guided-benchmark-selection

Routes Advisor Center workflow requests that belong in the web experience or cannot be completed by another loaded skill or direct tool. Use when asked to open the tax evaluator, run a tax analysis, run income projections, import a book of business, import client accounts, analyze imported accounts, enroll or service a Separately Managed Account (SMA) or My Managed Accounts (MMA) account, get documentation, access a report workflow, or continue a known Advisor Center workflow unavailable in this chat. Skip when another skill or tool can directly complete the request.

Builds, imports, modifies or clones portfolios after the advisor confirms the holdings and write action. Use when asked to build from tickers or weights, create a portfolio from a statement, start from a model or saved portfolio, create a comparison portfolio, or explore a specific what-if variation. Skip when the portfolio already exists and the advisor is only asking for review or analysis.

Reviews returned portfolio opportunity checks, fund-health details, Funds to Explore, and approved follow-up links. Use when asked to show opportunities, explain why a fund is flagged, open fund details, show fund health, list clear checks, find Funds to Explore, or identify the next path from an opportunity. Skip when the advisor asks for a broad portfolio review before narrowing to opportunities.

Reviews a saved portfolio, household or model with Advisor Center analytics in three sections rendered inline in the chat — portfolio snapshot, stress scenarios, then opportunities, fund health and Funds to Explore — closing with follow-ups earned by what it found. Use when asked to review a portfolio, run a portfolio review, analyse holdings, pull up a client's account, run the numbers on a portfolio, look at concentration or downside exposure, find issues or opportunities in a portfolio, check whether a client's funds are healthy, or prepare for a client review meeting. Skip this skill when the advisor already named one specific analysis — "what's the risk on this", "run the stress scenarios", "how does this compare to the model" — and call that tool directly instead of running the three-section pass.

Explains modeled performance, projected wealth, methodology, advisory-fee treatment, and unsupported performance or projection requests. Use when asked to show modeled performance, project wealth, explain projection assumptions, check whether fees are included, or handle an unavailable horizon or configuration. Skip when the advisor asks for a broad portfolio review or only needs benchmark setup.

Analyzes a multi-step conversion funnel to find where visitors drop off and which steps have the worst leakage. Use this skill when someone describes a journey and asks about conversion rates, drop-off, fallout, or step completion. Trigger for "analyze our checkout funnel," "where are visitors dropping off," "what's our add-to-cart to purchase conversion rate," "funnel analysis," "show me fallout between steps," or "which step loses the most visitors."

Produces a compact KPI digest showing how key metrics changed over a period and what's driving the movement. Use this skill when someone asks for a performance summary, a weekly recap, a morning briefing, a KPI update, or any variation of "how did we do this week/month." Also trigger for "give me a performance overview," "what moved in the last 7 days," "pull our AA KPI report," or "summarize our metrics."

Analyzes a multi-step conversion funnel to find where users drop off and which steps have the worst leakage. Use this skill when someone describes a journey or funnel and asks about conversion rates, drop-off, fallout, or step completion. Trigger for phrases like "analyze our onboarding funnel," "where are users dropping off," "what's our checkout conversion rate," "funnel analysis," "show me fallout between these steps," or "which step loses the most users."

Produces a compact KPI digest showing how key metrics changed over a period and what's driving the movement. Use this skill when someone asks for a performance summary, a weekly recap, a morning briefing, a KPI update, or any variation of "how did we do this week/month." Also trigger for requests like "give me a performance overview," "what moved in the last 7 days," "pull our KPI report," or "summarize our metrics."

Use when the user asks any question about Adobe developer products, APIs, SDKs, platform concepts, or best practices — phrases like "what is App Builder", "how do I set up webhooks", "what authentication options does Adobe X support", "how do I deploy a runtime action", "what is a product profile", "how do I create an OAuth credential", "explain Express Add-ons", "search Adobe docs", "look up Adobe documentation", "find me Adobe developer docs".

Produce a fact-led competitive intel brief on one or more competitors — firmographics, recent strategic moves, product positioning, ICP overlap, and discovery questions. Defaults to your configured competitors from GTM context if none specified. Combines ZoomInfo data (account_research, scoops, intent, exec teams, similar companies) with web search for product/pricing/customer-sentiment intelligence. Identify competitors by ZoomInfo account/company ID (preferred) or name; include rich context on why the brief is being pulled and what decision it supports.

Recap where things stand with a specific person across recent conversations, with emphasis on how the relationship is evolving. Identify the contact by ZoomInfo contact ID (preferred) or by name plus company (triggers a lookup). Blends contact-scoped conversation_intelligence for what this person has actually said recently with contact_research for their role and background. Use when someone asks "where are we with Jane", "is this person still our champion", "recap my conversations with this contact", or wants a read on an individual relationship before reaching out. Reasons over the last few engagements only.

Brief the user on their day. Pull today's (or a named day's) meetings and, for each, synthesize the current state of play, a suggested focus or objective, and any follow-ups needed. Uses browse_engagements for the schedule, then account_research, contact_research, and conversation_intelligence per meeting. Use when someone says "what's on my plate today", "brief me for my meetings", "prep my day", or wants a morning rundown before back-to-back calls. Because it researches every meeting, it can consume meaningful AI credits — it confirms scope before fanning out across a full day.