Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
What are you trying to do with Sally?
- Set up or configure — bot invitations, calendar sync, custom vocabulary, mobile app
- Fix a problem — transcription quality, bot not joining, summaries missing info, CRM sync issues
- Compare or evaluate — Sally vs other note-takers, plan selection, GDPR/compliance check
- Integrate or automate — MCP connector, Zapier/Make workflows, CRM sync, Slack/Teams notifications
- Optimize usage — meeting analytics, custom meeting types, AI chat, team workflows
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
Step 2 — Route or answer directly
| If the question is about... | Route to... |
|---|---|
| Choosing between many note-takers (not Sally-specific) | /sales-note-taker [question] |
| Reviewing a specific sales call for coaching | /sales-call-review [question] |
| Building a sales coaching program | /sales-coaching [question] |
| CRM integration strategy beyond Sally | /sales-integration [question] |
| Email deliverability or outbound sequences | /sales-cadence [question] |
When routing, provide the exact command.
Step 3 — Sally AI platform reference
Read references/platform-guide.md for the full platform reference — capabilities, pricing, MCP setup, integration recipes, data model.
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:
- Plan selection: Starter for occasional meetings (<20 hrs/mo), Pro for daily meeting teams needing unlimited minutes + analytics, Enterprise for on-premise or regulated industries
- Accuracy tiers: Bronze/Silver/Gold AI models map to 90.3%/94.1%/98.8% — upgrade plan if accuracy is critical
- Integration path: MCP for AI assistant queries, Zapier/Make for workflow automation, native CRM connectors for sales teams
- GDPR advantage: Germany-hosted, end-to-end encryption, works council compliant — strong fit for EU enterprises
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from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
- Custom meeting types and AI chat per meeting require Pro ($40/mo) — Starter only gets Bronze AI and standard summaries
- MCP connector is read-only — you can query meetings/transcripts but cannot create, update, or delete anything via MCP
- Accuracy varies by AI model tier: Starter (90.3%) vs Pro (94.1%) vs Enterprise (98.8%) — significant gap for technical jargon
- Custom vocabulary helps with technical terms but accuracy ceiling is set by your plan's AI model tier
- On-premise deployment is Enterprise-only ($79/mo) — cannot self-host on lower plans
- Global AI chat (search across all meetings) requires Enterprise — Pro only gets per-meeting AI chat
- Upload limit: Starter 1 GB, Pro/Enterprise 5 GB — large video files may hit this quickly
- Partner program offers 25% commission but requires Certified Partner application
Related skills
/sales-note-taker— Comparing AI meeting note-takers across all platforms, API integration patterns, CRM sync architecture. Install:npx skills add sales-skills/sales --skill sales-note-taker -a claude-code/sales-call-review— Reviewing and coaching from a specific sales call recording. Install:npx skills add sales-skills/sales --skill sales-call-review -a claude-code/sales-integration— Connecting tools via webhooks, Zapier, Make, or API pipelines. Install:npx skills add sales-skills/sales --skill sales-integration -a claude-code/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
User prompt: "I need to set up Sally for my sales team of 15 reps — which plan and how do I get transcripts into HubSpot?"
What the skill does: Recommends Pro plan (unlimited minutes, custom meeting types for sales calls, AI chat per meeting), walks through HubSpot native integration setup, explains that CRM sync pushes meeting notes + action items automatically. Notes that custom vocabulary should be configured for industry-specific terms.
User prompt: "How do I connect Sally's MCP server to Claude Desktop so I can search past meetings?"
What the skill does: Reads platform-guide.md MCP section, provides the JSON config with endpoint URL and Bearer token setup steps, explains the 5 available tools (search_appointments, search_summaries, get_recordings, get_summary, get_transcription), notes read-only scope and token security best practices.
User prompt: "Sally is butchering technical terms in our engineering standups — names, acronyms, and framework names are all wrong"
What the skill does: Checks current plan tier (accuracy ceiling matters), recommends custom vocabulary setup for recurring terms, suggests upgrading to Pro/Enterprise for Silver/Gold AI model if on Starter. Notes that 90.3% accuracy on Starter vs 98.8% on Enterprise is a significant gap for jargon-heavy meetings.
Troubleshooting
Sally bot not joining meetings
Symptom: Bot doesn't appear in Zoom/Teams/Meet/Webex calls
Solution: Verify invite@sally.io is in the calendar invite (not just the meeting link). Check calendar integration (Outlook/Google/Apple) is connected in Settings. For Teams, ensure external guests are allowed in meeting policy.
Transcription accuracy poor on technical terms
Symptom: Names, acronyms, product names consistently wrong Solution: Add terms to custom vocabulary in Settings. Check your plan tier — Starter's Bronze AI (90.3%) struggles with jargon. Pro's Silver AI (94.1%) or Enterprise's Gold AI (98.8%) handles technical content significantly better.
CRM sync not pushing meeting notes
Symptom: Sally transcribes and summarizes but notes don't appear in HubSpot/Salesforce/Dynamics Solution: Check native CRM integration status in Settings → Integrations. Verify the CRM user has write permissions. For Zapier/Make workflows, check trigger configuration and field mapping. Sally pushes outbound to CRM — it does not pull data back.