Scratchpad Platform Help

Step 1 — Gather context

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

1. Which Scratchpad capability are you asking about?
   • A) Call Recorder & Notetaker (transcription, summaries from Zoom/Meet/Teams)
   • B) AI Field Updates (auto-populate Salesforce fields from calls/emails/notes)
   • C) Hygiene Monitor (track missing fields, stale data, overdue tasks)
   • D) Sales Sheets & Kanban (pipeline views, board-style deal management)
   • E) Deal & Account Agent (AI assistant with custom prompts)
   • F) Command HUD (update Salesforce from any web page)
   • G) Pricing, plan selection, or comparison with another tool
   • H) Something else — describe it