sales-tray

What this skill does

# Tray.ai Platform Help

## Step 1 — Gather context

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

Ask the user:

1. **What do you need help with?**
   - A) Workflow building — connectors, triggers, steps, data mapping
   - B) Merlin Agent Builder — AI agents, knowledge, tools, MCP
   - C) Tray Embedded — embedding integrations in your SaaS product (Solutions, Solution Instances, Configuration Wizard)
   - D) API Management — rate limiting, throttling, governance
   - E) Connector Development Kit (CDK) — building custom connectors
   - F) GraphQL API — Embedded API, Master/User tokens, mutations
   - G) Deployment / environments / governance — Enterprise Core, SSO, audit logging
   - H) Monitoring / troubleshooting — workflow errors, debugging, rate limits
   - I) Pricing / licensing — task consumption, editions, cost optimization
   - J) Evaluating Tray vs other iPaaS platforms
   - K) Something else — describe it

2. **What edition are you on?**
   - A) Pro
   - B) Team
   - C) Enterprise
   - D) Tray Embedded (separate SKU)
   - E) Not sure / evaluating

3. **What's your role?**
   - A) Integration engineer (builds workflows)
   - B) SaaS product team (embedding Tray in your app)
   - C) Admin / architect (governance, security, deployment)
   - D) AI/automation builder (Merlin agents)
   - E) Evaluating Tray

**Skip-ahead rule**: if the user's prompt already provides enough context, skip to Step 2. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask 1-2 critical clarifying questions.

## Step 2 — Route or answer directly

| Problem domain | Route to |
|---|---|
| Connecting Tray to Salesforce/HubSpot/CRM | `/sales-integration {question}` |
| CRM comparison — Salesforce vs HubSpot vs others | `/sales-crm-selection {question}` |
| Salesforce-specific config (Flows, Apex, SOQL) | `/sales-salesforce {question}` |
| Simple no-code Zapier/Make automations | `/sales-integration {question}` |
| Workato-specific questions | `/sales-workato {question}` |
| MuleSoft-specific questions | `/sales-mulesoft {question}` |
| Boomi-specific questions | `/sales-boomi {question}` |
| SnapLogic-specific questions | `/sales-snaplogic {question}` |
| Celigo-specific questions | `/sales-celigo {question}` |
| Jitterbit-specific questions | `/sales-jitterbit {question}` |
| CRM data quality / deduplication | `/sales-data-hygiene {question}` |
| Workflow design and task optimization | Answer directly — read platform guide |
| Tray Embedded integration | Answer directly — read platform guide |
| Merlin Agent Builder | Answer directly — read platform guide |
| GraphQL API / solution instances | Answer directly — read API reference |
| Pricing and cost optimization | Answer directly — read platform guide |

When routing, provide the exact command.

## Step 3 — Tray platform reference

**Read `references/platform-guide.md`** for the full platform reference — modules, pricing, connectors, Merlin agents, Tray Embedded, rate limits, governance.

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

If the question involves the GraphQL Embedded API (solution instances, user tokens, authentications), also **read `references/tray-api-reference.md`** for endpoints, authentication, and mutation details.

## Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

**Connector selection shortcut**: Check Tray's connector library first (700+ pre-built). If no connector exists, use the HTTP Client connector for any REST API, or build a custom connector with the Connector Development Kit (`falafel` Node.js framework).

**Cost optimization shortcut**: Task-based billing — each workflow step counts. Audit high-volume workflows, remove redundant steps, use branching to skip unnecessary actions. Enterprise contracts typically start at $36K/year; model task consumption before signing and negotiate usage caps.

**Debugging shortcut**: Use the workflow Debug panel to step through execution and inspect input/output at each step. For the Embedded API, inspect GraphQL responses for `errors` array — Tray returns HTTP 200 with an `errors` field even on failure. Check connection auth status; expired auths silently fail.

**Tray Embedded shortcut**: Solution instances are per-end-user copies of a Solution. Use Master Token for org-wide operations (Get Users, create Solution Instance). Use User Token (created via `createUserToken` mutation) for per-end-user operations (Get Solution Instances, update config). All API calls must be server-side — CORS blocks browser calls.

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 pricing details and feature availability which change frequently.*

- **No public pricing page.** Tray is sales-led — no self-service signup, no published tier pricing. Public third-party sources conflict by an order of magnitude (Pro quoted at both $99/mo and $595/mo). Enterprise contracts typically start at $36K/year. Always get a written quote before committing.
- **Task-based billing escalates unpredictably in production.** The most common user complaint across G2/Capterra reviews: task consumption in production exceeds estimates. Model expected task volume carefully and ask Tray sales for consumption alerts and soft caps before signing.
- **GraphQL backend-only — CORS blocks client-side calls.** "The Tray GraphQL API is a backend API only and calls must be invoked server-side." You cannot call the Embedded API from a browser. All integration UI in your SaaS product must route through your backend.
- **Two token types with different scopes.** Master Token = entire org workspace (used for `Get Users`, admin mutations). User Token = single end user (used for `Get Solution Instances`, `updateSolutionInstance`). Some endpoints (e.g., `Get Authentications`) accept both. Use the wrong token and you'll get empty results or auth errors.
- **Rate limits: 30 req/sec, 1800 req/min, burst 50/sec.** Call connector endpoint has separate concurrency limit of 1000 active requests. Docs don't specify which HTTP response code is returned when exceeded — monitor for rate-limit errors and implement exponential backoff.
- **Documentation gaps are a consistent complaint.** G2 and Capterra reviewers repeatedly note thin docs, missing real-world examples, and steep learning curve for advanced features. Budget training time and pair new builders with experienced ones.
- **Regional base URLs differ.** US: `tray.io/graphql`. EU: `eu1.tray.io/graphql`. APAC: `ap1.tray.io/graphql`. Whitelabel OAuth redirects use `{org}.integration-authentication.com/oauth2/token`. Using the wrong region returns empty results without an obvious error.
- **Tray.io → Tray.ai rebrand.** The product rebranded to Tray.ai in 2024 with heavy AI/Merlin pivot. `tray.io` now 301-redirects to `tray.ai`, but API surface and developer docs still use `tray.io` domains. Both work in documentation links.

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