sales-skills/sales-sally

Sally AI Platform Help

Step 1 — Gather context

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

What are you trying to do with Sally?

1. Set up or configure — bot invitations, calendar sync, custom vocabulary, mobile app
2. Fix a problem — transcription quality, bot not joining, summaries missing info, CRM sync issues
3. Compare or evaluate — Sally vs other note-takers, plan selection, GDPR/compliance check
4. Integrate or automate — MCP connector, Zapier/Make workflows, CRM sync, Slack/Teams notifications
5. 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from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.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 [email protected] 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.