← ClaudeAtlas

sales-blueconiclisted

BlueConic platform help — Customer Data Platform (CDP), real-time profile unification, segmentation, personalization, audience activation, Jebbit Experiences, AI Workbench. Use when profiles aren't merging across channels, segments aren't syncing to ad platforms, BlueConic connections aren't importing or exporting data, you need help setting up BlueConic on a single-page app, consent and privacy objectives aren't working correctly, or you're choosing between BlueConic and another CDP. Do NOT use for general email marketing strategy (use /sales-email-marketing) or CRM data deduplication without BlueConic (use /sales-data-hygiene).
sales-skills/sales · ★ 42 · Data & Documents · score 80
Install: claude install-skill sales-skills/sales
# BlueConic 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 BlueConic on my site (script tag, SPA, mobile SDK) - B) Profile unification / identity resolution - C) Segmentation and audience building - D) Connections — importing or exporting data to/from other tools - E) Personalization — dialogues, experiences, A/B testing - F) Jebbit Experiences (interactive content, quizzes, AI Shopping Assistant) - G) API integration (REST API v2, JavaScript front-end API, Event API) - H) MCP server setup for AI tools (Claude, Cursor, VS Code) - I) Privacy, consent management, GDPR/CCPA objectives - J) AI Workbench (Python, custom models) - K) Choosing BlueConic vs another CDP - L) Other — describe it 2. **What's your role?** - A) Marketer — I use the BlueConic UI - B) Developer — I'm integrating via API or SDK - C) Data/analytics — I work with segments, exports, or AI Workbench - D) Admin — I manage users, permissions, connections 3. **Which BlueConic plan are you on?** - A) Pyxis (free tier) - B) Standard - C) Professional - D) Enterprise - 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 | |---|---| | Email campaign strategy | `/sales-email-marketing` — then come