sales-totango

name	sales-totango
description	Totango platform help — SuccessBLOCs, SuccessPlays, Health Scores, Customer 360, Touchpoints, Customer Data Hub, Unison AI, Catalyst, email campaigns, REST API. Use when implementation is taking too long and you need a setup plan, SuccessPlays aren't triggering or running on the wrong accounts, health scores don't match actual churn risk, integrations keep breaking or disconnecting from Salesforce or HubSpot, reports and dashboards feel rigid and you can't build custom views, Totango API returns errors or you need to query accounts, or you're migrating to Totango from Gainsight or ChurnZero. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
argument-hint	[describe what you need help with in Totango]
license	MIT
version	1.0.0
tags	["sales","customer-success","platform"]
github	https://github.com/totango

Totango Platform Help

Step 1 — Gather context

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

Ask the user:

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

   • A) SuccessBLOCs — modular journey templates, best-practice frameworks
   • B) SuccessPlays — automated workflows, triggers not firing, wrong audience
   • C) Health Scores — building or fixing composite scores, Unison AI churn prediction
   • D) Integrations — Salesforce, HubSpot, Zendesk, Segment, data not syncing
   • E) Customer Data Hub — data imports, ETL, CSV uploads, SFTP jobs
   • F) API — REST endpoints, search queries, touchpoints, authentication
   • G) Reporting & Dashboards — segments, custom views, exporting data
   • H) Catalyst — expansion signals, customer growth tracking
   • I) Email campaigns — campaigns from Totango, deliverability, templates
   • J) Admin — user roles, SSO/SCIM, billing, tokens
   • K) Migration — moving from another CS platform to Totango

2. What CRM are you using? (Salesforce, HubSpot, MS Dynamics, Zoho, other, none)

3. Which Totango product/tier? (Starter, Growth, Enterprise, Unison AI, Catalyst, unsure)

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

Problem domain	Route to
Customer success strategy (health score methodology, churn playbooks, expansion)	/sales-customer-success {your question}
NPS/CSAT survey design or response rate optimization	/sales-customer-feedback {your question}
In-app messaging strategy (not Totango-specific)	/sales-in-app-messaging {your question}
Salesforce/HubSpot CRM configuration (not Totango-specific sync)	/sales-integration {your question}
Data enrichment for customer profiles	/sales-enrich {your question}
Comparing Totango vs Gainsight vs ChurnZero vs Vitally	/sales-customer-success {your question}

When routing, provide the exact command with the user's original question.