sales-skills/sales-salesken

Salesken Platform Help

Step 1 — Gather context

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

1. What module are you working with?
   • A) Revenue Intelligence (deal health, forecasting, pipeline)
   • B) QA AI (call scoring, compliance, audit)
   • C) AI Sales Assistant (real-time coaching, CRM enrichment)
   • D) Meeting Note Taker (transcription, summaries, action items)
   • E) Field Sales Analytics (on-site conversation capture)
   • F) CRM integration or data flow setup
   • G) Comparing Salesken to alternatives

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 | |---|---| | Choosing between Salesken and other note-takers/CI platforms | /sales-note-taker {user's question} | | Building a coaching program around call recordings | /sales-coaching {user's question} | | Reviewing a specific call for coaching feedback | /sales-call-review {user's question} | | Revenue forecasting strategy (not Salesken-specific) | /sales-forecast {user's question} | | General CRM integration patterns (Zapier, webhooks) | /sales-integration {user's question} |

When routing to another skill, provide the exact command.

Step 3 — Salesken platform reference

Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, data model, workflows.

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.

Module selection: Revenue Intelligence for deal visibility and forecasting. QA AI for compliance-heavy orgs (banking, insurance, BPO). AI Sales Assistant for rep-facing real-time coaching. Note Taker for teams that just need transcription and CRM logging. Field Sales for on-site teams.

Implementation approach: Start with a pilot team (10-15 reps) on a single module. Standard CRM integrations deploy in days. Custom integrations need onboarding team support for field mapping.

If you discover a gotcha or workaround 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from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• Pricing is opaque — per-recorded-user license + platform fee. Starts ~$99/mo but varies by module, user count, and negotiation. Get a written quote before committing.
• Dashboard can be slow under load — reported lag during high-volume calling blocks, especially with real-time coaching active. Test during peak hours before org-wide rollout.
• Call drops during live coaching — some users report call interruptions when the real-time AI is actively providing prompts. Pilot thoroughly.
• Too many features, steep learning curve — multiple modules (Revenue Intelligence, QA, Sales Assistant, Note Taker, Field Sales) plus custom scoring parameters. Don't enable everything at once.
• CRM custom integrations need onboarding team — Salesforce, HubSpot, Zoho work natively out of the box. Legacy or regional CRMs require Salesken's team to build custom connectors.
• No public API documentation — a Postman collection exists but isn't publicly accessible. Enterprise customers get API-level flexibility for CRM data flows, but there's no self-service API docs page.
• Multilingual support is a differentiator but language count isn't published — Salesken supports multiple languages for transcription and coaching, but the exact list of supported languages isn't documented publicly.

Related skills

• /sales-note-taker — Comparing Salesken to other conversation intelligence platforms (Gong, Avoma, Fireflies, Fathom, etc.)
• /sales-coaching — Building coaching programs that consume call data from Salesken or any CI tool
• /sales-call-review — Reviewing a specific recorded call for coaching insights
• /sales-forecast — Revenue forecasting strategy across tools
• /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

Examples

Example 1: Setting up QA scoring for a BPO contact center

User says: "We run a 200-seat BPO and want to score every call automatically instead of random sampling. How do I set up Salesken QA?" Skill does: Walks through QA AI module setup — custom performance parameters, compliance rule configuration, scoring thresholds, alerts for regulatory breaches, and reporting dashboards. Notes the per-recorded-user pricing model and recommends starting with a pilot team.

Example 2: Real-time coaching for a mid-market sales team

User says: "My reps keep fumbling objections on demos. Can Salesken help during the actual call?" Skill does: Explains the AI Sales Assistant module — real-time objection-handling prompts, talk track suggestions, sentiment cues. Covers CRM enrichment (auto-logs transcripts, summaries, action items). Warns about potential call dropout issues and recommends piloting with a small group first.

Example 3: Comparing Salesken to Gong for revenue intelligence

User says: "We're evaluating Salesken vs Gong. We need deal health tracking and forecasting." Skill does: Routes to /sales-note-taker for a full cross-platform comparison, noting that Salesken's Revenue Intelligence includes pipeline visibility, deal risk alerts, and forecasting at a lower price point than Gong (~$99/mo vs ~$1,600/user/yr), but Gong has deeper analytics and a larger ecosystem.

Troubleshooting

Dashboard slow during peak hours

Symptom: Insights and analytics take 10+ seconds to load during high-volume calling blocks Cause: Real-time processing load during simultaneous coaching sessions Solution: Stagger team calling blocks if possible. Use async review dashboards for bulk analysis instead of real-time views during peak hours.

Real-time coaching prompts arriving late or dropping

Symptom: Reps report coaching cues appearing after the moment has passed, or the coaching overlay disconnecting mid-call Cause: Network latency or platform load during high-volume periods Solution: Ensure stable, low-latency internet connection. Test with a pilot group during peak hours. If persistent, raise with Salesken support — may need infrastructure optimization for your deployment.

CRM sync not pushing data

Symptom: Transcripts, summaries, or deal risk scores not appearing in CRM records Cause: Field mapping misconfiguration or sync delay (most syncs complete within minutes, but can delay) Solution: Verify field mapping in Salesken admin. Check that the CRM integration is active and authorized. For custom field mapping, contact Salesken onboarding team. Native Salesforce/HubSpot/Zoho integrations should work within minutes.