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LeadIQ Platform Help

LeadIQ平台帮助

Step 1 — Gather context

步骤1 — 收集上下文

references/learnings.md

exists, read it first for accumulated platform knowledge.

Ask the user:

What do you need help with?
- a) Capturing contacts from LinkedIn (Chrome Extension / Prospector)
- b) Champion tracking / job change alerts
- c) CRM enrichment (Salesforce or HubSpot)
- d) API integration (GraphQL)
- e) Scribe AI outreach writing
- f) Credit management / usage optimization
- g) Something else
Which LeadIQ plan are you on?
- a) Free (50 credits/mo, 1 user)
- b) Pro (~$200/mo, up to 5 users)
- c) Enterprise (custom)
- d) Not sure / evaluating
What CRM do you use?
- a) Salesforce (native managed package)
- b) HubSpot (via Workato)
- c) Other / none

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相关知识。

向用户询问以下问题：

您需要哪方面的帮助？
- a) 从LinkedIn捕获联系人（Chrome扩展/潜在客户挖掘工具）
- b) 关键联系人追踪/职位变动提醒
- c) CRM数据丰富（Salesforce或HubSpot）
- d) API集成（GraphQL）
- e) Scribe AI外展文案撰写
- f) 积分管理/使用优化
- g) 其他问题
您使用的是LeadIQ哪类套餐？
- a) 免费版（每月50积分，1用户）
- b) 专业版（约200美元/月，最多5用户）
- c) 企业版（定制化）
- d) 不确定/正在评估
您使用的是哪款CRM？
- a) Salesforce（原生托管包）
- b) HubSpot（通过Workato集成）
- c) 其他/未使用

跳过规则：若用户的提问已包含足够上下文，直接进入步骤2。

Step 2 — Route or answer directly

步骤2 — 转至对应技能或直接解答

Problem domain	Route to	Command
Building prospect lists across multiple tools	`/sales-prospect-list`	`/sales-prospect-list {user's question}`
General enrichment strategy / waterfall enrichment	`/sales-enrich`	`/sales-enrich {user's question}`
Outbound sequence design and cadence	`/sales-cadence`	`/sales-cadence {user's question}`
CRM data quality / deduplication	`/sales-data-hygiene`	`/sales-data-hygiene {user's question}`
Connecting LeadIQ to other tools	`/sales-integration`	`/sales-integration {user's question}`
Interpreting buying signals / intent data	`/sales-intent`	`/sales-intent {user's question}`

When routing to another skill, provide the exact command: "This is a {problem domain} question — run:

/sales-{skill} {user's original question}

If the question is LeadIQ-specific, continue to Step 3.

问题领域	转至技能	命令
跨多工具构建潜在客户列表	`/sales-prospect-list`	`/sales-prospect-list {用户问题}`
通用数据丰富策略/分层数据补充	`/sales-enrich`	`/sales-enrich {用户问题}`
外展序列设计与节奏规划	`/sales-cadence`	`/sales-cadence {用户问题}`
CRM数据质量/去重	`/sales-data-hygiene`	`/sales-data-hygiene {用户问题}`
LeadIQ与其他工具的连接	`/sales-integration`	`/sales-integration {用户问题}`
购买信号/意向数据解读	`/sales-intent`	`/sales-intent {用户问题}`

转至其他技能时，请提供精确命令：“这属于{问题领域}问题，请执行：

/sales-{技能名称} {用户原始问题}

”

若问题为LeadIQ专属，继续进入步骤3。

Step 3 — LeadIQ platform reference

步骤3 — LeadIQ平台参考

Read
references/platform-guide.md
for the full platform reference — modules, pricing, integrations, data model, workflows.

Answer the user's question using only the relevant section. Don't dump the full reference.

If they're asking about the API, also read
references/leadiq-api-reference.md
for endpoint details.

**阅读

references/platform-guide.md

**获取完整平台参考信息——包括模块、定价、集成、数据模型、工作流等。

仅使用相关章节内容解答用户问题，请勿直接输出完整参考文档。

若用户询问API相关问题，还需**阅读

references/leadiq-api-reference.md

**获取端点详情。

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 Chrome Extension issues: Clear cache, disable other extensions, check LinkedIn page type (profile vs Sales Navigator vs search). The extension works differently on each.
For credit optimization: Phone lookups cost 10x email lookups. Capture emails first, then selectively reveal phones for high-priority contacts only. Use account enrichment (3 credits) to validate company fit before spending on individual contacts.
For Salesforce sync: Ensure read/write permissions on all Lead, Contact, Account fields. Enable the stock Website field. Click "Resync Team" after any field changes in SFDC.
For HubSpot: Integration works through Workato, adding complexity. LeadIQ checks for duplicates by matching emails, names, and company domains. Custom field mapping is available.
For champion tracking: Set up alerts for past champions who change roles. This is LeadIQ's strongest differentiator — warm pipeline from people who already know your product.
For Scribe AI: Treat output as a first draft that needs 30-50% editing. Feed it specific context about the prospect to improve quality.

If you discover a gotcha, workaround, or tip not covered in

references/learnings.md

, append it there.

此时无需再参考平台指南，聚焦用户具体场景：

Chrome扩展问题：清除缓存、禁用其他扩展、检查LinkedIn页面类型（普通主页/销售导航器/搜索结果页）。扩展在不同页面上的运行逻辑不同。
积分优化：电话号码查询成本是邮箱查询的10倍。优先捕获邮箱，仅为高优先级联系人选择性解锁电话号码。使用账户数据丰富功能（3积分）在为单个联系人消耗积分前验证公司匹配度。
Salesforce同步：确保对所有Lead、Contact、Account字段拥有读写权限。启用原生Website字段。在SFDC中修改任何字段后，点击“重新同步团队”。
HubSpot集成：通过Workato实现集成，增加了复杂度。LeadIQ通过匹配邮箱、姓名和公司域名检测重复项，支持自定义字段映射。
关键联系人追踪：为已合作过的关键联系人设置职位变动提醒。这是LeadIQ的核心差异化优势——从已了解您产品的人群中获取潜在客户。
Scribe AI使用：将生成内容视为初稿，需进行30%-50%的编辑。向其提供潜在客户的具体上下文以提升内容质量。

若发现

references/learnings.md

未覆盖的注意事项、解决方案或技巧，请将其追加至该文件中。

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

Phone numbers are expensive: 10 credits per phone vs 1 per email. A combined email+phone lookup costs 11 credits. Budget accordingly — 200 Pro credits = only ~18 full contact reveals
Credits don't roll over: Monthly credits expire at month-end (monthly plans) or year-end (annual). No accumulation
HubSpot integration requires Workato: Unlike the native Salesforce managed package, HubSpot connects through Workato middleware, adding setup complexity and a potential point of failure
Salesforce account assignment bugs: Contacts sometimes sync to wrong accounts in Salesforce. Ensure the Website field is enabled on Lead/Contact/Account objects for duplicate detection to work
AI Account Prospecting is Enterprise-only: The automatic ICP-based account surfacing feature requires Enterprise plan. Pro users are limited to manual Chrome Extension prospecting
EMEA data gaps: European coverage is weaker than competitors like Cognism. Validate EMEA data quality before committing to LeadIQ as your primary provider for European markets
Chrome Extension LinkedIn dependency: The extension works best on standard LinkedIn profiles. Performance varies on Sales Navigator, search results pages, and non-LinkedIn sites

基于研究的最佳实践建议——请重点关注套餐限制功能和集成相关注意事项，部分内容可能已过时。

电话号码成本高昂：每个电话号码查询需10积分，邮箱查询仅需1积分。同时查询邮箱+电话号码需11积分。合理规划预算——专业版200积分仅可解锁约18个完整联系人信息
积分不结转：月度套餐积分在月末过期，年度套餐积分在年末过期，不可累积
HubSpot集成需依赖Workato：与Salesforce的原生托管包不同，HubSpot需通过Workato中间件连接，增加了设置复杂度和潜在故障点
Salesforce账户分配bug：联系人有时会同步至Salesforce中的错误账户。需确保Lead/Contact/Account对象上的Website字段已启用，以保证重复项检测功能正常运行
AI账户潜在客户挖掘仅面向企业版：基于理想客户画像（ICP）自动筛选账户的功能仅适用于企业版。专业版用户仅能通过Chrome扩展手动挖掘潜在客户
欧洲地区数据缺口：欧洲地区的数据覆盖弱于Cognism等竞品。在将LeadIQ作为欧洲市场主要供应商前，请验证数据质量
Chrome扩展依赖LinkedIn环境：扩展在标准LinkedIn主页上运行效果最佳，在销售导航器、搜索结果页及非LinkedIn网站上的表现可能不稳定

Related skills

Examples

示例

Example 1: "I captured 200 contacts from LinkedIn but half the phone numbers are wrong" → Walks through LeadIQ phone number accuracy expectations, credit-efficient verification workflow, and when to waterfall to a second provider.

Example 2: "Our Salesforce keeps creating duplicate contacts when reps use LeadIQ" → Covers Salesforce managed package configuration, duplicate detection settings, Website field requirements, and Resync Team workflow.

Example 3: "Is LeadIQ worth $200/month for our 3-person SDR team?" → Compares credit economics (200 credits = ~18 full contacts), evaluates vs Apollo ($49/mo with sequences) and Cognism (unlimited EMEA data), and recommends based on team's primary market.

示例1：“我从LinkedIn捕获了200个联系人，但半数电话号码有误” → 讲解LeadIQ电话号码的准确率预期、积分高效验证流程，以及何时需转用第二供应商补充数据。

示例2：“当销售代表使用LeadIQ时，我们的Salesforce不断创建重复联系人” → 涵盖Salesforce托管包配置、重复项检测设置、Website字段要求及重新同步团队工作流。

示例3：“对于我们3人规模的SDR团队，每月200美元的LeadIQ值得吗？” → 对比积分性价比（200积分=约18个完整联系人），与Apollo（每月49美元含序列功能）和Cognism（欧洲地区数据不限量）进行评估，并根据团队主要市场给出推荐。

Troubleshooting

故障排除

Phone numbers connecting to wrong people or voicemail

Cause: LeadIQ phone data has known accuracy issues — the #1 user complaint across 1,000+ reviews
Fix: Cross-validate high-priority numbers through a second provider (Cognism Diamond Data, ZoomInfo). Use email-first outreach and reserve phone credits for verified decision-makers only

Chrome Extension not loading or showing "visit a supported site"

Cause: Extension cache corruption, browser session conflicts, or unsupported page type
Fix: Clear extension cache, close and reopen the extension. If on LinkedIn Sales Navigator, switch to a standard profile page. Uninstall/reinstall as last resort

Salesforce contacts assigned to wrong accounts

Cause: LeadIQ can't determine account association when the Website field is missing or company domain doesn't match
Fix: Enable the stock Website field on Lead, Contact, and Account objects. After changes, click "Resync Team" in LeadIQ settings. Verify IP restrictions aren't blocking the connection

电话号码关联错误联系人或转至语音信箱

原因：LeadIQ的电话号码数据存在已知准确率问题——这是1000+条用户评价中排名第一的投诉点
解决方案：通过第二供应商（Cognism Diamond Data、ZoomInfo）交叉验证高优先级号码。优先采用邮箱外展，仅为已验证的决策者保留电话号码查询积分

Chrome扩展无法加载或显示“请访问支持的网站”

原因：扩展缓存损坏、浏览器会话冲突或页面类型不支持
解决方案：清除扩展缓存，关闭并重新打开扩展。若在LinkedIn销售导航器上，切换至标准主页页面。最后可尝试卸载并重新安装扩展

Salesforce联系人被分配至错误账户

原因：当Website字段缺失或公司域名不匹配时，LeadIQ无法确定账户关联关系
解决方案：在Lead、Contact和Account对象上启用原生Website字段。修改设置后，点击LeadIQ设置中的“重新同步团队”。验证IP限制未阻止连接