Sally AI Platform Help

Step 1 — Gather context

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

What are you trying to do with Sally?

1. Set up or configure — bot invitations, calendar sync, custom vocabulary, mobile app
2. Fix a problem — transcription quality, bot not joining, summaries missing info, CRM sync issues
3. Compare or evaluate — Sally vs other note-takers, plan selection, GDPR/compliance check
4. Integrate or automate — MCP connector, Zapier/Make workflows, CRM sync, Slack/Teams notifications
5. Optimize usage — meeting analytics, custom meeting types, AI chat, team workflows

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly