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重点客户触达助手，专用于高净值/重点客户的触达计划和内容设计。 以下情况请主动触发此技能： - 用户需要为高净值客户制定触达计划 - 用户描述重点客户情况，问"怎么维护""怎么跟进" - 用户准备重要客户的面谈、电话、拜访内容 - 用户问"这个客户该怎么维护""多久联系一次" - 用户需要客户分层触达策略、VIP 客户服务方案 输出含触达计划、沟通内容、服务方案的重点客
融资融券规则问答助手，适用于券商客户服务、投顾支持、业务培训、投资者教育等场景。 以下情况请主动触发此技能： - 用户问了融资融券相关问题，如"两融是什么""维保比例怎么算""平仓线是多少" - 用户提供了两融业务场景，问"这样操作可以吗""有什么风险""规则允许吗" - 用户需要：两融规则解读、业务流程说明、风险揭示、投资者教育材料 - 用户提到：融资、融券、维
客户持仓诊断助手 - 普通客户版，专用于普通零售客户的持仓分析和诊断。 以下情况请主动触发此技能： - 用户粘贴客户持仓列表，问"帮我看看这个持仓怎么样" - 用户描述客户持仓情况，问"这个持仓有什么问题吗" - 用户需要给客户做持仓分析、配置建议 - 用户问"客户持仓集中吗""风险大吗""需要调整吗" - 用户准备客户回访、持仓检视、配置调整建议 适用于零售客户（资产<5
当用户在银行财富管理场景下需要做需求洞察、成因拆解、指标解读或专题诊断，并希望输出结构化结论与沟通提示时使用本技能。适合支持理财经理、私行顾问完成客户目标、风险偏好与市场环境的综合判断。
当用户需要在银行对公金融场景下，以客户经理视角推进企业授信尽调、整理资料清单、设计访谈提纲、识别现场核查重点、形成风险假设和输出尽调纪要时使用本技能。适合输出能直接支持客户拜访和授信推进的尽调包。
当用户需要在基金场景中完成客户陪伴内容助手相关任务时使用本技能，适用于持仓陪伴及相关分析、生成、审阅请求。 用户提到「客户陪伴」「持仓陪伴」「陪伴内容」或需要输出结构化中文结论、模板和配套脚本时，应优先触发。
当用户需要围绕客户当前持仓、净值波动、市场波动、组合回撤、收益预期变化、再平衡沟通、 定投陪伴、节假日陪伴、存量客户关怀、重点客户回访等场景，生成可解释、可沟通、可执行、 可追踪的客户陪伴内容时，使用本技能。 本技能适用于银行财富管理场景，重点帮助客户经理、理财经理、投顾运营团队输出： 持仓解读、市场波动说明、客户关怀话术、分层陪伴文案
当用户需要为企业客户推荐交易银行方案时使用本技能，适用于现金管理、收付款管理、 账户体系设计、资金归集、票据结算、供应链结算、跨境结算、银企直联、司库协同、 流动性管理和场景化产品匹配等场景。本技能用于基于客户行业、规模、交易模式、 账户结构、组织架构、上下游关系、境内外经营特征和合规约束，输出候选方案、 匹配理由、适用边界、落地路径和
当用户需要在基金场景中完成风险测评解释助手相关任务时使用本技能，适用于适当性解释及相关分析、生成、审阅请求。 用户提到「风险测评解释」「适当性解释」「风险等级说明」或需要输出结构化中文结论、模板和配套脚本时，应优先触发。
Create a minimal working Documenso example. Use when starting a new Documenso integration, testing your setup, or learning basic document signing patterns. Trigger with phrases like "documenso hello world", "documenso example", "documenso quick start", "simple documenso code", "first document".
Use this skill for insurance-claims operations with Stedi whenever the user asks to submit claims, validate claim payloads, check claim status, retrieve/interpret 277CA or 835 responses, troubleshoot payer/provider enrollment requirements, or build deterministic claims workflows. Trigger this ski...
Transync AI platform help — real-time AI meeting translation with near-zero latency (<0.5s) dual-screen bilingual display across 60+ languages, AI voice broadcast, AI meeting notes with summaries, custom domain terminology via AI Assistant, system audio sharing (no bot/plugin) for Zoom/Teams/Meet...
Tray.ai platform help — enterprise iPaaS with 700+ connectors, Intelligent iPaaS, Enterprise Core governance, Merlin Agent Builder for AI agents, Tray Embedded for SaaS vendors, GraphQL API, Connector Development Kit. Use when Tray bill keeps climbing and task consumption is unpredictable, workfl...
Treasure Data platform help — enterprise AI-native CDP with profile unification, audience segmentation, journey orchestration, 400+ connectors, AI Marketing Cloud suites. Use when setting up Treasure Data CDP, unifying customer profiles across channels, building audience segments in Treasure Data...
Use this skill whenever the user wants to integrate Cashfree payment APIs. Triggers include: creating orders or payment sessions, accepting payments via UPI/cards/netbanking/wallets, generating payment links to share via SMS/email, handling refunds, verifying webhook signatures, fetching payment ...
Trellus platform help — AI-powered parallel dialer with real-time coaching for SDR teams, embedded in existing SEPs/CRMs via Chrome extension. Use when setting up Trellus parallel or power dialer inside Salesloft Outreach HubSpot Apollo, reps not getting real-time coaching cues during cold calls,...
Veloxy platform help — Salesforce-native field sales enablement with predictive intelligence, geolocation route planning, email tracking, and mobile CRM. Use when configuring Veloxy for a field sales team, Veloxy emails stopped sending or email sync breaking, Veloxy geolocation not showing nearby...
Uniphore platform help — Business AI Cloud for enterprise contact centers with conversation intelligence, real-time agent assist (U-Assist), automated QA, CSATai predictive scoring, Emotion AI, self-service virtual agents, and CDP (ActionIQ). Use when setting up Uniphore conversation analytics, c...
Verint Open Platform help — enterprise CX automation with Da Vinci AI bots (Quality Bot 100% QA, Coaching Bot real-time guidance, Wrap Up Bot auto-summaries, CX/EX Scoring, TimeFlex agent scheduling, Exact Transcription 80+ languages), WFM forecasting/scheduling/adherence, knowledge automation, I...
Verbit platform help — enterprise AI+human transcription, live captioning, and accessibility (ADA/WCAG/CVAA) for education, legal, media, and government. Use when setting up Verbit live captioning for Zoom or Teams events, uploading recorded audio for human-verified transcription, integrating the...
Vitally platform help — Health Scores, Playbooks, Projects, Automation, AI copilot, NPS, Dashboards, REST API. Use when health scores aren't reflecting reality, playbook automations aren't triggering, Salesforce or HubSpot sync is broken, onboarding projects are stalling, NPS surveys aren't reach...
Winn.ai platform help — real-time AI sales assistant with playbook adherence tracking, automated CRM updates, and live coaching. Use when setting up Winn.ai playbook templates for MEDDIC or BANT or SPICED, CRM fields not populating after sales calls in Salesforce or HubSpot, Winn.ai not tracking ...
Workato platform help — enterprise iPaaS, 1200+ connectors, recipe-based automation, API Management, MCP Gateway, Agent Studio (Genies AI agents), Data Tables, Event Streams, B2B/EDI, Embedded iPaaS, IDP. Use when recipe costs keep spiraling and you need to optimize task consumption, recipe error...
Zendesk platform help — ticketing, Help Center knowledge base, AI agents, live chat, Talk voice, Sell CRM, omnichannel messaging, Explore analytics, Marketplace apps, REST API. Use when Zendesk tickets not routing correctly, AI agent misclassifying or giving wrong answers, help center articles no...
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