sales-skills/sales-laxis

Laxis Platform Help

Step 1 — Gather context

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

Ask the user:

1. What do you need help with?

   • A) Setting up Laxis (connecting to Zoom/Meet/Teams, first meeting, voice keyboard)
   • B) Troubleshooting an issue (transcription quality, speaker ID, CRM sync, voice keyboard)
   • C) Comparing Laxis to another note-taker (Fathom, Fireflies, Otter, MeetGeek)
   • D) Understanding pricing or plan limits
   • E) CRM automation or integrations (HubSpot, Salesforce, Zapier)
   • F) Hardware setup (OSO AI Earbuds, Panocore360 camera)

2. How are you using Laxis?

   • A) Online meetings (Zoom, Google Meet, Teams)
   • B) Voice keyboard / dictation across apps
   • C) In-person meetings (earbuds or device mic)
   • D) File uploads
   • E) Multiple methods

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 AI note-takers (not just Laxis) | /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 (Zapier, webhooks) | /sales-integration {user's question} |

Otherwise, answer directly below.

Step 3 — Laxis platform reference

Read references/platform-guide.md for the full platform reference — features, pricing, integrations, hardware, limitations.

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.

Setup priorities:

1. Sign up at laxis.com — Basic plan is free (300 min/mo)
2. Install the Chrome extension or desktop app (Windows/macOS)
3. Choose recording method: bot-free (zero-footprint) or AI assistant bot (calendar invite)
4. Test voice keyboard in any app (Slack, Gmail, Notion) — verbal cleanup auto-removes filler words
5. For CRM sync, upgrade to Business ($29.99/mo) to connect HubSpot or Salesforce

Comparison quick guide:

• Laxis vs Fathom → Fathom has a more generous free tier (unlimited recordings) and cheaper CRM sync ($25/user/mo annual); Laxis adds universal voice keyboard and hardware ecosystem
• Laxis vs Fireflies → Fireflies has a richer API (GraphQL + webhooks) and deeper analytics; Laxis is bot-free by default and adds dictation beyond meetings
• Laxis vs Otter → Otter has real-time collaboration and more integrations; Laxis adds voice keyboard, bot-free recording, and 50+ report templates

If you discover a gotcha or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research — review these, especially items about plan-gated features.

• Closed captions must stay on for transcription to work. If closed captions are turned off during a meeting, Laxis stops transcribing and notes may be lost. Always keep captions enabled.
• Speaker identification varies by platform. Google Meet identifies speakers by name, but Zoom and Teams show generic labels (Speaker 1, Speaker 2). No workaround documented.
• No audio recording for Google Meet. Unlike Zoom, Laxis cannot record audio from Google Meet — transcription works but playback is not available.
• No public API. API access is Enterprise-only with custom pricing. No public docs, no developer portal, no webhooks. For automation below Enterprise, Zapier (Business+) is the only option.
• CRM sync requires Business plan ($29.99/mo). HubSpot and Salesforce integration is not available on Basic (free) or Premium ($15.99/mo).
• 7,000+ app integrations claim is Zapier-based. The "7,000+ integrations" on the Business plan goes through Zapier — there are no native integrations beyond HubSpot, Salesforce, Slack, Gmail, Notion, and Zapier.
• Support responsiveness issues reported. Multiple G2/Capterra reviews mention slow or no response from support. AI usage quota tracking has been reported as inaccurate.

Related skills

• /sales-note-taker — Compare all AI note-takers, select the right one for your team, or plan an API integration pipeline
• /sales-fathom — Fathom platform help — free-tier leader with CRM sync and API
• /sales-fireflies — Fireflies.ai platform help — GraphQL API, AskFred, conversation search
• /sales-call-review — Review a specific call for coaching
• /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

Examples

Example 1: Setting up Laxis for Zoom meetings

User says: "I want to use Laxis to transcribe my Zoom sales calls. How do I get started?" Skill does:

1. Walks through signing up at laxis.com and choosing between bot-free and bot-based recording
2. Explains bot-free (zero-footprint) captures audio from the device without a visible bot joining
3. Notes that Zoom speaker ID shows generic labels (Speaker 1/2) rather than names
4. Recommends keeping closed captions on to avoid transcription stopping
5. Shows how to access AI summaries and 50+ report templates after the meeting Result: User is set up for Zoom transcription with awareness of platform-specific quirks.

Example 2: Laxis CRM sync to HubSpot

User says: "Can I automatically sync Laxis meeting notes to HubSpot?" Skill does:

1. Confirms CRM automation requires the Business plan ($29.99/mo)
2. Explains that HubSpot sync is native on Business — meeting summaries, action items, and customer data flow to CRM
3. Notes that Premium ($15.99/mo) does not include CRM sync
4. For users on Premium who need CRM sync, suggests upgrading or using Zapier as a workaround (also Business+)
5. If budget is tight, recommends evaluating Fathom Business ($25/user/mo annual) which also has HubSpot sync Result: Clear path to CRM integration with plan requirements and alternatives.

Example 3: Voice keyboard not cleaning up dictation

User says: "The Laxis voice keyboard isn't removing my filler words like 'um' and 'uh'. What's wrong?" Skill does:

1. Checks if verbal cleanup is enabled in voice keyboard settings
2. Explains the difference between verbal cleanup (removes filler words) and precision cleanup (removes repetition)
3. Notes that custom vocabulary/dictionary may need training for domain-specific terms
4. Suggests testing in a simple app (Slack or Gmail) before using in complex environments Result: User understands cleanup settings and can troubleshoot voice keyboard issues.

Troubleshooting

Transcription stops mid-meeting

Symptom: Laxis stops transcribing partway through a meeting, resulting in incomplete notes Cause: Closed captions were turned off during the meeting. Laxis relies on active captions to capture audio for transcription. Solution: Ensure closed captions remain enabled throughout the entire meeting. Check your meeting platform settings to prevent auto-disable of captions. If transcription stopped, the lost portion cannot be recovered — re-enable captions and continue.

Speaker identification shows generic labels

Symptom: Transcript shows "Speaker 1", "Speaker 2" instead of participant names on Zoom or Teams Cause: Laxis speaker identification works differently across platforms — Google Meet can identify speakers by name, but Zoom and Teams use generic labels Solution: No fix available within Laxis. As a workaround, manually label speakers after the meeting. Consider Google Meet if named speaker identification is critical.

CRM sync not working

Symptom: Meeting notes are not appearing in HubSpot or Salesforce after meetings Cause: CRM automation is only available on the Business plan ($29.99/mo). Premium and Basic plans do not include CRM sync. Solution: Verify you're on the Business plan. If on Premium, upgrade to Business or use manual export. Check that the CRM connection is properly authenticated in Laxis settings.