sales-avisolisted
Install: claude install-skill sales-skills/sales
# Aviso AI Platform Help
## Step 1 — Gather context
If `references/learnings.md` exists, read it first for accumulated platform knowledge.
1. **What do you need help with?**
- A) Setting up Aviso or connecting CRM (Salesforce, HubSpot, Dynamics 365)
- B) Revenue forecasting (models, accuracy, AI vs adjusted vs sales forecast)
- C) Conversation intelligence (transcription, sentiment, emotion analysis, coaching)
- D) MIKI AI agent or GTM Agent Studio workflows
- E) Pipeline inspection, deal acceleration, or deal health scoring
- F) Relationship intelligence (Aviso Graph, org charts, engagement tracking)
- G) Integrations (CRM writeback, data warehouse, conferencing, engagement tools)
- H) Pricing or plan evaluation
- I) Troubleshooting (dashboards, sync, scoring, forecast confusion)
2. **Which CRM are you connecting?**
- A) Salesforce
- B) HubSpot
- C) Microsoft Dynamics 365
- D) Other (Freshworks, Oracle, SAP, Zoho, Pipedrive)
- E) Not sure / evaluating
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
## Step 2 — Route or answer directly
| Problem domain | Route to |
|---|---|
| Comparing Aviso to other note-takers or CI tools | `/sales-note-taker {user's question}` |
| Comparing Aviso to other revenue forecasting tools | `/sales-forecast {user's question}` |
| Reviewing a specific call for coaching feedback | `/sales-call-review {user's question}` |
| Building a coaching program using Aviso