Read.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?
- A) Set up Read.ai for my team (onboarding, permissions, calendar sync)
- B) Integrate Read.ai data into another system (CRM, warehouse, Slack, internal app)
- C) Configure engagement analytics or Search Copilot
- D) Troubleshoot an issue (auto-join, permissions, transcript quality, removal)
- E) Understand pricing or plan differences -
Which plan are you on?
- A) Free (5 meetings/month)
- B) Pro ($19.75/mo)
- C) Enterprise ($29.75/mo)
- D) Enterprise+ ($39.75/mo)
- E) Not sure / evaluating -
If integrating, what's the target?
- A) CRM (Salesforce, HubSpot)
- B) Project management (Asana, Jira, Linear, Notion, Confluence)
- C) Data warehouse or internal database
- D) Slack / Teams notifications
- E) AI tool via MCP (Claude, Cursor, VS Code)
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 |
|---|---|
| Picking between Read.ai vs Fathom vs Fireflies vs other note-takers | /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, Make, iPaaS) | /sales-integration {user's question} |
| Meeting scheduling | /sales-meeting-scheduler {user's question} |
When routing, provide the exact command: "This is a {problem domain} question — run: /sales-{skill} {user's original question}"
Otherwise, answer directly below.
Step 3 — Read.ai platform reference
Read references/platform-guide.md for the full platform reference — modules, pricing, API, MCP, integrations, data model, workflows.
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.
Quick decision framework:
- Need webhook automation? → Pro+ required. Set up via Read dashboard → Integrations → Webhooks
- Need CRM sync (Salesforce/HubSpot)? → Pro+ required (premium integration)
- Need video playback? → Enterprise required ($29.75/mo)
- Need HIPAA/SSO? → Enterprise+ required ($39.75/mo, 5+ licenses)
- Need MCP for Claude/Cursor? → Connect to https://api.read.ai/mcp/, OAuth auth
- Need Zapier automation? → Pro+ required, triggers: meeting report ready
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.
- Auto-join behavior is aggressive. Read.ai hooks into your calendar and joins all scheduled meetings by default. External participants see a "Read.ai" bot join without being asked. This has caused university bans and Trustpilot complaints. Configure per-meeting or disable auto-join in settings.
- Video playback is Enterprise-only. Pro plan ($19.75/mo) gets unlimited transcripts but no video playback or highlights. That's a 50% price jump to Enterprise ($29.75/mo) for video.
- Removing Read.ai is difficult. Deleting your account may not stop it from joining meetings. You may need to revoke OAuth permissions in Google/Microsoft and remove the app from your calendar integrations manually.
- Sentiment analysis lacks cultural nuance. The engagement/sentiment scoring can misread cultural communication styles and flag benign language. Don't rely on it for performance decisions.
- API is in open beta. Auth is now Bearer token (
Authorization header uses an OAuth access token from the approved secret store OAuth 2.1 dynamic client registration); endpoints areGET /v1/meetings(List),GET /v1/meetings/{meeting_id}` (Retrieve), and Retrieve a Live Meeting. Rate limit 100 req/min/user → HTTP 429; cursor-based pagination. Still beta — expect breaking changes and watch for added endpoints/webhook-event support. - Webhook events are limited. Only
meeting_endandmanualtriggers — no real-time or mid-meeting events. - Free plan exhausts quickly. 5 meetings/month with 1-hour max per meeting. Regular users hit the cap in 1-2 weeks.
- Recordings may become inaccessible after cancellation. Users report losing access to historical recordings when subscriptions end.
Related skills
/sales-note-taker— Picking or integrating an AI meeting note-taker (Fathom, Fireflies, Avoma, Gong, Otter, Fellow, Grain, Sembly, Read.ai). Install:npx skills add sales-skills/sales --skill sales-note-taker -a claude-code -y/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 MCP with Claude
User says: "How do I connect Read.ai to Claude so I can query my meeting transcripts?"
Skill does: Walks through MCP server connection at https://api.read.ai/mcp/, OAuth authentication, and example prompts like "What did we decide about the timeline in yesterday's meeting?"
Example 2: Webhook integration to push meeting data to CRM
User says: "I want meeting summaries automatically pushed to Salesforce after every call"
Skill does: Confirms Pro+ plan required, walks through webhook setup (dashboard → Integrations → Webhooks), payload fields (summary, chapters, action items, transcript), HMAC signature verification, and Salesforce mapping.
Example 3: Troubleshooting unwanted auto-join
User says: "Read.ai keeps joining my meetings and my clients are complaining about a bot appearing"
Skill does: Walks through disabling auto-join in Read.ai settings, revoking calendar OAuth permissions if needed, and configuring per-meeting join preferences.
Troubleshooting
Read.ai joins meetings without permission
Symptom: A "Read.ai" bot appears in meetings you didn't invite it to, or participants report an unexpected bot
Cause: Read.ai hooks into your calendar and auto-joins all scheduled meetings by default once linked
Solution: Go to Read.ai settings → disable auto-join for all meetings. To fully remove: revoke OAuth access in Google Workspace Admin or Microsoft 365, remove Read.ai from calendar app integrations, and consider domain-level blocking if needed for your org.
Can't access video playback on Pro plan
Symptom: Meeting recordings show transcript only, no video playback option
Cause: Video playback and video highlights are gated to Enterprise plan ($29.75/mo) and above
Solution: Upgrade to Enterprise, or use the meeting platform's own recording (Zoom/Meet/Teams) alongside Read.ai for video needs.
Webhook payloads missing transcript or action items
Symptom: Webhook fires on meeting_end but payload is incomplete
Cause: AI processing (summary, action items, key questions) may not be complete when the meeting_end event fires
Solution: Add a delay or re-fetch via the REST API after receiving the webhook. Use the session_id from the payload to poll for the complete report — call GET /v1/meetings/{meeting_id} with expand=summary,metrics (Bearer auth), respecting the 100 req/min/user limit.
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