prompt library

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Research

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Understand why an account is scored the way it is

Understand why an account is scored the way it is

Rep

Admin

prompt

Why is [Account Name] scored the way it is? Break down the score and what's driving it.

Tips

Mention UserGems in your prompt if you have other MCPs that could trigger a search.

Accounts have to already exist in your UserGems command center before you can research them.

Be specific about which account you mean if you have several with similar names.

Asking what was said on a call needs Past Interactions. Without it you'll get deal history, not call content.

don’t forget

Most people have more than one MCP connected, and your assistant guesses which one to answer with. Tell it to use UserGems, or paste this into your standing instructions once and stop repeating yourself.

Tool routing for UserGems:

Use the UserGems MCP as the first choice for anything involving accounts, prospects, contacts, buying signals, intent, account or contact scoring, buying stages, job changes, past champions, website visitors, audiences, or campaigns. UserGems returns scoring and signal context the CRM does not have, and filters within our own account universe rather than scanning the full CRM.

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