sales

Use when the user wants to know what changed with one account, monitor an owner portfolio or watchlist, or rank accounts needing attention from recent evidence. Produce an evidence-backed account brief or bounded watchlist summary with recommended actions.

Use when a small amount of missing context would materially improve the answer and tappable options plus a free-text answer can gather it efficiently.

Use only when a focused Sales workflow has selected a present and connected Apollo connector, or the user explicitly asks for Apollo prospecting, enrichment, Company Details, records, sequences, or outbound planning. Apply Apollo v2-specific behavior only after verifying app version 2.0.0 or later.

Review commercial proposals and build customer-led business cases, ROI or value models, pricing or investment rationales, executive summaries, and customer-ready value stories tied to a customer, workflow, initiative, or decision.

Use when the user wants a competitor or vendor comparison, market-landscape analysis, battlecard, objection package, positioning brief, or account-specific competitive view. Produce an evidence-backed comparison, guidance, and brief, using supplied materials, connected research, and public evidence when appropriate.

Use for data-first company, contact, lead, and prospect discovery or enrichment, including firmographic or technographic completion, named-company profiling, entity resolution, ICP matching, prospect-list building, segmentation, trigger or sales-signal analysis, market and territory scans, and enrichment-backed comparisons. Exclude meeting preparation, outreach-led company research, and prioritization of an already established account book.

Use when the user wants verbatim customer or prospect quotes, voice-of-customer evidence, theme validation, objection evidence, product-friction examples, or support for a product area, use case, or sales narrative. Retrieve from transcripts, call notes, supplied transcript-like recordings or exports, and other grounded call material using explicit speaker-confidence and provenance rules.

Use when a seller needs to find the best internal experts, owners, approvers, documents, channels, source-of-truth materials, or escalation routes for a customer question, product topic, competitive objection, implementation issue, account task, or other sales-support need. Route questions such as 'who knows about this?', 'what should I read?', 'where is the source of truth?', and 'which internal channel or document should I use?' here.

Use after a completed customer, prospect, partner, or important internal sales call, discovery session, demo, or conversation, including when the user supplies or uploads a transcript, notes, recording summary, or other grounded evidence. Advise on, assess, qualify, recap, and produce seller-ready follow-up actions and drafts.

Use when the user wants evidence-backed coaching for one rep's calls, especially by comparing the rep with peer examples to identify repeatable best practices, specific upgrade moments, and practical next-call language.

Use only when a focused Sales workflow has selected a connected HubSpot CRM, or the user explicitly asks for HubSpot guidance, reads, drafts, notes, or reviewed record changes. Do not use when another CRM is authoritative.

Use this Sales index first for explicit Sales mentions and clear seller workflows: prospecting, lead qualification, account research, monitoring or prioritization, meeting prep, call follow-up, outreach research, deal strategy, pipeline or forecast review, CRM-backed context or data enrichment, internal source finding or sales support, customer quotes or evidence, business cases, competitive briefs, rep coaching, sales company research, and company or contact enrichment. For implicit use require clear seller, prospect, account, opportunity, pipeline, forecast, CRM, or customer-facing sales intent.

Use when the user wants strategy for one active deal, renewal, negotiation, buying process, or initial sales motion for an offer or product. Build a grounded deal map or practical sales plan with objections, sequencing, posture, and prioritized next actions. Use prepare-for-meeting instead for multi-account same-day customer call queues.

Use when the user wants to prepare for one or more upcoming meetings with customers, prospects, partners, accounts, or important stakeholders; requests daily or date-based meeting preparation; asks to organize a same-day customer call queue; asks for the most important qualifying meeting of the day; or identifies meetings only by company, attendee, topic, or date. Produce an individual meeting brief or a chronological multi-meeting agenda as appropriate.

Use when the user asks which existing accounts to work now, which leads are hottest in a grounded list or pipeline, how to rank a territory, book, pipeline, ICP list, or account list, where to focus this week, or what rep-ready next actions to take. Prioritize accounts using current evidence, suppress or account for in-flight motion, and identify reachable contacts when supported. Use enrichment instead for net-new company discovery or missing-data completion.

Use when the user wants forecast posture, forecast accuracy, commit, upside, forecast-call preparation, or a pipeline or deal-risk review for a seller book, team, period, report, or named deal set. Produce a manager-ready forecast rollup, risk posture, recommendation changes, evidence gaps, and follow-up actions.

Use when the user wants to understand how a sales or customer-facing rep's call behavior is changing over time. Produce an evidence-backed trend readout with improvements, regressions, stable patterns, coaching actions, and calls to re-listen.

Research companies, partners, and referral channels to shape draft outreach approaches, messages, or partner motions; exclude descriptive company profiling, list enrichment, and internal source finding.

Use when a focused Sales workflow needs Salesforce-backed CRM reads, links, drafts, notes, account plans, Agentforce assignments, or explicitly requested Salesforce connector/query guidance. Do not use for generic CRM app construction or when another CRM is authoritative.

Use only when a focused Sales workflow has selected a present and connected ZoomInfo connector, or the user explicitly asks for ZoomInfo company search, contact search, enrichment, intent, similarity, recommendations, or research. Do not use when another enrichment source is selected.