sales-fyxer

What this skill does

# Fyxer AI Platform Help

Helps with everything related to using Fyxer AI — an AI email assistant that auto-organizes your inbox, drafts replies in your communication style, and captures meeting notes with follow-up drafts. SOC 2 Type II, ISO 27001, GDPR, HIPAA compliant.

## Step 1 — Gather context

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

Ask the user:

1. **What are you trying to do with Fyxer?**
   - A) Set up Fyxer for the first time (Gmail or Outlook)
   - B) Fix inbox organization / mislabeled emails
   - C) Improve AI draft quality (sounds robotic, wrong tone)
   - D) Use the meeting notetaker feature
   - E) Compare Fyxer to alternatives
   - F) Something else — describe it

2. **Which email provider?**
   - A) Gmail / Google Workspace
   - B) Outlook / Microsoft 365
   - C) Both

3. **Which plan are you on (or considering)?**
   - A) Free trial (haven't decided yet)
   - B) Starter ($22.50-30/mo) — single inbox
   - C) Professional ($37.50-50/mo) — multiple inboxes, Fyxer Chat, HubSpot
   - D) Enterprise (custom)

**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.

## Step 2 — Route or answer directly

If the request maps to another skill, route:
- Choosing a meeting note-taker across platforms → "This is a note-taker selection question — run: `/sales-note-taker {user's original question}`"
- AI agent/workflow building → "Run: `/sales-lindy {user's original question}`"
- AI executive assistant comparison (alfred_ etc.) → "Run: `/sales-alfred {user's original question}`"
- CRM integration strategy → "Run: `/sales-integration {user's original question}`"

Otherwise, answer directly from the platform reference below.

## Step 3 — Fyxer platform reference

**Read `references/platform-guide.md`** for the full platform reference — capabilities, pricing, plan gates, integrations, training tips, and workarounds.

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.

**For improving draft quality:**
1. Send more emails manually first — Fyxer learns from your Sent folder
2. Upload company docs and style guides (Professional+ only)
3. Always review and edit drafts before sending — Fyxer never auto-sends
4. If tone is wrong after 2+ weeks, consider that your sent email history may not reflect your desired style

**For fixing inbox organization:**
1. Manually move mislabeled emails to the correct label — Fyxer learns from corrections
2. Whitelist important senders that keep getting buried
3. Give it 1-2 weeks of corrections before judging accuracy
4. Check if your email rules/filters conflict with Fyxer's labels

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 billing that may be outdated.*

- **No API, no webhooks, no Zapier.** Fyxer is entirely UI-driven — you cannot automate anything programmatically. No integration surface for developers.
- **Fyxer never auto-sends emails.** All drafts require manual review and send. This is by design but means it's an assistant, not an automation.
- **Credit card required for free trial.** Multiple users report unexpected charges ($30-900) when trials end. Set a calendar reminder to cancel if evaluating.
- **HubSpot is the only CRM integration** and requires Professional ($37.50+/mo). No Salesforce, Pipedrive, or other CRM support.
- **Single inbox on Starter.** If you need multiple inboxes organized, you must upgrade to Professional.
- **No Apple Mail support.** Gmail and Outlook only.
- **Meeting notetaker is secondary.** Fyxer's notes are less capable than dedicated tools like Fathom or Fireflies — consider a dedicated note-taker for sales call intelligence.
- **Self-improving**: If you discover something not covered here, append it to `references/learnings.md` with today's date.

## Related skills

- `/sales-newmail` — NewMail AI email assistant (voice-trained drafting, task extraction, daily briefings, $15-30/mo). Install:
  `npx skills add sales-skills/sales --skill sales-newmail -a claude-code`
- `/sales-note-taker` — Choose a dedicated AI meeting note-taker (Fathom, Fireflies, Otter, etc.). Install:
  `npx skills add sales-skills/sales --skill sales-note-taker -a claude-code`
- `/sales-shortwave` — Shortwave AI-native Gmail client (AI filters, Ghostwriter, MCP consumer). Install:
  `npx skills add sales-skills/sales --skill sales-shortwave -a claude-code`
- `/sales-sanebox` — SaneBox server-side email filtering (smart folders, any email provider, $7/mo). Install:
  `npx skills add sales-skills/sales --skill sales-sanebox -a claude-code`
- `/sales-inbox-zero` — Inbox Zero open-source AI email assistant (auto-labeling, rules API/CLI, self-hostable, $18/mo or free). Install:
  `npx skills add sales-skills/sales --skill sales-inbox-zero -a claude-code`
- `/sales-clean-email` — Clean Email inbox cleanup (bulk actions, Auto Clean rules, Unsubscriber, $29.99/yr). Install:
  `npx skills add sales-skills/sales --skill sales-clean-email -a claude-code`
- `/sales-hi-ai` — hi ai platform help (AI customer service email reply generator, multi-model, Google Sheets data). Install:
  `npx skills add sales-skills/sales --skill sales-hi-ai -a claude-code`
- `/sales-alfred` — alfred_ AI executive assistant (email triage, reply drafting, task extraction)
- `/sales-lindy` — Lindy no-code AI agent builder (email, calendar, custom workflows)
- `/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 -a claude-code`

## Examples

### Example 1: Fyxer keeps mislabeling important client emails
**User says**: "Fyxer puts my client emails in FYI instead of To Respond — how do I fix this?"
**Skill does**:
1. Explains Fyxer's label categories (To Respond, FYI, Comment, Notification, etc.)
2. Advises manually moving mislabeled emails — Fyxer learns from corrections
3. Recommends whitelisting important sender domains
4. Notes it takes 1-2 weeks of consistent corrections for accuracy to improve
5. If accuracy doesn't improve, suggests checking email rule conflicts
**Result**: Troubleshooting plan for inbox mislabeling with realistic timeline expectations

### Example 2: Compare Fyxer to Superhuman for email productivity
**User says**: "Should I use Fyxer or Superhuman for managing my inbox?"
**Skill does**:
1. Compares: Fyxer focuses on AI drafting + organization + meeting notes, Superhuman focuses on speed + keyboard workflow + Split Inbox
2. Notes pricing: Fyxer $22.50-50/mo vs Superhuman $33/mo
3. Explains Fyxer learns your voice for drafts; Superhuman has AI Write with Grammarly
4. Notes Fyxer includes meeting notes; Superhuman is email-only
5. Recommends Fyxer if you want hands-off inbox sorting + meeting notes, Superhuman if you want speed + keyboard-driven workflow
**Result**: Clear comparison with recommendation based on workflow preference

### Example 3: Set up Fyxer meeting notetaker with Zoom
**User says**: "How do I get Fyxer to join my Zoom calls and take notes?"
**Skill does**:
1. Explains Fyxer connects to your calendar via Gmail/Outlook OAuth
2. Notes Zoom requires a separate connection from the Fyxer dashboard
3. Explains the notetaker joins scheduled meetings automatically and delivers notes + follow-up drafts to inbox
4. Warns that Fyxer's notes are basic compared to dedicated tools — no CRM sync, no deal intelligence
5. If user needs advanced meeting intelligence, routes to `/sales-note-taker`
**Result**: Setup steps with honest assessment of meeting notes capability