Scores a rep's or a team's recent sales calls against a fixed set of five winning-behavior checklists (rapport, upsell signals, renewal risk, customer experience, value realization), then ranks reps lowest-adoption-first so the highest-leverage coaching targets lead. Use when running a team calibration, prepping 1:1…
Audits a B2B sales call transcript against the Challenger Sale framework (teach, tailor, take control, plus the commercial-teaching pitch arc), or sweeps a CRM export for deals with no teaching insight logged. Use when a rep leans on discovery-question skill but rarely brings a point of view, when prepping a rep for a…
Audits a B2B sales call transcript against the MEDDPICC qualification framework (Metrics, Economic buyer, Decision criteria, Decision process, Paper process, Identify pain, Champion, Competition), or sweeps a CRM export for deals missing MEDDPICC fields. Use when a deal is heading toward legal/procurement/security…
Guides an admin through building a complete Concierge web-form router from scratch — teams, meeting types, rules, distributions, and the live router — via a discovery interview and confirmation checkpoint. Data fields stay UI-only; third-party webform trigger mapping is now API-writable via thirdPartyForm.
Creates, reads, updates, and deletes Chili Piper Concierge routers — the web-form routing configs that decide which rep a form submission books with. Always-live writes with dry-run diffs and representability checks; the write complement to concierge-debugger/routing-audit.
Analyzes a Chili Piper round-robin distribution for a workspace and date range — meeting counts by rep, imbalance vs. configured weights, day-of-week and source skew, and cancellations — interpreted against the workspace's fairness settings (credit-back, vacation calibration, reset period). Use when asked why a rep…