sales-maxiq

name	sales-maxiq
description	MaxIQ platform help — AI-native revenue intelligence with EchoIQ conversation intelligence, InspectIQ pipeline visibility, ForecastIQ AI-driven forecasting, 9 AI agents (NoteTaker, Radar, Summarizer, Coach, Taskmaster, Watchdog, Forecaster, Revenue Planner, Deal Mapper), usage-based pricing (no per-seat), Salesforce/HubSpot CRM sync. Use when EchoIQ not capturing all meeting types, AI Coach scoring criteria not matching your sales process, CRM fields not auto-populating from calls, InspectIQ deal signals seem inaccurate, ForecastIQ predictions not matching reality, comparing MaxIQ vs Gong vs Clari for revenue intelligence, setting up AI Radar keyword tracking, or evaluating usage-based CI pricing vs per-seat alternatives. Do NOT use for designing outbound cadences (use /sales-cadence) or cross-platform coaching programs (use /sales-coaching).
argument-hint	[describe what you need help with in MaxIQ]
license	MIT
version	1.0.0
tags	["sales","conversation-intelligence","revenue-intelligence","forecasting","platform"]
github	https://github.com/delightiq

MaxIQ Platform Help

Help the user with MaxIQ platform questions — from EchoIQ conversation intelligence and AI agents through InspectIQ pipeline visibility, ForecastIQ forecasting, and CRM integration.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user:

1. What area of MaxIQ do you need help with?

   • A) EchoIQ — call recording, transcription, AI summaries, conversation capture
   • B) AI Agents — Coach, Radar, Taskmaster, Watchdog, Forecaster, Revenue Planner, Deal Mapper
   • C) InspectIQ — pipeline visibility, deal scoring, risk detection
   • D) ForecastIQ — revenue forecasting, signal-based predictions
   • E) CRM Sync — Salesforce/HubSpot auto-population, field mapping
   • F) Integrations — Zoom, Teams, Slack, Google Calendar, webhooks, Zapier
   • G) Admin & Billing — usage-based pricing, startup program, team management
   • H) Something else — describe it

2. What's your MaxIQ plan?

   • A) Startup Program (free 1 year)
   • B) Standard (usage-based)
   • C) Enterprise (custom)
   • D) Not sure / evaluating

3. 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.

Step 2 — Route or answer directly

Problem domain	Route to
Cadence or sequence design	/sales-cadence {user's question}
Building a coaching program	/sales-coaching {user's question}
Reviewing a specific call for coaching	/sales-call-review {user's question}
Revenue forecasting strategy	/sales-forecast {user's question}
Deal health inspection	/sales-deal-inspect {user's question}
Choosing a note-taker (comparing MaxIQ to alternatives)	/sales-note-taker {user's question}