sales-oliv

What this skill does

# Oliv.ai Platform Help

## Step 1 — Gather context

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

Ask the user:

1. **What area of Oliv do you need help with?**
   - A) Notetaker — transcription, recording, AI summaries ($19/user/mo)
   - B) Meeting Insights — scorecards, coaching insights, call scoring ($29/user/mo)
   - C) Deal Insights — deal health, win-loss analysis, methodology tracking, forecasting ($29/user/mo)
   - D) CRM Manager Agent — Salesforce/HubSpot auto-sync, field population
   - E) AI Agents — Forecaster, Coach, Deal Driver, Prospector, Researcher, etc.
   - F) Integrations — CRM, dialer, meeting recorder, Slack/Teams setup
   - G) Migration — moving from Gong, Fireflies, Avoma, or Clari
   - H) Something else

2. **What CRM are you using?**
   - A) Salesforce  B) HubSpot  C) Zoho  D) Pipedrive  E) Dynamics 365  F) Freshworks  G) Copper  H) Close  I) Other/None

3. **What's your team size and role?**

**If the user's request already provides most of this context, skip directly to Step 2.**

## Step 2 — Route or answer directly

If the request maps to a specialized skill, route:

| Problem domain | Route to |
|---|---|
| Choosing between Oliv and other note-takers | `/sales-note-taker {your question}` |
| Building a coaching program or onboarding | `/sales-coaching {your question}` |
| Revenue forecasting methodology | `/sales-forecast {your question}` |
| Reviewing a specific call for coaching | `/sales-call-review {your question}` |
| CRM data quality strategy | `/sales-data-hygiene {your question}` |
| Connecting Oliv to other tools | `/sales-integration {your question}` |

If the question is Oliv-specific, continue to Step 3.

## Step 3 — Oliv platform reference

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

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

## Step 4 — Actionable guidance

Focus on the user's specific situation:

- For setup issues: walk through the integration checklist (calendar → CRM → recorder → comms)
- For agent configuration: identify which agents match their workflow and plan tier
- For migration: outline the free migration path from their current tool
- For scoring/coaching: help configure custom scorecards aligned to their methodology

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.*

- **Calendar integration is required** — Oliv won't work without Gmail or Outlook calendar connected. This is the first setup step, not optional.
- **Annual commitment only** — all pricing is based on annual commitment with annual payment. No monthly option.
- **No public API** — unlike Gong or Fireflies, Oliv has no documented public API. Integrations are through the web UI and native connectors only.
- **Module pricing stacks** — Notetaker ($19) + Meeting Insights ($29) + Deal Insights ($29) = $77/user/mo for the full stack. CRM Manager is an additional agent cost.
- **CRM Manager learns from 3 calls** — the agent needs at least 3 calls to learn your team's qualification methodology before it auto-applies.
- **Supported recorder alternative** — if you already have Fireflies, Gong, Avoma, Otter, or Fathom, you can skip the Oliv Notetaker module and use your existing recorder as the audio source.
- **Coach module coming soon** — the dedicated Coach Agent with AI Meeting Evaluation and personalized action plans is listed as "Coming Soon" as of April 2026.

## Related skills

- `/sales-note-taker` — Comparing Oliv against other meeting AI platforms? The note-taker skill covers 40+ platforms with pricing, API, and CRM depth comparisons.
- `/sales-coaching` — Building a coaching program? This skill covers frameworks, scorecards, and platform-specific coaching setup.
- `/sales-forecast` — Revenue forecasting methodology and pipeline coverage analysis.
- `/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 -y`

## Examples

**Example 1:** "My Oliv bot isn't joining my Google Meet calls"
→ Verify calendar integration at web.oliv.ai, check that Google Meet is connected (should be automatic once calendar is linked), confirm bot permissions haven't been revoked.

**Example 2:** "Should I get Oliv or stick with Gong? We have 15 reps."
→ Route to `/sales-note-taker` for cross-platform comparison. Quick context: Oliv full stack at $77/user/mo × 15 = $13,860/yr vs Gong at ~$1,400/user/yr × 15 + platform fee = $26K+/yr.

**Example 3:** "How do I get Oliv to auto-fill MEDDIC fields in Salesforce?"
→ Enable CRM Manager agent, connect Salesforce via web.oliv.ai/salesforce/connect, wait for 3 calls for the agent to learn your methodology, then it auto-applies to all future calls.

## Troubleshooting

**Oliv bot not joining meetings**
- Verify calendar integration is active at web.oliv.ai
- For Zoom: install bot at web.oliv.ai/apps/zoom-meeting-bot
- For Teams/Meet: should auto-join once calendar is connected — check calendar permissions

**CRM fields not updating after calls**
- Confirm CRM connection is active (Salesforce: web.oliv.ai/salesforce/connect, HubSpot: web.oliv.ai/hubspot/connect)
- CRM Manager agent needs 3+ calls to learn your methodology before auto-applying
- Check that "Assign tasks to multiple objects" and "Advanced notes" are enabled in Salesforce

**AI scorecards not generating**
- Meeting Insights module ($29/user/mo) is required — Notetaker alone doesn't include scorecards
- Verify the user has a paid Meeting Insights seat, not just a free viewer seat