| name | sales-sally |
| description | Sally AI platform help — German-hosted GDPR-first AI meeting transcription and notes with 99+ language support, MCP server for Claude/ChatGPT/Cursor integration, meeting analytics, action item detection, and 8,000+ tool integrations via Zapier/Make/Power Automate/n8n. Use when setting up Sally AI bot for Zoom/Teams/Meet/Webex, Sally transcription accuracy is poor on technical terms, Sally MCP connector not connecting or token expired, Sally meeting summaries missing action items or decisions, Sally plan selection (Starter/Pro/Enterprise tiers), Sally vs Fathom or Fireflies or tl;dv or Jamie for GDPR-compliant meeting notes, Sally CRM integration with HubSpot or Salesforce not syncing, Sally custom vocabulary not improving accuracy, or Sally mobile app recording quality for in-person meetings. Do NOT use for reviewing a single call for coaching (use /sales-call-review) or choosing between many note-takers without a Sally focus (use /sales-note-taker). |
| argument-hint | [describe what you need help with in Sally AI] |
| license | MIT |
| version | 1.0.1 |
| tags | ["sales","note-taker","meeting-intelligence","platform"] |
Sally AI Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
What are you trying to do with Sally?
- Set up or configure — bot invitations, calendar sync, custom vocabulary, mobile app
- Fix a problem — transcription quality, bot not joining, summaries missing info, CRM sync issues
- Compare or evaluate — Sally vs other note-takers, plan selection, GDPR/compliance check
- Integrate or automate — MCP connector, Zapier/Make workflows, CRM sync, Slack/Teams notifications
- Optimize usage — meeting analytics, custom meeting types, AI chat, team workflows
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
Step 2 — Route or answer directly
| If the question is about... | Route to... |
|---|
| Choosing between many note-takers (not Sally-specific) | /sales-note-taker [question] |
| Reviewing a specific sales call for coaching | /sales-call-review [question] |
| Building a sales coaching program | /sales-coaching [question] |
| CRM integration strategy beyond Sally | /sales-integration [question] |
| Email deliverability or outbound sequences | /sales-cadence [question] |
When routing, provide the exact command.
Step 3 — Sally AI platform reference
Read references/platform-guide.md for the full platform reference — capabilities, pricing, MCP setup, integration recipes, data model.
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:
- Plan selection: Starter for occasional meetings (<20 hrs/mo), Pro for daily meeting teams needing unlimited minutes + analytics, Enterprise for on-premise or regulated industries
- Accuracy tiers: Bronze/Silver/Gold AI models map to 90.3%/94.1%/98.8% — upgrade plan if accuracy is critical
- Integration path: MCP for AI assistant queries, Zapier/Make for workflow automation, native CRM connectors for sales teams
