| name | sales-jamy |
| description | Jamy.ai platform help — AI meeting assistant with real-time transcription, 100+ language translation, and cross-language search. Use when setting up Jamy for multilingual meetings, configuring auto-join for Zoom/Meet/Teams, connecting Jamy to HubSpot CRM, building API integrations with Jamy's Create Report endpoint, troubleshooting Jamy bot not joining meetings, comparing Jamy pricing tiers (Starter/Pro/Global Business), or syncing meeting notes to Slack/Notion/Trello. Do NOT use for picking between note-takers (use /sales-note-taker) or reviewing a call for coaching (use /sales-call-review). |
| argument-hint | [describe what you need help with in Jamy] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","note-taker","platform"] |
Jamy.ai Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
-
What's your goal?
- A) Set up Jamy for my team (onboarding, calendar, auto-join)
- B) Configure integrations (CRM, Slack, Notion, PM tools)
- C) Use the API to build custom integrations
- D) Troubleshoot a problem (bot not joining, missing transcripts, etc.)
- E) Understand pricing and plan differences
-
Which plan are you on?
- A) Starter (free)
- B) Pro ($14.99/mo)
- C) Global Business ($29.99/mo)
-
Primary use case?
- A) Multilingual team meetings (translation is key)
- B) Sales calls with CRM sync
- C) General meeting notes and action items
- D) Phone call transcription
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 Jamy and other note-takers | /sales-note-taker {user's question} |
| Reviewing a specific call for coaching | /sales-call-review {user's question} |
| Building a coaching program | /sales-coaching {user's question} |
| General CRM/tool integration patterns | /sales-integration {user's question} |
| HubSpot-specific questions beyond Jamy sync | /sales-hubspot {user's question} |
Otherwise, answer directly below.
Step 3 — Jamy platform reference
Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, data model, 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.
Setup priority order:
- Connect calendar (Google Calendar or Outlook) for auto-join
- Test with a short meeting to verify transcription quality
- Configure custom report templates for your meeting types
- Set up integrations (HubSpot, Slack, Notion) based on workflow
- Explore translation if team is multilingual
When evaluating Jamy vs competitors:
- Jamy's unique advantage is real-time translation in 100+ languages + cross-language search — no other note-taker at this price point matches it
- Weaknesses: immature CRM ecosystem (HubSpot only, Salesforce/Pipedrive "coming soon"), limited G2/Capterra social proof, reliability concerns from AppSumo reviews
- If translation isn't important, Fathom (free tier) or Fireflies (conversation search) are stronger choices
If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.
Gotchas
Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
- Bot-not-joining is the #1 reported issue. Multiple AppSumo users report calendar integration breaking — bot stops recognizing meetings. If this happens, try disconnecting and reconnecting your calendar. AppSumo-onboarded users have reported worse reliability than direct signups.
- "Premium feature" paywalls appear unexpectedly. Some features that appear accessible (like custom templates) may trigger upgrade prompts. Check your plan's feature list before relying on a capability.
- Salesforce/Pipedrive/Close CRM integrations are "coming soon" — only HubSpot works natively today.
- Free tier limits are strict. 300 min/mo transcription, 60 min/mo translation, 60-min max meeting length, plus structural caps (1 workspace folder, 1 team member, 1 custom template, 1 Space). For a team doing 5+ meetings/day, you'll hit limits fast.
- API Keys and Webhooks are Global Business only (verified 2026-06-13). Both are listed as $29.99/mo Global-Business features on the live pricing page — Starter and Pro cannot use the API or webhooks. Any programmatic/CRM-sync pipeline forces the Global Business tier. White Label and Custom Words are also Global-Business-only.
- Paid-tier transcription is NOT unlimited. As of 2026-06-13 the pricing page lists capped monthly bundles: Pro = 300 + 500 min/mo, Global Business = 800 + 500 min/mo. Earlier "unlimited" copy is gone.
- Webhooks run on Svix. Configure at Settings → Webhooks → Configure Webhooks (redirects to Svix). The only event is
meeting.processed, which sends the report object (fields include tasks, summary, url, duration). Verify deliveries with the Svix svix-id/svix-timestamp/svix-signature headers (HMAC-SHA256, whsec_ secret, 5-min replay window) — use the svix SDK.
- API docs are a JS-rendered SPA at docs.jamy.ai — can't be scraped, so exact endpoint paths/methods/auth headers aren't publicly documented. The help center has prose docs for Create Report (recording must be at a publicly accessible URL) and Answer Question.
- Phone call recording is listed as a feature but plan availability is unclear.
Related skills
/sales-note-taker — Choosing between AI note-takers (Fathom, Fireflies, Avoma, Gong, Otter, and 10+ others) or building transcript API pipelines/sales-hubspot — HubSpot platform help for CRM-side configuration/sales-integration — General CRM/tool integration patterns (Zapier, Make, webhooks)/sales-call-review — Review a specific call for coaching/sales-coaching — Build coaching programs that consume call data/sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do
Examples
Example 1: Setting up Jamy for a multilingual sales team
User says: "My team does sales calls in English, Spanish, and German. We need meeting notes and translations — is Jamy right for us?"
Skill does:
- Confirms Jamy is the strongest option for multilingual — 100+ languages with real-time translation
- Recommends Global Business plan ($29.99/mo) for unlimited translation
- Walks through setup: connect calendar, enable auto-join, configure language preferences
- Notes HubSpot CRM sync works today; Salesforce is "coming soon"
Example 2: Building an API integration
User says: "I want to send Jamy meeting reports to our internal dashboard via API"
Skill does:
- Points to API docs at docs.jamy.ai, help center article for Create Report endpoint
- Flags that API Keys are a Global Business ($29.99/mo) feature — Starter/Pro can't use the API
- Explains API key generation (Settings → API Keys, OWNER role required)
- Suggests the
meeting.processed webhook (delivered via Svix; verify svix-signature) or Zapier/Make as an event-driven alternative if polling the API is insufficient
- Warns about JS-rendered docs — exact endpoint paths/methods aren't published, so explore manually or rely on the help center
Example 3: Bot stopped joining meetings
User says: "Jamy's bot hasn't joined my last 3 Google Meet calls"
Skill does:
- Identifies this as the #1 reported issue (calendar integration breaking)
- Recommends: disconnect calendar → reconnect → test with a short meeting
- If AppSumo user: notes known issue where AppSumo onboarding flow causes auto-join failures — try signing up directly from jamy.ai
- Suggests checking Settings → Calendar to verify connection status
Troubleshooting
Bot not joining meetings
Symptom: Jamy stops auto-joining scheduled meetings after previously working
Cause: Calendar integration silently disconnects — more common with AppSumo-onboarded accounts
Solution: Go to Settings → Calendar, disconnect and reconnect your Google Calendar or Outlook. Test with a short meeting. If using an AppSumo account and the problem persists, contact support — some users report resolution after account migration.
Missing or incomplete transcripts
Symptom: Meeting was recorded but transcript is partial or blank
Cause: Free tier has 300 min/mo cap and 60-min max meeting length — exceeding either silently truncates
Solution: Check your usage in Settings. If you're on Starter and hitting limits, upgrade to Pro ($14.99/mo) for a larger monthly transcription bundle (300 + 500 min/mo as of 2026-06-13, not unlimited) and unlimited meeting length.
Translation not working
Symptom: Translation feature prompts for upgrade or doesn't appear
Cause: Starter plan has only 60 min/mo translation; Pro has 300 min/mo
Solution: If multilingual meetings are your primary use case, Global Business ($29.99/mo) provides unlimited translation up to 4-hour meetings. Check your translation minute usage in the dashboard.
