菜单
List all active trials sorted by expiry date, showing days remaining and plan. Use when the user asks which trials are expiring, wants to see active trials, or needs to know which trial customers to engage before they expire. Do NOT use for trial conversion rates or historical trial analysis.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Show Annual Recurring Revenue with QoQ and YoY trend and a growth trajectory. Use when the user asks about ARR, annual recurring revenue, annual run rate, or year-over-year revenue growth. Do NOT use for MRR, NRR, or monthly breakdowns.
Identify overdue invoices most likely heading toward write-off, while a save is still possible. Use when the user asks about bad debt, write-off risk, invoices unlikely to be recovered, or wants to see which AR is at risk of becoming bad debt. Do NOT use for general overdue lists or collections prioritisation.
List subscriptions whose payment card expires in the next 30 or 60 days, ranked by MRR at risk. Use when the user asks about expiring cards, cards about to expire, or wants to prevent involuntary churn from payment method expiry. Do NOT use for current payment failures or dunning analysis.
Show the full product catalog: all products, their plans with pricing and billing frequency, addons, and one-time items. Use when the user asks what plans are available, wants to see the product catalog, pricing, or available addons and items. Do NOT use for subscription status, customer-specific data, or coupon lookup.
Decompose churn into voluntary (customers who chose to leave) vs involuntary (failed payments) and identify which plans and products are driving losses. Use when the user asks why customers are churning, churn composition, voluntary vs involuntary split, or which products have the highest cancellation rate. Do NOT use for MRR, NRR, or retention rate questions.
Daily AR worklist: top 20 overdue invoices ranked by recovery probability (outstanding amount × payment-behaviour score). Use when the user asks who to chase for payments today, wants a collections prioritisation, or needs a daily AR action list. Do NOT use for aggregate overdue totals or bad-debt analysis.
| name | trials-expiring |
| description | List all active trials sorted by expiry date, showing days remaining and plan. Use when the user asks which trials are expiring, wants to see active trials, or needs to know which trial customers to engage before they expire. Do NOT use for trial conversion rates or historical trial analysis. |
| when_to_use | Trigger on: "trials expiring", "active trials", "which trials are ending", "trial expiry", "trial watch", "trials about to expire", "upcoming trial ends". |
| argument-hint | [days — e.g. '14' to show trials expiring within 14 days] |
List all active trials sorted by days remaining (soonest expiring first).
Resolve org ID via ZohoBilling_List_all_Organizations.
Default view: all active trials. If $ARGUMENTS is a number N, filter to trials
expiring within N days.
ZohoBilling_List_all_Subscriptions with filter_by: SubscriptionStatus.TRIAL, per_page: 200.
Paginate while has_more_page: true.
Active Trials — [date] (N total)
──────────────────────────────────────────────────────
# Customer Plan Days left Expires
──────────────────────────────────────────────────────
1 Beta Corp Pro 2 days Jul 1
2 Startup XYZ Starter 5 days Jul 4
3 Acme Inc Enterprise 11 days Jul 10
...
──────────────────────────────────────────────────────
Expiring ≤7 days: N trials ← needs attention
Expiring 8–14 days: N trials
Expiring 15–30 days: N trials
For each trial show: customer name · plan · days remaining · expiry date. Mark trials expiring in ≤ 3 days with ⚠.