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Found 255 Skills
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).
Enrich.so platform help — real-time B2B data enrichment API with 50+ data points per lookup and success-based billing. Key capabilities: reverse email lookup, LinkedIn profile enrichment, email/phone finders, company data, similar company search, employee search, IP to company, and bulk enrichment. Use when enriching contacts by email or LinkedIn URL, finding emails/phones from name+company, looking up company data, running bulk enrichment, or working with the Enrich.so API. Do NOT use for cross-platform enrichment strategy (use /sales-enrich), email deliverability strategy (use /sales-deliverability), or prospect list strategy (use /sales-prospect-list).
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).
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).
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).
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).
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).
Nutshell integration. Manage Leads, Persons, Organizations, Deals, Projects, Activities and more. Use when the user wants to interact with Nutshell data.
SharpSpring integration. Manage Leads, Persons, Organizations, Deals, Projects, Activities and more. Use when the user wants to interact with SharpSpring data.
Use to manage workflows, compliance, and measurement for customer references.
Copper integration. Manage Persons, Organizations, Leads, Deals, Projects, Activities and more. Use when the user wants to interact with Copper data.
Recruiterflow integration. Manage data, records, and automate workflows. Use when the user wants to interact with Recruiterflow data.