Read.ai Platform Help

Step 1 — Gather context

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

1. What are you trying to do?

   • A) Set up Read.ai for my team (onboarding, permissions, calendar sync)
   • B) Integrate Read.ai data into another system (CRM, warehouse, Slack, internal app)
   • C) Configure engagement analytics or Search Copilot
   • D) Troubleshoot an issue (auto-join, permissions, transcript quality, removal)
   • E) Understand pricing or plan differences

2. Which plan are you on?

   • A) Free (5 meetings/month)
   • B) Pro ($19.75/mo)
   • C) Enterprise ($29.75/mo)
   • D) Enterprise+ ($39.75/mo)
   • E) Not sure / evaluating