征信解读助手
用于银行零售金融场景的征信报告解读与风险要点梳理,当需要将征信指标翻译为业务可执行的关注点与追问方向时触发。
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用于银行零售金融场景的征信报告解读与风险要点梳理,当需要将征信指标翻译为业务可执行的关注点与追问方向时触发。
当用户需要在银行对公金融场景下,对小微企业授信做经营真实性判断、税票流水核验、普惠准入排查、补件清单整理和初步推进建议输出时使用本技能。适合服务客户经理、普惠审批支持和业务中台。
当用户需要在银行对公金融场景下,围绕客户画像进行成因拆解、指标解读、问题归因或专题诊断时使用本技能。适合输出结构化诊断结论、驱动项说明、后续追问方向和业务提示。
当用户需要在银行对公金融场景下,围绕供应链尽调进行初筛、尽调、准入或审批前梳理时使用本技能。适合输出面向对公客户经理、审查人员和业务中台的结构化判断、待补资料清单、关键风险提示和下一步推进建议。
当用户需要在银行零售金融场景下,围绕客户经理日常经营进行客户分层、优先级排序、触达动作编排和跟进计划制定时使用本技能。适合输出可执行名单、动作清单、风险边界和复盘指标。
用于银行零售客户存款流失预警,当需要监测余额下滑、资金流出与活跃度下降并输出处置建议时触发。
当用户需要在交易银行与普惠金融场景下整理授信摘要、准入纪要、日报周报或催办跟踪时使用本技能,适合产出结构化摘要、补件清单、责任分工与后续动作。
Calculate and present ROI for AI projects, services, or business investments. TRIGGERS - Use this skill when: - User wants to calculate ROI for a project or service - User needs to justify an investment or expense - User wants to present cost-benefit analysis to stakeholders - User mentions ROI,...
Create professional client proposals with pricing, scope, timeline, and deliverables. TRIGGERS - Use this skill when: - User wants to create a client proposal or quote - User mentions proposal, scope of work, or client pitch - User needs to write a project proposal or service agreement - User as...
Manages outbound sequences in Apollo.io — create, configure, optimize deliverability, and analyze performance. Use when Apollo emails are going to spam, sequence open rates are low, A/B tests aren't producing clear winners, mailboxes keep getting throttled, sequence stats don't look right, or ema...
Mixmax platform help — sequences, email tracking, one-click meetings, rules engine, dialer, AI Compose, Salesforce/HubSpot integration, polls, reporting. Use when Mixmax sequences aren't sending, rules or automations aren't firing, Salesforce or HubSpot sync is broken, scheduling links aren't wor...
Interprets Qwilr engagement signals and decide what to do next. Use when a prospect hasn't opened your proposal, the buyer went dark after viewing, you don't know who else on the committee saw it, you're unsure whether to follow up or wait, a prospect keeps re-reading the pricing section but won'...
Designs reusable Qwilr proposal templates for your whole sales team. Use when every rep's proposals look different, reps waste hours building proposals from scratch, your templates are outdated and no one uses them, proposals lack consistent branding, or you need vertical-specific templates your ...
Schedules sales meetings efficiently — booking pages, round-robin routing, calendar integration, reminders, no-show recovery, and meeting page conversion. Use when prospects aren't booking meetings, no-show rates are too high, round-robin isn't distributing evenly, booking page conversion is low,...
Query products by collection or tag and update all variant prices by a percentage or fixed amount, with optional floor/ceiling constraints.
Finds expired, zero-usage, or duplicate discount codes and optionally deactivates or deletes them.
trendHERO platform help — Instagram influencer analytics with discovery search (95M+ profiles, 20+ filters), Account Quality Score (AQS 1-100, fake follower detection), Audience Analysis, Daily Tracking, Ads Database (10M+ posts), Audience Overlap, and a REST API (Bearer auth, webhooks). Covers A...
Trigify platform help — AI agent-powered LinkedIn signal intelligence and social listening for B2B GTM teams with custom AI workflows, engagement tracking, competitor monitoring, CRM integrations (HubSpot, Attio, Apollo), outreach sequencing (Instantly, HeyReach, Smartlead), and the Jarvis AI wor...
Laxis platform help — AI meeting intelligence with bot-free and bot-based recording, a universal voice keyboard with verbal cleanup, LaxisChat for querying meeting history, 50+ report templates, CRM automation to HubSpot/Salesforce (Business+), 7,000+ Zapier integrations, OSO AI Earbuds and Panoc...
Create a comprehensive lead scoring model with separate Fit and Engagement scores using HubSpot's new Lead Scoring tool. Replaces the deprecated HubSpot Score property.
Control PhantomBuster automation agents via API. List agents, launch automations, get output/results, check status, and abort running agents. Use when the user needs to run LinkedIn scraping, Twitter automation, lead generation phantoms, or any PhantomBuster workflow.
Drafts due diligence checklists for U.S. corporate transactions (M&A, asset purchases, investments, JVs, restructurings). Covers corporate structure, financials, tax, contracts, IP, litigation, employment, benefits, insurance, and environmental compliance. Surfaces change-of-control triggers, con...
Structures preliminary transaction terms including price, consideration, conditions, reps/warranties, and indemnification. Use when drafting LOIs, preparing term sheets, or summarizing negotiated deal points.
Drafts Representations and Certifications documents for SAM.gov federal contractor registration. Use when registering entities in SAM.gov, updating annual registrations, preparing government contracting eligibility documents, or working with UEI, NAICS codes, business size determinations, and FAR...
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