| name | sales-tldv |
| description | tl;dv platform help — AI meeting note-taker with recording, transcription, CRM sync, and sales coaching. Use when configuring tl;dv recording on Zoom/Meet/Teams, tl;dv bot joining calls you didn't invite it to, tl;dv free plan AI summary limits or recording deletion, syncing tl;dv notes to HubSpot or Salesforce, setting up tl;dv API or webhooks for transcript export, tl;dv sales coaching playbooks (MEDDIC/BANT/SPIN), tl;dv transcription accuracy with multiple speakers, or tl;dv MCP server setup. Do NOT use for picking between AI note-takers (use /sales-note-taker) or reviewing a single call for coaching insights (use /sales-call-review). |
| argument-hint | [describe what you need help with in tl;dv] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","note-taker","platform"] |
| github | https://github.com/tldv-public |
tl;dv Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
-
What are you trying to do?
- A) Set up tl;dv recording (Zoom, Google Meet, or Teams)
- B) Configure CRM sync (HubSpot, Salesforce, Pipedrive)
- C) Use the API or webhooks for transcript/notes export
- D) Set up sales coaching playbooks or aggregated insights
- E) Fix a specific issue (bot not joining, transcription errors, etc.)
- F) Understand pricing / plan differences
-
Which plan are you on?
- A) Free
- B) Pro ($29/mo / $18 annual)
- C) Business ($98/mo / $59 annual)
- D) Enterprise
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 |
|---|
| Picking between tl;dv and Fireflies, Fathom, Gong, etc. | /sales-note-taker {user's question} |
| Reviewing a specific call for coaching or scoring | /sales-call-review {user's question} |
| Building a coaching program or training cadence | /sales-coaching {user's question} |
| General CRM-to-tool integration (Zapier, webhooks, iPaaS) | /sales-integration {user's question} |
| Meeting scheduling (not note-taking) | /sales-meeting-scheduler {user's question} |
Otherwise, answer directly below.
Step 3 — tl;dv platform reference
Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, data model, workflows.
If the question involves API endpoints or webhook payloads, also read references/tldv-api-reference.md.
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.
For setup questions: Walk through the specific workflow step-by-step, noting plan gates (e.g., native CRM sync requires Business+, API requires Pro+).
