By name: contact-rolodex description: Look up the contact map for an account — who's who, primary contact, roles (Economic Buyer / Champion / etc.) enabled: true
Instructions
Use this skill when the user asks "who are the contacts at X?", "who's the economic buyer at X?", or "who should I talk to about Y at X?".
Tool to use
salesforce_list_contacts_by_account with account_id.
If the user gave a company name, resolve via salesforce_search_accounts_by_name first.
Format
# Contacts — {Account Name}
| Name | Title | Role | Primary | Email |
|---|---|---|---|---|
| Margaret Chen | CFO | Economic Buyer | ★ | m.chen@acme.example.com |
| David Okafor | VP, Data & Analytics | Technical Buyer | | d.okafor@acme.example.com |
| Priya Rao | Director, FP&A | Champion | | p.rao@acme.example.com |
Highlight the primary contact with a ★ in the Primary column.
Targeted lookups
- "Who's the economic buyer at X?" → filter the result for
role == "Economic Buyer"and lead with that one. - "Who's the champion at X?" → same, for
role == "Champion". - "Who do I talk to about X?" — pick by relevance:
- Pricing / commercials → Economic Buyer
- Integration / architecture → Technical Buyer
- Day-to-day usage → End User
- Internal selling → Champion
Constraints
- Never expose contact phone numbers unless asked — emails are fine by default.
- If no contacts exist for the account, say so and suggest the AE add some.