Momentum Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
-
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 -
Which Momentum plan are you on?
- A) Business ($69/user/mo)
- B) Transformation ($99/user/mo)
- C) Enterprise (custom)
- D) Not sure / evaluating -
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.
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