‹ The Index

CRM Onboarding

skill

CRM integration scoping & onboarding playbook. Use when scoping a NEW CRM integration, running a discovery/feasibility/spec meeting, or choosing between API vs Chrome extension vs local BAT, Push vs Pull, and CRM-owned vs Voicenter-owned screen pop. Covers: CRM type detection (on-premise vs web), entity/field mapping, Click2Call station-code setup, screen pop architecture (who owns it), trigger-stage rules (ring/answer/hangup), call history method (CDR Push vs Call Log Pull), and full decision checklist. Trigger on: new CRM, CRM onboarding, integration spec, feasibility, station code, screen pop ownership, on-premise vs web CRM, Push vs Pull.

Works with: Claude Code (native)  ·  Cursor, Codex CLI (manual)
native: this artifact type is that client's own format

Install (Claude Code):

cp -r crm-onboarding ~/.claude/skills/

Security audit

Not scanned yet. We audit npm-published capabilities for known advisories, install-time scripts and permission surface; this one has no npm package we can resolve, or has not reached the queue.

Its own instructions

Its SKILL.md says when to use it, covers setup and states a limitation.

Read from the capability’s own SKILL.md. This is not a grade and does not compare to the instruction-depth verdict on an MCP server — a skill has no tools to document, so that rubric does not apply to it.

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source ↗  ·  skill:VoicenterTeam/crm-onboarding

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Measured 2026-08-20  ·  scorer s5  ·  how  ·  something wrong here?