技能说明
当用户需要在基金场景中完成路演问答助手相关任务时使用本技能,适用于路演支持及相关分析、生成、审阅请求。 用户提到「路演问答」「基金路演」「路演Q&A」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。
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当用户需要在基金场景中完成路演问答助手相关任务时使用本技能,适用于路演支持及相关分析、生成、审阅请求。 用户提到「路演问答」「基金路演」「路演Q&A」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。
当用户需要把一单保险核保案件按完整工作流进行分析时使用本 skill。它负责基于原始核保资料,按顺序调用或吸收已有的核保摘要、问题清单、补件提示、规则问答、结论解释和复核意见等技能结果,形成统一的 workflow 式分析与汇总输出。
Rotates the active Stripe account of a SpecBox project safely. Wraps the switch_stripe_account MCP tool with a UX layer: shows current alias store, asks for from/to, runs dry-run, formats the plan in Markdown, asks for literal confirmation, executes, and surfaces the rollback runbook if something...
当用户需要基于客户画像、风险承受能力、投资目标、期限偏好、流动性需求、 家庭资产配置情况和适当性要求,为客户推荐更合适的理财产品、产品组合或备选方案时, 使用本技能。适用于银行财富管理场景中的产品匹配、客户经理陪访准备、方案比较、 适当性校验、信息缺口提示和推荐报告输出。
Collect Clari API diagnostic info for support cases. Use when preparing a support ticket, collecting API response samples, or documenting integration issues. Trigger with phrases like "clari debug", "clari support bundle", "collect clari diagnostics", "clari troubleshoot".
Execute Guidewire secondary workflow: Claims processing in ClaimCenter. Use when implementing FNOL, claim investigation, reserves, payments, and settlement. Trigger with phrases like "claimcenter workflow", "create claim", "file fnol", "process claim", "claim settlement", "claim payment".
Use automatically during development workflows when making claims about tests, builds, verification, or code quality requiring concrete evidence to ensure trust through transparency.
Jitterbit platform help — AI-infused low-code iPaaS (Harmony), 400+ connectors, API Manager, App Builder, EDI, Design Studio, Integration Studio, Agent Management. Use when Jitterbit process keeps failing with vague errors or no stack trace, Salesforce or NetSuite connector fails silently on indi...
RB2B platform help — Person-Level Website Visitor ID, Company-Level ID, Hot Pages, Hot Leads, Traffic Insights, Identity Resolution API, integrations. Use when you know companies visit your site but not which people, the RB2B pixel isn't identifying visitors, you need person-level ID not just com...
Implement Einstein AI for Salesforce Commerce — Einstein Recommendations (product-to-product, user-to-product, trending), predictive sort, search ranking, Einstein Search Dictionaries, and Data Cloud personalization. Use when adding AI-powered features to commerce storefronts.
Implement Salesforce Commerce payments — Salesforce Payments (supports multiple processors including Stripe and Adyen), B2C payment adapters (JavaScript cartridge-based), B2B payment adapters (Apex-based), PCI compliance via tokenization, 3D Secure/SCA support, and payment method management. Use ...
Integrate payment gateways with Spree — PaymentMethod model, the v5.4+ PaymentSession provider-agnostic checkout flow, Stripe via `spree_stripe` (Apple/Google Pay, Link, Connect for marketplaces), Adyen via `spree_adyen`, PayPal via `spree_paypal_checkout`, StoreCredit / GiftCard as payment metho...
MaestroQA platform help — conversation data QA platform with customizable scorecards, AI-powered coaching workflows, conversation analytics (AskAI), reverse-ETL to CRM/Slack/data warehouses, CSAT ingestion, chatbot QA monitoring. 60+ integrations (Zendesk, Freshdesk, Salesforce, Intercom, Service...
MuleSoft platform help — Anypoint Platform, API-led connectivity, Design Center, Anypoint Studio, Code Builder, Exchange, Runtime Manager, API Manager, Flex Gateway, Composer, RPA, IDP, DataWeave, CloudHub, 450+ connectors. Use when Anypoint Studio crashes or gives misleading errors, DataWeave tr...
Observe.AI platform help — enterprise contact center intelligence with Auto QA scoring on 100% of interactions, Agent Copilot real-time guidance, Coaching Copilot post-call performance management, VoiceAI and ChatAI virtual agents, screen recording, Insights Copilot. Use when setting up Observe.A...
Salesforce platform help — Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud, Agentforce AI, Platform (Lightning/Apex/Flow), AppExchange, and REST API (v66.0, OAuth 2.0, SOQL, Bulk API 2.0). Use when Salesforce workflows or Flows aren't firing, reports don't show the right n...
Diagnose and fix SalesLoft API errors: 401, 403, 422, 429, and 5xx. Use when encountering SalesLoft errors, debugging failed requests, or troubleshooting OAuth token issues. Trigger: "salesloft error", "fix salesloft", "salesloft not working", "salesloft 429".
Use whenever the user wants to find, shortlist, vet, or enrich US cybersecurity firms — pen-testing/red team, security audits, vCISO, SOC 2 readiness, incident response, managed SOC, IAM, cloud security, and AppSec. Triggers on "find me a pen-testing firm for our SOC 2 audit", "shortlist three vC...
Orchestrate Israeli payment gateways (Cardcom, Tranzila, PayMe, Meshulam, iCredit, Pelecard) with unified routing, fallback, and installments (tashlumim). Use when user asks about multi-gateway payment integration, "slikat kartisim", "tashlumim", payment routing, Shva network, BOI Directive 357, ...
Install and configure Intercom API authentication with access tokens or OAuth. Use when setting up a new Intercom integration, configuring API credentials, or initializing the intercom-client SDK in your project. Trigger with phrases like "install intercom", "setup intercom", "intercom auth", "co...
Guides the agent in Openclast/Openclaw wallet usage, approvals, and safety rules. Use when users ask about wallet setup, balances, transactions, approvals, or key export.
Amical platform help — open-source, local-first AI dictation app with Whisper STT, context-aware formatting, Ollama/OpenRouter LLM, MCP voice commands, and 100+ language support (MIT license). Use when setting up Amical on macOS or Windows for the first time, choosing between Whisper model sizes ...
Balto platform help — contact center real-time AI guidance with live call coaching, automated QA on 100% of calls, compliance monitoring, and automatic call summarization to CRM. Use when agents aren't following compliance scripts and you need real-time enforcement, QA team is only sampling a fra...
BlueConic platform help — Customer Data Platform (CDP), real-time profile unification, segmentation, personalization, audience activation, Jebbit Experiences, AI Workbench. Use when profiles aren't merging across channels, segments aren't syncing to ad platforms, BlueConic connections aren't impo...
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