Proshort Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
Ask the user:
-
What's your primary goal?
- A) Evaluate Proshort vs alternatives (selection/comparison)
- B) Set up or configure Proshort (recording, CRM sync, coaching)
- C) Troubleshoot an issue (alerts not firing, CRM fields not syncing, roleplay not working)
- D) Understand pricing and plan differences -
What's your current setup?
- A) CRM: Salesforce / HubSpot / Zoho / Other
- B) Video platform: Zoom / Google Meet / Teams
- C) Team size and current CI tool (if any)
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 |
|---|---|
| Reviewing a specific call for coaching or scoring | /sales-call-review {user's question} |
| Building a coaching program across tools | /sales-coaching {user's question} |
| Comparing note-taker/CI platforms broadly | /sales-note-taker {user's question} |
| General CRM-to-tool integration (Zapier, webhooks, iPaaS) | /sales-integration {user's question} |
| Revenue forecasting strategy | /sales-forecast {user's question} |
Otherwise, answer directly below.
Step 3 — Proshort platform reference
Read references/platform-guide.md for the full platform reference — capabilities, pricing, integrations, data model, and recipes.
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.
Evaluation framework:
1. Budget — $75/user/mo Professional, custom Enterprise. No free tier. Compare: Rafiki $19-49, Outdoo ~$55-100, Attention ~$59, Gong $100-133.
2. Coaching depth — AI Roleplay + in-call cues + snippet library + Skill Intelligence Dashboard. Stronger coaching than Gong/Avoma; weaker raw CI analytics than Gong.
3. CRM integration — Salesforce/HubSpot/Zoho auto-sync. 100% field fill rate claimed. No API for custom integrations.
4. Compliance — SOC 2 Type 2, ISO 27001, GDPR, HIPAA. Strong for regulated industries.
5. Limitations — No public API, no webhooks, no MCP server. All automation is through native integrations.
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from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
- No public API or webhooks. All integrations are native (Salesforce, HubSpot, Zoho, Slack, Gong). No way to build custom integrations or pipe data to a warehouse.
- Pricing page returns 404. The $75/user/mo Professional pricing comes from the homepage — verify with Proshort sales before committing.
- No free tier or trial documented. Unlike Rafiki (free tier + 14-day trial) or Fathom (unlimited free), Proshort requires a sales conversation.
- "TodoFusion" appears in blog titles. This appears to be a CMS artifact, not a separate product — don't confuse them.
- Small review base. No G2 reviews found — rely on case studies (RateGain, Increff, Aviz Networks) for social proof.
- Gong integration listed. Proshort integrates with Gong — suggests it can layer coaching on top of existing Gong CI, not just replace it.
- Enterprise pricing is custom. Includes dedicated support, 99.9% SLA — budget significantly above $75/user for Enterprise.
Related skills
/sales-note-taker— Compare Proshort against other CI platforms (Gong, Avoma, Rafiki, Fireflies, etc.)/sales-coaching— Build coaching programs that consume call data from Proshort or other CI tools/sales-call-review— Review a specific call for coaching/sales-forecast— Revenue forecasting and deal health/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: Evaluating Proshort vs Gong for a mid-market team
User says: "We're a 20-rep SaaS team on HubSpot. Gong quoted us $1,400/user/yr. Is Proshort worth considering?"
Skill does:
1. Reads platform guide for pricing comparison: Proshort $75/user/mo ($900/yr) vs Gong $1,400/yr
2. Notes Proshort's coaching focus (AI Roleplay, contextual in-call cues) vs Gong's broader analytics
3. Flags that Proshort has no public API while Gong has REST + webhooks
4. Recommends Proshort if coaching/enablement is the priority; Gong if analytics/API/ecosystem matters more
Result: Clear comparison with a decision framework tied to the team's priorities.
Example 2: Setting up CRM auto-sync with Salesforce
User says: "How do I get Proshort summaries and action items into Salesforce automatically?"
Skill does:
1. Reads platform guide for CRM sync section
2. Explains native Salesforce integration — auto-pushes summaries, action items, and coaching insights to opportunity records
3. Notes 100% field fill rate claim — no manual data entry needed
4. Warns there's no API fallback if native sync doesn't cover custom fields
Result: Setup guidance with realistic expectations about native integration limits.
Example 3: Proshort AI Roleplay not scoring accurately
User says: "The AI Roleplay scores seem inconsistent — some reps get high scores on weak performances."
Skill does:
1. Reads platform guide for AI Roleplay section
2. Explains that roleplay scenarios are built from real customer conversations — check if the source calls are representative
3. Suggests calibrating with top-performer examples in the snippet library
4. Notes this is a known limitation of AI-scored roleplay across all platforms (Solidroad, SecondBody, Outdoo)
Result: Troubleshooting steps plus context that this is an industry-wide challenge.
Troubleshooting
CRM fields not populating after calls
Symptom: Proshort records and transcribes calls but Salesforce/HubSpot fields stay empty
Cause: CRM connection may not be fully authorized, or field mapping may not be configured
Solution: Re-authorize the CRM connection in Proshort settings. Verify field mappings match your CRM schema. Check that the recorded meeting was on a supported platform (Zoom/Meet/Teams). Note: there's no API to debug this programmatically — check Proshort's dashboard for sync status.
Deal risk alerts not appearing in Slack
Symptom: Deals are clearly stalled but no Slack notifications arrive
Cause: Slack integration may not be connected, or alert thresholds may not match your deal velocity
Solution: Verify Slack workspace connection in Proshort settings. Check alert configuration — Deal Agents need to know what "stalled" means for your pipeline (days without activity, missing stakeholders, etc.). Start with default thresholds and tune from there.
AI Roleplay scenarios feel generic
Symptom: Reps say roleplay doesn't match real customer conversations
Cause: Roleplay scenarios may be using default templates rather than your team's actual call library
Solution: Build the snippet library first — tag top-performer calls by persona, deal stage, and competitor. AI Roleplay quality improves as the call library grows. Feed recent competitive win/loss calls to get more relevant objection-handling scenarios.
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