| name | sales-clay |
| description | Clay platform help — Waterfall Enrichment (150+ data providers), Claygent (AI Research Agents), Sculptor (workflow builder), Signals (job changes, intent), Audiences, Ad Sync (LinkedIn/Meta/Google), Email Sequencer, CRM Sync (Salesforce/HubSpot/Dynamics), HTTP API actions, webhooks. Use when enrichment data has gaps or low match rates, Claygent not returning useful research, Sculptor workflows failing or hard to build, signals missing job changes you care about, audiences not syncing to ad platforms, CRM data out of sync with Clay, or webhooks not firing. Do NOT use for enrichment strategy across tools (use /sales-enrich), cadence/sequence strategy across tools (use /sales-cadence), intent signal strategy across tools (use /sales-intent), B2B advertising strategy across tools (use /sales-b2b-advertising), or CRM data hygiene strategy across tools (use /sales-data-hygiene). |
| argument-hint | [describe what you need help with in Clay] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","enrichment","automation","waterfall","ai-agents","platform"] |
| github | https://github.com/clay-run |
Clay Platform Help
Help the user with Clay platform questions — from waterfall enrichment and Claygent AI agents through Sculptor workflows, Signals, Audiences, Ad Sync, Email Sequencer, CRM sync, and webhook/API integrations.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated knowledge.
Ask the user:
-
What area of Clay do you need help with?
- A) Waterfall Enrichment — finding emails, phones, firmographics via 150+ providers
- B) Claygent — AI research agents for prospect research, web scraping, gated content
- C) Sculptor — building workflows with natural language, conditional logic, automation
- D) Signals — tracking job changes, promotions, funding, website visits
- E) Audiences — dynamic buyer segments from CRM + enrichment + signals
- F) Ad Sync — pushing audiences to LinkedIn, Meta, Google Ads
- G) Email Sequencer — native outbound email sequences
- H) CRM Sync — Salesforce, HubSpot, Dynamics 365 bidirectional sync
- I) Webhooks & HTTP API — inbound/outbound data flow, external API calls
- J) Data Credits & Billing — credit usage, plan optimization, provider costs
- K) Something else — describe it
-
What's your role?
- A) Sales rep / AE / BDR
- B) Sales manager / team lead
- C) RevOps / GTM Ops
- D) Marketing / Growth
- E) Founder / solo seller
- F) GTM Engineer
- G) Other
-
What are you trying to accomplish? (describe your specific goal or question)
If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.
Step 2 — Route or answer directly
If the request maps to a specialized skill, route:
- Enrichment strategy / provider comparison →
/sales-enrich
- Cadence strategy / sequence design →
/sales-cadence
- Intent signal strategy / prioritization →
/sales-intent
- B2B advertising strategy →
/sales-b2b-advertising
- CRM data hygiene strategy →
/sales-data-hygiene
- Prospect list building strategy →