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Found 62 Skills
Build automations connecting Qwilr to CRM and other tools via API, Zapier, or native integrations. Use when connecting Qwilr to HubSpot, connecting Qwilr to Salesforce, setting up Qwilr Zapier workflows, auto-generating proposals from CRM data, using the Qwilr API, automating proposal creation, syncing Qwilr with CRM, configuring Qwilr webhooks, or building Qwilr integrations.
ChurnZero platform help — Health Scores, Plays & Automation, Journeys, Renewal Forecasting, In-App WalkThroughs, Surveys (NPS/CSAT/CES), AI Agents, REST API (OData v4). Use when health scores aren't predicting churn accurately, plays automation isn't triggering, Salesforce or HubSpot sync is broken, reporting dashboards feel inflexible, in-app WalkThroughs aren't reaching users, renewal forecasting numbers don't match CRM, or the ChurnZero API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
Strategic automation architecture advisor. Use when users want to plan automation solutions, evaluate their tech stack (Shopify, Zoho, HubSpot, etc.), decide between n8n vs Python/Claude Code, or need guidance on production-ready automation design. Invokes plan mode for complex architectural decisions.
Clearbit (HubSpot) platform help — Person Enrichment, Company Enrichment, Reveal (IP-to-company), Prospector, Name to Domain, Form Shortening, Risk API, Breeze Intelligence, API & integrations. Use when asking 'how do I enrich leads with Clearbit', 'Clearbit API', 'Clearbit Reveal', 'Clearbit Prospector', 'Breeze Intelligence', 'Clearbit form shortening', 'Clearbit HubSpot'. Do NOT use for enrichment strategy across tools (use /sales-enrich), intent/visitor identification strategy (use /sales-intent), building prospect lists across tools (use /sales-prospect-list), or lead scoring strategy (use /sales-lead-score).
Live chat and chatbot for sales and support — widget setup, routing, chatbot flows, agent management, visitor tracking, chat-to-lead conversion, proactive messaging. Covers strategy and implementation across Brevo Conversations, Drift (Salesloft), Intercom, HubSpot, Crisp, LiveChat, Zendesk, Tidio, Freshdesk, and ZoomInfo Chat. Use when setting up live chat, building chatbot flows, optimizing chat-to-lead conversion, routing chats to agents, or choosing a live chat tool. Do NOT use for email sequences (use /sales-cadence), email marketing (use /sales-email-marketing), or meeting scheduling (use /sales-meeting-scheduler). For platform-specific help, use /sales-brevo or /sales-salesloft.
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).
Vitally platform help — Health Scores, Playbooks, Projects, Automation, AI copilot, NPS, Dashboards, REST API. Use when health scores aren't reflecting reality, playbook automations aren't triggering, Salesforce or HubSpot sync is broken, onboarding projects are stalling, NPS surveys aren't reaching users, Vitally AI summaries seem off, custom traits aren't updating via API, or dashboards show stale data. Do NOT use for general customer success strategy (use /sales-customer-success) or survey design methodology (use /sales-customer-feedback).
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).
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).
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).
Supernormal platform help — AI agent for agencies that turns meeting context into deliverables (pitch decks, briefs, emails, spreadsheets). Use when setting up Supernormal desktop app for bot-free recording, Supernormal AI agents not generating deliverables, Supernormal credits running out or credit system confusion, Supernormal bot joining Zoom calls uninvited, comparing Supernormal to Sembly or Fathom or Fireflies for agency work, Supernormal MCP integration, Supernormal Slack or CRM sync to HubSpot or Salesforce, or Supernormal transcription accuracy issues with accents. Do NOT use for choosing between AI note-takers (use /sales-note-taker) or general meeting transcript API integration (use /sales-note-taker).