sales-skills/sales-fourfour

Four/Four Platform Help

Step 1 — Gather context

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

1. What are you trying to do?

   • A) Read/sync Insights, Topics, or Conversations via the OData REST API
   • B) Push CRM accounts/contacts/opportunities in via the CRM Importer API
   • C) Verify a signed webhook (HMAC-SHA256) and react to insight/conversation events
   • D) Wire the MCP server into Claude / Cursor for natural-language Q&A
   • E) Use the AI Analyst / Workflows to route insights to Slack/Jira/email
   • F) Pick a plan (AI Analyst vs AI Researcher vs Enterprise) or understand usage limits

2. API or no-code? Code → OData API + CRM Importer + signed webhooks. AI assistant → MCP server. No endpoint → native connectors / Zapier / visual Workflows.

Skip-ahead rule: if the user's prompt already provides enough context, skip to Step 2.

Step 2 — Route or answer directly

| If the question is about... | Route to... | |---|---| | Voice-of-customer / survey program strategy (NPS/CSAT/CES) across tools | /sales-customer-feedback {question} | | Feedback boards / feature voting / public roadmap | /sales-frill {question} | | Aggregating unsolicited feedback across reviews/social/support | /sales-noisely {question} | | Account health / churn-prevention program strategy | /sales-customer-success {question} | | Connecting Four/Four to a CRM/PM tool generically (iPaaS) | /sales-integration {question} |

When routing, give the exact command, e.g. "This is a strategy question — run: /sales-customer-feedback design a closed-loop VoC program".

Step 3 — Four/Four platform reference

Read references/platform-guide.md for the full reference — the Discovery/Validation/AI Analyst/Workflows/Competitive-Intelligence/Customer-Success module map (what's API vs webhook vs UI), plan tiers and usage limits, the Conversations→Insights→Topics→TopicModels data model, integrations by data-flow direction, and quick-start recipes.

Read references/fourfour-api-reference.md for the integration surface — OData base https://fourfour.ai/odata, OAuth2 authorization-code auth (/oauth/token, scope api:read, Bearer, 24h tokens), the entity sets (Insights/Topics/TopicModels/Conversations/Participants + CRM objects), OData query options ($select/$filter/$top/$skip/$expand, @odata.nextLink paging), the CRM Importer API (/import/crm/{type}, PAT bearer, CSV, async jobs), HMAC-SHA256-signed webhooks ({timestamp, event, tenant, payload}, Signature header, 3x retry), and the MCP server (fourfour.ai/mcp, OAuth discovery).

Answer using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

Focus on the user's specific situation:

• OAuth2 + Bearer for reads. Exchange the auth code at /oauth/token for a 24h Bearer token (scope api:read), refresh with the refresh_token grant. Keep client_secret server-side. Basic auth exists for BI tools but prefer OAuth for integrations.
• OData paging is @odata.nextLink. Page with $top/$skip; follow @odata.nextLink until it's absent — don't assume one page is the full set. Use $filter (e.g. created ge {iso}) and $expand to shape the pull.
• Writes go through the CRM Importer, not OData. The OData API is read-only; to push accounts/contacts/leads/opportunities/users use PUT /import/crm/{type} with CSV (required id column, ISO-8601 UTC dates). It's async — poll /import/job/{jobId}.
• Verify webhooks (HMAC-SHA256). Compute HMAC-SHA256(rawBody, secret), constant-time compare to the Signature header, ack 2xx fast (it retries 3x with backoff), dedupe on payload.id + timestamp.
• MCP for Claude/Cursor. Add https://fourfour.ai/mcp as a remote MCP server; OAuth discovery handles auth and you get search tools over conversations/insights/accounts/contacts — no token plumbing.
• It's VoC analysis, not a survey or feedback-board tool. Four/Four mines existing conversations into insights; it doesn't run NPS/CSAT survey programs (→ /sales-customer-feedback) or host a public feedback board (→ /sales-frill).

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research (2026-06) — API captured from fourfour.ai/developers; pricing from fourfour.ai/pricing. Confirm in-account; the dev portal is JS-rendered so per-entity schemas may differ.

1. OData API is read-only; writes use the CRM Importer. Don't try to POST/PATCH entities on /odata — push CRM records via PUT /import/crm/{type} (CSV) instead.
2. Follow @odata.nextLink. Server-driven paging — a single response is not the whole collection. Loop on nextLink until absent.
3. CRM Importer is asynchronous. PUT returns 202 + a jobId; row-level errors only show up when you poll /import/job/{jobId}. A 202 is not a success confirmation.
4. Verify the webhook HMAC over raw bytes. Hash the raw request body (not a re-serialized one) with the secret; constant-time compare to the Signature header. Wrong body bytes = signature mismatch.
5. Two different credentials. OData uses OAuth2 Bearer (api:read); the CRM Importer uses a Personal Access Token. Don't mix them.
6. Plan gates: integrations are capped. 40+ integrations exist but entry plans (AI Analyst £199/mo, AI Researcher £250/mo) cap active integrations (~2) and processing hours (50 hrs/mo, 100 tickets/mo). Notetaker is AI Researcher+; unlimited hours and embedded CRM apps are Enterprise.
7. Usage-based, not per-seat. You pay for content processed (hours/tickets), not seats — a big team on a small content volume can be cheap, and vice versa.

Related skills

• /sales-customer-feedback — Voice-of-customer / survey-program strategy across tools (Four/Four is the conversation-mining option) — program design, metric selection, tool comparison
• /sales-frill — Feedback boards / feature voting / public roadmap (solicited board feedback vs Four/Four's conversation mining)
• /sales-noisely — AI aggregation of unsolicited feedback across reviews/social/support
• /sales-customer-success — Account-health / churn-prevention program strategy (Four/Four feeds the signals)
• /sales-integration — Connecting Four/Four to a CRM/PM tool via API/webhooks/Zapier
• /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: Pull all of this quarter's insights into our warehouse (developer/automation)

User says: "How do I export every customer insight from Four/Four since April into BigQuery?" Skill does: Shows the OData read flow — GET https://fourfour.ai/odata/Insights?$top=100&$filter=created ge 2026-04-01T00:00:00Z with Authorization: Bearer {token}, following @odata.nextLink until absent, then landing rows in the warehouse. Notes OAuth2 token (scope api:read, 24h) + refresh, and that $expand can inline the linked account/topic. Points to a nightly full pull reconciled with webhooks for freshness. Result: A complete, paginated insight export.

Example 2: Verify Four/Four webhooks so I can trust them

User says: "Four/Four is POSTing events to my endpoint — how do I make sure they're real?" Skill does: Explains the HMAC-SHA256 check — compute hmac_sha256(rawBody, secret), constant-time compare to the Signature header, reject on mismatch. Notes the payload shape {timestamp, event, tenant, payload}, deduping on payload.id + timestamp, acking 2xx fast (it retries 3x with backoff), and that the secret comes from Settings → Connections → Webhooks. Result: Authenticated, tamper-evident webhook intake.

Example 3: Four/Four vs a survey tool — which do I need?

User says: "We already record sales calls — should we use Four/Four or just send NPS surveys?" Skill does: Frames the difference — Four/Four mines conversations you already have (calls/tickets/emails) into Insights/Topics with an AI Analyst and links them to deals, billed on content processed (no per-seat). A survey tool solicits structured NPS/CSAT. Recommends Four/Four when you have rich conversation data and want it queryable, and routes program/metric strategy: "run: /sales-customer-feedback choose between solicited surveys and conversation mining." Result: A grounded build-vs-survey decision.

Troubleshooting

My OData export only returns the first batch of insights

Symptom: You get ~100 rows and think that's everything. Cause: OData uses server-driven paging — the response carries an @odata.nextLink for the next page. Solution: Read @odata.nextLink from each response and re-request it until it's absent (or page manually with $top/$skip). Accumulate across pages. Use $count to sanity-check the total.

My CRM import "succeeded" (202) but records aren't showing up

Symptom: PUT /import/crm/account returned 202 but data is missing or partial. Cause: The Importer is asynchronous — 202 only means queued, and row-level failures surface in the job, not the initial response. Common causes: missing required id column, non-ISO-8601 dates, or wrong record type. Solution: Poll GET /import/job/{jobId} until completed and check the errors count; fix the CSV (required id, ISO-8601 UTC dates, supported type: account/contact/lead/opportunity/user) and re-upsert.

My webhook signature check keeps failing

Symptom: The HMAC you compute doesn't match the Signature header. Cause: Hashing a re-serialized body instead of the raw bytes, or using the wrong secret. Solution: Compute HMAC-SHA256 over the raw request body with the webhook secret (Settings → Connections → Webhooks), then constant-time compare to the Signature header. Once verified, dedupe on payload.id + timestamp and ack 2xx quickly so Four/Four doesn't retry.