11x.ai Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

Ask the user:

1. 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

2. 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

3. 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

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:

1. Campaign setup — configure Alice's ICP targeting, messaging context, channel mix
2. Personalization — improve AI Strategist inputs, provide better context signals
3. Phone agent — set up Julian, configure CRM push, tune qualification criteria
4. Integration — connect CRM via Ampersand OAuth, use API for custom workflows
5. 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from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.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.

• Self-improving: If you discover something not covered here, append it to references/learnings.md with 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.