sales-skills/sales-fyxer

Fyxer AI Platform Help

Helps with everything related to using Fyxer AI — an AI email assistant that auto-organizes your inbox, drafts replies in your communication style, and captures meeting notes with follow-up drafts. SOC 2 Type II, ISO 27001, GDPR, HIPAA compliant.

Step 1 — Gather context

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

Ask the user:

1. What are you trying to do with Fyxer?

   • A) Set up Fyxer for the first time (Gmail or Outlook)
   • B) Fix inbox organization / mislabeled emails
   • C) Improve AI draft quality (sounds robotic, wrong tone)
   • D) Use the meeting notetaker feature
   • E) Compare Fyxer to alternatives
   • F) Something else — describe it

2. Which email provider?

   • A) Gmail / Google Workspace
   • B) Outlook / Microsoft 365
   • C) Both

3. Which plan are you on (or considering)?

   • A) Free trial (haven't decided yet)
   • B) Starter ($22.50-30/mo) — single inbox
   • C) Professional ($37.50-50/mo) — multiple inboxes, Fyxer Chat, HubSpot
   • D) Enterprise (custom)

If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end.

Step 2 — Route or answer directly

If the request maps to another skill, route:

• Choosing a meeting note-taker across platforms → "This is a note-taker selection question — run: /sales-note-taker {user's original question}"
• AI agent/workflow building → "Run: /sales-lindy {user's original question}"
• AI executive assistant comparison (alfred_ etc.) → "Run: /sales-alfred {user's original question}"
• CRM integration strategy → "Run: /sales-integration {user's original question}"

Otherwise, answer directly from the platform reference below.

Step 3 — Fyxer platform reference

Read references/platform-guide.md for the full platform reference — capabilities, pricing, plan gates, integrations, training tips, and workarounds.

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

Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

For improving draft quality:

1. Send more emails manually first — Fyxer learns from your Sent folder
2. Upload company docs and style guides (Professional+ only)
3. Always review and edit drafts before sending — Fyxer never auto-sends
4. If tone is wrong after 2+ weeks, consider that your sent email history may not reflect your desired style

For fixing inbox organization:

1. Manually move mislabeled emails to the correct label — Fyxer learns from corrections
2. Whitelist important senders that keep getting buried
3. Give it 1-2 weeks of corrections before judging accuracy
4. Check if your email rules/filters conflict with Fyxer's labels

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 billing that may be outdated.

• No API, no webhooks, no Zapier. Fyxer is entirely UI-driven — you cannot automate anything programmatically. No integration surface for developers.
• Fyxer never auto-sends emails. All drafts require manual review and send. This is by design but means it's an assistant, not an automation.
• Credit card required for free trial. Multiple users report unexpected charges ($30-900) when trials end. Set a calendar reminder to cancel if evaluating.
• HubSpot is the only CRM integration and requires Professional ($37.50+/mo). No Salesforce, Pipedrive, or other CRM support.
• Single inbox on Starter. If you need multiple inboxes organized, you must upgrade to Professional.
• No Apple Mail support. Gmail and Outlook only.
• Meeting notetaker is secondary. Fyxer's notes are less capable than dedicated tools like Fathom or Fireflies — consider a dedicated note-taker for sales call intelligence.
• Self-improving: If you discover something not covered here, append it to references/learnings.md with today's date.

Related skills

• /sales-newmail — NewMail AI email assistant (voice-trained drafting, task extraction, daily briefings, $15-30/mo). Install: npx skills add sales-skills/sales --skill sales-newmail -a claude-code
• /sales-note-taker — Choose a dedicated AI meeting note-taker (Fathom, Fireflies, Otter, etc.). Install: npx skills add sales-skills/sales --skill sales-note-taker -a claude-code
• /sales-shortwave — Shortwave AI-native Gmail client (AI filters, Ghostwriter, MCP consumer). Install: npx skills add sales-skills/sales --skill sales-shortwave -a claude-code
• /sales-sanebox — SaneBox server-side email filtering (smart folders, any email provider, $7/mo). Install: npx skills add sales-skills/sales --skill sales-sanebox -a claude-code
• /sales-inbox-zero — Inbox Zero open-source AI email assistant (auto-labeling, rules API/CLI, self-hostable, $18/mo or free). Install: npx skills add sales-skills/sales --skill sales-inbox-zero -a claude-code
• /sales-clean-email — Clean Email inbox cleanup (bulk actions, Auto Clean rules, Unsubscriber, $29.99/yr). Install: npx skills add sales-skills/sales --skill sales-clean-email -a claude-code
• /sales-hi-ai — hi ai platform help (AI customer service email reply generator, multi-model, Google Sheets data). Install: npx skills add sales-skills/sales --skill sales-hi-ai -a claude-code
• /sales-alfred — alfred_ AI executive assistant (email triage, reply drafting, task extraction)
• /sales-lindy — Lindy no-code AI agent builder (email, calendar, custom workflows)
• /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: Fyxer keeps mislabeling important client emails

User says: "Fyxer puts my client emails in FYI instead of To Respond — how do I fix this?" Skill does:

1. Explains Fyxer's label categories (To Respond, FYI, Comment, Notification, etc.)
2. Advises manually moving mislabeled emails — Fyxer learns from corrections
3. Recommends whitelisting important sender domains
4. Notes it takes 1-2 weeks of consistent corrections for accuracy to improve
5. If accuracy doesn't improve, suggests checking email rule conflicts Result: Troubleshooting plan for inbox mislabeling with realistic timeline expectations

Example 2: Compare Fyxer to Superhuman for email productivity

User says: "Should I use Fyxer or Superhuman for managing my inbox?" Skill does:

1. Compares: Fyxer focuses on AI drafting + organization + meeting notes, Superhuman focuses on speed + keyboard workflow + Split Inbox
2. Notes pricing: Fyxer $22.50-50/mo vs Superhuman $33/mo
3. Explains Fyxer learns your voice for drafts; Superhuman has AI Write with Grammarly
4. Notes Fyxer includes meeting notes; Superhuman is email-only
5. Recommends Fyxer if you want hands-off inbox sorting + meeting notes, Superhuman if you want speed + keyboard-driven workflow Result: Clear comparison with recommendation based on workflow preference

Example 3: Set up Fyxer meeting notetaker with Zoom

User says: "How do I get Fyxer to join my Zoom calls and take notes?" Skill does:

1. Explains Fyxer connects to your calendar via Gmail/Outlook OAuth
2. Notes Zoom requires a separate connection from the Fyxer dashboard
3. Explains the notetaker joins scheduled meetings automatically and delivers notes + follow-up drafts to inbox
4. Warns that Fyxer's notes are basic compared to dedicated tools — no CRM sync, no deal intelligence
5. If user needs advanced meeting intelligence, routes to /sales-note-taker Result: Setup steps with honest assessment of meeting notes capability

Troubleshooting

Email drafts sound robotic or get facts wrong

Symptom: AI-drafted replies don't match your tone, promise things you didn't agree to, or get dates/details wrong Cause: Fyxer's voice model is trained on your sent email history. If your history is short, formal, or inconsistent, drafts will be poor. The AI can also "hallucinate" commitments or facts. Solution: Always review every draft before sending — never trust blindly. Send more emails manually to build training data. On Professional, upload company docs and style guides. If drafts are consistently wrong after 2+ weeks of active use, the tool may not be a good fit for your communication style.

Unexpected billing charges after free trial

Symptom: Charged $30-900 when free trial expired, even if you thought you canceled Cause: Trial requires a credit card upfront and auto-converts to paid plan. Some users report charges even after attempting cancellation. Solution: Set a calendar reminder 2 days before trial ends. Cancel from the Fyxer dashboard (Settings → Subscription). If incorrectly charged, contact [email protected] immediately. If no response, dispute with your credit card company. Document everything.

Dashboard slow or unresponsive

Symptom: Fyxer dashboard takes 30+ seconds to load, pages freeze, or show "not responding" Cause: Known performance issues, especially after infrastructure incidents. Heavy inbox volumes can also cause slowdowns. Solution: Try refreshing the browser, clearing cache, or switching browsers. Check Fyxer's status page or Twitter (@FyxerAI) for known outages. If Outlook integration is slowing down your email client, consider temporarily disabling Fyxer and re-enabling after the issue resolves.