Skill Chain Cookbook
Pick a recipe, copy the chain, deploy. Each recipe below is a tested workflow built from the library of 764 skills (the ingredients). New to skills? What are skills?
36 Ready-to-Use Recipes
Each recipe in this cookbook is a proven skill chain you can deploy immediately. Every recipe includes:
- Use case — What problem it solves
- Skills — Which skills to chain together
- ROI — Expected time/cost savings
- Step-by-step instructions — Copy-paste examples
- Expected outcomes — What success looks like
📋 Quick Navigation
💼 Sales & Revenue
- Recipe 1: Sales Deal Qualification Pipeline
- Recipe 2: Financial Intelligence Dashboard
- Recipe 3: Product-Led Sales Handoff
- Recipe 4: Competitive Intelligence Automation
🤝 Customer Success & Support
- Recipe 5: Customer Churn Prevention Pipeline
- Recipe 6: AI Support Deflection System
- Recipe 7: Customer Education Platform
- Recipe 8: AI Ops Conversation Pipeline
- Recipe 9: Customer Onboarding Automation
- Recipe 10: Support Ticket Triage & Resolution
🚀 Growth & Marketing
- Recipe 11: Growth Optimization Engine
- Recipe 12: Content Marketing Automation
- Recipe 13: Freemium Conversion Optimization
- Recipe 14: Usage-Based Pricing Engine
- Recipe 15: Community-Led Growth Engine
- Recipe 16: Multi-Platform Content Distribution
- Recipe 17: Pricing & Packaging Optimization
- Recipe 18: Product Analytics Intelligence
🔧 Product & Engineering
- Recipe 19: Developer Experience Onboarding
- Recipe 20: Product Experimentation Engine
- Recipe 21: API Lifecycle Management
- Recipe 22: Security Code Review Automation
- Recipe 23: Superpowers Development Workflow
🎨 Brand & Content
⚙️ Operations & Compliance
- Recipe 25: Employee Onboarding Automation
- Recipe 26: Data Quality Automation
- Recipe 27: Compliance Automation Hub
- Recipe 28: E-commerce Revenue Optimization
- Recipe 29: Partnership Ecosystem Automation
- Recipe 30: People Ops Talent Intelligence
- Recipe 31: Data Ops Experimentation Pipeline
- Recipe 32: Partnership Deal Flow
🔬 Research & Strategy
🌐 Community
💰 FinOps
Recipe index by domain
| Domain | Recipe numbers |
|---|---|
| Sales & RevOps | 1, 2, 3, 4 |
| Customer Success & Support | 5, 6, 7, 8, 9, 10 |
| Growth & Marketing | 11, 12, 13, 14, 15, 16, 17, 18 |
| Product & Engineering | 19, 20, 21, 22, 23 |
| Brand & Content | 24 |
| Operations & Compliance | 25, 26, 27, 28, 29, 30, 31, 32 |
| Research & Strategy | 33, 34 |
| Community | 35 |
| FinOps | 36 |
Niche playbooks and exact data to wire
Every recipe is backed by a workflow blueprint with an ICP (Ideal Customer Profile), integration reference (exact fields/events to wire), and opinionated prompts per step so chains are niche-specific, not generic.
- Recipe-to-blueprint mapping: registry/recipe_blueprint_index.json maps recipe number to blueprint id and optional integration refs.
- Exact data to wire: Reference schemas in registry/integration_schemas/ list required Salesforce objects/fields, HubSpot events, and Stripe data for chains that use CRM or billing. Use with Clay, n8n, or custom ETL to ship faster.
- Full playbook list: See docs/PLAYBOOKS.md for all blueprints, their ICP(s), integration references, and where opinionated prompts live (in the blueprint YAML).
Recipe 1: Sales Deal Qualification Pipeline
Use Case: Automatically qualify, score, and route leads with recommended next actions Skills: 5 chained skills Time: 30-60 seconds per lead (was 2-3 hours) ROI: $20K-$40K/month for 50-lead sales team
The Chain
lead_qualification → opportunity_scoring → deal_inspection →
next_best_action → content_recommender
How It Works
- lead_qualification — Applies MEDDIC/BANT framework, determines if lead is qualified
- opportunity_scoring — Scores qualified leads on fit, urgency, budget
- deal_inspection — Analyzes deal health, identifies risks
- next_best_action — Recommends specific actions for rep
- content_recommender — Suggests relevant case studies, decks
Setup Instructions
Step 1: Install RevOps Skills
npx skills-directory install --target all --domain revops
Step 2: Configure Lead Qualification Entry Point
{
"skill": "lead_qualification",
"input": {
"leadId": "{{trigger.leadId}}",
"framework": "MEDDIC",
"sources": ["CRM", "enrichment_data", "website_activity"]
},
"exit_routing": {
"qualified": "opportunity_scoring",
"nurture": "nurture_campaign",
"disqualified": "archive_lead"
}
}
Step 3: Chain to Opportunity Scoring
{
"skill": "opportunity_scoring",
"input": {
"opportunityId": "{{previous.opportunityId}}",
"qualificationData": "{{previous.output}}",
"scoringModel": "weighted"
},
"exit_routing": {
"high_score": "deal_inspection",
"medium_score": "next_best_action",
"low_score": "nurture_campaign"
}
}
Step 4: Add Deal Inspection
{
"skill": "deal_inspection",
"input": {
"dealId": "{{previous.dealId}}",
"depth": "comprehensive"
},
"exit_routing": {
"healthy": "next_best_action",
"at_risk": "escalation_manager",
"blocked": "deal_surgery"
}
}
Step 5: Route to Next Best Action
{
"skill": "next_best_action",
"input": {
"context": "{{chain.all_previous_outputs}}",
"repProfile": "{{user.profile}}",
"priority": "close_deal"
},
"exit_routing": {
"action_recommended": "content_recommender",
"needs_manager": "escalation_manager"
}
}
Step 6: Recommend Content
{
"skill": "content_recommender",
"input": {
"dealContext": "{{chain.context}}",
"buyerPersona": "{{lead.persona}}",
"dealStage": "{{deal.stage}}"
},
"output": "send_to_rep"
}
Testing the Chain
# Test with sample lead data
curl -X POST http://localhost:3000/api/chains/sales-qualification \
-H "Content-Type: application/json" \
-d '{
"leadId": "test-lead-123",
"leadData": {
"company": "Acme Corp",
"revenue": "$50M",
"employees": 250,
"industry": "SaaS"
}
}'
Expected Output
{
"qualified": true,
"score": 85,
"tier": "high_value",
"risks": [],
"nextActions": ["Schedule discovery call", "Send ROI calculator", "Introduce solutions engineer"],
"recommendedContent": [
"Case Study: Similar company in SaaS",
"ROI Calculator: Enterprise tier",
"Demo Video: Platform overview"
],
"timeline": "Move to demo within 5 days"
}
Monitoring & Metrics
Track these KPIs:
- Lead-to-opportunity rate: Target > 25%
- Time saved per lead: Target 90%+ reduction
- Opportunity quality: Track close rates
- Rep satisfaction: Survey reps on lead quality
Expected Outcomes
- Week 1: Chain deployed, processing 10-20 leads
- Week 2: Reps report 50%+ time savings on qualification
- Month 1: 25%+ lead-to-opportunity conversion rate
- Month 3: $25K+ value delivered in time savings
Recipe 2: Financial Intelligence Dashboard
Use Case: Real-time CFO dashboard with automated board reporting Skills: 5 chained skills Time: Real-time updates vs monthly 40-hour manual process ROI: $50K+/month in finance team time
The Chain
arr_waterfall → burn_rate_monitor → magic_number →
investor_metrics → scenario_planner
How It Works
- arr_waterfall — Tracks ARR movements (new, expansion, churn, contraction)
- burn_rate_monitor — Monitors cash burn and runway
- magic_number — Calculates sales efficiency
- investor_metrics — Compiles key metrics (CAC, LTV, Rule of 40)
- scenario_planner — Models "what if" scenarios
Setup Instructions
Step 1: Install FinOps Skills
npx skills-directory install --target all --domain finops
Step 2: Configure ARR Waterfall (Real-time)
{
"skill": "arr_waterfall",
"trigger": "data_change",
"input": {
"period": "current_month",
"sources": ["billing", "crm", "contracts"],
"granularity": "daily"
},
"output_to": "burn_rate_monitor"
}
Step 3: Monitor Burn Rate
{
"skill": "burn_rate_monitor",
"input": {
"arrData": "{{previous.arr}}",
"expenses": "{{accounting.expenses}}",
"runway_threshold": 12
},
"alerts": {
"runway_below_12_months": "immediate",
"burn_increasing_20_percent": "warning"
},
"output_to": "magic_number"
}
Step 4: Calculate Sales Efficiency
{
"skill": "magic_number",
"input": {
"newARR": "{{arr_waterfall.new}}",
"salesMarketing": "{{expenses.sales_marketing}}",
"period": "quarter"
},
"benchmark": 1.0,
"output_to": "investor_metrics"
}
Step 5: Compile Investor Metrics
{
"skill": "investor_metrics",
"input": {
"allData": "{{chain.all_previous}}",
"includeMetrics": [
"ARR",
"Net Revenue Retention",
"CAC",
"LTV",
"LTV:CAC Ratio",
"Magic Number",
"Burn Multiple",
"Rule of 40",
"Gross Margin"
]
},
"output_to": "scenario_planner"
}
Step 6: Enable Scenario Planning
{
"skill": "scenario_planner",
"input": {
"baselineData": "{{previous.metrics}}",
"scenarios": [
{
"name": "aggressive_growth",
"assumptions": { "headcount_increase": 30, "arr_growth": 100 }
},
{
"name": "profitable_growth",
"assumptions": { "headcount_increase": 15, "arr_growth": 50 }
}
]
}
}
One-Click Board Report
# Generate board report
npx skills-directory run-chain financial-intelligence \
--output board-report \
--format pdf
Expected Outcomes
- Day 1: Dashboard showing real-time metrics
- Week 1: CFO using for daily decision-making
- Month 1: First board report auto-generated
- Quarter 1: 90% reduction in manual financial reporting
Recipe 3: Product-Led Sales Handoff
Use Case: Bridge self-serve and sales motions by automatically routing product-qualified leads to sales with full context Skills: 6 chained skills Time: Automated PQL detection vs manual review (2+ hours per lead) ROI: 3x PQL-to-opportunity conversion, $1M-$3M pipeline capture, 40% faster sales cycles
The Chain
pql_scoring → usage_depth_analyzer → expansion_playbook →
handoff_orchestration → cpq_quote_generator → deal_inspection
How It Works
- pql_scoring — Identifies product-qualified leads based on usage patterns and engagement
- usage_depth_analyzer — Analyzes depth of product adoption and power user behaviors
- expansion_playbook — Recommends expansion strategies based on usage patterns
- handoff_orchestration — Coordinates seamless handoff from product to sales
- cpq_quote_generator — Auto-generates quotes based on usage and expansion opportunity
- deal_inspection — Validates deal health and identifies potential blockers
Setup Instructions
Step 1: Install PLG & RevOps Skills
npx skills-directory install --target all --domain plg revops
Step 2: Configure PQL Scoring
{
"skill": "pql_scoring",
"trigger": "scheduled",
"frequency": "daily",
"input": {
"accountIds": "{{all_active_accounts}}",
"signals": [
"feature_usage",
"team_size",
"integration_count",
"api_usage",
"storage_consumption"
],
"threshold": 75,
"scoringModel": "product_led"
},
"exit_routing": {
"pql_qualified": "usage_depth_analyzer",
"not_qualified": "nurture_sequence"
}
}
Step 3: Analyze Usage Depth
{
"skill": "usage_depth_analyzer",
"input": {
"accountId": "{{previous.accountId}}",
"pqlScore": "{{previous.score}}",
"analysisDepth": "comprehensive",
"lookbackWindow": "90_days",
"metrics": ["feature_breadth", "power_user_count", "collaboration_score"]
},
"exit_routing": {
"expansion_ready": "expansion_playbook",
"early_stage": "product_education"
}
}
Step 4: Generate Expansion Playbook
{
"skill": "expansion_playbook",
"input": {
"accountId": "{{chain.accountId}}",
"usageAnalysis": "{{previous.analysis}}",
"currentPlan": "{{account.plan}}",
"expansionVectors": ["seats", "features", "usage_tier", "enterprise_upgrade"],
"targetARR": "calculate"
},
"exit_routing": {
"playbook_ready": "handoff_orchestration",
"needs_enrichment": "data_enrichment"
}
}
Step 5: Orchestrate Sales Handoff
{
"skill": "handoff_orchestration",
"input": {
"accountId": "{{chain.accountId}}",
"pqlData": "{{chain.pql_data}}",
"expansionPlan": "{{previous.playbook}}",
"assignmentRules": "territory_based",
"notifyRep": true,
"notifyCustomer": false
},
"exit_routing": {
"assigned_to_sales": "cpq_quote_generator",
"hold_for_timing": "schedule_outreach"
}
}
Step 6: Generate Quote
{
"skill": "cpq_quote_generator",
"input": {
"accountId": "{{chain.accountId}}",
"expansionPlan": "{{chain.expansion_plan}}",
"discountRules": "apply_pql_discount",
"pricingModel": "usage_based",
"includeOnboarding": true
},
"exit_routing": {
"quote_generated": "deal_inspection",
"needs_approval": "manager_review"
}
}
Step 7: Inspect Deal Health
{
"skill": "deal_inspection",
"input": {
"dealId": "{{previous.dealId}}",
"depth": "comprehensive",
"checkpoints": ["budget", "authority", "timeline", "competition"],
"riskFactors": true
},
"output": "send_to_rep_with_insights"
}
Testing the Chain
curl -X POST http://localhost:3000/api/chains/pql-handoff \
-H "Content-Type: application/json" \
-d '{
"accountId": "test-account-789",
"usageData": {
"seats": 15,
"featuresUsed": 12,
"apiCalls": 500000,
"teamCollaboration": "high",
"powerUsers": 5
},
"currentPlan": "pro"
}'
Expected Output
{
"pqlQualified": true,
"pqlScore": 89,
"usageDepth": "high",
"expansionOpportunity": {
"type": "enterprise_upgrade",
"estimatedARR": "$50,000",
"confidence": "high"
},
"assignedTo": "rep_john_smith",
"quoteGenerated": true,
"dealHealth": "healthy",
"recommendedActions": [
"Schedule discovery call within 48 hours",
"Present enterprise features demo",
"Discuss API rate limits and custom integration needs"
],
"timeline": "Close within 30 days"
}
Monitoring & Metrics
Track these KPIs:
- PQL-to-Opportunity Rate: Target > 60% (baseline ~20%)
- PQL-to-Close Rate: Target > 15% (baseline ~5%)
- Sales Cycle Length: Target 30-40 days (baseline 60-90 days)
- Average Deal Size: Target $50K+ for enterprise upgrades
- Rep Satisfaction: Track rep feedback on PQL quality
Expected Outcomes
- Week 1: PQL detection running, 10-20 accounts identified
- Month 1: 3x improvement in PQL-to-opportunity conversion
- Quarter 1: $1M-$3M incremental pipeline from product-led motion
- Quarter 2: 40% reduction in sales cycle for product-led deals
Recipe 4: Competitive Intelligence Automation
Use Case: Automate competitive research, feature tracking, pricing analysis, and battlecard generation Skills: 6 chained skills Time: Real-time competitive intelligence vs 20-40 hours/month manual research ROI: 90% faster competitive analysis, 60% better win rates, $200K+ pipeline impact
The Chain
competitive_intel → competitive_feature_tracker → ai_knowledge_synthesizer →
content_research_writer → battlecard_generator → win_loss_analyzer
How It Works
- competitive_intel — Monitors competitors' websites, announcements, and market moves
- competitive_feature_tracker — Tracks competitive feature releases and updates
- ai_knowledge_synthesizer — Synthesizes competitive intelligence from multiple sources
- content_research_writer — Researches and documents competitive positioning
- battlecard_generator — Creates sales battlecards for competitive situations
- win_loss_analyzer — Analyzes win/loss patterns against specific competitors
Setup Instructions
Step 1: Install RevOps, Marketing & AI Ops Skills
npx skills-directory install --target all --domain revops marketing ai_ops
Step 2: Configure Competitive Monitoring
{
"skill": "competitive_intel",
"trigger": "scheduled",
"frequency": "daily",
"input": {
"competitors": ["competitor_a", "competitor_b", "competitor_c"],
"monitoringSources": [
"company_websites",
"blog_posts",
"press_releases",
"product_hunt",
"linkedin",
"job_postings",
"tech_news"
],
"alertCriteria": ["product_launch", "pricing_change", "executive_hire", "funding_news"],
"sentimentTracking": true
},
"exit_routing": {
"updates_found": "competitive_feature_tracker",
"no_changes": "continue_monitoring"
}
}
Step 3: Track Feature Releases
{
"skill": "competitive_feature_tracker",
"input": {
"competitors": "{{previous.competitors}}",
"competitiveUpdates": "{{previous.updates}}",
"featureCategories": [
"core_functionality",
"integrations",
"enterprise_features",
"pricing_tiers",
"security_compliance"
],
"comparisonMatrix": "auto_update",
"gapAnalysis": true
},
"exit_routing": {
"features_tracked": "ai_knowledge_synthesizer",
"critical_feature": "alert_product_team"
}
}
Step 4: Synthesize Intelligence
{
"skill": "ai_knowledge_synthesizer",
"input": {
"competitiveData": "{{chain.all_data}}",
"synthesisGoals": [
"market_positioning",
"feature_gaps",
"pricing_strategy",
"target_customers",
"go_to_market_approach"
],
"includeTrends": true,
"confidenceScoring": true,
"citeSources": true
},
"exit_routing": {
"synthesis_complete": "content_research_writer",
"needs_validation": "research_team_review"
}
}
Step 5: Research Competitive Positioning
{
"skill": "content_research_writer",
"input": {
"topic": "competitive_landscape",
"synthesizedIntel": "{{previous.synthesis}}",
"outputFormat": "structured_analysis",
"includeStrengthsWeaknesses": true,
"targetAudience": "sales_team",
"updateFrequency": "monthly"
},
"exit_routing": {
"research_complete": "battlecard_generator",
"needs_expert_input": "analyst_review"
}
}
Step 6: Generate Sales Battlecards
{
"skill": "battlecard_generator",
"input": {
"competitor": "{{trigger.competitor}}",
"competitiveIntel": "{{chain.all_intel}}",
"battlecardSections": [
"overview",
"strengths_weaknesses",
"key_differentiators",
"common_objections",
"proof_points",
"customer_stories",
"pricing_comparison",
"talk_tracks"
],
"format": "sales_enablement_tool",
"updateTrigger": "competitive_change"
},
"exit_routing": {
"battlecard_ready": "win_loss_analyzer",
"needs_review": "sales_enablement_review"
}
}
Step 7: Analyze Win/Loss Patterns
{
"skill": "win_loss_analyzer",
"input": {
"competitorId": "{{chain.competitor}}",
"dealData": "{{crm.closed_deals}}",
"analysisWindow": "90_days",
"winLossFactors": [
"price",
"features",
"implementation_time",
"customer_support",
"integrations",
"brand"
],
"includeQuotes": true,
"recommendationEngine": true
},
"output": "win_loss_insights_report"
}
Testing the Chain
curl -X POST http://localhost:3000/api/chains/competitive-intel \
-H "Content-Type: application/json" \
-d '{
"competitor": "competitor_a",
"monitoringPeriod": "last_7_days",
"analysisType": "comprehensive"
}'
Expected Output
{
"competitiveUpdatesFound": 5,
"criticalUpdates": 2,
"featuresTracked": 12,
"newFeatures": 3,
"pricingChanges": 1,
"synthesisGenerated": true,
"battlecardsUpdated": 3,
"winRate": {
"vs_competitor_a": "65%",
"vs_competitor_b": "72%",
"vs_competitor_c": "58%"
},
"keyInsights": [
"Competitor A launched enterprise SSO - our feature gap",
"Competitor B raised prices 20% - opportunity for us",
"Competitor C struggling with customer support (source: G2)"
],
"recommendations": [
"Prioritize SSO feature development",
"Target Competitor B's price-sensitive customers",
"Emphasize our support quality in competitive situations"
]
}
Monitoring & Metrics
Track these KPIs:
- Competitive Updates Detected: Track volume and criticality
- Win Rate by Competitor: Target 60%+ vs each major competitor
- Battlecard Utilization: Track sales team usage
- Time to Intelligence: Target < 24 hours for critical updates
- Competitive Losses: Track and categorize reasons for losses
Expected Outcomes
- Week 1: Competitive monitoring active for 3-5 competitors
- Month 1: 90% faster competitive analysis vs manual research
- Quarter 1: 60% improvement in win rates against tracked competitors
- Quarter 2: $200K+ pipeline impact from competitive insights
Recipe 5: Customer Churn Prevention Pipeline
Use Case: Predict churn risk 60-90 days early and trigger intervention playbooks Skills: 4 chained skills Time: Real-time monitoring vs quarterly reviews ROI: $400K+ ARR saved annually
The Chain
health_scoring → churn_prediction → risk_mitigation_playbook →
escalation_manager
How It Works
- health_scoring — Continuously monitors account health signals
- churn_prediction — ML-based prediction of churn risk 60-90 days out
- risk_mitigation_playbook — Executes tailored intervention strategies
- escalation_manager — Alerts CSM and triggers manager involvement if needed
Setup Instructions
Step 1: Install Customer Success Skills
npx skills-directory install --target all --domain customer_success
Step 2: Configure Health Scoring (Continuous)
{
"skill": "health_scoring",
"trigger": "scheduled",
"frequency": "daily",
"input": {
"accountIds": "{{all_active_accounts}}",
"signals": [
"product_usage",
"support_tickets",
"nps_score",
"contract_value",
"engagement_metrics"
]
},
"exit_routing": {
"healthy": "log_and_continue",
"at_risk": "churn_prediction",
"critical": "immediate_escalation"
}
}
Step 3: Chain to Churn Prediction
{
"skill": "churn_prediction",
"input": {
"accountId": "{{previous.accountId}}",
"healthData": "{{previous.healthScore}}",
"historicalData": true,
"predictionWindow": "90_days"
},
"exit_routing": {
"high_risk": "risk_mitigation_playbook",
"medium_risk": "risk_mitigation_playbook",
"low_risk": "monitor_only"
}
}
Step 4: Execute Risk Mitigation
{
"skill": "risk_mitigation_playbook",
"input": {
"accountId": "{{chain.accountId}}",
"riskLevel": "{{previous.riskScore}}",
"riskFactors": "{{previous.factors}}",
"playbookType": "retention"
},
"actions": [
"Schedule executive business review",
"Conduct product usage analysis",
"Offer training/onboarding refresh",
"Introduce customer success resources"
],
"exit_routing": {
"playbook_started": "escalation_manager",
"needs_custom_plan": "csm_intervention"
}
}
Step 5: Escalate if Needed
{
"skill": "escalation_manager",
"input": {
"accountId": "{{chain.accountId}}",
"context": "{{chain.all_data}}",
"urgency": "{{previous.riskLevel}}"
},
"notifications": ["Assigned CSM", "CSM Manager", "VP Customer Success"]
}
Monitoring Dashboard
Create a real-time dashboard tracking:
┌─────────────────────────────────────────────┐
│ Churn Prevention Dashboard │
├─────────────────────────────────────────────┤
│ Accounts Monitored: 347 │
│ At-Risk (High): 12 │
│ At-Risk (Medium): 28 │
│ Playbooks Active: 18 │
│ ARR at Risk: $450K │
│ ARR Saved (QTD): $180K │
└─────────────────────────────────────────────┘
Expected Outcomes
- Week 1: Health scoring running on all accounts
- Week 2: First at-risk accounts identified
- Month 1: 3-5 accounts saved from churn
- Quarter 1: $100K-$200K ARR saved
Recipe 6: AI Support Deflection System
Use Case: Automate support ticket triage, classification, and resolution with AI-powered response generation and knowledge gap detection Skills: 6 chained skills Time: < 1 minute automated resolution vs 4-8 hour manual response time ROI: 70% ticket deflection, 50% support cost reduction, $150K-$300K annual savings
The Chain
ai_ticket_classifier → ai_intent_classifier → ai_response_suggester →
support_resolution_suggester → support_kb_gap_finder → support_deflector
How It Works
- ai_ticket_classifier — Automatically classifies tickets by type, priority, and routing
- ai_intent_classifier — Identifies customer intent and underlying issue
- ai_response_suggester — Generates contextual AI-powered response drafts
- support_resolution_suggester — Recommends resolution steps based on historical patterns
- support_kb_gap_finder — Identifies missing knowledge base articles
- support_deflector — Deflects tickets to self-serve resources when appropriate
Setup Instructions
Step 1: Install AI Ops & Support Ops Skills
npx skills-directory install --target all --domain ai_ops support_ops
Step 2: Configure AI Ticket Classification
{
"skill": "ai_ticket_classifier",
"trigger": "ticket_created",
"input": {
"ticketId": "{{trigger.ticketId}}",
"ticketContent": "{{trigger.body}}",
"customerContext": "{{customer.history}}",
"classificationTypes": ["bug", "feature_request", "how_to", "billing", "technical"],
"priorityLevels": ["urgent", "high", "normal", "low"]
},
"exit_routing": {
"classified": "ai_intent_classifier",
"needs_human": "escalate_immediately"
}
}
Step 3: Classify Customer Intent
{
"skill": "ai_intent_classifier",
"input": {
"ticketId": "{{chain.ticketId}}",
"ticketType": "{{previous.classification}}",
"customerMessage": "{{trigger.body}}",
"contextualData": "{{customer.account_data}}",
"intentCategories": [
"resolve_issue",
"get_information",
"request_feature",
"report_bug",
"cancel_service"
]
},
"exit_routing": {
"intent_clear": "ai_response_suggester",
"intent_ambiguous": "clarification_needed"
}
}
Step 4: Generate AI Response
{
"skill": "ai_response_suggester",
"input": {
"ticketId": "{{chain.ticketId}}",
"intent": "{{previous.intent}}",
"classification": "{{chain.classification}}",
"knowledgeBase": "search",
"tone": "professional_friendly",
"includeLinks": true
},
"exit_routing": {
"response_generated": "support_resolution_suggester",
"kb_gaps_found": "support_kb_gap_finder"
}
}
Step 5: Suggest Resolution Steps
{
"skill": "support_resolution_suggester",
"input": {
"ticketId": "{{chain.ticketId}}",
"intent": "{{chain.intent}}",
"aiResponse": "{{previous.response}}",
"historicalResolutions": "search_similar",
"resolutionType": ["self_serve", "agent_assisted", "escalated"]
},
"exit_routing": {
"self_serve_possible": "support_deflector",
"needs_agent": "assign_to_agent",
"needs_escalation": "escalate_to_tier2"
}
}
Step 6: Find Knowledge Base Gaps
{
"skill": "support_kb_gap_finder",
"input": {
"ticketId": "{{chain.ticketId}}",
"ticketType": "{{chain.classification}}",
"searchAttempts": "{{chain.kb_searches}}",
"commonQueries": "analyze",
"gapThreshold": 3
},
"exit_routing": {
"gap_found": "create_kb_article_task",
"no_gap": "support_deflector"
}
}
Step 7: Deflect to Self-Serve
{
"skill": "support_deflector",
"input": {
"ticketId": "{{chain.ticketId}}",
"aiResponse": "{{chain.ai_response}}",
"resolutionSteps": "{{previous.steps}}",
"kbArticles": "{{chain.relevant_articles}}",
"deflectionConfidence": "{{previous.confidence}}"
},
"output": "send_to_customer_or_agent"
}
Testing the Chain
curl -X POST http://localhost:3000/api/chains/support-deflection \
-H "Content-Type: application/json" \
-d '{
"ticketId": "test-ticket-001",
"customerMessage": "How do I reset my API key?",
"customerId": "cust_123",
"accountType": "pro"
}'
Expected Output
{
"ticketClassified": true,
"classification": "how_to",
"priority": "normal",
"intent": "get_information",
"aiResponseGenerated": true,
"deflectionPossible": true,
"kbArticles": ["How to Reset Your API Key", "API Security Best Practices"],
"resolutionSteps": [
"Navigate to Settings > API Keys",
"Click 'Regenerate Key'",
"Update key in your application"
],
"deflected": true,
"estimatedResolutionTime": "< 1 minute",
"supportCostSaved": "$25"
}
Monitoring & Metrics
Track these KPIs:
- Deflection Rate: Target > 70% of eligible tickets
- First Response Time: Target < 1 minute for AI responses
- Customer Satisfaction: Target > 4.5/5 for deflected tickets
- Support Cost Savings: Target $150K-$300K annually
- Knowledge Base Coverage: Track gap identification and article creation
Expected Outcomes
- Week 1: AI classification active on 100% of tickets
- Month 1: 70% deflection rate for how-to and informational tickets
- Quarter 1: $50K-$100K support cost savings
- Quarter 2: 90% coverage in knowledge base, minimal gaps
Recipe 7: Customer Education Platform
Use Case: Automate customer education and product adoption with guided onboarding, milestone celebrations, and content curation Skills: 6 chained skills Time: Automated vs manual 1-on-1 training sessions ROI: 45% higher product adoption, 60% faster time-to-value, 70% reduction in support tickets
The Chain
guided_setup_wizard → milestone_celebration → community_content_curator →
email_sequence → feedback_collection → activation_metrics
How It Works
- guided_setup_wizard — Walks users through initial product setup step-by-step
- milestone_celebration — Celebrates user achievements to increase engagement
- community_content_curator — Surfaces relevant community content and best practices
- email_sequence — Sends educational email drips based on user progress
- feedback_collection — Gathers user feedback on educational content
- activation_metrics — Tracks activation progress and identifies stuck users
Setup Instructions
Step 1: Install Customer Success & PLG Skills
npx skills-directory install --target all --domain customer_success plg
Step 2: Configure Guided Setup
{
"skill": "guided_setup_wizard",
"trigger": "user_signup",
"input": {
"userId": "{{trigger.userId}}",
"productComplexity": "medium",
"setupSteps": [
{
"step": 1,
"title": "Connect your data source",
"required": true,
"helpContent": "integration-guide.md"
},
{
"step": 2,
"title": "Invite your team",
"required": false,
"helpContent": "collaboration-guide.md"
},
{
"step": 3,
"title": "Create your first dashboard",
"required": true,
"helpContent": "dashboard-tutorial.md"
}
],
"adaptiveGuidance": true,
"allowSkip": false
},
"exit_routing": {
"setup_complete": "milestone_celebration",
"setup_abandoned": "retention_campaign",
"stuck": "intervention_trigger"
}
}
Step 3: Celebrate Milestones
{
"skill": "milestone_celebration",
"input": {
"userId": "{{chain.userId}}",
"milestone": "{{previous.completed_step}}",
"celebrationTypes": {
"in_app_notification": true,
"confetti_animation": true,
"badge_award": true,
"email_notification": true
},
"nextMilestone": "auto_suggest",
"shareOption": "social_media"
},
"exit_routing": {
"celebrated": "community_content_curator",
"user_inactive": "re_engagement"
}
}
Step 4: Curate Educational Content
{
"skill": "community_content_curator",
"input": {
"userId": "{{chain.userId}}",
"userProgress": "{{chain.milestones}}",
"contentTypes": [
"video_tutorials",
"how_to_guides",
"use_cases",
"community_posts",
"webinar_recordings"
],
"personalization": {
"industry": "{{user.industry}}",
"useCase": "{{user.use_case}}",
"skillLevel": "{{user.expertise}}"
},
"maxItems": 5
},
"exit_routing": {
"content_delivered": "email_sequence",
"no_relevant_content": "content_creation_request"
}
}
Step 5: Send Educational Emails
{
"skill": "email_sequence",
"input": {
"userId": "{{chain.userId}}",
"sequenceType": "educational_drip",
"emailSchedule": [
{
"day": 1,
"topic": "Getting Started",
"content": "{{chain.curated_content[0]}}"
},
{
"day": 3,
"topic": "Best Practices",
"content": "{{chain.curated_content[1]}}"
},
{
"day": 7,
"topic": "Advanced Features",
"content": "{{chain.curated_content[2]}}"
}
],
"adaptToProgress": true,
"includeSuccessStories": true
},
"exit_routing": {
"sequence_started": "feedback_collection",
"user_unsubscribed": "in_app_only"
}
}
Step 6: Collect Feedback
{
"skill": "feedback_collection",
"input": {
"userId": "{{chain.userId}}",
"feedbackTriggers": ["milestone_reached", "content_consumed", "email_opened", "feature_used"],
"feedbackTypes": {
"nps": true,
"content_rating": true,
"feature_request": true,
"help_needed": true
},
"frequency": "milestone_based",
"format": "in_app_modal"
},
"exit_routing": {
"feedback_received": "activation_metrics",
"negative_feedback": "support_escalation"
}
}
Step 7: Track Activation Metrics
{
"skill": "activation_metrics",
"input": {
"userId": "{{chain.userId}}",
"activationCriteria": [
"completed_setup",
"invited_team_member",
"created_first_artifact",
"used_core_feature_3_times",
"returned_3_days_in_week"
],
"timeWindow": "14_days",
"activationScore": "calculate",
"identifyBlockers": true
},
"output": "activation_report"
}
Testing the Chain
curl -X POST http://localhost:3000/api/chains/customer-education \
-H "Content-Type: application/json" \
-d '{
"userId": "new-user-456",
"signupDate": "2026-02-01",
"industry": "SaaS",
"useCase": "product_analytics"
}'
Expected Output
{
"status": "success",
"educationPlan": {
"setupProgress": "67%",
"milestonesCompleted": 2,
"milestonesRemaining": 1,
"contentRecommended": 5,
"emailsScheduled": 3,
"feedbackCollected": true,
"activationScore": 72
},
"userEngagement": {
"setupTime": "12 minutes",
"contentViews": 3,
"emailOpenRate": "85%",
"npsScore": 9,
"blockers": []
},
"nextActions": ["Complete final setup step", "Invite team member", "Explore advanced features"]
}
Monitoring & Metrics
Track these KPIs:
- Activation Rate: Target 60%+ within 14 days (baseline ~30%)
- Time to Value: Target < 2 days (baseline ~7 days)
- Content Engagement: Track views, clicks, completion rates
- Support Ticket Reduction: Target 70% fewer "how do I..." tickets
- NPS from Educated Users: Target 40+ points
Expected Outcomes
- Week 1: Guided setup deployed, 100+ users onboarded
- Month 1: 45% higher activation rate vs. control group
- Quarter 1: 60% faster time-to-value, 70% support ticket reduction
- Quarter 2: $100K+ saved in customer success time
Recipe 8: AI Ops Conversation Pipeline
Use Case: Classify, route, suggest responses, and summarize for support or sales conversations Skills: 4 chained skills (AI Ops) Time: Seconds per ticket; deflected volume ROI: 30–50% deflection, faster first response, consistent summaries
The Chain
ai_ticket_classifier → ai_intent_classifier → ai_response_suggester →
ai_summarization_agent
How It Works
- ticket_classifier — Categories and prioritizes incoming tickets
- intent_classifier — Detects user intent for routing and context
- response_suggester — Suggests replies or next actions
- summarization_agent — Produces conversation or thread summaries
Setup
Install domain: npx skills-directory install --target all --domain ai_ops. Chain the four skills with exit_routing from each step to the next; final step output to your CRM
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