Salesmate Platform Help
Salesmate is an AI-powered sales CRM for SMB and mid-market teams — contacts/companies, deal
pipelines, activities, built-in calling + SMS, email sequences, marketing automation, Smart Flow
workflows, a ticketing/team inbox, and the Sandy AI copilot — with a RESTful v4 API and Zapier/Make
connectors.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
Figure out which of these the user needs (ask only if their prompt doesn't already say):
- What kind of problem is this?
- A) API / integration build (auth headers, pagination, syncing data in/out)
- B) Sequences, Smart Flow automation, or marketing campaigns not behaving
- C) Built-in calling/SMS or a telephony integration (e.g. RingCentral)
- D) Pricing, plan gates, Sandy AI / sequence / credit limits, or which plan to buy
- E) Choosing whether Salesmate is the right CRM at all - Which plan? Basic / Pro / Business / Enterprise — features and limits differ sharply by tier.
Skip-ahead rule: if the user's prompt already has enough context, skip to Step 2 or Step 3.
Step 2 — Route or answer directly
| Problem domain | Route to |
|---|---|
| Comparing Salesmate vs Pipedrive/Close/Freshsales/HubSpot or picking a CRM | /sales-crm-selection {user's question} |
| Outbound sequence/cadence strategy across platforms | /sales-cadence {user's question} |
| Email-marketing strategy (segmentation, deliverability) across tools | /sales-email-marketing {user's question} |
| SMS-marketing strategy / compliance across tools | /sales-sms-marketing {user's question} |
| Connecting Salesmate to other tools (Zapier/Make/native) | /sales-integration {user's question} |
| Contact enrichment for CRM records | /sales-enrich {user's question} |
When routing, give the exact command, e.g. "This is a CRM-comparison question — run: /sales-crm-selection should I move from Salesmate to Pipedrive".
Step 3 — Salesmate platform reference
Read references/platform-guide.md for the full reference — capabilities & automation surface,
pricing/plan gates, data model (JSON shapes), integration recipes (cURL + Python), and integration
patterns. For raw API detail (endpoints, auth headers, search/pagination, error codes), read
references/salesmate-api-reference.md.
Answer using only the relevant section. Don't dump the whole reference.
Step 4 — Actionable guidance
You no longer need the guide — focus on the user's situation.
- Getting a 401? Auth is header-based:
accessToken= your Access Key (My Account → Access Key)
andx-linkname= your account host (e.g.demo.salesmate.io). A 401 is almost always one of
those two headers; a 403 means the user lacks access or the feature isn't enabled. - Base URL is per-account:
https://{link_name}.salesmate.io/apis/{module}/v4/.... Use v4. - Listing/searching is a POST to
/apis/{module}/v4/search?rows=250&from=0with a
displayingFields+filterQuery+sortbody; pagination is offset-based (rows+from),
withtotalRows/totalPagesinData. - Hitting limits? The cap is 1500 API calls/hour per link — batch reads with large
rows,
cache, and space out pages. Smart Flow automation is credit-metered; heavy flows stall when the
monthly credit pool runs out. - Feature locked? Sequences + Sandy AI = Pro+; power dialer/custom modules/SLAs = Business+.
- No inbound webhooks — push events OUT via a Smart Flow "API Call/Webhook" action or Make/Zapier
"Watch …" triggers; write INTO Salesmate via the REST API.
If you discover a gotcha or workaround not in references/learnings.md, append it there.
Gotchas
> Best-effort from research (2026-06) — review these, especially plan-gated features and pricing which change frequently.
- Auth header naming is confusing. The header key is
accessTokenand its value is your Access
Key — but the official Postman collection stores that value in a variable labeledsessionToken,
and Make surfaces three fields (API Key, API Token, Session Token). You also must sendx-linkname
(your account host). Mismatched headers =401. - v1/v3 are deprecated (slated May 1, 2023) — build on
v4. A few resources (Products, Lookup
Fields) still expose v1/v3 paths. - Pagination is offset-based, not cursor. Drive it with
rows(≤250) +from, and stop on
totalRows. Search/list endpoints are POSTs with a query body, not GETs. - 1500 API calls/hour per link, account-wide, with no rate-limit response header — track usage
yourself or you'll silently start failing. - No inbound webhooks. You can't subscribe to events via the API; use a Smart Flow API/Webhook
action or an iPaaS "Watch" trigger to push out, and the REST API to write in. - Sharp plan gates. Sequences and Sandy AI need Pro ($39); power dialer/custom modules/SLAs need
Business ($63). Smart Flow credits (5K/10K/15K by tier) can run out mid-automation. Calling/SMS
numbers are a paid add-on. 24/7 support is Enterprise-only.
Related skills
/sales-crm-selection— CRM comparison & selection — is Salesmate right vs Pipedrive, Close, Freshsales, HubSpot, Zoho?/sales-pipedrive— Pipedrive platform help — the pipeline-first SMB CRM most often compared to Salesmate/sales-cadence— Outbound sequence/cadence strategy across platforms/sales-email-marketing— Email-marketing strategy across tools/sales-sms-marketing— SMS-marketing strategy and compliance across tools/sales-integration— Connecting Salesmate to other tools — webhooks, Zapier, Make, custom API/sales-enrich— Contact enrichment for CRM records/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
Example 1: API returns 401 / how to authenticate (automation)
User says: "My Salesmate API calls keep returning 401 — I'm sending an Authorization Bearer token."
Skill does: Explains Salesmate doesn't use Bearer — auth is header-based API Key: send
accessToken (your Access Key from My Account → Access Key) and x-linkname (your account host, e.g.
demo.salesmate.io) plus Content-Type: application/json. Notes the base URL is
https://{link_name}.salesmate.io/apis/contact/v4, and that the Postman collection confusingly labels
the access-key value sessionToken. Points to the cURL quick-start in the API reference.
Result: User fixes the headers and the call succeeds.
Example 2: Sync Salesmate contacts to a warehouse (automation)
User says: "I want to pull all my Salesmate contacts into BigQuery nightly. What's the cleanest way?"
Skill does: Shows the POST /apis/contact/v4/search?rows=250&from=0 pattern with a
displayingFields/filterQuery/sort body, explains offset pagination via from + rows and
stopping on Data.totalRows, and warns to stay under the 1500 calls/hour per link cap by using a
large page size and spacing requests. References the Python pagination recipe in the platform guide.
Result: User has a paginated, rate-aware export loop.
Example 3: Is Salesmate the right CRM / why is Sandy AI missing?
User says: "We're a 7-person team on the Basic plan and Sandy AI and sequences are greyed out — is Salesmate worth upgrading or should we look elsewhere?"
Skill does: Explains sequences and Sandy AI are Pro ($39)+ (Basic is CRM-only), frames
Salesmate's value as native calling/SMS + AI at SMB pricing, notes the trade-offs (credit-metered
automation, no inbound webhooks, weekday-only support below Enterprise), and routes the cross-vendor
decision to /sales-crm-selection for a structured Salesmate-vs-Pipedrive/Close/Freshsales call.
Result: User understands the upgrade and gets pointed to the comparison skill for the final call.
Troubleshooting
"Every Salesmate API call returns 401 Authentication Failure"
Symptom: 401 on every request.
Cause: Wrong/missing auth headers — Salesmate uses an API Key in the accessToken header plus the
x-linkname account host, not a Bearer token.
Solution: Send accessToken: <Access Key> (My Account → Access Key), x-linkname:
{link_name}.salesmate.io, and Content-Type: application/json. Confirm the base URL is your own
subdomain and you're calling v4. A 403 (not 401) means the user lacks access or the feature is off.
"RingCentral call logging keeps breaking / I have to re-authorize"
Symptom: Calls and recordings stop syncing; you re-authorize and it works for a while.
Cause: The RingCentral integration's auth token expires/disconnects and must be re-linked.
Solution: Re-authorize the RingCentral connection in Salesmate settings; for reliability consider
Salesmate's built-in calling/SMS (numbers add-on) instead of a third-party telephony bridge, which
avoids the re-auth loop. Log a support ticket if it recurs frequently.
"My Smart Flow automation stopped running partway through the month"
Symptom: Workflows that worked early in the month silently stop firing.
Cause: Smart Flow runs are credit-metered (5K/10K/15K per user/month by tier) and the pool ran
out.
Solution: Check remaining credits, trim noisy/looping flows, move bulk work to off-credit paths
(direct API), or upgrade the tier for a larger credit pool. Credits reset on the monthly cycle.
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