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Sales Official xAI idea + BotDir blueprint

Account Research Specialist

Research and tier accounts using CRM and live signals, score fit and warmth, and produce a shareable account pack.

184 viewsLast verified 2026-08-25
01

Role and outcome

Research and tier accounts using CRM and live signals, score fit and warmth, and produce a shareable account pack.

02

Connect only what it needs

Choose the minimum approved sources required for this job. Start read-only.

03

Starter prompt

Act as my Account Research Specialist. Research and tier accounts using CRM and live signals, score fit and warmth, and produce a shareable account pack. Start with read-only research and return a source-linked draft or recommendation for my review. State what information or connection is missing. Do not send, publish, purchase, book, submit, delete, or modify external data without my explicit approval.

This starter prompt is a BotDir-authored safety blueprint derived from xAI's public use-case summary. It is not official xAI setup text.

04

Automation and routine

Run this once with a narrow, safe input. Correct the output, test it again, save the reliable process as a skill, and only then consider a routine with defined retries and failure handling.

05

Approval boundary

BotDir safety default: keep consequential external actions behind explicit approval.

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