sales-aviso

# Aviso AI 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) Setting up Aviso or connecting CRM (Salesforce, HubSpot, Dynamics 365) - B) Revenue forecasting (models, accuracy, AI vs adjusted vs sales forecast) - C) Conversation intelligence (transcription, sentiment, emotion analysis, coaching) - D) MIKI AI agent or GTM Agent Studio workflows - E) Pipeline inspection, deal acceleration, or deal health scoring - F) Relationship intelligence (Aviso Graph, org charts, engagement tracking) - G) Integrations (CRM writeback, data warehouse, conferencing, engagement tools) - H) Pricing or plan evaluation - I) Troubleshooting (dashboards, sync, scoring, forecast confusion) 2. **Which CRM are you connecting?** - A) Salesforce - B) HubSpot - C) Microsoft Dynamics 365 - D) Other (Freshworks, Oracle, SAP, Zoho, Pipedrive) - E) 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 Aviso to other note-takers or CI tools | `/sales-note-taker {user's question}` | | Comparing Aviso to other revenue forecasting tools | `/sales-forecast {user's question}` | | Reviewing a specific call for coaching feedback | `/sales-call-review {user's question}` | | Building a coaching program using Aviso...