sales-allego

What this skill does

# Allego Platform Help

Help the user with Allego platform questions — from Modern Learning and AI role-play through Modern Content, Digital Sales Rooms, conversation intelligence, coaching scorecards, and CRM integrations.

## Step 1 — Gather context


If `references/learnings.md` exists, read it first for accumulated knowledge.

Ask the user:

1. **What area of Allego do you need help with?**
   - A) Modern Learning — video training, interactive content, learning paths, certifications, compliance training
   - B) AI Role-Play — AI-powered practice simulations with automated grading and feedback
   - C) Conversation Intelligence — call recording, AI analysis, key moment detection, coaching scorecards
   - D) Modern Content — content library, AI-recommended content, content sharing, engagement tracking
   - E) Digital Sales Rooms — buyer-facing content portals, stakeholder engagement tracking
   - F) Coaching — coaching scorecards, skill tracking, manager coaching workflows
   - G) Integrations — Salesforce, HubSpot, Microsoft Dynamics, LMS, call recording, BI
   - H) Admin — user management, permissions, SSO, reporting
   - I) Mobile App — iOS/Android app, offline access
   - J) Something else — describe it

2. **What's your role?**
   - A) Sales rep / AE / BDR
   - B) Sales manager / team lead
   - C) Enablement / L&D
   - D) RevOps / Sales Ops
   - E) Admin / IT
   - F) Marketing
   - G) Other

3. **What are you trying to accomplish?** (describe your specific goal or question)

**If the user's request already provides most of this context, skip directly to the relevant step.** Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.

Note: If the user needs a specialized skill, route them there with a brief explanation of why that skill is a better fit.

## Step 2 — Route or answer directly

If the request maps to a specialized skill, route:
- Sales content strategy / organization → `/sales-content`
- Sales coaching frameworks / onboarding programs → `/sales-coaching`
- Cross-platform deal room strategy → `/sales-deal-room`
- Sales call coaching / review → `/sales-call-review`
- Content engagement tracking across tools → `/sales-email-tracking`
- Tool integration architecture → `/sales-integration`

Otherwise, answer directly from platform knowledge using the reference below.

## Step 3 — Allego platform reference

Provide module-by-module guidance based on the user's area:

### Modern Learning

- **What it is**: Video-based training and coaching platform — reps learn through bite-sized video content, interactive exercises, and peer-shared best practices
- **Video-based content**: Create and share training videos — product demos, pitch practice, best-practice recordings from top performers. Reps can record, upload, and share video content.
- **Interactive learning**: Combine video, quizzes, documents, and practice exercises into structured learning paths. Supports SCORM content for compliance training.
- **Learning paths**: Ordered sequences of content modules grouped by topic, role, or milestone (e.g., "New AE Onboarding", "Product Launch Training", "Compliance Certification").
- **Certifications**: Completion-based credentials — learners earn certifications by finishing required paths and passing assessments. Track certification status across the team.
- **Collaborative learning**: Peer-to-peer knowledge sharing — reps share what's working (discovery questions, objection handling, competitive insights) in channels for team consumption.
- **Agile content**: Quick-capture format for sharing timely knowledge — competitive updates, win stories, product changes — that doesn't require formal course creation.
- **Best practices**: Use video for skills that are best demonstrated (demos, call handling). Keep modules under 5 minutes — attention drops after that. Leverage peer content alongside formal training for authentic learning.

### AI Role-Play

- **What it is**: AI-powered practice simulations where reps rehearse customer conversations, objection handling, and discovery calls against an AI buyer persona
- **How it works**: Configure scenarios with buyer persona, context, and evaluation criteria. The AI plays the buyer role, responds dynamically to the rep's approach, and provides automated scoring and feedback.
- **Automated grading**: AI evaluates rep performance against defined criteria — discovery depth (did the rep uncover the prospect's real pain, priorities, and decision process through effective questioning?), objection handling quality, messaging alignment, talk-to-listen ratio.
- **Scenario types**: Discovery calls, product demos, objection handling, executive conversations, competitive displacement, renewal/upsell conversations.
- **Feedback**: Detailed post-practice feedback highlighting strengths and areas for improvement. Managers can review AI-graded sessions and add their own coaching notes.
- **Best practices**: Start with common scenarios (top 5 objections, standard discovery). Recommend a regular practice cadence — monthly practice sessions at minimum, weekly for new hires or reps working on specific skill gaps. Reps who practice regularly outperform. Use AI grading to identify systematic skill gaps across the team.

### Conversation Intelligence

- **What it is**: AI-powered analysis of sales calls and meetings — captures, transcribes, and analyzes real conversations to extract coaching insights and deal intelligence
- **Recording**: Integrates with Zoom, Microsoft Teams, and other conferencing tools. Automatic recording with participant consent management.
- **AI analysis**: Post-call analysis including talk-to-listen ratio, question count, topic detection, competitor mentions, pricing discussions, and next steps.
- **Key moments**: AI identifies critical moments in conversations — objection handling, budget discussions, timeline commitments, champion signals, risk indicators.
- **Coaching scorecards**: Structured evaluation forms for managers to score calls against methodology criteria (MEDDPICC, SPIN, Challenger). Track improvement over time.
- **Deal intelligence**: Aggregate conversation data across the deal cycle — identify which topics were covered, which stakeholders were engaged, and where gaps exist.
- **Best practices**: Review at least 2 calls per rep per month. Focus coaching on specific moments rather than general feedback. Use conversation data to update training content with real-world examples.

### Modern Content

- **What it is**: Centralized content management with AI-powered recommendations — the right content surfaces to the right rep at the right time based on deal context and buyer signals
- **Content library**: Centralized repository for all sales collateral — battle cards, case studies, one-pagers, decks, videos, playbooks. Organized by category, persona, deal stage.
- **AI recommendations**: AI surfaces relevant content based on the sales situation — deal stage, buyer persona, industry, competitive landscape. Reduces time reps spend searching for content.
- **Content sharing**: Share content with prospects via tracked links. See who opened, what they viewed, and how long they spent on each page.
- **Engagement tracking**: Analytics on content effectiveness — which content gets shared, opened, and correlated with won deals.
- **Content governance**: Version control, expiration dates, approval workflows. Prevent reps from sharing outdated content.
- **Best practices**: Tag content thoroughly for AI recommendations to work. Review content engagement data monthly and retire low-performing assets. Combine formal content with peer-shared agile content for a complete picture.

### Digital Sales Rooms

- **What it is**: Buyer-facing content portals for sharing curated content with prospects — a personalized hub for each deal where sellers organize materia