sales-momentum

Momentum Platform Help

Step 1 — Gather context

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

1. What do you need?
   • A) Set up Momentum for the first time (integrations, permissions, workspace)
   • B) Configure AI agents (Deal Execution, Retention, CRO, Coaching)
   • C) Build workflow automations (Slack notifications, CRM updates, signals)
   • D) Set up MEDDIC Autopilot or qualification tracking
   • E) Configure Deal Rooms or Account Rooms in Slack
   • F) Troubleshoot an integration (Salesforce, Gong, Zoom, etc.)
   • G) Understand pricing tiers or feature gates
   • H) Use the API for custom integrations
   • I) Other

1. Which Momentum plan are you on?

   • A) Business ($69/user/mo)
   • B) Transformation ($99/user/mo)
   • C) Enterprise (custom)
   • D) Not sure / evaluating

2. Which integrations are you using?

   • A) Salesforce + Slack (core)
   • B) + Gong / Chorus / Clari
   • C) + Zoom / Google Meet / Teams
   • D) + Outreach / Salesloft
   • E) Other combination

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
Building outbound cadences/sequences	/sales-cadence {question}
Picking a note-taker / CI platform	/sales-note-taker {question}
Revenue forecasting strategy	/sales-forecast {question}
Sales coaching programs	/sales-coaching {question}
Individual deal inspection	/sales-deal-inspect {question}
Salesforce configuration	/sales-salesforce {question}
Gong platform questions	/sales-gong {question}
General tool integration	/sales-integration {question}

When routing to another skill, provide the exact command: "This is a {problem domain} question — run: /sales-{skill} {user's original question}"

Step 3 — Momentum platform reference

Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, data model, workflows.

Answer the user's question using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

• Start with the core loop: Momentum's value is call → AI extraction → CRM update → Slack notification → workflow trigger. If any link in that chain is broken, the whole system underperforms.
• Prioritize quick wins: Autopilot for automatic CRM field capture is the fastest time-to-value. Set it up before building complex signal workflows.
• Layer complexity gradually: Start with call summaries → add MEDDIC Autopilot → add AI Signals → add Deal Rooms → add Executive Briefs.
• Test with one team first: Don't roll out workspace-wide. Pick one pod, validate the workflows, then expand.

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• Salesforce acquisition (Feb 2026): Momentum was acquired by Salesforce. Pricing, packaging, and integration depth may change as it merges into Agentforce/Slack. Verify current status before making purchasing decisions.
• Business vs Transformation gate: Executive Briefs, AI Coaching, and team performance analytics require Transformation ($99/user/mo). Business tier gets core AI + Deal Rooms only.
• CI add-on is separate: The Conversation Intelligence module (AI notetaker for Meet/Zoom, video library, SmartClips) costs an additional $30/user/mo on top of the base plan.
• Rescheduled meetings need manual steps: Momentum follows original calendar bookings — if a meeting is rescheduled, you may need to manually trigger re-capture.
• Deep Research is usage-based: Annual platform license + per-analysis credits. Budget separately from per-user costs.
• API rate limit: 100 requests per 15-minute window. Plan batch operations accordingly.
• Salesforce is the only CRM: No HubSpot, Pipedrive, or other CRM integration. Momentum is Salesforce-first (and now Salesforce-owned).

Related skills

• /sales-forecast — Revenue forecasting and pipeline coverage analysis — Momentum feeds clean deal data into forecast models
• /sales-coaching — Sales coaching programs — Momentum's AI Coaching agent scores calls and identifies skill gaps
• /sales-note-taker — Picking or integrating an AI meeting note-taker — Momentum's CI add-on competes here
• /sales-deal-inspect — Deep-dive on individual deal health — Momentum's AI Signals flag at-risk deals
• /sales-gong — Gong platform help — Momentum integrates with Gong as a data source
• /sales-salesloft — Salesloft platform help — Momentum integrates with Salesloft calls
• /sales-clari-copilot — Clari Copilot platform help — Momentum integrates with Clari for pipeline intelligence
• /sales-integration — General CRM/tool integration patterns
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do

Examples

Example 1: CRM fields never get updated after calls

User says: "Our reps never update MEDDIC fields in Salesforce after calls. Can Momentum fix this?" Skill does:

1. Explains MEDDIC Autopilot — AI listens to calls and auto-populates MEDDIC fields in Salesforce
2. Walks through setup: connect Salesforce, map MEDDIC fields to Salesforce custom fields, enable Autopilot
3. Recommends starting with 2-3 fields (Champion, Decision Criteria, Metrics) before adding all
4. Notes that Autopilot Classic handles one-off updates, Batch processes historical calls Result: Automated MEDDIC tracking without reps manually typing anything

Example 2: Too many Slack notifications from deal rooms

User says: "We set up Momentum Deal Rooms but the team is overwhelmed with notifications. How do we tune it?" Skill does:

1. Reviews AI Signals configuration — shows how to adjust sensitivity thresholds
2. Recommends routing critical signals (churn risk, competitor mention) to the deal room, moving routine updates to a digest
3. Explains Smart Notifications filtering: by deal stage, deal size, or signal type
4. Suggests using Account Rooms for CS teams instead of mixing CS and sales signals Result: Focused, actionable Slack notifications instead of noise

Example 3: Evaluating Momentum's CI add-on vs standalone Gong

User says: "We already use Momentum for CRM automation. Should we add their CI module or keep Gong?" Skill does:

1. Compares Momentum CI ($30/user/mo add-on) vs Gong (~$1,200-1,600/user/yr standalone)
2. Notes Momentum CI covers: recording, transcription, video library, SmartClips — but lighter on analytics than Gong
3. Key advantage of Momentum CI: native integration means call data flows directly into Momentum workflows without a separate integration
4. Key advantage of keeping Gong: deeper analytics, Smart Trackers, established coaching scorecards, larger ecosystem
5. Recommends: if you mainly need transcription + CRM automation, Momentum CI is sufficient. If coaching and analytics are primary, keep Gong. Result: Clear decision framework based on which capabilities matter most

Troubleshooting

Salesforce fields not updating after calls

Symptom: Calls are recorded and summarized but MEDDIC/custom fields stay empty in Salesforce Cause: Autopilot may not be mapped to the correct Salesforce fields, or the Salesforce integration permissions may be insufficient Solution: Check Integrations → Salesforce → verify OAuth scope includes write access to the target fields. In Autopilot settings, confirm each AI-extracted field is mapped to the correct Salesforce custom field. Test with one call before batch-processing.

Deal Room not creating automatically for new deals

Symptom: New opportunities in Salesforce don't trigger a Slack Deal Room Cause: The automation rule may be filtering by deal stage or amount, or the Slack app may lack channel creation permissions Solution: Check Workflow Automations → Deal Room triggers. Verify the Salesforce opportunity stage and amount thresholds match your pipeline. In Slack admin, confirm Momentum has channels:manage permission.

AI coaching scores seem inaccurate

Symptom: Coaching Agent gives high scores to calls you'd rate as mediocre Cause: Default scoring criteria may not match your team's methodology or standards Solution: Customize the coaching evaluation criteria in the Coaching Agent settings. Add your specific methodology framework (MEDDIC, SPIN, Challenger) so the AI evaluates against your standards, not generic best practices. Review 5-10 scored calls to calibrate before rolling out to the team.