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Craft Platform Help

Craft平台帮助

Step 1 — Gather context

步骤1——收集背景信息

If 
references/learnings.md
exists, read it first for accumulated platform knowledge.
  1. What do you need help with?
    • A) Evaluating Craft for my team (pricing, fit, ROI)
    • B) Setting up Craft — CRM connection, sales process upload, onboarding
    • C) Real-time field sales coaching — how it works during appointments
    • D) AI Call Center — 24/7 booking, call scoring, CSR coaching
    • E) Revenue Recovery AI Agents — automated follow-up for missed opportunities
    • F) Comparing Craft to Rilla, Siro, or SalesAsk
    • G) CRM integration (ServiceTitan, Salesforce, HubSpot, Jobber, etc.)
    • H) Troubleshooting — coaching alerts not firing, CRM sync issues, implementation delays
  2. What industry?
    • A) HVAC
    • B) Roofing / solar
    • C) Plumbing / electrical
    • D) Windows / doors / remodeling
    • E) Pest control / pool / garage doors
    • F) Other home services
  3. Team size?
    • A) Small team (3-15 reps)
    • B) Growing team (15-50 reps)
    • C) Large organization (50+ reps)
    • D) Franchise / PE platform (multi-location)
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
若
references/learnings.md
文件存在，请先阅读以获取已积累的平台知识。
  1. 您需要哪方面的帮助？
    • A) 评估Craft是否适合我的团队（定价、适配性、投资回报率）
    • B) 搭建Craft——CRM连接、销售流程上传、入职培训
    • C) 实时现场销售指导——服务期间的运作方式
    • D) AI呼叫中心——7*24预订、通话评分、客服指导
    • E) 收入恢复AI代理——针对错失机会的自动跟进
    • F) 对比Craft与Rilla、Siro或SalesAsk
    • G) CRM集成（ServiceTitan、Salesforce、HubSpot、Jobber等）
    • H) 故障排查——指导提醒未触发、CRM同步问题、实施延迟
  2. 所属行业？
    • A) 暖通空调（HVAC）
    • B) 屋顶/太阳能
    • C) 管道/电气
    • D) 门窗/翻新
    • E) 虫害控制/泳池/车库门
    • F) 其他家庭服务
  3. 团队规模？
    • A) 小型团队（3-15名代表）
    • B) 成长型团队（15-50名代表）
    • C) 大型组织（50名以上代表）
    • D) 连锁/私募平台（多地点）
跳过规则：如果用户的提示已包含足够背景信息，直接进入步骤2。

Step 2 — Route or answer directly

步骤2——转接或直接解答

Problem domainRoute to
Picking a virtual/online meeting note-taker (not field sales)
/sales-note-taker {user's question}
Building a coaching program, training cadence, or onboarding plan
/sales-coaching {user's question}
Reviewing a specific recorded call for coaching
/sales-call-review {user's question}
General CRM integration patterns (Zapier, webhooks, iPaaS)
/sales-integration {user's question}
CRM selection — which CRM to pick
/sales-crm-selection {user's question}
Otherwise, answer directly below.
问题领域转接至
选择虚拟/在线会议记录工具（非现场销售场景）
/sales-note-taker {user's question}
构建指导计划、培训节奏或入职方案
/sales-coaching {user's question}
针对特定录制通话进行指导复盘
/sales-call-review {user's question}
通用CRM集成模式（Zapier、webhooks、iPaaS）
/sales-integration {user's question}
CRM选型——选择合适的CRM
/sales-crm-selection {user's question}
若非上述情况，请直接在下方解答。

Step 3 — Craft platform reference

步骤3——Craft平台参考资料

Read 
references/platform-guide.md
 for the full platform reference — modules, pricing, integrations, real-time coaching mechanics, AI call center setup, revenue recovery agents.
Answer the user's question using only the relevant section. Don't dump the full reference.
**阅读
references/platform-guide.md
**获取完整平台参考——模块、定价、集成、实时指导机制、AI呼叫中心搭建、收入恢复代理等内容。
仅使用相关章节解答用户问题，请勿直接搬运完整参考资料。

Step 4 — Actionable guidance

步骤4——可落地指导

You no longer need the platform guide — focus on the user's specific situation.
For evaluation: Craft is the only home services coaching platform that coaches reps live during the appointment (not 10-30 min after). It bundles field coaching + call center + revenue recovery — you can't buy modules separately. This makes it a strong fit for teams that need both CSR and field rep coaching, but overkill if you only need one.
For setup: CRM connection (5 min) → upload sales process (2 min) → white-glove onboarding → 30-day implementation roadmap. Expect full value in 30 days, not day one.
For CRM integration: Craft has native two-way sync with ServiceTitan, Salesforce, HubSpot, Jobber, JobNimbus, AccuLynx, Housecall Pro, Improveit 360, i360, RingCentral. The AI books directly in your CRM, updates customer records, and checks tech availability in real-time.
For comparison: See the comparison table in platform-guide.md. Key differentiator: Craft coaches in real-time during the appointment. Rilla/Siro deliver feedback 10-30 min after. SalesAsk texts feedback between appointments.
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
无需再依赖平台指南——聚焦用户的具体场景。
评估场景：Craft是唯一能在服务期间为代表提供实时指导的家庭服务指导平台（而非10-30分钟后）。它将现场指导+呼叫中心+收入恢复打包提供，无法单独购买模块。这使其非常适合同时需要客服和现场代表指导的团队，但如果仅需其中一项，则功能过剩。
搭建场景：CRM连接（5分钟）→ 上传销售流程（2分钟）→ 专属定制入职培训→ 30天实施路线图。预计30天后实现全部价值，而非首日。
CRM集成场景：Craft与ServiceTitan、Salesforce、HubSpot、Jobber、JobNimbus、AccuLynx、Housecall Pro、Improveit 360、i360、RingCentral支持原生双向同步。AI可直接在您的CRM中完成预订、更新客户记录，并实时查看技术人员可用性。
对比场景：请查看platform-guide.md中的对比表格。核心差异点：Craft在服务期间提供实时指导。Rilla/Siro在服务结束10-30分钟后反馈。SalesAsk在服务间隙通过短信发送反馈。
若发现
references/learnings.md
未涵盖的注意事项、解决方案或技巧，请补充至该文件中。

Gotchas

注意事项

Best-effort from research — review these, especially items about pricing and bundled packaging that may be outdated.
  • Bundled pricing only. You can't buy field coaching or call center separately. If you only need one module, you're paying for features you won't use. Compare module-specific alternatives (Rilla/Siro for field-only, dedicated AI CSR for call center-only).
  • No public pricing page. Call center starts at ~$999/mo for unlimited calls. Field coaching estimated ~$2-3K/user/year. Get a quote — actual pricing depends on team size and modules.
  • 30-day implementation. Competitors like SalesAsk claim 7-14 day setup. Craft's white-glove onboarding is thorough but slower. Plan for a month before expecting full ROI.
  • No public API. Custom integrations beyond the supported CRMs aren't possible. If you need API access for custom workflows, check with Craft directly.
  • 11 U.S. states require recording consent. California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Montana, New Hampshire, Oregon, Pennsylvania, Washington. Train reps to disclose recording before the conversation starts.
  • Founded 2024. Newer entrant vs Rilla (2019) and Siro. Smaller customer base (~500) may mean less industry benchmarking data.
基于研究的最佳实践——请重点关注这些内容，尤其是可能过时的定价和捆绑包装相关条目。
  • 仅支持捆绑定价。无法单独购买现场指导或呼叫中心模块。如果仅需其中一项，您将为不会使用的功能付费。可对比专注单一模块的替代方案（仅现场指导选Rilla/Siro，仅呼叫中心选专属AI客服工具）。
  • 无公开定价页面。呼叫中心起价约为999美元/月，支持无限通话。现场指导预估约为2-3000美元/用户/年。请联系获取报价——实际定价取决于团队规模和模块选择。
  • 30天实施周期。SalesAsk等竞品宣称7-14天即可完成搭建。Craft的专属定制入职培训虽全面但耗时更长。请规划1个月时间以实现全部投资回报率。
  • 无公开API。无法在支持的CRM之外进行自定义集成。如果需要API访问以实现自定义工作流，请直接联系Craft。
  • 美国11个州要求录音许可。加利福尼亚州、康涅狄格州、佛罗里达州、伊利诺伊州、马里兰州、马萨诸塞州、蒙大拿州、新罕布什尔州、俄勒冈州、宾夕法尼亚州、华盛顿州。需培训代表在对话开始前告知录音事宜。
  • 成立于2024年。相较于Rilla（2019年）和Siro，属于较新的参与者。客户规模较小（约500家），可能意味着行业基准数据较少。

Related skills

相关技能

  • /sales-rilla
    — Rilla platform help — field sales AI coaching with virtual ridealongs, post-appointment feedback. Install: 
    npx skills add sales-skills/sales --skill sales-rilla -a claude-code -y
  • /sales-siro
    — Siro platform help — field sales AI coaching with Halftime real-time mid-call coaching. Install: 
    npx skills add sales-skills/sales --skill sales-siro -a claude-code -y
  • /sales-salesask
    — Sales Ask platform help — field + call center AI coaching with Coach Dean active text feedback. Install: 
    npx skills add sales-skills/sales --skill sales-salesask -a claude-code -y
  • /sales-coaching
    — Building coaching programs, onboarding, role-plays, certifications
  • /sales-call-review
    — Reviewing a specific call recording for coaching feedback
  • /sales-note-taker
    — Picking an AI note-taker for virtual/video meetings and wiring transcript APIs
  • /sales-integration
    — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)
  • /sales-do
    — Not sure which skill to use? The router matches any sales objective to the right skill. Install: 
    npx skills add sales-skills/sales --skill sales-do -a claude-code -y
  • /sales-rilla
    — Rilla平台帮助——提供虚拟陪访、服务后反馈的现场销售AI指导。安装命令：
    npx skills add sales-skills/sales --skill sales-rilla -a claude-code -y
  • /sales-siro
    — Siro平台帮助——提供Halftime实时通话中指导的现场销售AI指导。安装命令：
    npx skills add sales-skills/sales --skill sales-siro -a claude-code -y
  • /sales-salesask
    — SalesAsk平台帮助——提供Coach Dean主动短信反馈的现场+呼叫中心AI指导。安装命令：
    npx skills add sales-skills/sales --skill sales-salesask -a claude-code -y
  • /sales-coaching
    — 构建指导计划、入职培训、角色扮演、认证
  • /sales-call-review
    — 针对特定通话记录进行指导反馈复盘
  • /sales-note-taker
    — 为虚拟/视频会议选择AI记录工具并对接转录API
  • /sales-integration
    — 通用CRM/工具集成模式（Zapier、webhooks、iPaaS）
  • /sales-do
    — 不确定使用哪个技能？该路由可将任何销售目标匹配至合适的技能。安装命令：
    npx skills add sales-skills/sales --skill sales-do -a claude-code -y

Examples

示例

Example 1: Evaluating Craft for an HVAC team

示例1：为暖通空调团队评估Craft

User says: "I have 20 HVAC techs doing in-home estimates. Is Craft worth the money vs Rilla?" Skill does: Compares Craft's real-time coaching (live during appointment) vs Rilla's post-appointment feedback (10-30 min delay). Notes Craft bundles call center AI + field coaching + revenue recovery, while Rilla is field-only. Discusses pricing (~$2-3K/user/yr Craft bundled vs ~$4K/user/yr Rilla field-only). Recommends Craft if the user also needs CSR coaching, Rilla if field-only coaching is sufficient.
用户提问："我有20名暖通空调技术人员提供上门估价。Craft比Rilla值得投入吗？" 技能操作：对比Craft的实时指导（服务期间）与Rilla的服务后反馈（延迟10-30分钟）。说明Craft捆绑了呼叫中心AI+现场指导+收入恢复，而Rilla仅专注现场指导。讨论定价（Craft捆绑版约2-3000美元/用户/年，Rilla仅现场指导约4000美元/用户/年）。如果用户同时需要客服指导，推荐Craft；如果仅需现场指导，推荐Rilla。

Example 2: Setting up Craft with ServiceTitan

示例2：将Craft与ServiceTitan集成

User says: "How do I connect Craft to my ServiceTitan account?" Skill does: Explains Craft is an official ServiceTitan partner with native two-way sync. Walks through the 5-minute CRM connection flow, what data syncs (appointments, customer records, tech availability), and how the AI books directly in ServiceTitan.
用户提问："如何将Craft连接到我的ServiceTitan账户？" 技能操作：说明Craft是ServiceTitan的官方合作伙伴，支持原生双向同步。讲解5分钟的CRM连接流程、同步的数据内容（预约、客户记录、技术人员可用性），以及AI如何直接在ServiceTitan中完成预订。

Example 3: Call center booking rates are low

示例3：呼叫中心预订率过低

User says: "Our CSRs are only booking 60% of inbound calls. Can Craft help?" Skill does: Explains Craft's AI Call Center module — 24/7 AI booking with 91.4% reported booking rate, automatic call scoring of 100% of calls (not sampling), live CSR coaching, and smart capacity management. Notes the $999/mo starting price and that it comes bundled with field coaching and revenue recovery.
用户提问："我们的客服仅能完成60%的呼入电话预订。Craft能提供帮助吗？" 技能操作：介绍Craft的AI呼叫中心模块——7*24 AI预订（报告显示预订率达91.4%）、对100%通话自动评分（非抽样）、实时客服指导以及智能容量管理。说明起价为999美元/月，且该模块与现场指导和收入恢复打包提供。

Troubleshooting

故障排查

30-day implementation feels too long

30天实施周期过长

Symptom: Team is eager to start but Craft's onboarding takes a full month Cause: White-glove implementation includes sales process upload, CRM integration, team training, and calibration Solution: Ask your Craft onboarding manager to prioritize the module you need most (field coaching or call center). Some teams get partial value in week 1-2 while full calibration continues. If speed is critical, SalesAsk claims 7-14 day implementation.
症状：团队急于开始，但Craft的入职培训耗时整整一个月 原因：专属定制实施包含销售流程上传、CRM集成、团队培训和校准 解决方案：请Craft的入职经理优先处理您最需要的模块（现场指导或呼叫中心）。部分团队可在1-2周内获得部分价值，同时继续完成全面校准。如果对速度要求较高，SalesAsk宣称7-14天即可完成实施。

Real-time coaching alerts not appearing during appointments

服务期间未显示实时指导提醒

Symptom: Rep has the app running but no coaching prompts appear during the conversation Cause: App not foregrounded, poor cellular connection at job site, or sales process not yet uploaded/calibrated Solution: Ensure the app is actively running (not backgrounded by OS). Check cellular signal strength. Verify the sales process upload completed during onboarding — real-time coaching requires the AI to know your specific sales flow to generate relevant prompts.
症状：代表已启动应用，但对话期间未出现指导提示 原因：应用未处于前台、作业现场蜂窝网络连接不佳、或销售流程尚未上传/校准 解决方案：确保应用处于活跃运行状态（未被操作系统后台化）。检查蜂窝信号强度。验证入职培训期间已完成销售流程上传——实时指导需要AI了解您的特定销售流程以生成相关提示。

CRM data not syncing — appointments or follow-ups missing

CRM数据未同步——预约或跟进记录缺失

Symptom: Craft shows completed appointments but CRM doesn't reflect updated records Cause: CRM integration not fully configured, field mapping mismatch, or sync delay Solution: Check the CRM connection in Craft settings. Verify field mappings match your CRM's custom field names. Native integrations (ServiceTitan, Salesforce, HubSpot) should sync in near real-time. If sync is delayed, contact Craft support — they have white-glove implementation specifically for CRM setup.
症状：Craft显示已完成预约，但CRM未更新相关记录 原因：CRM集成未完全配置、字段映射不匹配、或同步延迟 解决方案：在Craft设置中检查CRM连接状态。验证字段映射与您CRM的自定义字段名称一致。原生集成（ServiceTitan、Salesforce、HubSpot）应实现近实时同步。如果同步延迟，请联系Craft支持——他们提供针对CRM设置的专属定制实施服务。