Business & Operations

Set up and verify the MyBooks billing module (מודול חשבוניות והנהלת חשבונות) for a MyBusiness CRM customer — business identity and VAT settings, document types and numbering sequences including legacy-sequence continuation (המשך רצף ממערכת קודמת), credit-clearing setup (Upay/Pelecard), retainers / recurring charges (ריטיינר, הוראות קבע), hosted payment pages and embeddable payment buttons, document email dispatch, Israeli-compliance hookups (חשבונית ישראל, מבנה אחיד), ending with a verificati...

Create a working multi-select (multi-pick) field in MyBusiness CRM that lets users choose multiple values from a lookup table. The field uses Simbla's special name-pattern convention (`array_<purpose>_Pointer_<TargetTable>`) so the runtime renders it as a true `<select multiple>` driven by Select2 without any custom JS. Use this skill whenever the customer wants a multi-select field, checklist-style field, tags field, multi-pick dropdown, or any field that should store an array of pointer obj...

MyBusiness CRM product knowledge base (librarian). Use whenever you need authoritative product facts - 'can MyBusiness do X?', capability/fit-gap classification, module behavior (CRM core, MyBooks, MyCampaigns, MyChat, MyCollege, TimeSheet), data model and field conventions, customization grammar (pages, table views, dashboards, reports, triggers, form rules, permissions, terminology, quote templates, portals), API/MCP tool parameters, known limitations, or the implementation methodology (dis...

Configure form rules (חוקי טופס) on MyBusiness CRM form/card pages — conditional hide/show, conditional required, readonly/lock, fixed/dynamic values, formulas, validation messages, URL-prefill. Form rules have NO admin UI — MCP is the only authoring path — so invoke this skill for ANY form-rule request and for WP7 (חוקי טופס) of the build work plan. Triggers: 'שדה חובה רק כשסטטוס = X', 'תסתיר את השדה עד שנבחר סוג', 'תנעל את הכרטיס אחרי סגירה', 'ערך ברירת מחדל בטופס', 'הצג הודעת אזהרה בטופס',...

Run a Fit-Gap analysis for a MyBusiness CRM customer - classify every requirement from the discovery document against actual product capabilities and produce a branded Hebrew HTML report + machine-readable workbook. Use after business discovery (אפיון) when the user asks for - fit gap, ניתוח פערים, ניתוח התאמה, gap analysis, 'מה המערכת יודעת לעשות מתוך הדרישות', סיווג דרישות, scope decision, הערכת היקף לדרישות, או כשיש req-register.csv שצריך לסווג. Classification uses the evidence-backed capa...

Bulk import data (leads, sales, accounts) into MyBusiness CRM from Excel/CSV files, AND generate synthetic/sample/demo data programmatically. Use this skill whenever the user uploads a file (Excel, CSV, XLSX) and asks to create records, OR asks to seed synthetic/demo data into CRM tables — including realistic MyChat/WhatsApp conversations (channels → conversations → messages). Triggers on phrases like 'תעלה קובץ', 'תקים מכירות', 'תפתח לידים', 'file import', 'העלאת נתונים', 'הקמת מכירות מקובץ'...

Build a post-case satisfaction survey (CSAT) in a MyBusiness CRM tenant — a one-click rating from the closing email that lands on the case itself, a negative rating that becomes actual work, and a score wired into a report the manager already reads. Use whenever a customer asks for a satisfaction survey, service rating, smiley feedback, NPS-style score, or 'send the customer a survey when we close the ticket': סקר שביעות רצון, משוב לקוח, דירוג שירות, סמיילים במייל, דירוג בסגירת פנייה, שאלון ש...

Create and manage reports and queries in MyBusiness CRM. Use this skill whenever the user wants to create a report, build a query, set up a dashboard view, add a data view to a page, create an aggregated/pivot report, or configure scheduled report delivery. Also use when the user mentions: reports page, dynamic queries, sales summary, leads report, cases breakdown, filtered table view, data export/CSV, cross-tab analysis, or any kind of data slicing/dicing in MyBusiness CRM. Trigger for both ...

Create a 'System-Tables'-style settings/admin page in MyBusiness CRM for managing the values of a lookup/status table (e.g. SupplierStatuses, ProjectStatuses, any custom <Entity>Statuses / <Entity>Types / <Entity>Priorities) with inline add / edit / delete, matching the built-in System-Tables-Task-Statuses / System-Tables-Sale-Statuses pages. Use this skill whenever the user wants an admin/settings screen where users (usually Admins) can add and edit the option values of a custom lookup table...

Use when using Zoom UI Toolkit.

Use when starting Zoom work.

Use when planning Zoom integrations.

Zoom Meeting SDK for React Native. Use when embedding Zoom meetings in React Native iOS/Android apps with @zoom/meetingsdk-react-native, JWT auth, join/start flows, platform setup, and native bridge troubleshooting.

Use when isolating failures.

Zoom Contact Center SDK for Web. Use for web chat/video/campaign embeds, engagement event handling, app-context integrations, and Smart Embed postMessage workflows.

Use when choosing architecture.

Use when embedding meetings.

Use when building bots.

Add knowledge retrieval to AI agents using Twilio's Enterprise Knowledge product. Enterprise Knowledge is a centralized, searchable repository of your organization's documents, websites, and content — FAQs, support policies, warranty terms, product catalogs. Current models don't have access to how you run your business today. Enterprise Knowledge gives agents a way to query this repository during a conversation and ground their responses in your actual approved source material. This skill cov...

Rules you must follow for Twilio messaging and voice traffic. Covers TCPA (consent tiers, quiet hours, DNC), GDPR (EU consent, right to deletion), PCI DSS (payment recording, Pay verb), HIPAA (BAA, PHI), FDCPA (debt collection limits), CAN-SPAM, WhatsApp policies, SHAKEN/STIR, and consent management patterns. Use this skill proactively when developers have working traffic to ensure they follow the rules.

Summarize Microsoft Teams conversations, triage unread or recent activity, draft follow-ups, and manage Planner tasks through connected Teams data. Use when the user wants to review chats or channels, identify owners and next steps, prepare a safe reply or post, or turn Teams follow-ups into Microsoft Planner tasks.

Read Slack context, route to the right Slack workflow, and prepare or perform Slack writes that match the user's intent.

Prepare meeting materials with Notion context and Codex research; use when gathering context, drafting agendas/pre-reads, and tailoring materials to attendees.

Use connected Google Drive as the single entrypoint for Drive, Docs, Sheets, and Slides work. Use when the user wants to find, fetch, organize, share, export, copy, or delete Drive files, or summarize and edit Google Docs, Google Sheets, and Google Slides through one unified Google Drive plugin.