Konnect Insights Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
Ask the user:
What do you need help with?
- A) Setting up social listening (keywords, sources, alerts)
- B) Configuring the unified inbox and ticket routing
- C) Social analytics and dashboards
- D) Social publishing and scheduling
- E) Crisis detection and alerts
- F) API or Zapier integration
- G) CRM connection (Salesforce, HubSpot, Zoho)
- H) Something else — describe it
Which plan are you on?
- A) Getting Started ($29/user/mo)
- B) Startup / Standard ($99+/mo)
- C) Standard Plus or Custom/Enterprise
- D) Trial
- E) Not sure
If the user's request already provides most of this context, skip directly to Step 2. 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
If the request maps to a broader strategy:
- Social listening strategy or tool comparison →
/sales-social-listening [question] - Social media publishing strategy →
/sales-social-media-management [question] - CRM selection or comparison →
/sales-crm-selection [question] - Help desk strategy →
/sales-helpdesk-selection [question]
Otherwise, answer directly from the platform reference below.
Step 3 — Konnect Insights platform reference
Read references/platform-guide.md for the full platform reference — capabilities, pricing, data model, integration recipes, code examples.
Answer the user's question using only the relevant section. Don't dump the full reference.
Step 4 — Actionable guidance
Based on the user's specific question:
- Listening setup — design keyword strategy, configure sources, set up alert thresholds
- Inbox management — set up ticket routing rules, priority tags, SLA timers
- Dashboard design — build reports for stakeholders, configure widgets
- Integration — connect to CRM, set up Zapier workflows, use API endpoints
- Crisis plan — configure real-time alerts, design escalation workflow
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from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
- Zapier requires the "All-in-one" plan. If you're on Getting Started or Startup, Zapier integration won't work — you need to upgrade or use native integrations instead.
- No TikTok monitoring. Konnect Insights does not currently capture TikTok activity. If TikTok is important, supplement with another tool.
- Advanced workflow setup takes time. Configuring custom dashboards and automation rules for specific client reporting formats requires initial investment — start with pre-built templates.
- Support response times can be slow. Implementation requests and feedback may take longer than expected. Plan for self-service configuration where possible.
- API docs are partially JS-rendered. The developer portal at developer.konnectinsights.com may not show all endpoints without JavaScript. Use Zapier triggers as an alternative integration path.
- Pricing is volume-based. Costs scale with mention volume and social profiles — monitor usage to avoid surprise charges.
Related skills
/sales-social-listening— Social listening strategy — tool comparison, monitoring setup, Boolean queries, sentiment, crisis detection/sales-social-media-management— Social media management strategy — publishing, scheduling, engagement/sales-helpdesk-selection— Help desk comparison and selection/sales-crm-selection— CRM comparison and selection/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: Set up competitive monitoring
User says: "I want to track my brand and two competitors across social channels in Konnect Insights" Skill does:
- Reads platform-guide.md for listening setup details
- Designs keyword groups for brand + competitors (including name variations)
- Configures topic clusters for each brand
- Sets up a Share of Voice comparison dashboard Result: Competitive monitoring ready with grouped topics and comparison dashboard
Example 2: Connect Konnect Insights to Salesforce
User says: "How do I sync social mentions from Konnect Insights into Salesforce as cases?" Skill does:
- Reads platform-guide.md for integration patterns
- Explains the native Salesforce AppExchange integration
- Shows Zapier alternative: trigger on "Get Messages by Topic" → create Salesforce Case
- Notes that Zapier requires All-in-one plan Result: Two integration paths with code and configuration steps
Example 3: Crisis alerts aren't working
User says: "I set up crisis detection but I'm not getting alerts when negative mentions spike" Skill does:
- Checks alert configuration — threshold settings, delivery channel (email/Slack)
- Verifies keyword query includes crisis terms combined with brand
- Checks if mention volume is high enough to trigger threshold alerts
- Suggests testing with lower thresholds then adjusting up Result: Alert configuration fixed with proper thresholds and delivery
Troubleshooting
Zapier triggers not firing
Symptom: Konnect Insights Zap is set up but no data flows Cause: Wrong plan (need All-in-one), or incorrect Group ID / Topic ID in trigger config Solution: Verify you're on the All-in-one plan. Check that Group ID and Topic ID fields match your actual Konnect Insights groups (find IDs in the platform's URL bar or via the "Get Groups" / "Get Topics" triggers). Test with a simple "Get Groups" trigger first to confirm authentication works.
Dashboard metrics don't match expectations
Symptom: Numbers in analytics dashboards don't align with what you see in the inbox Cause: Dashboard date range filters, source filters, or topic filters don't match inbox view Solution: Reset all filters to the same date range and sources. Check if the dashboard aggregates across all topics while the inbox shows a single topic. Verify that sentiment tags haven't been manually overridden on specific tickets.
Unified inbox is overwhelming
Symptom: Too many tickets across 30+ channels, team can't keep up Cause: No routing rules, no priority system, all channels dumping into one queue Solution: Set up cluster-based routing — assign topics to specific team members. Create priority rules (crisis keywords → P1, complaints → P2, general → P3). Use auto-assignment to distribute load. Start with fewer channels and expand as capacity allows.