sales-demodesk

What this skill does

# Demodesk Platform Help

## Step 1 — Gather context

If `references/learnings.md` exists, read it first for accumulated platform knowledge.

1. **What do you need help with?**
   - A) Setting up recording, transcription, or AI summaries
   - B) CRM integration (Salesforce, HubSpot, Pipedrive)
   - C) AI coaching scorecards and performance dashboards
   - D) AI Crew autonomous agents (deal rescue, follow-ups)
   - E) API integration (transcripts, recordings, webhooks)
   - F) Comparing Demodesk to alternatives
   - G) Troubleshooting (transcription accuracy, speaker ID, language detection)

2. **Which Demodesk modules are you using?**
   - A) AI Assistant only (recording + transcription + summaries)
   - B) AI Coach (scorecards, feedback, dashboards)
   - C) AI Analyst (pipeline insights, "Ask AI Analyst")
   - D) AI CRM Concierge (zero-setup CRM field detection)
   - E) AI Crew (autonomous workflow agents)
   - F) Multiple / all of the above

3. **Which CRM?**
   - A) Salesforce
   - B) HubSpot
   - C) Pipedrive
   - D) None / not connected yet

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 Demodesk and other note-takers | `/sales-note-taker {user's question}` |
| Building a coaching program or framework | `/sales-coaching {user's question}` |
| Reviewing a specific sales call | `/sales-call-review {user's question}` |
| CRM integration strategy across tools | `/sales-integration {user's question}` |
| Meeting scheduling optimization | `/sales-meeting-scheduler {user's question}` |

When routing to another skill, provide the exact command.

## Step 3 — Demodesk platform reference

**Read `references/platform-guide.md`** for the full platform reference — modules, pricing, integrations, data model, API endpoints, workflows.

Answer the user's question using only the relevant section. Don't dump the full reference.

For API-specific questions, also **read `references/demodesk-api-reference.md`** for endpoint details, authentication, rate limits, and webhook events.

## Step 4 — Actionable guidance

Focus on the user's specific situation:

- **CRM sync issues**: Check which CRM is connected, verify field mapping in Settings > Integrations, confirm the meeting was recorded (not just scheduled). AI CRM Concierge detects fields automatically but needs human approval before first sync.
- **Transcription problems**: Verify the meeting had audio (not screen-share only). Language detection is automatic but can fail with code-switching or strong accents — check if manual language override is available.
- **Scorecard setup**: Start with built-in templates (BANT, MEDDIC, SPIN), then customize. Scores are 1-5 per question. Export via API `/recordings/{token}/scorecards`.
- **AI Crew pricing**: Tiered by events (€299/5K events, €999/25K events). Start with Standard plan to gauge event volume before committing to higher tier.

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.*

- **Full Google account access required** — Demodesk requests broad Google permissions for calendar/recording. No granular scope options.
- **No bot announcement by default** — Demodesk records silently (no bot joins call). Users must handle consent/disclosure themselves. Check local recording laws.
- **AI Crew is a separate add-on** — €299-999/mo on top of per-user pricing. Not included in Standard or Enterprise base plans.
- **Webhook setup requires emailing support** — you can't self-serve webhook endpoints. Email [email protected] with your endpoint URLs.
- **V1 API is legacy** — use V2 (`/api/v2/`) for recordings, transcripts, summaries, scorecards. V1 still works for meetings/users but isn't getting new features.
- **Rate limits are per API key, not per user** — 120 req/min global, 60 req/min per endpoint. Batch transcript endpoint handles up to 100 tokens per request.
- **Pricing is in EUR** — €49/user/mo annual, €59 monthly. Free viewer seats for non-sales team members.

## Related skills

- `/sales-note-taker` — Choosing between AI note-takers (Fathom, Fireflies, Avoma, Gong, etc.) or wiring their APIs into downstream systems
- `/sales-coaching` — Building coaching programs, onboarding, role-plays, measuring coaching impact
- `/sales-call-review` — Reviewing a specific sales call for coaching feedback
- `/sales-integration` — Connecting sales tools via webhooks, Zapier, Make, or API
- `/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: CRM fields not updating
**User says**: "Demodesk isn't syncing call notes to Salesforce after meetings"
**Skill does**: Checks CRM connection status, verifies AI CRM Concierge field mapping, confirms meeting was recorded and transcription completed, walks through Salesforce event object mapping and duplicate prevention settings.

### Example 2: Custom coaching scorecards
**User says**: "I want to score my team's discovery calls on MEDDIC criteria"
**Skill does**: Walks through creating a custom scorecard template with MEDDIC dimensions (Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion), configuring 1-5 scoring per question, setting up team performance dashboards, and exporting scores via the API.

### Example 3: Transcript pipeline
**User says**: "How do I download all team transcripts into our data warehouse?"
**Skill does**: Covers V2 API authentication, listing recordings with filters, cursor-based pagination, batch transcript download (POST /transcripts/batch with up to 100 tokens), rate limit handling (120 req/min, 429 with Retry-After), and webhook-driven pipeline using `recording.transcription_postprocessed` event.

## Troubleshooting

### Transcription in wrong language or speakers mixed up
**Cause**: Automatic language detection fails with code-switching (e.g., switching between English and German mid-call) or strong accents. Speaker diarization struggles with similar-sounding voices.
**Solution**: Check if the meeting had clear audio (no background noise). Demodesk supports 98 languages but auto-detection can misfire — look for manual language override in meeting settings. For speaker attribution, ensure all participants joined with distinct audio sources (not sharing a mic).

### AI summaries contradict what was actually said
**Cause**: AI notes are generated from transcripts — if the transcript has errors, the summary inherits them. Notes can also be placed into irrelevant templates.
**Solution**: Always verify summaries against the raw transcript. Check that the correct note template was applied. Report persistent inaccuracies to Demodesk support for model improvement.

### Webhook events not arriving
**Cause**: Webhook setup requires manual activation by Demodesk support. Self-service webhook configuration is not available.
**Solution**: Email [email protected] with your endpoint URLs and which events you need (e.g., `recording.transcription_postprocessed`, `demo.ended`). Verify your endpoint returns 200 within the timeout window. Check for 429 rate limiting if processing is slow.