| name | sales-demodesk |
| description | Demodesk platform help — AI-powered sales meeting platform with conversation intelligence, coaching scorecards, CRM auto-update, and autonomous AI agents. Use when setting up Demodesk recording and transcription, CRM fields not syncing from Demodesk to Salesforce or HubSpot, AI coaching scorecards scoring inaccurately, transcription in wrong language or speakers mixed up, configuring AI Crew autonomous agents, downloading transcripts or summaries via the Demodesk API, comparing Demodesk to Gong or other conversation intelligence tools, or Demodesk webhook events not firing. Do NOT use for choosing between AI note-takers generally (use /sales-note-taker) or building a coaching program (use /sales-coaching). |
| argument-hint | [describe your Demodesk question — e.g., 'CRM fields not updating after calls' or 'set up custom coaching scorecards'] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","conversation-intelligence","coaching","platform"] |
| github | https://github.com/demodesk |
Demodesk Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
-
What do you need help with?
- A) Setting up recording, transcription, or AI summaries
- B) CRM integration (Salesforce, HubSpot, Pipedrive)
- C) AI coaching scorecards and performance dashboards
- D) AI Crew autonomous agents (deal rescue, follow-ups)
- E) API integration (transcripts, recordings, webhooks)
- F) Comparing Demodesk to alternatives
- G) Troubleshooting (transcription accuracy, speaker ID, language detection)
-
Which Demodesk modules are you using?
- A) AI Assistant only (recording + transcription + summaries)
- B) AI Coach (scorecards, feedback, dashboards)
- C) AI Analyst (pipeline insights, "Ask AI Analyst")
- D) AI CRM Concierge (zero-setup CRM field detection)
- E) AI Crew (autonomous workflow agents)
- F) Multiple / all of the above
-
Which CRM?
- A) Salesforce
- B) HubSpot
- C) Pipedrive
- D) None / not connected yet
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 Demodesk and other note-takers | /sales-note-taker {user's question} |
| Building a coaching program or framework | /sales-coaching {user's question} |
| Reviewing a specific sales call | /sales-call-review {user's question} |
| CRM integration strategy across tools | /sales-integration {user's question} |
| Meeting scheduling optimization | /sales-meeting-scheduler {user's question} |
When routing to another skill, provide the exact command.
Step 3 — Demodesk platform reference
Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, data model, API endpoints, workflows.
Answer the user's question using only the relevant section. Don't dump the full reference.
