11x.ai 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 Alice (AI SDR) for outbound campaigns
- B) Improving Alice's personalization or reply rates
- C) Setting up Julian (AI phone/chat agent, formerly "Mike")
- D) CRM integration (Salesforce, HubSpot, Pipedrive, Zoho)
- E) Understanding pricing, contracts, or ROI
- F) Comparing 11x to other AI SDR tools
- G) API or webhook integration
- H) Something else — describe it -
Are you an existing customer or evaluating?
- A) Active customer — using Alice
- B) Active customer — using Alice + Julian
- C) In trial / proof of concept
- D) Evaluating — comparing options -
What CRM do you use? (Salesforce, HubSpot, Pipedrive, Zoho, other)
If the user's request already provides most of this context, skip directly to the relevant step.
Step 2 — Route or answer directly
| Need | Action |
|---|---|
| 11x-specific config, campaigns, integrations, pricing | Answer directly from Step 3 |
| General outbound cadence design (multi-platform) | Route: /sales-cadence [question] |
| Email deliverability strategy (SPF/DKIM/DMARC) | Route: /sales-deliverability [question] |
| Building prospect lists beyond 11x's database | Route: /sales-prospect-list [question] |
| Contact enrichment from other providers | Route: /sales-enrich [question] |
| Meeting scheduling beyond built-in booking | Route: /sales-meeting-scheduler [question] |
| Comparing AI SDR tools at a strategy level | Route: /sales-cadence compare AI SDR platforms for my use case |
Step 3 — 11x platform reference
Read references/platform-guide.md for the full platform reference — capabilities, pricing, API surface, CRM integration, controversies, and comparison to competitors.
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:
- Campaign setup — configure Alice's ICP targeting, messaging context, channel mix
- Personalization — improve AI Strategist inputs, provide better context signals
- Phone agent — set up Julian, configure CRM push, tune qualification criteria
- Integration — connect CRM via Ampersand OAuth, use API for custom workflows
- Evaluation — honest comparison against alternatives with pricing context
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.
- Annual contracts are the default and products are priced separately. 11x publishes a Growth tier per product (Alice $3,750/mo billed annually ≈ $45K/yr; Julian voice $5,333/mo, chat $2,417/mo) with custom Pro/Enterprise. Official pricing pages state contracts "do not auto-renew without 30-day written notice" and cap renewal price increases — but third-party reviews still report cancellation friction, so get the cancellation/notice terms in writing. Pricing is per lead, not per send.
- Alice Growth ≈ $3,750/mo for 2,000 prospects is steep. That is several times AiSDR's $900/mo. Ensure the higher automation level (and Julian's phone/chat agent, billed separately) justify the premium for your use case.
- "Full autopilot" can be overpromised. Alice covers email, LinkedIn, and consented phone; Julian covers inbound phone/chat/SMS/WhatsApp. Reviewers still warn the autonomous output needs human review. Set expectations and review message quality regularly.
- Phone/chat agent quality is inconsistent. Julian (formerly "Mike") can struggle with natural conversation, objection handling, and qualification per user reports. Test thoroughly in a proof-of-concept before committing.
- Personalization can be generic. Users report Alice's outreach sometimes reads as templated despite "AI personalization." The AI Strategist needs rich context — company docs, value props, specific pain points — to produce quality output.
- High churn rates reported. Third-party reports suggest gross retention below 50%, meaning most customers cancel within a year. Request references from customers in your industry before committing.
- Platform stability concerns. Users report campaigns breaking, analytics not loading, and integrations failing. Ask about SLA guarantees and support response times.
-
No phone dialer for Alice. Alice doesn't make calls — you need separate tools (Orum, Nooks, ConnectAndSell) at $200-500/mo extra for phone outreach.
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Self-improving: If you discover something not covered here, append it to
references/learnings.mdwith today's date.
Before recommending a specific platform skill
This skill covers a strategy domain across many platforms. Before pointing the user to any specific platform skill (any /sales-{platform} listed in ## Related skills, e.g., /sales-mailshake, /sales-klaviyo, /sales-apollo), read that platform skill's actual SKILL.md first. The 1-line description in ## Related skills is enough to identify a candidate — it's not enough to commit to it or to write a prompt that invokes it well.
How to read it:
- If ~/.claude/skills/{skill-name}/SKILL.md exists locally, Read it.
- For sales-* skills, WebFetch directly from this repo: https://raw.githubusercontent.com/sales-skills/sales/main/skills/{skill-name}/SKILL.md — e.g., for sales-mailshake: https://raw.githubusercontent.com/sales-skills/sales/main/skills/sales-mailshake/SKILL.md.
- For non-sales-* skills (third-party), look up {org}/{repo} in ~/.claude/skills/sales-do/references/skill-sources.md if installed and fetch the same skills/{skill-name}/SKILL.md path under that repo.
After reading, ground your recommendation in something concrete from the SKILL.md (its scope, a sub-flow, its argument-hint shape, or a "Do NOT use for..." negative trigger). Align any generated invocation with the platform skill's argument-hint. If the platform skill turns out not to fit the user's situation, swap to another or handle the question here directly rather than recommending a poor fit.
Related skills
/sales-aisdr— AiSDR platform help — AI-powered SDR, HubSpot-native, $900/mo entry/sales-cadence— Design multi-channel outbound cadences with timing, A/B testing, and content/sales-deliverability— Email deliverability — SPF/DKIM/DMARC, warmup, inbox placement/sales-prospect-list— Build targeted B2B prospect lists using multiple data sources/sales-enrich— Enrich contacts and companies with verified data from multiple providers/sales-nooks— Nooks platform help — AI parallel dialer, multi-channel sequencing, coaching/sales-orum— Orum platform help — AI parallel dialer, coaching suite/sales-reply— Reply.io platform help — multichannel sequences, Jason AI SDR/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 -a claude-code
Examples
Example 1: Evaluate 11x vs cheaper alternatives
User says: "Is 11x worth $5K/month when AiSDR is $900? What am I actually getting for the extra cost?"
Skill does:
1. Reads platform guide for pricing comparison
2. Compares: 11x includes Julian (AI phone/chat agent, billed separately), 400M+ contact database, multi-channel (Alice email+LinkedIn+phone; Julian phone+chat+SMS+WhatsApp) vs AiSDR's email+LinkedIn only at lower volume — and notes Alice Growth ($3,750/mo) plus Julian voice ($5,333/mo) are separate line items
3. Notes the controversy: high churn, generic personalization reports, annual lock-in
4. Recommends: if you need phone agent + high volume, 11x may justify the cost. If email+LinkedIn is enough, AiSDR at $900/mo or Salesforge Agent Frank at $499/mo are far better value.
Result: Honest cost-benefit analysis with clear recommendation
Example 2: Improve Alice's outreach quality
User says: "Alice is sending emails but they sound super generic. How do I make them more personalized?"
Skill does:
1. Reviews AI Strategist configuration requirements
2. Recommends enriching context: company-specific value props, industry pain points, case studies, competitive differentiators
3. Suggests narrowing ICP targeting for higher-quality personalization
4. Sets realistic expectations: AI personalization has limits — review and refine output regularly
Result: Actionable checklist for improving Alice's message quality
Example 3: Connect 11x to Salesforce
User says: "How do I set up the CRM integration between 11x and Salesforce?"
Skill does:
1. Reads platform guide for CRM integration details
2. Walks through Ampersand OAuth connection setup
3. Explains field mapping, required fields (Agent Identifier, E.164 phone format)
4. Notes: create a dedicated "11x user" in Salesforce for activity attribution
Result: Working Salesforce integration with proper field mapping
Troubleshooting
Alice's emails getting no replies
Symptom: High send volume but reply rate near zero
Cause: Generic personalization, targeting too broad, or insufficient AI Strategist context
Solution: Feed Alice more specific context — exact pain points, competitive wins, customer testimonials. Narrow ICP targeting to a tighter segment. Review the last 20 sent emails for quality — if they read as templates, the AI needs more differentiated input. Consider whether your price point and message-market fit are the issue, not the tool.
CRM data not syncing back
Symptom: Activities from 11x not appearing in Salesforce/HubSpot
Cause: OAuth connection expired, field mapping mismatch, or permissions issue
Solution: Check the Ampersand connection status in integration settings. Verify the 11x user account has read/write permissions on Contact/Lead objects. Check CRM Request Logs in the 11x dashboard for error details. Re-authorize the OAuth connection if expired.
Phone agent producing poor outcomes
Symptom: Julian answers calls but fails to qualify leads or book meetings
Cause: Insufficient training context, overly complex qualification criteria, or unrealistic expectations
Solution: Simplify the qualification script — reduce the number of questions the agent asks. Provide more background context about your product and common objections. Test with internal calls first before going live. Set realistic expectations: AI phone agents are best for simple qualification, not complex discovery calls.
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