Loading...
Loading...
Found 95 Skills
Email marketing automation for HubSpot/Klaviyo/Mailchimp (and similar ESPs): design trigger-based lifecycle workflows (welcome, onboarding, nurture, win-back, cart abandonment), define segmentation + suppression/frequency policies, troubleshoot deliverability (SPF/DKIM/DMARC, one-click unsubscribe, list hygiene), and measure incrementality/ROI (holdouts, RPE, retention economics).
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).
Expert sales operations and analytics guidance for revenue teams. Use when designing CRM workflows, building sales dashboards, optimizing pipeline analytics, creating lead routing rules, designing territories, calculating commissions, managing data quality, building forecasting models, or integrating sales tech stack. Covers Salesforce, HubSpot, Outreach, Gong, and RevOps best practices.
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).
Set up the Pica CLI and MCP server so AI agents can interact with Gmail, Slack, HubSpot, Stripe, and 200+ platforms. Handles installation, initialization, and first connection.
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).
Read.ai platform help — meeting intelligence with engagement/sentiment analytics, Search Copilot across meetings/email/chat, Ada digital twin, REST API (beta) + MCP Server (`api.read.ai/mcp/`), OAuth auth, webhook automations (`meeting_end` events with HMAC signing), CRM sync to Salesforce/HubSpot, Zapier/n8n workflows, 20+ language transcription. Use when setting up Read.ai webhooks or API integration, connecting Read.ai transcripts to a CRM or data warehouse, configuring Read.ai engagement analytics for a sales team, comparing Read.ai pricing tiers, troubleshooting Read.ai auto-joining meetings without permission, or setting up the Read.ai MCP server with Claude or Cursor. Do NOT use for picking between note-takers (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).
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).
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).
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.
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).