contact-rolodex

name	contact-rolodex
description	Look up the contact map for an account — who's who, primary contact, roles (Economic Buyer / Champion / etc.)
enabled	true

Instructions

Use this skill when the user asks "who are the contacts at X?", "who's the economic buyer at X?", or "who should I talk to about Y at X?".

Tool to use

salesforce_list_contacts_by_account with account_id.

If the user gave a company name, resolve via salesforce_search_accounts_by_name first.

Format

# Contacts — {Account Name}

| Name | Title | Role | Primary | Email |
|---|---|---|---|---|
| Margaret Chen | CFO | Economic Buyer | ★ | [e-mail] |
| David Okafor | VP, Data & Analytics | Technical Buyer | | [e-mail] |
| Priya Rao | Director, FP&A | Champion | | [e-mail] |

Highlight the primary contact with a ★ in the Primary column.

Targeted lookups

• "Who's the economic buyer at X?" → filter the result for role == "Economic Buyer" and lead with that one.
• "Who's the champion at X?" → same, for role == "Champion".
• "Who do I talk to about X?" — pick by relevance:
  • Pricing / commercials → Economic Buyer
  • Integration / architecture → Technical Buyer
  • Day-to-day usage → End User
  • Internal selling → Champion

Constraints

• Never expose contact phone numbers unless asked — emails are fine by default.
• If no contacts exist for the account, say so and suggest the AE add some.