sales-skills/sales-bluedot

Bluedot Platform Help

Step 1 — Gather context

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

1. What are you trying to do?

   • A) Set up Bluedot for my team (first-time setup)
   • B) Configure CRM sync (HubSpot/Salesforce/Pipedrive)
   • C) Set up webhook integrations for automation
   • D) Compare Bluedot plans or vs other tools
   • E) Troubleshoot a recording/extension/app issue
   • F) Something else

2. Which plan are you on (or considering)?

   • A) Free (5 lifetime meetings)
   • B) Basic ($14/mo — unlimited audio, no video)
   • C) Pro ($20/mo — video, custom templates, imports)
   • D) Business ($32/mo — HubSpot/Salesforce, unlimited imports)
   • E) Unlimited (custom — SSO/SCIM)
   • F) Not sure yet

3. Which meeting platforms do you use?

   • A) Google Meet
   • B) Zoom
   • C) Microsoft Teams
   • D) Webex
   • E) Slack Huddles
   • F) In-person meetings
   • G) Multiple

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

| Problem domain | Route to | |---|---| | Comparing all note-takers across vendors | /sales-note-taker {user's question} | | Reviewing a specific call for coaching | /sales-call-review {user's question} | | Building a coaching program | /sales-coaching {user's question} | | General CRM/tool integration patterns | /sales-integration {user's question} | | HubSpot-specific questions beyond Bluedot sync | /sales-hubspot {user's question} | | Salesforce-specific questions beyond Bluedot sync | /sales-salesforce {user's question} |

When routing to another skill, provide the exact command.

Otherwise, answer directly below.

Step 3 — Bluedot platform reference

Read references/platform-guide.md for the full platform reference — pricing tiers, plan-gated features, webhook setup, CRM configuration, recording modes, AI features, and integration patterns.

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

Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

Plan selection framework:

• Solo user trying it out → Free (5 meetings) to test, then Basic ($14/mo) for unlimited audio
• Team wanting video recordings + custom templates → Pro ($20/mo)
• Sales team needing CRM auto-sync → Business ($32/mo) — this is the lowest plan with CRM (HubSpot/Salesforce) and ATS integration, and it also includes SSO & SCIM
• Enterprise wanting fixed pricing across unlimited paid seats (vs per-member) → Unlimited (custom pricing); SSO/SCIM itself is already on Business

Key decision points:

• Video recording is Pro+ only — Basic is audio-only
• CRM sync is Business+ only — a significant jump from Pro ($20) to Business ($32)
• Custom templates require Pro+ — Basic uses default templates only
• File imports (MP4/MP3/M4A) require Pro+ — Basic can't import external recordings

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.

• Free plan is a trial, not a tier. 5 meetings lifetime — once used, they're gone. Not comparable to Fathom's unlimited free recordings.
• CRM sync requires Business plan ($32/mo). HubSpot and Salesforce are only on Business+. Pipedrive/Copper/Zoho availability may vary by plan.
• No public REST API for writes/queries, but there is an MCP server. Bluedot 2.1 added an MCP server (https://app.bluedothq.com/api/v1/mcp, OAuth auth) that lets AI assistants browse meetings, read transcripts (with speaker labels + timestamps), search, and pull structured summaries. MCP access may be gated at the workspace level on Enterprise plans. Ingress/push is still webhook (Svix) + CRM sync + Zapier/Make.
• Chrome extension dependency. Firefox and Safari are not supported. Desktop apps exist but the core experience is Chrome-first.
• SOC 2 still pending. GDPR + CCPA compliant with 256-bit AES encryption, but no SOC 2 cert yet.
• No custom vocabulary. Technical terms, acronyms, and industry jargon may be transcribed incorrectly.
• Desktop app instability. Reports of crashes/drops after ~1 hour of continuous recording.
• Webhook fires once. If your endpoint is down, you miss the event. Manual replay available in dashboard but no automatic retry chain documented.

Related skills

• /sales-note-taker — Compare all AI note-takers, plan selection, API integration architecture
• /sales-call-review — Review a specific call for coaching
• /sales-coaching — Build coaching programs that consume call data
• /sales-integration — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)
• /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 -y

Examples

Example 1: Setting up Bluedot for a sales team

User says: "I want to record all our sales calls without a bot joining — which Bluedot plan do I need and how do I set it up?" Skill does: Recommends Pro ($20/mo) for video recording or Business ($32/mo) if they need CRM sync, walks through Chrome extension install and calendar connection, explains the bot-free recording approach.

Example 2: Webhook integration for CRM automation

User says: "I want Bluedot meeting notes to automatically push to our internal CRM via webhook — how do I set that up?" Skill does: Walks through Svix webhook endpoint setup (Automation → Integrations → Webhook), explains user-level vs workspace-level scope, shows JavaScript transform option for payload reshaping, warns about single-fire delivery model.

Example 3: Desktop app keeps crashing mid-recording

User says: "Bluedot desktop app drops after about an hour of recording — I keep losing meeting notes." Skill does: Identifies known issue with long recordings, suggests using Chrome extension as primary (more stable), recommends splitting long meetings if using desktop, checks if they're on latest version.

Troubleshooting

Desktop app crashes/drops after ~1 hour

Symptom: Recording stops mid-meeting, notes are incomplete or missing Cause: Known stability issue with long continuous recordings on desktop app Solution: Use the Chrome extension as primary recorder (more stable). For meetings >1 hour, check for app updates. If issue persists, record via Chrome extension + use mobile app as backup for in-person portions.

Chrome extension not recording in managed IT environment

Symptom: Extension can't be installed or doesn't activate during meetings Cause: Corporate IT policies block Chrome extension installation or restrict extension permissions Solution: Ask IT to whitelist the Bluedot extension ID (aeeninnnlhgaojlolnbpljadhbionlal). Alternatively, use the desktop app (Mac/Windows) which doesn't require Chrome extension permissions.

Webhook endpoint not receiving events

Symptom: Configured webhook but no payloads arrive after meetings Cause: Endpoint URL unreachable, wrong event subscription, or user-level scope mismatch Solution: Verify endpoint accepts POST requests and returns 2xx. Check Svix dashboard for failed deliveries — use manual replay. Confirm the webhook was set up by the same user whose meetings you want to capture (user-level scope by default). For workspace-wide webhooks, contact Bluedot support.