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Found 213 Skills
Build apps that integrate with external services via Membrane. Use when the user wants to add integrations to their product — let their customers connect to Slack, HubSpot, Salesforce, GitHub, Google Sheets, Jira, or any other app, execute actions, sync data, or handle webhooks. Covers backend token generation, frontend connection UI, running actions, data collections, and AI agent tooling.
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).
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).
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).
Tactiq platform help — Chrome extension AI meeting note-taker with bot-free live transcription for Google Meet, Zoom, and MS Teams. Use when Tactiq transcription accuracy is poor with accents, AI credits running out too fast, setting up Tactiq workflows to push notes to Slack or Notion, connecting Tactiq to HubSpot or Salesforce via Zapier, figuring out which Tactiq plan to pick, or comparing Tactiq to Fathom or Fireflies. Do NOT use for choosing between note-takers generally (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).
Sets up and operates Airbyte Agent Connectors — strongly typed Python packages for accessing 51+ third-party SaaS APIs through a unified entity-action interface. Supported services include Salesforce, HubSpot, Stripe, GitHub, Slack, Jira, Shopify, Zendesk, Google Ads, Notion, Linear, Intercom, Gong, and 36 more connectors spanning CRM, billing, payments, e-commerce, marketing, analytics, project management, helpdesk, developer tools, HR, and communication platforms. Make sure to use this skill when the user wants to connect to any SaaS API, install an airbyte-agent connector package, integrate third-party service data into a Python application or AI agent, query or search records from any supported service, or configure Airbyte MCP tools for Claude. Covers Platform Mode (Airbyte Cloud) and OSS Mode (local Python SDK).
Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'.
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).
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).
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).
Expert Clay platform consultant for B2B data enrichment and workflow automation. Use when the user asks about Clay tables, waterfall enrichment, Clay credits, Clay pricing, Claygent, Clayscript formulas, Clay CRM sync, Clay enrichment workflows, Clay integrations, Clay Chrome extension, Clay templates, or building data pipelines in Clay. Also triggers on "Clay workflow", "enrichment waterfall", "Clay credits", "Claygent", "Clayscript", "Clay + HubSpot", "Clay + Salesforce", "Clay table", "Clay providers", "enrich in Clay", "Clay API", "Clay column", "Clay formulas", "find emails", "email waterfall", "phone waterfall", "lead scoring", "Clay debugging". Do NOT use for general CRM questions without Clay context, standalone email tools (Findymail, Hunter), or non-Clay enrichment platforms.