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Bluedot Platform Help

Bluedot平台帮助文档

Step 1 — Gather context

步骤1 — 收集上下文信息

If 
references/learnings.md
exists, read it first for accumulated platform knowledge.
  1. What are you trying to do?
    • A) Set up Bluedot for my team (first-time setup)
    • B) Configure CRM sync (HubSpot/Salesforce/Pipedrive)
    • C) Set up webhook integrations for automation
    • D) Compare Bluedot plans or vs other tools
    • E) Troubleshoot a recording/extension/app issue
    • F) Something else
  2. Which plan are you on (or considering)?
    • A) Free (5 lifetime meetings)
    • B) Basic ($14/mo — unlimited audio, no video)
    • C) Pro ($20/mo — video, custom templates, imports)
    • D) Business ($32/mo — HubSpot/Salesforce, unlimited imports)
    • E) Unlimited (custom — SSO/SCIM)
    • F) Not sure yet
  3. Which meeting platforms do you use?
    • A) Google Meet
    • B) Zoom
    • C) Microsoft Teams
    • D) Webex
    • E) Slack Huddles
    • F) In-person meetings
    • G) Multiple
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
若
references/learnings.md
文件存在，请先阅读该文件以获取累积的平台相关知识。
  1. 您想要完成什么操作？
    • A) 为团队部署Bluedot（首次设置）
    • B) 配置CRM同步（HubSpot/Salesforce/Pipedrive）
    • C) 设置webhook集成以实现自动化
    • D) 对比Bluedot套餐或与其他工具的差异
    • E) 排查录制/扩展程序/应用故障
    • F) 其他操作
  2. 您当前使用（或考虑使用）的是哪个套餐？
    • A) 免费版（终身可录制5场会议）
    • B) 基础版（14美元/月——无限音频录制，无视频功能）
    • C) 专业版（20美元/月——支持视频、自定义模板、文件导入）
    • D) 商务版（32美元/月——支持HubSpot/Salesforce同步、无限文件导入）
    • E) 无限版（定制化——支持SSO/SCIM）
    • F) 尚未确定
  3. 您使用哪些会议平台？
    • A) Google Meet
    • B) Zoom
    • C) Microsoft Teams
    • D) Webex
    • E) Slack Huddles
    • F) 线下会议
    • G) 多个平台
跳转规则：若用户的提问已包含足够上下文信息，可直接跳至步骤2。

Step 2 — Route or answer directly

步骤2 — 路由或直接解答

Problem domainRoute to
Comparing all note-takers across vendors
/sales-note-taker {user's question}
Reviewing a specific call for coaching
/sales-call-review {user's question}
Building a coaching program
/sales-coaching {user's question}
General CRM/tool integration patterns
/sales-integration {user's question}
HubSpot-specific questions beyond Bluedot sync
/sales-hubspot {user's question}
Salesforce-specific questions beyond Bluedot sync
/sales-salesforce {user's question}
When routing to another skill, provide the exact command.
Otherwise, answer directly below.
问题领域路由至
对比所有厂商的笔记工具
/sales-note-taker {用户问题}
针对特定通话进行辅导复盘
/sales-call-review {用户问题}
搭建辅导体系
/sales-coaching {用户问题}
通用CRM/工具集成模式
/sales-integration {用户问题}
超出Bluedot同步范围的HubSpot专属问题
/sales-hubspot {用户问题}
超出Bluedot同步范围的Salesforce专属问题
/sales-salesforce {用户问题}
路由至其他技能时，请提供准确的命令。
否则，请直接在下方解答。

Step 3 — Bluedot platform reference

步骤3 — Bluedot平台参考资料

Read 
references/platform-guide.md
 for the full platform reference — pricing tiers, plan-gated features, webhook setup, CRM configuration, recording modes, AI features, and integration patterns.
Answer the user's question using only the relevant section. Don't dump the full reference.
**阅读
references/platform-guide.md
**获取完整平台参考信息——定价层级、套餐专属功能、webhook设置、CRM配置、录制模式、AI功能及集成模式。
仅使用相关章节内容解答用户问题，请勿直接粘贴完整参考资料。

Step 4 — Actionable guidance

步骤4 — 可落地指导方案

You no longer need the platform guide — focus on the user's specific situation.
Plan selection framework:
  • Solo user trying it out → Free (5 meetings) to test, then Basic ($14/mo) for unlimited audio
  • Team wanting video recordings + custom templates → Pro ($20/mo)
  • Sales team needing CRM auto-sync → Business ($32/mo) — this is the only plan with HubSpot/Salesforce
  • Enterprise with SSO/SCIM requirements → Unlimited (custom pricing)
Key decision points:
  • Video recording is Pro+ only — Basic is audio-only
  • CRM sync is Business+ only — a significant jump from Pro ($20) to Business ($32)
  • Custom templates require Pro+ — Basic uses default templates only
  • File imports (MP4/MP3/M4A) require Pro+ — Basic can't import external recordings
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
无需再查阅平台指南——聚焦用户的具体场景。
套餐选择框架：
  • 个人用户试用 → 免费版（5场会议）测试，之后可选择基础版（14美元/月）以获取无限音频录制权限
  • 需要视频录制+自定义模板的团队 → 专业版（20美元/月）
  • 需要CRM自动同步的销售团队 → 商务版（32美元/月）——这是唯一支持HubSpot/Salesforce同步的套餐
  • 有SSO/SCIM需求的企业客户 → 无限版（定制化定价）
关键决策点：
  • 视频录制仅专业版及以上套餐支持——基础版仅提供音频录制
  • CRM同步仅商务版及以上套餐支持——从专业版（20美元）升级至商务版（32美元）差异较大
  • 自定义模板仅专业版及以上套餐支持——基础版仅能使用默认模板
  • 文件导入（MP4/MP3/M4A）仅专业版及以上套餐支持——基础版无法导入外部录制文件
若发现
references/learnings.md
中未涵盖的陷阱、解决方案或技巧，请补充至该文件中。

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
  • Free plan is a trial, not a tier. 5 meetings lifetime — once used, they're gone. Not comparable to Fathom's unlimited free recordings.
  • CRM sync requires Business plan ($32/mo). HubSpot and Salesforce are only on Business+. Pipedrive/Copper/Zoho availability may vary by plan.
  • No public REST API. Webhook-only integration via Svix. You can't programmatically query meetings, transcripts, or summaries — only receive pushes.
  • Chrome extension dependency. Firefox and Safari are not supported. Desktop apps exist but the core experience is Chrome-first.
  • SOC 2 still pending. GDPR + CCPA compliant with 256-bit AES encryption, but no SOC 2 cert yet.
  • No custom vocabulary. Technical terms, acronyms, and industry jargon may be transcribed incorrectly.
  • Desktop app instability. Reports of crashes/drops after ~1 hour of continuous recording.
  • Webhook fires once. If your endpoint is down, you miss the event. Manual replay available in dashboard but no automatic retry chain documented.
基于研究的最佳实践建议——请重点关注这些内容，尤其是套餐专属功能和集成陷阱相关的可能过时信息。
  • 免费版是试用版，而非正式套餐层级。终身仅可录制5场会议——用完即止，无法与Fathom的无限免费录制功能相比。
  • CRM同步需商务版（32美元/月）。HubSpot和Salesforce仅在商务版及以上套餐中支持。Pipedrive/Copper/Zoho的支持情况可能因套餐而异。
  • 无公开REST API。仅支持通过Svix实现Webhook集成。无法通过编程方式查询会议、转录内容或摘要——仅能接收推送信息。
  • 依赖Chrome扩展程序。不支持Firefox和Safari。虽有桌面应用，但核心体验以Chrome优先。
  • SOC 2认证仍在审核中。符合GDPR+CCPA合规要求，采用256位AES加密，但暂未获得SOC 2认证。
  • 无自定义词汇库。技术术语、缩写和行业黑话可能被错误转录。
  • 桌面应用稳定性不足。有报告显示连续录制约1小时后会出现崩溃/中断情况。
  • Webhook仅触发一次。若您的端点处于宕机状态，将错过事件。可在控制台中手动重放，但暂无文档说明自动重试机制。

Related skills

相关技能

  • /sales-note-taker
    — Compare all AI note-takers, plan selection, API integration architecture
  • /sales-call-review
    — Review a specific call for coaching
  • /sales-coaching
    — Build coaching programs that consume call data
  • /sales-integration
    — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)
  • /sales-do
    — Not sure which skill to use? The router matches any sales objective to the right skill. Install: 
    npx skills add sales-skills/sales --skill sales-do -a claude-code -y
  • /sales-note-taker
    — 对比所有AI笔记工具、套餐选择、API集成架构
  • /sales-call-review
    — 针对特定通话进行辅导复盘
  • /sales-coaching
    — 搭建可利用通话数据的辅导体系
  • /sales-integration
    — 通用CRM/工具集成模式（Zapier、webhook、iPaaS）
  • /sales-do
    — 不确定使用哪个技能？该路由工具可将任何销售目标匹配至合适的技能。安装命令：
    npx skills add sales-skills/sales --skill sales-do -a claude-code -y

Examples

示例

Example 1: Setting up Bluedot for a sales team

示例1：为销售团队部署Bluedot

User says: "I want to record all our sales calls without a bot joining — which Bluedot plan do I need and how do I set it up?" Skill does: Recommends Pro ($20/mo) for video recording or Business ($32/mo) if they need CRM sync, walks through Chrome extension install and calendar connection, explains the bot-free recording approach.
用户提问：“我想录制所有销售通话且无需机器人加入——我需要哪个Bluedot套餐，该如何设置？” 技能处理：推荐需要视频录制的用户选择专业版（20美元/月），若需要CRM同步则选择商务版（32美元/月），引导完成Chrome扩展程序安装和日历连接，解释无机器人录制的实现方式。

Example 2: Webhook integration for CRM automation

示例2：用于CRM自动化的Webhook集成

User says: "I want Bluedot meeting notes to automatically push to our internal CRM via webhook — how do I set that up?" Skill does: Walks through Svix webhook endpoint setup (Automation → Integrations → Webhook), explains user-level vs workspace-level scope, shows JavaScript transform option for payload reshaping, warns about single-fire delivery model.
用户提问：“我想让Bluedot会议笔记通过webhook自动推送至内部CRM——该如何设置？” 技能处理：引导完成Svix webhook端点设置（自动化→集成→Webhook），解释用户级与工作区级范围的差异，展示用于负载重塑的JavaScript转换选项，提醒单次触发的交付模式。

Example 3: Desktop app keeps crashing mid-recording

示例3：桌面应用录制中途持续崩溃

User says: "Bluedot desktop app drops after about an hour of recording — I keep losing meeting notes." Skill does: Identifies known issue with long recordings, suggests using Chrome extension as primary (more stable), recommends splitting long meetings if using desktop, checks if they're on latest version.
用户提问：“Bluedot桌面应用在录制约1小时后中断——我不断丢失会议笔记。” 技能处理：识别长时录制的已知问题，建议优先使用Chrome扩展程序（稳定性更高），若使用桌面应用则建议拆分长时会议，检查是否为最新版本。

Troubleshooting

故障排查

Desktop app crashes/drops after ~1 hour

桌面应用录制约1小时后崩溃/中断

Symptom: Recording stops mid-meeting, notes are incomplete or missing Cause: Known stability issue with long continuous recordings on desktop app Solution: Use the Chrome extension as primary recorder (more stable). For meetings >1 hour, check for app updates. If issue persists, record via Chrome extension + use mobile app as backup for in-person portions.
症状：录制中途停止，笔记不完整或丢失 原因：桌面应用长时连续录制存在已知稳定性问题 解决方案：优先使用Chrome扩展程序进行录制（稳定性更高）。对于时长超过1小时的会议，检查应用是否为最新版本。若问题仍存在，可通过Chrome扩展程序录制+使用移动应用作为线下部分的备份。

Chrome extension not recording in managed IT environment

Chrome扩展程序在受控IT环境中无法录制

Symptom: Extension can't be installed or doesn't activate during meetings Cause: Corporate IT policies block Chrome extension installation or restrict extension permissions Solution: Ask IT to whitelist the Bluedot extension ID (
aeeninnnlhgaojlolnbpljadhbionlal
). Alternatively, use the desktop app (Mac/Windows) which doesn't require Chrome extension permissions.
症状：扩展程序无法安装或在会议期间无法激活 原因：企业IT策略阻止Chrome扩展程序安装或限制扩展程序权限 解决方案：请求IT部门将Bluedot扩展程序ID（
aeeninnnlhgaojlolnbpljadhbionlal
）加入白名单。或者使用桌面应用（Mac/Windows），无需Chrome扩展程序权限。

Webhook endpoint not receiving events

Webhook端点未接收事件

Symptom: Configured webhook but no payloads arrive after meetings Cause: Endpoint URL unreachable, wrong event subscription, or user-level scope mismatch Solution: Verify endpoint accepts POST requests and returns 2xx. Check Svix dashboard for failed deliveries — use manual replay. Confirm the webhook was set up by the same user whose meetings you want to capture (user-level scope by default). For workspace-wide webhooks, contact Bluedot support.
症状：已配置webhook，但会议结束后无负载数据送达 原因：端点URL无法访问、事件订阅错误或用户级范围不匹配 解决方案：验证端点是否接受POST请求并返回2xx状态码。检查Svix控制台中的失败交付记录——使用手动重放功能。确认webhook由您想要捕获其会议内容的用户设置（默认用户级范围）。若需工作区级webhook，请联系Bluedot支持团队。