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Found 89 Skills
Solve CRM integration. Manage Organizations, Pipelines, Users, Goals, Filters. Use when the user wants to interact with Solve CRM data.
Recruit CRM integration. Manage Candidates, Jobs, Companies, Users, Notes, Files and more. Use when the user wants to interact with Recruit CRM data.
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).
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).
SMS Magic integration. Manage SMSes, Contacts, Conversations, Templates, Campaigns, Lists. Use when the user wants to interact with SMS Magic data.
Match external CSV/JSONL records to CRM contacts (by email) or companies (by domain) and write enriched data back in one pass using `hubspot objects upsert`.
When the user wants to build or improve a sales bot's ability to create handoff summaries and conversation notes. Also use when the user mentions "conversation summary," "handoff notes," "call notes," "CRM updates," or "conversation documentation."
Prepare structured briefings for meetings with legal relevance and track resulting action items. Use when preparing for contract negotiations, board meetings, compliance reviews, or any meeting where legal context, background research, or action tracking is needed.
Parse sales input and create business records. Ask for supplementary information if any details are missing, and must confirm with the user before submission.
Zoho CRM integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with Zoho CRM data.
Agile CRM integration. Manage Persons, Organizations, Deals, Leads, Activities, Notes and more. Use when the user wants to interact with Agile CRM data.
Fills in missing data for inbound leads — researches the company, identifies the person's role and seniority, finds other stakeholders at the company, checks for existing CRM relationships, and updates the lead record. Produces enriched lead data ready for qualification or outreach. Tool-agnostic.