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Momentum Platform Help

Momentum平台帮助中心

Step 1 — Gather context

步骤1 — 收集上下文

If 
references/learnings.md
exists, read it first for accumulated platform knowledge.
  1. What do you need?
    • A) Set up Momentum for the first time (integrations, permissions, workspace)
    • B) Configure AI agents (Deal Execution, Retention, CRO, Coaching)
    • C) Build workflow automations (Slack notifications, CRM updates, signals)
    • D) Set up MEDDIC Autopilot or qualification tracking
    • E) Configure Deal Rooms or Account Rooms in Slack
    • F) Troubleshoot an integration (Salesforce, Gong, Zoom, etc.)
    • G) Understand pricing tiers or feature gates
    • H) Use the API for custom integrations
    • I) Other
  2. Which Momentum plan are you on?
    • A) Business ($69/user/mo)
    • B) Transformation ($99/user/mo)
    • C) Enterprise (custom)
    • D) Not sure / evaluating
  3. Which integrations are you using?
    • A) Salesforce + Slack (core)
    • B) + Gong / Chorus / Clari
    • C) + Zoom / Google Meet / Teams
    • D) + Outreach / Salesloft
    • E) Other combination
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
若
references/learnings.md
文件存在，请先阅读该文件以获取积累的平台知识。
  1. 您的需求是什么？
    • A) 首次设置Momentum（集成、权限、工作区）
    • B) 配置AI Agent（交易执行、客户留存、CRO、辅导）
    • C) 构建工作流自动化（Slack通知、CRM更新、信号提醒）
    • D) 设置MEDDIC Autopilot或资质跟踪
    • E) 在Slack中配置Deal Rooms或Account Rooms
    • F) 排查集成问题（Salesforce、Gong、Zoom等）
    • G) 了解定价层级或功能权限
    • H) 使用API进行自定义集成
    • I) 其他
  2. 您使用的是Momentum哪个套餐？
    • A) Business（69美元/用户/月）
    • B) Transformation（99美元/用户/月）
    • C) Enterprise（定制版）
    • D) 不确定/正在评估
  3. 您正在使用哪些集成工具？
    • A) Salesforce + Slack（核心组合）
    • B) + Gong / Chorus / Clari
    • C) + Zoom / Google Meet / Teams
    • D) + Outreach / Salesloft
    • E) 其他组合
跳转规则：如果用户的提问已包含足够上下文，直接跳至步骤2。

Step 2 — Route or answer directly

步骤2 — 转至对应工具或直接解答

Problem domainRoute to
Building outbound cadences/sequences
/sales-cadence {question}
Picking a note-taker / CI platform
/sales-note-taker {question}
Revenue forecasting strategy
/sales-forecast {question}
Sales coaching programs
/sales-coaching {question}
Individual deal inspection
/sales-deal-inspect {question}
Salesforce configuration
/sales-salesforce {question}
Gong platform questions
/sales-gong {question}
General tool integration
/sales-integration {question}
When routing to another skill, provide the exact command: "This is a {problem domain} question — run: 
/sales-{skill} {user's original question}
"
问题领域转至工具
构建外呼节奏/序列
/sales-cadence {question}
选择记笔记工具/CI平台
/sales-note-taker {question}
营收预测策略
/sales-forecast {question}
销售辅导项目
/sales-coaching {question}
单个交易核查
/sales-deal-inspect {question}
Salesforce配置
/sales-salesforce {question}
Gong平台问题
/sales-gong {question}
通用工具集成
/sales-integration {question}
转至其他工具时，请提供精确命令："这属于{问题领域}问题，请执行：
/sales-{skill} {用户原始问题}
"

Step 3 — Momentum platform reference

步骤3 — Momentum平台参考资料

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.
**阅读
references/platform-guide.md
**获取完整平台参考——模块、定价、集成、数据模型、工作流。
仅使用相关章节解答用户问题，不要直接搬运完整参考内容。

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.
  • Start with the core loop: Momentum's value is call → AI extraction → CRM update → Slack notification → workflow trigger. If any link in that chain is broken, the whole system underperforms.
  • Prioritize quick wins: Autopilot for automatic CRM field capture is the fastest time-to-value. Set it up before building complex signal workflows.
  • Layer complexity gradually: Start with call summaries → add MEDDIC Autopilot → add AI Signals → add Deal Rooms → add Executive Briefs.
  • Test with one team first: Don't roll out workspace-wide. Pick one pod, validate the workflows, then expand.
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
您无需再依赖平台指南——聚焦用户的具体场景。
  • 从核心流程入手：Momentum的价值闭环为：通话 → AI提取信息 → CRM更新 → Slack通知 → 工作流触发。若该链条中任一环节断裂，整个系统的性能都会受影响。
  • 优先实现快速见效的功能：自动捕获CRM字段的Autopilot是最快实现价值的功能。在构建复杂的信号工作流前，先完成它的设置。
  • 逐步增加复杂度：从通话摘要开始 → 新增MEDDIC Autopilot → 新增AI Signals → 新增Deal Rooms → 新增高管简报。
  • 先在单个团队测试：不要直接全工作区推广。选择一个小组，验证工作流后再逐步扩展。
如果发现
references/learnings.md
中未涵盖的陷阱、变通方案或技巧，请将其补充至该文件。

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
  • Salesforce acquisition (Feb 2026): Momentum was acquired by Salesforce. Pricing, packaging, and integration depth may change as it merges into Agentforce/Slack. Verify current status before making purchasing decisions.
  • Business vs Transformation gate: Executive Briefs, AI Coaching, and team performance analytics require Transformation ($99/user/mo). Business tier gets core AI + Deal Rooms only.
  • CI add-on is separate: The Conversation Intelligence module (AI notetaker for Meet/Zoom, video library, SmartClips) costs an additional $30/user/mo on top of the base plan.
  • Rescheduled meetings need manual steps: Momentum follows original calendar bookings — if a meeting is rescheduled, you may need to manually trigger re-capture.
  • Deep Research is usage-based: Annual platform license + per-analysis credits. Budget separately from per-user costs.
  • API rate limit: 100 requests per 15-minute window. Plan batch operations accordingly.
  • Salesforce is the only CRM: No HubSpot, Pipedrive, or other CRM integration. Momentum is Salesforce-first (and now Salesforce-owned).
基于研究的最佳实践建议——请仔细阅读，尤其是关于套餐权限功能和集成陷阱的内容，这些信息可能会过时。
  • Salesforce收购（2026年2月）：Momentum已被Salesforce收购。随着其整合进Agentforce/Slack，定价、包装和集成深度可能会发生变化。在做出采购决策前，请核实当前状态。
  • Business与Transformation套餐权限差异：高管简报、AI辅导和团队绩效分析需要Transformation套餐（99美元/用户/月）。Business套餐仅包含核心AI功能+Deal Rooms。
  • CI模块为单独附加组件：对话智能模块（Meet/Zoom的AI记笔记工具、视频库、SmartClips）在基础套餐之外需额外支付30美元/用户/月。
  • 重新安排的会议需手动操作：Momentum遵循原始日历预订——若会议被重新安排，您可能需要手动触发重新捕获。
  • 深度研究按使用量计费：年度平台许可证+每次分析的积分费用。请与按用户计费的成本分开预算。
  • API速率限制：每15分钟窗口内最多100次请求。请据此规划批量操作。
  • 仅支持Salesforce CRM：不支持HubSpot、Pipedrive或其他CRM集成。Momentum以Salesforce为核心（现已归Salesforce所有）。

Related skills

相关工具

  • /sales-forecast
    — Revenue forecasting and pipeline coverage analysis — Momentum feeds clean deal data into forecast models
  • /sales-coaching
    — Sales coaching programs — Momentum's AI Coaching agent scores calls and identifies skill gaps
  • /sales-note-taker
    — Picking or integrating an AI meeting note-taker — Momentum's CI add-on competes here
  • /sales-deal-inspect
    — Deep-dive on individual deal health — Momentum's AI Signals flag at-risk deals
  • /sales-gong
    — Gong platform help — Momentum integrates with Gong as a data source
  • /sales-salesloft
    — Salesloft platform help — Momentum integrates with Salesloft calls
  • /sales-clari-copilot
    — Clari Copilot platform help — Momentum integrates with Clari for pipeline intelligence
  • /sales-integration
    — General CRM/tool integration patterns
  • /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-forecast
    — 营收预测和管道覆盖分析——Momentum将清晰的交易数据输入预测模型
  • /sales-coaching
    — 销售辅导项目——Momentum的AI辅导Agent为通话评分并识别技能差距
  • /sales-note-taker
    — 选择或集成AI会议记笔记工具——Momentum的CI附加组件可在此场景使用
  • /sales-deal-inspect
    — 深入核查单个交易健康状况——Momentum的AI Signals标记高风险交易
  • /sales-gong
    — Gong平台帮助——Momentum将Gong作为数据源进行集成
  • /sales-salesloft
    — Salesloft平台帮助——Momentum集成Salesloft通话数据
  • /sales-clari-copilot
    — Clari Copilot平台帮助——Momentum与Clari集成以获取管道智能
  • /sales-integration
    — 通用CRM/工具集成模式
  • /sales-do
    — 不确定使用哪个工具？该路由工具可将任何销售目标匹配至合适的工具。安装命令：
    npx skills add sales-skills/sales --skill sales-do

Examples

示例

Example 1: CRM fields never get updated after calls

示例1：通话后CRM字段从未更新

User says: "Our reps never update MEDDIC fields in Salesforce after calls. Can Momentum fix this?" Skill does:
  1. Explains MEDDIC Autopilot — AI listens to calls and auto-populates MEDDIC fields in Salesforce
  2. Walks through setup: connect Salesforce, map MEDDIC fields to Salesforce custom fields, enable Autopilot
  3. Recommends starting with 2-3 fields (Champion, Decision Criteria, Metrics) before adding all
  4. Notes that Autopilot Classic handles one-off updates, Batch processes historical calls Result: Automated MEDDIC tracking without reps manually typing anything
用户提问："我们的销售代表在通话后从不更新Salesforce中的MEDDIC字段。Momentum能解决这个问题吗？" 工具操作：
  1. 解释MEDDIC Autopilot——AI监听通话并自动填充Salesforce中的MEDDIC字段
  2. 引导设置流程：连接Salesforce，将MEDDIC字段映射至Salesforce自定义字段，启用Autopilot
  3. 建议先从2-3个字段（Champion、决策标准、指标）开始，再逐步添加所有字段
  4. 说明Autopilot Classic处理单次更新，Batch处理历史通话 结果：无需销售代表手动输入，即可实现MEDDIC跟踪自动化

Example 2: Too many Slack notifications from deal rooms

示例2：Deal Rooms的Slack通知过多

User says: "We set up Momentum Deal Rooms but the team is overwhelmed with notifications. How do we tune it?" Skill does:
  1. Reviews AI Signals configuration — shows how to adjust sensitivity thresholds
  2. Recommends routing critical signals (churn risk, competitor mention) to the deal room, moving routine updates to a digest
  3. Explains Smart Notifications filtering: by deal stage, deal size, or signal type
  4. Suggests using Account Rooms for CS teams instead of mixing CS and sales signals Result: Focused, actionable Slack notifications instead of noise
用户提问："我们设置了Momentum Deal Rooms，但团队被大量通知淹没。如何调整？" 工具操作：
  1. 查看AI Signals配置——展示如何调整敏感度阈值
  2. 建议将关键信号（流失风险、竞品提及）发送至交易讨论室，将常规更新转为摘要推送
  3. 解释智能通知过滤功能：按交易阶段、交易规模或信号类型过滤
  4. 建议为客户成功团队使用Account Rooms，避免混合客户成功与销售信号 结果：Slack通知聚焦且具备可操作性，不再杂乱无章

Example 3: Evaluating Momentum's CI add-on vs standalone Gong

示例3：评估Momentum的CI附加组件与独立Gong

User says: "We already use Momentum for CRM automation. Should we add their CI module or keep Gong?" Skill does:
  1. Compares Momentum CI ($30/user/mo add-on) vs Gong (~$1,200-1,600/user/yr standalone)
  2. Notes Momentum CI covers: recording, transcription, video library, SmartClips — but lighter on analytics than Gong
  3. Key advantage of Momentum CI: native integration means call data flows directly into Momentum workflows without a separate integration
  4. Key advantage of keeping Gong: deeper analytics, Smart Trackers, established coaching scorecards, larger ecosystem
  5. Recommends: if you mainly need transcription + CRM automation, Momentum CI is sufficient. If coaching and analytics are primary, keep Gong. Result: Clear decision framework based on which capabilities matter most
用户提问："我们已经使用Momentum进行CRM自动化。应该添加他们的CI模块还是继续使用Gong？" 工具操作：
  1. 对比Momentum CI（30美元/用户/月附加组件）与Gong（约1200-1600美元/用户/年独立工具）
  2. 说明Momentum CI包含：录制、转录、视频库、SmartClips——但分析功能比Gong更轻量化
  3. Momentum CI的核心优势：原生集成意味着通话数据可直接流入Momentum工作流，无需单独集成
  4. 继续使用Gong的核心优势：更深入的分析、Smart Trackers、成熟的辅导评分卡、更大的生态系统
  5. 建议：如果主要需要转录+CRM自动化，Momentum CI足够。如果辅导和分析是核心需求，继续使用Gong。 结果：基于核心需求提供清晰的决策框架

Troubleshooting

故障排查

Salesforce fields not updating after calls

通话后Salesforce字段未更新

Symptom: Calls are recorded and summarized but MEDDIC/custom fields stay empty in Salesforce Cause: Autopilot may not be mapped to the correct Salesforce fields, or the Salesforce integration permissions may be insufficient Solution: Check Integrations → Salesforce → verify OAuth scope includes write access to the target fields. In Autopilot settings, confirm each AI-extracted field is mapped to the correct Salesforce custom field. Test with one call before batch-processing.
症状：通话已录制并生成摘要，但Salesforce中的MEDDIC/自定义字段仍为空 原因：Autopilot可能未映射至正确的Salesforce字段，或Salesforce集成权限不足 解决方案：检查集成→Salesforce→验证OAuth权限范围包含目标字段的写入权限。在Autopilot设置中，确认每个AI提取的字段都已映射至正确的Salesforce自定义字段。批量处理前，先用一次通话进行测试。

Deal Room not creating automatically for new deals

新交易未自动创建Deal Room

Symptom: New opportunities in Salesforce don't trigger a Slack Deal Room Cause: The automation rule may be filtering by deal stage or amount, or the Slack app may lack channel creation permissions Solution: Check Workflow Automations → Deal Room triggers. Verify the Salesforce opportunity stage and amount thresholds match your pipeline. In Slack admin, confirm Momentum has 
channels:manage
permission.
症状：Salesforce中的新商机未触发Slack Deal Room创建 原因：自动化规则可能按交易阶段或金额进行过滤，或Slack应用缺少频道创建权限 解决方案：检查工作流自动化→Deal Room触发条件。验证Salesforce商机阶段和金额阈值与您的管道匹配。在Slack管理后台，确认Momentum拥有
channels:manage
权限。

AI coaching scores seem inaccurate

AI辅导评分似乎不准确

Symptom: Coaching Agent gives high scores to calls you'd rate as mediocre Cause: Default scoring criteria may not match your team's methodology or standards Solution: Customize the coaching evaluation criteria in the Coaching Agent settings. Add your specific methodology framework (MEDDIC, SPIN, Challenger) so the AI evaluates against your standards, not generic best practices. Review 5-10 scored calls to calibrate before rolling out to the team.
症状：辅导Agent给您认为普通的打高分 原因：默认评分标准可能与您团队的方法或标准不符 解决方案：在辅导Agent设置中自定义辅导评估标准。添加您特定的方法框架（MEDDIC、SPIN、Challenger），让AI按照您的标准而非通用最佳实践进行评估。在向团队推广前，先审核5-10个已评分的通话进行校准。