Salesken Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
- 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from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.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.
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