sales-skills/sales-octolens

Octolens Platform Help

Step 1 — Gather context

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

Ask the user:

1. What do you need help with?

   • A) Setting up monitoring (keywords, sources, alerts)
   • B) API or webhook integration
   • C) MCP server setup for Claude/Cursor/Windsurf
   • D) Mention quota management (running out too fast)
   • E) AI relevance scoring or sentiment issues
   • F) Multi-project or team configuration
   • G) Something else — describe it

2. Which plan are you on?

   • A) Free trial (Pro features, 1K mentions)
   • B) Pro ($119/mo — 15K mentions, 10 keywords)
   • C) Scale ($319/mo — 50K mentions, 15 keywords)
   • D) Enterprise (custom)
   • E) Not sure / evaluating

If the user's request already provides enough context, skip directly to Step 2.

Step 2 — Route or answer directly

If the request maps to a strategy skill, route:

• Social listening tool comparison or strategy → /sales-social-listening [question]
• Reddit-specific deep monitoring (subreddit analysis, SERP tracking) → /sales-threadlytics [question]
• AI visibility monitoring (LLM brand mentions) → /sales-ai-visibility [question]
• Buyer intent signals from social mentions → /sales-intent [question]

Otherwise, answer directly from the platform reference below.

Step 3 — Octolens platform reference

Read references/platform-guide.md for the full platform reference — capabilities, pricing, data model, API details, MCP setup, integration recipes, code examples.

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

Step 4 — Actionable guidance

Focus on the user's specific situation:

1. Keyword optimization — maximize coverage within limits using variations and Boolean-like strategies
2. Mention budget — configure filtered views, use AI scoring to reduce noise
3. Integration — API, webhooks, MCP, or Zapier/Make/n8n setup
4. Team workflow — filtered views, Slack routing, escalation rules

If you discover a gotcha 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from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• 10-15 keyword limit is hard. Pro gives 10, Scale gives 15. Use compound keywords and variations within a single keyword slot rather than burning one per variation. Extra keywords cost $5-10/mo each.
• Mentions are consumed on match, not on view. Even irrelevant matches count against your quota. Tight keyword context and filtered views reduce waste but don't prevent consumption.
• Hourly vs real-time refresh. Pro plan refreshes hourly. Scale refreshes in real-time. If you need instant alerts for crisis detection, you need Scale.
• No LinkedIn engagement intelligence. Octolens tracks LinkedIn mentions (keyword matches in posts) but doesn't provide engagement analytics, profile changes, or competitor content interaction data.
• MCP v2 uses OAuth, not a pasted key. The current MCP server is HTTP transport at https://app.octolens.com/api/mcp/v2 and authenticates via browser OAuth — there's no token to paste. The legacy v1 server (SSE, ?token= in the URL) still works for existing connections but gets no new features. Don't paste an API key into a v2 config.
• Links in content trigger false positives. If your keyword appears inside a URL in a post, it may match even though the post isn't about your brand.

Related skills

• /sales-social-listening — Social listening strategy — brand monitoring, sentiment analysis, competitive intelligence, crisis detection, tool comparison
• /sales-threadlytics — Threadlytics platform help — Reddit-specific monitoring with 500M+ conversations, opportunity scoring, SERP tracking
• /sales-brand24 — Brand24 platform help — affordable social listening with MCP server, Storm Alerts
• /sales-awario — Awario platform help — budget social listening with Boolean search, Awario Leads
• /sales-ai-visibility — AI visibility monitoring — track what LLMs say about your brand
• /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

Examples

Example 1: Optimize keyword strategy within limits

User says: "I'm on the Pro plan with 10 keywords. I want to track my brand, 3 competitors, and industry terms but that's already 5+ keywords." Skill does:

1. Reads platform guide for keyword optimization patterns
2. Suggests compound keyword strategies (brand + variations in one slot)
3. Recommends using filtered views to segment without extra keywords
4. Notes the $5/mo add-on keyword option if optimization isn't enough Result: Maximized monitoring coverage within the 10-keyword limit

Example 2: Set up MCP server for Claude Code

User says: "How do I connect Octolens to Claude Code so I can query mentions from my terminal?" Skill does:

1. Reads platform guide MCP setup section
2. Provides the v2 claude mcp add --transport http command (OAuth — no token to paste)
3. Notes v1 SSE/token URL is legacy and only for existing connections
4. Suggests test query to verify connection Result: Working MCP connection with example queries

Example 3: Build a webhook pipeline to Slack

User says: "I want high-relevance mentions pushed to a Slack channel in real-time instead of checking the dashboard" Skill does:

1. Reads platform guide webhook and integration patterns
2. Outlines webhook endpoint setup for mention push
3. Provides code for filtering by AI relevance tag before forwarding to Slack
4. Notes hourly vs real-time refresh plan differences Result: Webhook pipeline filtering high-signal mentions to Slack

Troubleshooting

Mentions running out before month end

Symptom: 70%+ of mention quota consumed in first week Cause: Keywords too broad, matching common terms in irrelevant contexts Solution: Review top mentions — identify recurring false positives. Add context keywords in Octolens to narrow matches. Use filtered views to focus on high-relevance AI tags only. Consider removing low-value keywords and replacing with more specific ones.

MCP server not responding in Claude Code

Symptom: @octolens list my keywords returns no results or connection error Cause: Using the legacy v1 URL/token, OAuth not completed, or firewall blocking app.octolens.com Solution: Prefer MCP v2 — claude mcp add --transport http octolens "https://app.octolens.com/api/mcp/v2" and complete the browser OAuth sign-in on first use (no token to paste). If on legacy v1 (SSE ?token=), confirm the token isn't expired. Ensure outbound connections to app.octolens.com are allowed. Restart Claude Code completely after adding the MCP config.

Webhook not delivering mentions

Symptom: Configured webhook endpoint but no POST requests arriving Cause: Webhook not attached to a feed, frequency set to Daily/Weekly, endpoint not reachable, or wrong URL Solution: Webhooks are configured per feed (open feed → Set up alert → Webhook), not globally — confirm it's enabled on the right feed. Check the delivery frequency (Instantly / Hourly / Daily / Weekly) — a Daily/Weekly setting batches sends. Test endpoint reachability from outside your network and verify the URL is HTTPS. Payload arrives as { "action": "mention_created", "data": {...} }.