| name | sales-salesmate |
| description | Salesmate platform help — AI-powered sales CRM for SMB/mid-market teams: contacts/companies, deal pipelines, activities, built-in calling + SMS, email sequences, marketing automation, Smart Flow workflows, ticketing/team inbox, and the Sandy AI copilot; RESTful v4 API (base `https://{linkname}.salesmate.io/apis/`, header auth `accessToken` + `x-linkname`, offset pagination via `rows`+`from`, 1500 calls/hour per link) plus Zapier/Make/Pipedream. Use when a Salesmate API call returns 401 because the `accessToken`/`x-linkname` headers are wrong, syncing Salesmate contacts/deals to a warehouse or another CRM, hitting the 1500-calls/hour limit, Sandy AI or sequences are locked because you're on the Basic plan, RingCentral call logging keeps needing re-authorization, Smart Flow credits run out mid-automation, or weighing Salesmate vs Pipedrive/Close/Freshsales. Do NOT use for comparing CRMs across vendors (use /sales-crm-selection) or outbound cadence strategy across tools (use /sales-cadence). |
| argument-hint | [describe what you need help with in Salesmate] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","crm","platform"] |
| github | https://github.com/salesmate |
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
.
