Next Best Action Engine

---
name: next-best-action-engine
description: Analyzes an opportunity's current state and engagement history, compares against won deals, and recommends the most effective next action with reasoning. Use when user asks "what should I do next on this deal", "next steps for this opportunity", "how do I move this deal forward", "what's the best action for this opp", "deal coaching", or "opportunity next action".
metadata:
  author: Dataverse
  version: 1.0.0
  category: sales-coaching
---

# Next Best Action Engine

Sales reps often wonder "What should I do next on this deal?" This skill provides data-driven recommendations by analyzing the current opportunity state and comparing it to successful deals at the same stage, identifying what actions led to wins and recommending the most impactful next step.

## Instructions

### Step 1: Retrieve Opportunity Context
When user asks "What should I do next on the [Opportunity Name] opportunity?":

**1.1 Get Opportunity Details:**
```
SELECT opportunityid, name, customerid, accountid, contactid, estimatedvalue,
       estimatedclosedate, salesstage, stepname, closeprobability,
       budgetstatus, need, purchasetimeframe, purchaseprocess, decisionmaker,
       description, currentsituation, customerneed, customerpainpoints,
       proposedsolution, msdyn_opportunityscore, msdyn_forecastcategory,… install to load the full skill