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MaxIQ Platform Help

MaxIQ平台帮助

Help the user with MaxIQ platform questions — from EchoIQ conversation intelligence and AI agents through InspectIQ pipeline visibility, ForecastIQ forecasting, and CRM integration.
为用户解答MaxIQ平台相关问题——从EchoIQ对话智能、AI Agent，到InspectIQ销售管道可见性、ForecastIQ预测功能及CRM集成。

Step 1 — Gather context

步骤1：收集上下文

If 
references/learnings.md
exists, read it first for accumulated knowledge.
Ask the user:
  1. What area of MaxIQ do you need help with?
    • A) EchoIQ — call recording, transcription, AI summaries, conversation capture
    • B) AI Agents — Coach, Radar, Taskmaster, Watchdog, Forecaster, Revenue Planner, Deal Mapper
    • C) InspectIQ — pipeline visibility, deal scoring, risk detection
    • D) ForecastIQ — revenue forecasting, signal-based predictions
    • E) CRM Sync — Salesforce/HubSpot auto-population, field mapping
    • F) Integrations — Zoom, Teams, Slack, Google Calendar, webhooks, Zapier
    • G) Admin & Billing — usage-based pricing, startup program, team management
    • H) Something else — describe it
  2. What's your MaxIQ plan?
    • A) Startup Program (free 1 year)
    • B) Standard (usage-based)
    • C) Enterprise (custom)
    • D) Not sure / evaluating
  3. What are you trying to accomplish? (describe your specific goal or question)
If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end.
若
references/learnings.md
存在，请先阅读其中积累的知识。
向用户询问：
  1. 您需要MaxIQ哪个领域的帮助？
    • A) EchoIQ — 通话录制、转录、AI摘要、对话捕获
    • B) AI Agents — Coach、Radar、Taskmaster、Watchdog、Forecaster、Revenue Planner、Deal Mapper
    • C) InspectIQ — 销售管道可见性、交易评分、风险检测
    • D) ForecastIQ — 营收预测、基于信号的预测
    • E) CRM同步 — Salesforce/HubSpot自动填充、字段映射
    • F) 集成功能 — Zoom、Teams、Slack、Google Calendar、webhooks、Zapier
    • G) 管理与计费 — 基于使用量的定价、初创企业计划、团队管理
    • H) 其他 — 请描述具体需求
  2. 您使用的是MaxIQ哪个套餐？
    • A) 初创企业计划（免费使用1年）
    • B) 标准版（基于使用量定价）
    • C) 企业版（定制化）
    • D) 不确定/正在评估
  3. 您想要实现什么目标？（描述您的具体目标或问题）
如果用户的请求已提供大部分上述上下文，请直接跳至相关步骤。 先基于合理假设（需明确说明）给出最佳答案，最后仅询问最关键的1-2个澄清问题。

Step 2 — Route or answer directly

步骤2：路由或直接回答

Problem domainRoute to
Cadence or sequence design
/sales-cadence {user's question}
Building a coaching program
/sales-coaching {user's question}
Reviewing a specific call for coaching
/sales-call-review {user's question}
Revenue forecasting strategy
/sales-forecast {user's question}
Deal health inspection
/sales-deal-inspect {user's question}
Choosing a note-taker (comparing MaxIQ to alternatives)
/sales-note-taker {user's question}
General CRM-to-tool integration
/sales-integration {user's question}
Otherwise, answer directly from platform knowledge below.
问题领域路由至
销售节奏或序列设计
/sales-cadence {用户问题}
搭建辅导项目
/sales-coaching {用户问题}
为辅导需求复盘特定通话
/sales-call-review {用户问题}
营收预测策略
/sales-forecast {用户问题}
交易健康度检查
/sales-deal-inspect {用户问题}
选择笔记工具（对比MaxIQ与竞品）
/sales-note-taker {用户问题}
CRM与工具的通用集成
/sales-integration {用户问题}
除此之外，直接根据下方平台知识回答。

Step 3 — MaxIQ platform reference

步骤3：MaxIQ平台参考

Read 
references/platform-guide.md
 for the full platform reference — capabilities, pricing, data model, integration recipes, code examples.
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——功能、定价、数据模型、集成方案、代码示例。
仅使用相关部分回答用户问题，请勿直接输出完整参考内容。

Step 4 — Actionable guidance

步骤4：可落地指导

Based on the user's specific question:
  1. Step-by-step instructions — numbered steps to accomplish their goal in MaxIQ
  2. Configuration recommendations — specific settings to change, with navigation paths
  3. Common pitfalls — what can go wrong and how to avoid it
  4. Verification — how to confirm the change worked
  5. Module gating — note if the feature requires a specific MaxIQ module (InspectIQ, ForecastIQ, EchoIQ)
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
根据用户的具体问题：
  1. 分步操作说明 — 完成目标的MaxIQ平台分步操作指南
  2. 配置建议 — 需修改的具体设置及导航路径
  3. 常见陷阱 — 可能出现的问题及规避方法
  4. 验证方式 — 确认修改生效的方法
  5. 模块权限限制 — 注明该功能是否需要特定MaxIQ模块（InspectIQ、ForecastIQ、EchoIQ）
若发现
references/learnings.md
未涵盖的注意事项、替代方案或技巧，请补充至该文档中。

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
  • Don't assume public API access exists. MaxIQ mentions custom APIs, webhooks, and Zapier, but there is no public API documentation. Automation relies on Zapier, webhooks, or custom API arrangements negotiated during contracting.
  • Don't confuse EchoIQ with the full MaxIQ suite. EchoIQ is the conversation intelligence module. InspectIQ (pipeline), ForecastIQ (forecasting), and SuccessIQ (CS, launching soon) are separate modules with distinct capabilities.
  • Don't expect all 9 AI agents on day one. Some features shown are in active development. Verify availability with MaxIQ before planning workflows around specific agents.
  • Don't overlook the Salesforce-only limitation for some features. While MaxIQ lists HubSpot support, deeper integrations (bi-directional deal sync, pipeline views) may be Salesforce-first. Confirm HubSpot feature parity before committing.
  • Usage-based pricing needs monitoring. Unlike per-seat pricing with predictable costs, usage-based billing can spike with high meeting volumes. Ask about usage dashboards and budget alerts during onboarding.
  • Self-improving: If you discover something not covered here, append it to 
    references/learnings.md
    with today's date.
基于研究的最佳实践——请重点关注与套餐 gated 功能及集成相关的可能过时内容。
  • 请勿默认存在公开API访问权限。MaxIQ提及了自定义API、webhooks和Zapier，但无公开API文档。自动化需依赖Zapier、webhooks，或在签约时协商的自定义API安排。
  • 请勿混淆EchoIQ与完整MaxIQ套件。EchoIQ是对话智能模块，InspectIQ（销售管道）、ForecastIQ（预测）及SuccessIQ（客户成功，即将推出）是独立模块，具备不同功能。
  • 请勿期望首日即可使用全部9个AI Agent。部分展示的功能仍在开发中。在围绕特定Agent规划工作流前，请与MaxIQ确认其可用性。
  • 请勿忽略部分功能仅支持Salesforce的限制。尽管MaxIQ列出了HubSpot支持，但深度集成（双向交易同步、管道视图）可能优先支持Salesforce。在投入使用前，请确认HubSpot的功能对等性。
  • 基于使用量的定价需监控。与成本可预测的按席位定价不同，基于使用量的计费可能因会议量激增而导致费用上涨。在入职阶段询问使用情况仪表盘和预算警报相关功能。
  • 自我优化：若发现此处未涵盖的内容，请添加至
    references/learnings.md
    并标注日期。

Related skills

相关技能

  • /sales-note-taker
    — Picking an AI note-taker or comparing MaxIQ to alternatives (Gong, Avoma, Clari Copilot, Fireflies, etc.)
  • /sales-coaching
    — Building coaching programs that consume call data from MaxIQ or any CI tool
  • /sales-call-review
    — Reviewing a specific call for coaching insights
  • /sales-forecast
    — Revenue forecasting and deal health strategy
  • /sales-deal-inspect
    — Inspecting individual deal health, MEDDPICC gaps
  • /sales-integration
    — Connecting MaxIQ to other tools via native integrations, Zapier, or webhooks
  • /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
  • /sales-note-taker
    — 选择AI笔记工具或对比MaxIQ与竞品（Gong、Avoma、Clari Copilot、Fireflies等）
  • /sales-coaching
    — 搭建可利用MaxIQ或其他对话智能工具通话数据的辅导项目
  • /sales-call-review
    — 复盘特定通话以获取辅导洞察
  • /sales-forecast
    — 营收预测与交易健康度策略
  • /sales-deal-inspect
    — 检查单个交易健康度、MEDDPICC缺口
  • /sales-integration
    — 通过原生集成、Zapier或webhooks将MaxIQ与其他工具连接
  • /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技能。安装方式：
    npx skills add sales-skills/sales --skill sales-do

Examples

示例

Example 1: Setting up AI Radar keyword tracking

示例1：设置AI Radar关键词追踪

User says: "How do I set up keyword tracking in EchoIQ to monitor competitor mentions?" Skill does:
  1. Confirms EchoIQ is active on the user's MaxIQ instance
  2. Walks through AI Radar configuration for keyword, competitor, and theme monitoring
  3. Explains how alerts work and where to find flagged mentions
  4. Recommends starting with 5-10 high-priority competitors and key objection phrases
  5. Shows how to route alerts to Slack for real-time team visibility Result: AI Radar configured with competitor monitoring and Slack alerts
用户提问：“如何在EchoIQ中设置关键词追踪以监控竞品提及情况？” 技能操作：
  1. 确认用户的MaxIQ实例已激活EchoIQ
  2. 分步指导AI Radar的关键词、竞品及主题监控配置
  3. 解释警报机制及标记提及内容的查看位置
  4. 建议从5-10个高优先级竞品及关键异议话术开始
  5. 展示如何将警报路由至Slack以实现团队实时可见 结果：配置完成具备竞品监控及Slack警报功能的AI Radar

Example 2: Connecting MaxIQ to Salesforce

示例2：将MaxIQ连接至Salesforce

User says: "Our CRM fields aren't auto-populating from calls — what's wrong?" Skill does:
  1. Checks Salesforce integration status in MaxIQ settings
  2. Verifies field mapping configuration — which call data maps to which CRM fields
  3. Identifies common issues: field mapping not configured, permissions insufficient, sync lag
  4. Provides troubleshooting steps: re-authenticate, verify Salesforce field-level security, check sync logs
  5. Confirms which data auto-populates (opportunity notes, MEDDIC fields, next steps) vs what requires manual review Result: CRM sync diagnosed and fixed with verified field mappings
用户提问：“我们的CRM字段无法从通话中自动填充——问题出在哪里？” 技能操作：
  1. 检查MaxIQ设置中的Salesforce集成状态
  2. 验证字段映射配置——哪些通话数据对应哪些CRM字段
  3. 识别常见问题：字段映射未配置、权限不足、同步延迟
  4. 提供故障排除步骤：重新认证、验证Salesforce字段级安全、检查同步日志
  5. 确认哪些数据可自动填充（商机备注、MEDDIC字段、后续步骤），哪些需要手动审核 结果：诊断并修复CRM同步问题，验证字段映射正确

Example 3: Evaluating MaxIQ vs Gong for revenue intelligence

示例3：评估MaxIQ与Gong的营收智能功能

User says: "We're on Gong but considering MaxIQ — is it worth switching?" Skill does:
  1. Routes to 
    /sales-note-taker
    for full comparison
  2. Notes key differentiators: MaxIQ's usage-based pricing vs Gong's per-seat + platform fees, MaxIQ's unified revenue journey (pre-sale through post-sale) vs Gong's CI-first approach
  3. Flags trade-offs: MaxIQ is newer (smaller ecosystem, fewer integrations, active development), Gong is category leader (deeper analytics, larger community, mature API)
  4. Recommends evaluating MaxIQ Startup Program (free 1 year) to test before committing Result: Clear trade-off analysis with a path to low-risk evaluation
用户提问：“我们正在使用Gong，但考虑切换到MaxIQ——值得吗？” 技能操作：
  1. 路由至
    /sales-note-taker
    获取完整对比分析
  2. 指出核心差异：MaxIQ的基于使用量定价 vs Gong的按席位+平台费用；MaxIQ的全营收旅程覆盖（售前至售后） vs Gong的对话智能优先策略
  3. 标记权衡点：MaxIQ较新（生态系统较小、集成较少、功能仍在开发中），Gong是品类领导者（分析更深入、社区更大、API成熟）
  4. 建议评估MaxIQ初创企业计划（免费1年）以低风险测试后再做决定 结果：清晰的权衡分析及低风险评估路径

Troubleshooting

故障排除

EchoIQ not capturing certain meeting types

EchoIQ未捕获特定会议类型

Symptom: Some meetings are recorded and transcribed but others are missed Cause: Calendar sync or meeting platform integration not configured for all meeting types Solution: Verify Google Calendar/Office 365 sync is active. Check that Zoom and Teams integrations are both connected (MaxIQ captures from both but each requires separate setup). For ad-hoc meetings not on the calendar, confirm whether EchoIQ requires calendar events to trigger recording.
症状：部分会议被录制并转录，但其他会议被遗漏 原因：日历同步或会议平台集成未配置为支持所有会议类型 解决方案：验证Google Calendar/Office 365同步已激活。检查Zoom和Teams集成是否均已连接（MaxIQ可从两者捕获数据，但需分别设置）。对于未在日历上的临时会议，确认EchoIQ是否需要日历事件触发录制。

AI Coach scoring doesn't match your sales process

AI Coach评分与您的销售流程不匹配

Symptom: Coach feedback doesn't align with your team's methodology or priorities Cause: Default scoring criteria may not match your specific sales methodology Solution: Review and customize scoring criteria. MaxIQ's AI Coach reviews calls against sales methodology — if your team uses a custom framework (not standard MEDDIC/BANT), configure custom criteria. Calibrate by having managers review 10-15 scored calls and adjust weights.
症状：Coach反馈与您团队的方法或优先级不一致 原因：默认评分标准可能不符合您的特定销售方法论 解决方案：查看并自定义评分标准。MaxIQ的AI Coach会根据销售方法论审核通话——如果您的团队使用自定义框架（非标准MEDDIC/BANT），请配置自定义标准。通过让经理复盘10-15个已评分通话并调整权重进行校准。

Usage-based costs higher than expected

基于使用量的成本超出预期

Symptom: Monthly bill is significantly above budget estimates Cause: High meeting volume, large team, or unexpected conversation capture (internal meetings being recorded) Solution: Review usage dashboard. Identify whether internal meetings are being captured (and exclude them if not needed). Set up alerts for usage thresholds. Consider limiting recording to external customer-facing calls only if budget is a concern.
症状：月度账单显著高于预算预估 原因：会议量高、团队规模大，或意外捕获对话（内部会议被录制） 解决方案：查看使用情况仪表盘。识别是否捕获了内部会议（若无需则排除）。设置使用量阈值警报。若预算有限，可考虑仅限制录制外部客户-facing通话。