者的企业交易创建Digital Sales Room” 技能处理：
  1. 指导DSR创建 — 命名、品牌设置、初始内容选择
  2. 解释如何按利益相关者角色策划内容（给高管的执行摘要、给IT的技术文档、给财务的ROI计算器）
  3. 设置按利益相关者的参与度追踪，识别支持者和反对者信号
  4. 基于参与模式推荐跟进触发条件（如CFO查看定价表时发送提醒） 结果：用户配置了适用于多利益相关者参与的DSR，包含角色化内容和追踪功能

Example 3: API-driven LiveDocs generation

示例3：API驱动的LiveDocs生成

User says: "How do I use the Seismic API to auto-generate personalized proposals via LiveDocs?" Skill does:
  1. Points to 
    references/seismic-api-reference.md
    for full API documentation
  2. Explains LiveDocs Express endpoint for single-step generation vs Process for multi-step workflows
  3. Walks through merge field mapping from CRM data source to template placeholders
  4. Covers OAuth 2.0 authentication setup and output format options (PDF, PowerPoint, Word) Result: User knows the API approach, auth method, Express vs Process distinction, and merge field mapping
用户提问：“如何使用Seismic API通过LiveDocs自动生成个性化提案？” 技能处理：
  1. 指向
    references/seismic-api-reference.md
    获取完整API文档
  2. 解释单步生成的LiveDocs Express端点与多步骤工作流的Process的区别
  3. 指导从CRM数据源到模板占位符的合并字段映射
  4. 涵盖OAuth 2.0认证设置和输出格式选项（PDF、PowerPoint、Word） 结果：用户了解API实现方式、认证方法、Express与Process的区别及合并字段映射

Troubleshooting

故障排除

Content not appearing for reps

内容未对销售人员显示

Symptom: Reps can't find content in the library that marketing has uploaded Cause: Content profiles not assigned, permissions restricting access, content still in workspace (not published), or targeted content rules excluding the user's segment Solution: Check content profile assignment. Verify the user's role has access to the relevant folder/workspace. Confirm content is published to the library (not stuck in draft/review). Review targeted content rules to ensure the user's attributes match the targeting criteria.
症状：销售人员无法找到营销团队上传至库的内容 原因：未分配内容配置文件、权限限制访问、内容仍在工作区（未发布）、定向内容规则排除了用户所在细分群体 解决方案：检查内容配置文件分配，验证用户角色是否有权访问相关文件夹/工作区，确认内容已发布至库（未卡在草稿/审核阶段），查看定向内容规则确保用户属性符合定向条件。

LiveDoc generation failing

LiveDoc生成失败

Symptom: LiveDoc generation returns errors or produces documents with missing data Cause: Merge field mapping broken, data source connection expired, template syntax error, or required CRM fields empty Solution: Verify merge field mapping in the template settings — ensure each placeholder maps to a valid data source field. Check the data source connection (CRM auth may have expired). Validate template syntax in a test generation. Confirm the source CRM record has values for all required merge fields.
症状：LiveDoc生成返回错误或生成的文档数据缺失 原因：合并字段映射损坏、数据源连接过期、模板语法错误、CRM必填字段为空 解决方案：验证模板设置中的合并字段映射 — 确保每个占位符映射到有效的数据源字段，检查数据源连接（CRM认证可能已过期），在测试生成中验证模板语法，确认源CRM记录的所有必填合并字段均有值。

Learning completion not syncing to CRM

学习完成状态未同步至CRM

Symptom: Reps complete lessons/certifications in Seismic Learning but completion status doesn't appear in Salesforce/CRM Cause: Integration settings misconfigured, SCIM provisioning not mapping users correctly, or activity logging disabled Solution: Check the Seismic-CRM integration settings — ensure Learning activity sync is enabled. Verify SCIM user provisioning is mapping Seismic Learning users to the correct CRM user records. Review the activity logging configuration to confirm completion events are included in the sync scope.
症状：销售人员在Seismic Learning中完成课程/认证，但完成状态未显示在Salesforce/CRM中 原因：集成设置配置错误、SCIM用户配置未正确映射用户、活动日志已禁用 解决方案：检查Seismic-CRM集成设置 — 确保已启用学习活动同步，验证SCIM用户配置是否将Seismic Learning用户正确映射至CRM用户记录，查看活动日志配置确认完成事件已包含在同步范围内。