The connection belongs to your team, so Claude needs to know which rep you are before “my” means anything.
Start the conversation with “I’m [your name]”; Claude finds your user ID with
get_team.Self-coaching and improvement
Personal performance check-in
Track your own trends without waiting for your manager. What Claude does: Pulls your call logs and analytics for both periods, calculates the change in each metric, and identifies your weakest conversion point. Tools used:get_team, get_call_logs, get_analytics_overview
My best calls analysis
Build a personal playbook from your own top performances. Tools used:get_scored_calls, get_scored_call_by_id
My worst calls debrief
Turn bad calls into learning opportunities. Tools used:get_scored_calls
Conversion rate self-audit
Find the one thing that will make the biggest difference to your numbers. Tools used:get_sdr_performance, get_scored_calls
Personal objection tracker
Track which objections trip you up and get better responses. Tools used:get_scored_calls, get_call_logs
Talk track refinement
Get a data-driven rewrite of your talk track. Tools used:get_scored_calls, get_call_logs
Daily workflow and prioritization
Today’s Sequencer tasks
See everything the Sequencer has queued for you. What Claude does: Counts your tasks by due bucket, using the end of your local day and week, then lists your pending call tasks. Tools used:get_team, get_sequencer_task_summary, list_sequencer_tasks
Clear an overdue backlog
Reschedule what you can’t get to, without losing it. What Claude does: Finds your overdue tasks, shows you what it plans to snooze and skip, then applies both in bulk. Skipping a task still moves its sequence on to the next step. Tools used:list_sequencer_tasks, bulk_snooze_sequencer_tasks, bulk_skip_sequencer_tasks
Morning dial plan
Start every day with an optimized schedule. Tools used:get_contact_lists, get_call_logs, get_list_performance
Follow-up priority queue
Never miss a hot follow-up again. Tools used:get_follow_ups, get_scored_calls
Snoozed contact check
Stay on top of contacts coming back from snooze. What Claude does: Finds your snoozed contacts whosesnooze_until falls this week, then searches the call history for each by email or phone number.
Tools used: get_snoozed_contacts, get_call_logs
List selection helper
Dial the right list at the right time. Tools used:get_contact_lists, get_list_performance
End-of-day recap
Close out every day knowing exactly where you stand. Tools used:get_call_logs, get_analytics_overview
Prospecting and preparation
Pre-call research brief
Walk into every dial session prepared. Tools used:get_contact_lists, get_contact_list_by_id, get_list_performance, get_call_logs
Account notes before a call
Know what your team already learned about a prospect. Tools used:list_notes
Log what you learned
Keep the next rep from asking the same questions. What Claude does: Writes the note as you, attached to the contact matched by email. If no contact matches, a minimal one is created to hold it. Tools used:get_team, create_note
Find a direct dial
Get a number for a prospect you only have on LinkedIn. What Claude does: Checks the balance, starts the lookup, polls until it finishes, and filters the numbers on their validation details. A lookup that finds a number costs one credit; one that finds nothing is free. Tools used:get_enrichment_credits, enrich_phone, get_phone_enrichment
Title-specific talk track
Tailor your pitch by persona. Tools used:get_call_logs, get_scored_calls, get_list_performance
Gatekeeper strategy
Get past gatekeepers more consistently. Tools used:get_dispositions, get_call_logs, get_scored_calls
Win pattern cloning
Copy what’s working for your best-performing teammates. Tools used:get_sdr_performance, get_scored_calls, get_list_performance
Next steps
Prompts for managers
Team performance, coaching plans and Sequencer oversight.
Prompts for everyone
Reports, A/B tests and list hygiene for the whole team.
See every tool
What each tool reads or changes, and the API operation behind it.