sales-cirrus-insight

What this skill does

# Cirrus Insight Platform Help

## Step 1 — Gather context

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

1. **What do you need help with?**
   - A) Salesforce sync setup (email, calendar, tasks)
   - B) Sidebar not loading or disconnecting
   - C) Meeting AI or Conversation Intelligence
   - D) Calendar Scheduling or Smart Scheduler
   - E) Email Blast campaigns
   - F) Buyer Signals configuration
   - G) Pricing or module selection
   - H) API or webhook integration
   - I) Troubleshooting (sync breaks, reauthentication, plugin crashes)

2. **Which email client?**
   - A) Gmail
   - B) Outlook / Office 365
   - C) Both

3. **Which Cirrus Insight modules do you have?**
   - A) Just Salesforce Sync (Email/Calendar)
   - B) Sidebar + Sync
   - C) Full stack (Meeting AI, Buyer Signals, Scheduling, etc.)
   - D) Not sure / evaluating

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

## Step 2 — Route or answer directly

| Problem domain | Route to |
|---|---|
| Comparing Cirrus Insight to other note-takers | `/sales-note-taker {user's question}` |
| Reviewing a specific call for coaching feedback | `/sales-call-review {user's question}` |
| Building a coaching program using CI call data | `/sales-coaching {user's question}` |
| Email open/click tracking strategy | `/sales-email-tracking {user's question}` |
| Meeting scheduling strategy (not CI-specific) | `/sales-meeting-scheduler {user's question}` |
| Salesforce-specific configuration | `/sales-salesforce {user's question}` |
| General CRM-to-tool integration patterns | `/sales-integration {user's question}` |

When routing, provide the exact command.

## Step 3 — Cirrus Insight platform reference

**Read `references/platform-guide.md`** for the full platform reference — modules, pricing, integrations, data model, workflows.

Answer the user's question using only the relevant section. Don't dump the full reference.

## Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

**Module selection**: Start with Salesforce Email Sync ($5) + Sidebar ($11) as the foundation. Add Calendar Sync ($11) if reps use calendar heavily. Meeting AI ($13) and Buyer Signals ($10) are the highest-ROI add-ons for sales teams. Smart Scheduler ($20) only if you need intelligent lead routing. Email Blast ($12) only for personalized mass outreach.

**Billing strategy**: Annual billing saves 20% (10% billing + 10% term). Lock in 2-3 year terms for 30-40% savings if committed. Typical full-stack cost: ~$30-40/user/mo before discounts.

**Sync reliability**: If sync breaks repeatedly, check browser extension version, clear cache, re-authenticate Salesforce OAuth. Known issue: browser restarts can break the plugin — pin the extension and keep it updated.

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.

## Gotchas

> *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

- **Modular pricing adds up fast** — each feature is separate ($5-$20/user/mo). A full stack runs $30-40+/user/mo before Meeting Transcription ($15-$8.50/hr) and Live Coaching ($40-$28.50/hr) hourly charges.
- **Sync requires constant babysitting** — top user complaint is needing to uninstall/reinstall the plugin and re-sync email/calendar for sync to work properly.
- **Browser restarts kill the sidebar** — the Gmail/Outlook plugin frequently fails to load after restarting the browser. Pin the extension and check it's active.
- **Email Blast errors on large lists** — the campaign function frequently errors out on large recipient lists. Plan to send in smaller batches.
- **Authentication disconnects are frequent** — users report needing to reauthenticate multiple times per day during connectivity issues.
- **API is extremely limited** — only one endpoint (Calendar Scheduling views). No transcript download API, no email/activity API. Must be admin-enabled.
- **New version removed features** — Cirrus Insight replaced their legacy product with a new version that dropped capabilities some users relied on.

## Related skills

- `/sales-note-taker` — Comparing Cirrus Insight to other note-takers or wiring transcript APIs into CRM/warehouse
- `/sales-coaching` — Build coaching programs that consume call data from Conversation Intelligence
- `/sales-email-tracking` — Email open/click tracking strategy across platforms
- `/sales-meeting-scheduler` — Meeting scheduling strategy and booking page optimization
- `/sales-salesforce` — Salesforce-specific configuration and administration
- `/sales-integration` — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do`

## Examples

### Example 1: Sync keeps breaking
**User says**: "Cirrus Insight email sync to Salesforce keeps stopping — I have to uninstall and reinstall every few days."
**Skill does**:
1. Identifies this as the most common Cirrus Insight issue
2. Checks browser extension version and Salesforce OAuth connection status
3. Recommends: clear browser cache, remove and re-add the extension, re-authenticate Salesforce, check for browser extension conflicts
4. If persistent, suggests contacting Cirrus Insight support with sync logs
**Result**: Systematic troubleshooting steps for the sync reliability issue.

### Example 2: Choosing the right modules
**User says**: "I want Cirrus Insight for my 15-person sales team on Salesforce — which modules do I actually need?"
**Skill does**:
1. Recommends foundation: Email Sync ($5) + Sidebar ($11) + Calendar Sync ($11) = $27/user/mo
2. High-ROI add-ons: Meeting AI ($13) for automated prospect research, Buyer Signals ($10) for engagement tracking
3. Calculates: foundation + add-ons = $50/user/mo × 15 = $750/mo, minus 20% annual discount = $600/mo
4. Notes hourly-billed features (Transcription, Live Coaching) are separate and usage-based
**Result**: Module recommendation with cost math and discount strategy.

### Example 3: Email Blast not working
**User says**: "I tried sending an email blast to 500 contacts and it errored out halfway through."
**Skill does**:
1. Identifies this as a known Email Blast limitation with large lists
2. Recommends breaking into batches of 100-150 contacts
3. Suggests checking Salesforce daily email limits (may be hitting org-level caps)
4. If persistent, suggests using a dedicated email tool for large campaigns and reserving Email Blast for smaller targeted sends
**Result**: Workaround for the Email Blast scaling limitation.

## Troubleshooting

### Salesforce sync stops working and requires reinstall
**Symptom**: Email and calendar sync to Salesforce stops silently. Activities stop logging. Only fix is uninstalling and reinstalling the browser extension.
**Cause**: Browser extension state corruption, often triggered by browser restarts, Chrome updates, or Salesforce session expiry.
**Solution**: Clear browser cache and cookies for Cirrus Insight domains. Remove the extension completely, restart browser, reinstall from Chrome Web Store or Outlook Add-ins. Re-authenticate Salesforce. If recurring, check for conflicting browser extensions (other Salesforce tools, ad blockers) and ensure the extension is pinned and allowed to run in background.

### Sidebar says subscription expired but subscription is active
**Symptom**: The Cirrus Insight sidebar in Gmail/Outlook displays an "expired subscription" message even though billing is current.
**Cause**: UI bug related to license caching. The extension caches subscription status locally and sometimes fails to refresh.
**Solution**: Log out of Cirrus Insight within the extension, clear browser cache, log back in. If persists, have a Cirrus Insight administrator verify lice