Fellow Platform Help

Step 1 — Gather context

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

1. What are you trying to do?

   • A) Configure Fellow workspace/plan or understand pricing tiers
   • B) Build a backend integration (REST API, webhooks, Zapier)
   • C) Troubleshoot AI notes, action items, or transcript issues
   • D) Set up CRM sync (HubSpot/Salesforce) or project management integrations
   • E) Troubleshoot bot-based or bot-free recording
   • F) Evaluate Fellow vs alternatives — route to /sales-note-taker

2. Which Fellow plan?

   • A) Free (5 AI notes + 5 AI recordings lifetime)
   • B) Team ($7/user/mo annual) — 10 AI notes/recordings per user/month, API access
   • C) Business ($15/user/mo annual) — unlimited AI, CRM sync, keyword tracking
   • D) Enterprise ($25/user/mo annual) — analytics, redaction, provisioning