Gift Insights

Show my gifting dashboard

Review gifting performance using the reachdesk-gifting-dashboard skill. Ask your CSM for the skill and connect Reachdesk. No CRM connection is needed.

When to use it

You want a gifting performance dashboard for a chosen period. Before using this prompt, ask your CSM for the reachdesk-gifting-dashboard skill, add it to your AI assistant and connect Reachdesk.

What your AI assistant does

  1. Uses the reachdesk-gifting-dashboard skill.
  2. Retrieves gifting activity from your connected Reachdesk account.
  3. Compares sends and claim rates by team, campaign and sender where data is available.
  4. Highlights key trends and any data limitations for the period.
  5. Builds the dashboard in the skill's format and states the exact dates covered.

Example prompt

Ready-to-use prompt
Use the reachdesk-gifting-dashboard skill to show me my gifting dashboard for [period, e.g. the past month].
Works with Claude, ChatGPT and Microsoft Copilot once Reachdesk MCP is connected.
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Welcome customers before kickoff

Welcome newly signed customers with relevant gifts and a personal note before onboarding begins.

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Prospecting & Active Deals

Send a quick one-off gift

Find a gift for an introduction, thank-you or reconnection, using the context you provide.

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Customer Onboarding

Celebrate a customer's go-live

Celebrate a confirmed customer go-live with a gift that is different from their welcome gift.

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Ready to put your first prompt to work?

Connect Reachdesk MCP to Claude, ChatGPT, or Microsoft Copilot and turn GTM signals into smarter gifting.

Get started with Reachdesk MCP