Separate CRM facts from channel conversation when answering a deal-status question
At a glance
Claude Tag answers account questions in the shared channel and identifies which facts came from the connected CRM and which came from the conversation. This workflow is listed under life, sales-operations, shared-context.
The Academy scenario gives Claude Tag a standing help-channel task: answer from the knowledge base, ask for missing details, or file a complete ticket for the owner.
Claude Tag runs a connected warehouse query and publishes the chart and query together, allowing colleagues to correct the metric definition in context.