| name | sales-salesroom |
| description | Salesroom platform help — AI-powered video conferencing built for sales with real-time coaching, buyer engagement scoring, battle cards, and CRM auto-update. Use when setting up Salesroom for your sales team, real-time coaching prompts not appearing during calls, buyer engagement scores not matching your read of the meeting, CRM updates not syncing to HubSpot or Salesforce after calls, choosing between Salesroom and Zoom with a separate note-taker, highlight clips not generating or sharing incorrectly, comparing Salesroom to Demodesk or Cluely for live coaching, or understanding Salesroom pricing tiers and free plan limits. Do NOT use for picking between note-takers generally (use /sales-note-taker) or building a coaching program (use /sales-coaching). |
| argument-hint | [describe your Salesroom question — setup, coaching, engagement scores, CRM sync, etc.] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","video-conferencing","conversation-intelligence","coaching","platform"] |
| github | https://github.com/salesroom |
Salesroom 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 Salesroom or connecting CRM (HubSpot, Salesforce)
- B) Real-time coaching, battle cards, or objection handling during calls
- C) Buyer engagement scores or meeting analytics
- D) Meeting summaries, highlight clips, or call scores
- E) Integrations (Zoom, Slack, Gong, CRM sync)
- F) Pricing, plan comparison, or upgrading
- G) Troubleshooting (coaching not appearing, CRM not syncing, engagement scores off)
-
Which Salesroom plan are you on?
- A) Free
- B) Pro ($49/mo)
- C) Enterprise (custom)
- D) Not sure / evaluating
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 |
|---|
| Comparing Salesroom to other note-takers or CI tools | /sales-note-taker {user's question} |
| Reviewing a specific call for coaching feedback | /sales-call-review {user's question} |
| Building a coaching program using Salesroom data | /sales-coaching {user's question} |
| Revenue forecasting with deal data | /sales-forecast {user's question} |
| General CRM-to-tool integration patterns | /sales-integration {user's question} |
| HubSpot-specific configuration | /sales-hubspot {user's question} |
| Salesforce-specific configuration | /sales-salesforce {user's question} |
When routing, provide the exact command.
Step 3 — Salesroom platform reference
Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, known issues, 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.
