keboola-crm

Spawn the crm-assistant subagent — a conversational Keboola CRM operator that bootstraps identity (`crm doctor`, `crm auth me`), picks the matching role persona (rep→sales, manager/vp→manager, csm→cs), loads the relevant skill playbook(s) into its own context via Read, and drives the `crm` CLI end-to-end for the request. Read-mostly; confirms every state-changing command and never invents IDs. Use for one-shot CRM tasks ("prep me for the Acme call", "what should I work on today", "advance the Globex deal", "who is at renewal risk"). Post-close revenue is Orders, not the removed Contracts.

Conversational Keboola CRM operator that loads the plugin's CRM skills into its own context and drives the `crm` CLI. MUST BE USED when the user asks to *do* CRM work end-to-end in one shot — "prep me for the Acme call", "what should I work on today", "run my pipeline review", "advance the Globex deal", "who is at renewal risk this month", "qualify this opportunity" — and you want a single autonomous pass instead of hand-running individual `/keboola-crm:*` skills. On start it bootstraps identity (`crm doctor`, `crm auth me`), picks the matching role persona (rep→sales, manager/vp→manager, csm→cs), then lazily `Read`s the relevant `skills/<name>/SKILL.md` playbook(s) into context and executes them via the `crm` CLI. Read-mostly: it will run state-changing commands (stage transitions, discount/commission approvals, invoice send, order renew/activate, loss analysis) but ALWAYS confirms with the user first and never invents IDs. Post-close revenue lives in `crm orders` / `crm analytics` — the `crm contracts` command no longer exists.

Enrich account data using external sources — research companies via Perplexity AI, search business registries (ARES, BRIS, D&B), validate firmographic data, and update CRM accounts with verified information. Activates when users need to research a company, validate account data, or enrich firmographics.

Research an account using registry data and enrichment to prepare for sales engagement. Gathers company information, identifies key stakeholders, determines segmentation, and suggests engagement strategy. Activates when users want to research a company, prepare for a first call, or enrich account data.

Triage and manage CRM alerts — list alerts by severity, acknowledge alerts, view summary statistics, run a daily triage routine, and reference alert type definitions. Activates when users need to review, acknowledge, or triage CRM alerts.

Manage sales commissions — view plans, track personal and team earnings, calculate payouts, generate and approve statements, handle clawbacks, and forecast future commissions. Activates when users need to work with commissions, earnings, statements, or clawbacks.

Manage competitive intelligence — browse battlecards, view competitor details, create and update battlecards (admin), track usage, auto-surface relevant competitors, and prepare pre-call competitive briefs. Activates when users need competitive information, battlecard management, or pre-call competitor preparation.