| name | sales-medallia |
| description | Medallia platform help — Experience Cloud, NPS/CSAT/CES surveys, digital experience analytics (DXA), contact center intelligence, employee listening, experience orchestration, Frontline-Ready AI, REST + GraphQL APIs. Use when survey response rates are low, dashboards aren't showing the data you need, NPS scores are stagnant, feedback isn't reaching the right teams, DXA session recordings aren't capturing correctly, contact center quality scores seem off, API imports are failing, or you're comparing Medallia vs Qualtrics. Do NOT use for product review collection like Trustpilot or G2 (use /sales-customer-reviews) or general NPS/CSAT strategy across tools (use /sales-customer-feedback). |
| argument-hint | [describe what you need help with in Medallia] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","experience-management","cx","voc","platform"] |
| github | https://github.com/medallia |
Medallia Platform Help
Help the user with Medallia Experience Cloud platform questions — from survey design and dashboard configuration through DXA setup, contact center analytics, API integration, and program administration.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
Ask the user:
-
Which Medallia module do you need help with?
- A) Customer Experience — NPS, CSAT, CES surveys, feedback capture, action management
- B) Digital Experience Analytics (DXA) — session replay, heatmaps, digital journey scoring
- C) Contact Center — conversational intelligence, agent coaching, quality management
- D) Employee Experience — employee listening, pulse surveys, activation
- E) Experience Orchestration — personalized journeys, messaging
- F) Market Research — agile surveys, video research
- G) API / integrations — REST, GraphQL, Salesforce, ServiceNow, data import/export
- H) Admin — user management, roles, reporting configuration, program setup
- I) Pricing / licensing — EDR model, module costs, plan comparison
- J) Something else — describe it
-
What's your situation?
- A) Setting up Medallia for the first time
- B) Something isn't working / data looks wrong
- C) Optimizing an existing program
- D) Integrating Medallia with other systems
- E) Evaluating Medallia vs alternatives
-
What's your role? (CX leader, program admin, developer, analyst, contact center manager, or other)
If the user's request already provides enough context, skip to the relevant step. Lead with your best-effort answer, then ask 1-2 clarifying questions at the end.
Step 2 — Route or answer directly
If the request maps to a specialized skill, route:
- NPS/CSAT strategy across tools →
/sales-customer-feedback {your question}
- Product review collection (Trustpilot, G2, etc.) →
/sales-customer-reviews {your question}
- Tool integration architecture →
/sales-integration {your question}
- Qualtrics platform questions →
/sales-qualtrics {your question}
- Medallia vs Qualtrics comparison → answer directly using platform knowledge (also see
/sales-qualtrics for Qualtrics-specific detail)
Otherwise, answer directly from platform knowledge using the reference below.
