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概要と使いどころ
Map the end-to-end customer journey across awareness, consideration, purchase, onboarding, adoption, retention, and advocacy stages. Identify touchpoints, pain points, emotions, and Moments of Truth per stage. Use when designing or improving customer experience. Do not use for internal employee process mapping — use process-mapper instead.
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Build customer health scores and churn risk models using leading indicators. Define health dimensions (Usage, Engagement, Support, Sentiment, Contract), weight and score customers, segment into Healthy / At-Risk / Red, and generate intervention playbooks. Use during QBR prep, customer success reviews, or when churn spikes.
日本語の概要は準備中です。原文の説明を表示しています。
Sales enablement, technical presales and deal acceleration for B2B SaaS revenue teams. Use this skill when planning outbound campaigns, running discovery calls, building deal strategy, creating battle cards, writing proposals, responding to RFPs, preparing a product demo, scoping a proof of concept or pilot, answering a security questionnaire or the AI annex buyers now attach to it, executing sales sequences, coaching qualification, or deciding what the website's AI chat agent is allowed to say. Also triggers on: outbound, cold outreach, reply handling, reply classification, out-of-office replies, auto-replies counted as replies, our reply rate is inflated, prospect replied remove me, opt-out by reply, is this list ready to send, launch readiness, CRM segment outbound, we emailed a current customer, outbound hit an open opportunity, ownerless leads, prospects engaging our competitors, competitor connections, displacement list, is this personalization creepy, can we mention they visited our site, signal freshness, deal strategy, pipeline, battle card, objection handling, common objections, why do we keep hearing this objection, mine call transcripts for objections, objection register, proposal, RFP, discovery call, MEDDPICC, sales sequence, qualification, sales engineer, solutions engineer, presales, demo plan, demo script, POC, proof of concept, pilot success criteria, technical evaluation, technical win, security questionnaire, vendor security review, SOC 2 questionnaire, AI security questionnaire, AI annex, AI vendor due diligence, the buyer is asking if we train on their data, do you train on customer data, which model do you use, model provider sub-processor, AI subprocessor disclosure, where does inference run, can the customer turn the AI feature off, AI-CAIQ, CSA AI Controls Matrix, ISO 42001, ISO/IEC 42001, NIST AI RMF, EU AI Act Article 50, are we a provider or a deployer, AI feature disclosure, our model vendor changed and nobody told the buyer, technical objection, mutual action plan, MAP, close plan, mutual close plan, buyer enablement, the deal is stalled, deal stalled after the demo, how do I get this deal to close, close date keeps slipping, JOLT, buyer indecision, no-decision loss, website chatbot, chat widget, AI chat agent, AI SDR, inbound AI SDR, conversational marketing, live chat, what should our chatbot be allowed to say, our chatbot quoted the wrong price, the bot promised a discount, do we have to disclose it is AI, EU AI Act chatbot disclosure, chatbot handoff to sales, chat transcript review, prompt injection on our chatbot, Drift, Qualified, Intercom.
日本語の概要は準備中です。原文の説明を表示しています。
Use when a task needs the judgment of a Customer Service Representative — de-escalating an angry customer, deciding whether a policy exception is worth the cost, deciding when to escalate versus resolve on the spot, drafting a resolution response, or diagnosing why first-call-resolution is low for an issue type.
日本語の概要は準備中です。原文の説明を表示しています。
Build a customer health scorecard across usage, engagement, adoption, NPS, support load, and financial risk. Use when user says "health score", "customer health", "build a scorecard", "how healthy is this account", "customer scoring model", "green yellow red", "health dashboard", or "account health framework" - even if they don't say "scorecard" explicitly. Applies to CSMs building account health models or CS leaders standardizing health tracking across the team.
日本語の概要は準備中です。原文の説明を表示しています。
Build a structured Quarterly Business Review deck for a customer account. Use when user says "QBR", "quarterly business review", "prep my QBR", "build the deck", "renewal prep", "executive check-in", "90-day review", or "customer business review" - even if they don't use the acronym. Applies to CSMs preparing for executive-level customer meetings focused on value delivered, health, and next quarter alignment.
日本語の概要は準備中です。原文の説明を表示しています。
Use this skill when designing the UX and content strategy for a Salesforce-powered self-service portal or help center — pre-deflection article surfacing, Help Center search UX, friction-calibrated case submission forms, community peer support layers, and deflection measurement. Trigger keywords: design self-service portal, case deflection strategy, help center UX design, reduce support volume with self-service, knowledge base search experience. NOT for picking which contact reasons to deflect and through which channel — use architect/case-deflection-strategy. NOT for building the Experience Cloud site itself — use admin/experience-cloud-site-setup. More trigger keywords: article visibility matrix IsVisibleInCsp IsVisibleInPkb, which articles show in the customer portal, case visibility for portal users, CaseComment IsPublished customer visible comment, self-registration profile and account for a portal, Help Center template does not support login, deflection metrics SOQL KnowledgeArticleViewStat, self-service journey map, moderation policy for a support community.
日本語の概要は準備中です。原文の説明を表示しています。
Use when gathering requirements for a customer portal, partner community, or self-service Experience Cloud site. Triggers: 'gathering requirements for customer portal', 'planning Experience Cloud site', 'what license for community portal', 'portal user journey mapping', 'self-service requirements'. NOT for building the site in Experience Builder — use admin/experience-cloud-site-setup. NOT for designing the deal-registration and MDF processes themselves — use admin/partner-community-requirements. More trigger keywords: portal persona licence matrix, which Experience Cloud licence do these requirements imply, external user needs a Contact and Account, sharing set vs sharing rule for a portal, self-registration vs SSO for a portal, portal requirements catalogue, handoff to Experience Cloud site setup.
日本語の概要は準備中です。原文の説明を表示しています。
Use when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management. Triggers: 'create a survey', 'NPS score', 'survey invitation', 'survey response report', 'customer feedback form', 'guest user survey access', 'SurveyInvitation', 'SurveySubject', 'SurveySettings', 'sendSurveyInvitation', 'survey not linked to case', 'deploy a survey between orgs'. NOT for choosing between CSAT, NPS, and CES as your CX metric — use architect/customer-effort-scoring. NOT for third-party survey tools like SurveyMonkey or Qualtrics.
日本語の概要は準備中です。原文の説明を表示しています。
Operate customer billing workflows such as subscriptions, refunds, churn triage, billing-portal recovery, and plan analysis using connected billing tools like Stripe. Use when the user needs to help a customer, inspect subscription state, or manage revenue-impacting billing operations.
日本語の概要は準備中です。原文の説明を表示しています。
Help founders develop a strategy to acquire and sell to the first 100 customers. Use when someone has a product and needs a customer acquisition plan, or is struggling with early sales.
日本語の概要は準備中です。原文の説明を表示しています。
Generate conservative, editable English outreach drafts for foreign-trade sales from structured lead inputs and customer-intel signals. Use when an operator needs a first-touch or follow-up email draft that calls confirmed recent/customer-market signals from the customer-intel Skill, with subject options, review notes, and explicit reminders not to present unconfirmed facts as facts.
日本語の概要は準備中です。原文の説明を表示しています。
Set up, verify, and clean up Stripe test data end to end. Use when creating test customers, products, or subscriptions and you want a repeatable setup-then-teardown workflow, or when you need to remove leftover test customers and products with delete_stripe_test_customers, archive_stripe_test_products, and delete_stripe_test_products.
日本語の概要は準備中です。原文の説明を表示しています。
When the user wants to create, optimize, or analyze a referral program, affiliate program, or word-of-mouth strategy. Also use when the user mentions 'referral,' 'affiliate,' 'ambassador,' 'word of mouth,' 'viral loop,' 'refer a friend,' 'partner program,' 'referral incentive,' 'how to get referrals,' 'customers referring customers,' or 'affiliate payout.' Use this whenever someone wants existing users or partners to bring in new customers. For launch-specific virality, see launch.
日本語の概要は準備中です。原文の説明を表示しています。
Product-led growth and customer-base growth for B2B SaaS. Use this skill for self-serve funnel work (activation, time-to-value, free trial vs freemium, PQL definition, in-product upgrade moments, sales-assist triggers) and for growing revenue from existing customers (adoption, expansion, churn-save, renewal marketing, net revenue retention). Also triggers on: PLG, product-led growth, activation, aha moment, time to value, free trial, freemium, PQL, product qualified lead, onboarding, self-serve, customer marketing, expansion revenue, upsell, cross-sell, churn, retention, NRR, renewal.
日本語の概要は準備中です。原文の説明を表示しています。
Customer journey v3 — mapping, touchpoints, pain points, optimization, moments of truth
日本語の概要は準備中です。原文の説明を表示しています。
Expert en customer success avancé (onboarding, adoption, expansion, QBRs, NPS, health scores)
日本語の概要は準備中です。原文の説明を表示しています。
Expert en customer success (onboarding, réduction du churn, expansion revenue, NPS)
日本語の概要は準備中です。原文の説明を表示しています。
Extract AI customer insights. TRIGGERS - Use when user needs help with ai-customer-insights related tasks.
日本語の概要は準備中です。原文の説明を表示しています。
Design AI customer service systems with handoff. TRIGGERS - Use when user needs help with ai-customer-service related tasks.
日本語の概要は準備中です。原文の説明を表示しています。
When the user wants to create, optimize, or analyze a referral program, affiliate program, or word-of-mouth strategy. Also use when the user mentions 'referral,' 'affiliate,' 'ambassador,' 'word of mouth,' 'viral loop,' 'refer a friend,' 'partner program,' 'referral incentive,' 'how to get referrals,' 'customers referring customers,' or 'affiliate payout.' Use this whenever someone wants existing users or partners to bring in new customers. For launch-specific virality, see launch-strategy.
日本語の概要は準備中です。原文の説明を表示しています。
Automate customer engagement workflows including broadcast triggers, message analytics, segment management, and newsletter tracking through Customer.io via Composio
日本語の概要は準備中です。原文の説明を表示しています。
Use this skill when the user asks how to build + manage direct shipper relationships — moving from spot market to dedicated lanes, customer scoring + credit assessment, contract terms, dedicated capacity agreements, KPI reporting, and how to handle customer disputes. Reference standard customer-carrier contract terms.
日本語の概要は準備中です。原文の説明を表示しています。
Elite AI-powered customer support specialist mastering conversational AI, automated ticketing, sentiment analysis, and omnichannel support experiences. Integrates modern support tools, chatbot platforms, and CX optimization with 2024/2025 best practices. Use PROACTIVELY for comprehensive customer experience management.
日本語の概要は準備中です。原文の説明を表示しています。