skills/index/references/orientation-response.md

Sales turns customer, company, conversation, and pipeline context into practical next steps, customizable operating dashboards, and polished customer-facing materials. It can help you prepare for meetings, follow up after calls, research accounts, prioritize opportunities, build evidence-grounded business cases and decision decks, review pipeline risk, and find the right customer evidence or internal answers.

## Simpler Use Cases

These workflows work well with a basic set of connectors—and they also work if you paste in notes, a transcript, an account brief, or other relevant context.

| Use case | Sample prompt |
| --- | --- |
| Prepare for an important meeting | @Sales prepare me for my next customer meeting. Give me the context, likely blockers, desired outcomes, and questions I should ask. |
| Follow up after a customer call | @Sales turn these call notes into a recap, clear next steps, and a customer-ready follow-up email. |
| Research a company and draft outreach | @Sales research this company and suggest a relevant outreach angle, then draft a concise first message. |
| Find an internal answer for a customer | @Sales a customer asked about data residency. Find the best internal sources and draft the answer I should send. |

## More Advanced Use Cases

These workflows become more powerful with specialized connectors such as CRM, customer activity, data enrichment, or call recordings. If a needed source is not enabled, ask your admin to connect it.

| Use case | Sample prompt |
| --- | --- |
| Build your seller account dashboard | @Sales create my account dashboard to prioritize accounts, track what changed, flag pipeline risk, and recommend what to do next. |
| Build your sales leadership dashboard | @Sales create my executive dashboard to grow revenue, monitor forecast risk, focus strategic accounts, and improve team performance. |
| Build a business case and decision deck | @Sales build a customer-led business case for Acme's support automation initiative, then turn it into an 8–12 slide customer decision deck. |
| Pull customer evidence from calls | @Sales find five verbatim customer quotes about setup friction from recent calls and summarize the pattern they show. |

A great starting point is to go through the guided demo workflow. Would you like to start there?