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sales-bubbles

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Bubbles Platform Help

Bubbles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.
Ask the user:
  1. What do you need help with?
    • A) Setting up Bubbles notetaker (auto-join, recording, transcription)
    • B) Async video messaging (screen recordings, video replies, channels)
    • C) Configuring integrations (Slack, Notion, Zapier)
    • D) Troubleshooting (locked recordings, bot not joining, missing summaries)
    • E) Choosing a plan (Free vs Pro Teams vs Pro Personal) or comparing to alternatives
  2. What meeting platforms do you use?
    • A) Zoom
    • B) Google Meet
    • C) Microsoft Teams
    • D) Multiple platforms
  3. What's your team size?
    • A) Solo / freelancer
    • B) 2 people
    • C) 3+ team members
    • D) Enterprise
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
若
references/learnings.md
文件存在，请先阅读该文件获取已积累的平台知识。
向用户询问：
  1. 您需要哪方面的帮助？
    • A) 设置Bubbles记录器（自动加入、录制、转录）
    • B) 异步视频消息（屏幕录制、视频回复、频道）
    • C) 配置集成（Slack、Notion、Zapier）
    • D) 故障排查（录制内容锁定、机器人未加入会议、摘要缺失）
    • E) 选择套餐（免费版 vs Pro团队版 vs Pro个人版）或对比竞品
  2. 您使用哪些会议平台？
    • A) Zoom
    • B) Google Meet
    • C) Microsoft Teams
    • D) 多个平台
  3. 您的团队规模是？
    • A) 个人/自由职业者
    • B) 2人
    • C) 3人及以上团队成员
    • D) 企业级
跳过规则：若用户的提问已包含足够上下文信息，直接进入步骤2。

Step 2 — Route or answer directly

步骤2 — 转至对应模块或直接解答

If the question is about...Route to...
Comparing note-takers across platforms
/sales-note-taker [question]
Reviewing a specific sales call
/sales-call-review [question]
Sales coaching program design
/sales-coaching [question]
General CRM/tool integration patterns
/sales-integration [question]
If the question is Bubbles-specific, continue to Step 3.
若问题涉及...转至...
跨平台记录器对比
/sales-note-taker [问题]
特定销售通话复盘
/sales-call-review [问题]
销售辅导方案设计
/sales-coaching [问题]
通用CRM/工具集成模式
/sales-integration [问题]
若问题为Bubbles专属，继续进入步骤3。

Step 3 — Bubbles platform reference

步骤3 — Bubbles平台参考资料

Read 
references/platform-guide.md
 for the full platform reference — capabilities, pricing, integrations, async video workflows.
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——功能、定价、集成、异步视频工作流。
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

You no longer need the platform guide — focus on the user's specific situation.
  • Meeting recording workflow: Connect calendar → Notetaker auto-joins → AI generates summary + action items → view in workspace or receive via email/Slack
  • Async workflow: Record screen/camera → share via link or channel → team replies with video/text comments
  • Plan selection: Solo/freelancer → Pro Personal ($18/mo); 3+ team → Pro Teams ($12/user/mo); light use → Free (5 meetings/week, 30-min cap, 2-week lock)
  • Integration pattern: Bubbles → Zapier "New Recording" trigger → route to Slack, Notion, Google Docs, or any connected app
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
此时无需再查阅平台指南——聚焦用户的具体场景。
  • 会议录制工作流：连接日历 → 记录器自动加入会议 → AI生成摘要+行动项 → 在工作区查看或通过邮件/Slack接收
  • 异步工作流：录制屏幕/摄像头 → 通过链接或频道分享 → 团队成员以视频/文字评论回复
  • 套餐选择建议：个人/自由职业者 → Pro个人版（18美元/月）；3人及以上团队 → Pro团队版（12美元/用户/月）；轻度使用 → 免费版（每周5次会议，单条录制上限30分钟，两周后锁定）
  • 集成模式：Bubbles → Zapier「新录制内容」触发器 → 同步至Slack、Notion、Google Docs或其他已连接应用
若发现
references/learnings.md
未涵盖的注意事项、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.
  • No CRM integrations — Bubbles has no native connectors to HubSpot, Salesforce, or any CRM. If your team needs call data flowing into CRM, Bubbles is not the right tool. Consider Fathom Business, Fireflies Business, or Sybill instead.
  • English-only transcription — no multilingual support. For multilingual teams, consider Notta (58 languages) or Jamy (100+ languages).
  • Free plan recordings lock after 2 weeks — recordings become inaccessible after 14 days of inactivity. Pro plans remove this restriction.
  • No API — no REST endpoints, no webhooks. Automation is Zapier-only. If you need a programmable integration, consider Fathom, Fireflies, or Wave.
  • No editable transcripts — you cannot correct transcription errors after the fact.
  • 5 meeting recordings/week on Free — hits quickly for active teams. Pro removes this limit.
  • External collaborators need a Bubbles account to leave video comments — this isn't obvious until someone tries to reply.
基于研究的最佳实践——请重点关注套餐专属功能和可能过时的集成注意事项。
  • 无CRM集成：Bubbles没有与HubSpot、Salesforce或任何CRM系统的原生连接器。若您的团队需要将通话数据同步至CRM，Bubbles并非合适工具。可考虑Fathom Business、Fireflies Business或Sybill。
  • 仅支持英文转录：无多语言支持。对于多语言团队，可考虑Notta（支持58种语言）或Jamy（支持100+种语言）。
  • 免费版录制内容两周后锁定：录制内容在14天无操作后将无法访问。Pro版无此限制。
  • 无API接口：无REST端点，无Webhook。仅支持通过Zapier实现自动化。若您需要可编程集成，可考虑Fathom、Fireflies或Wave。
  • 转录内容不可编辑：无法事后修正转录错误。
  • 免费版每周仅支持5次会议录制：对于活跃团队很快会达到上限。Pro版无此限制。
  • 外部协作者需拥有Bubbles账号才能发布视频评论——这一点在实际操作前并不明显。

Related skills

相关技能

  • /sales-note-taker
    — Compare AI note-takers across platforms, choose the right one for your team, or wire transcripts into CRM. Install: 
    npx skills add sales-skills/sales --skill sales-note-taker -a claude-code
  • /sales-integration
    — Connect tools via Zapier, webhooks, or custom API pipelines. Install: 
    npx skills add sales-skills/sales --skill sales-integration -a claude-code
  • /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
  • /sales-note-taker
    — 跨平台对比AI记录器，为团队选择合适工具，或实现转录内容与CRM同步。安装方式：
    npx skills add sales-skills/sales --skill sales-note-taker -a claude-code
  • /sales-integration
    — 通过Zapier、Webhook或自定义API管道连接工具。安装方式：
    npx skills add sales-skills/sales --skill sales-integration -a claude-code
  • /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技能。安装方式：
    npx skills add sales-skills/sales --skill sales-do -a claude-code

Examples

示例

Example 1: Team choosing between Bubbles Free and Pro

示例1：团队在Bubbles免费版与Pro版间做选择

User says: "I have a 5-person design team and we want to record our standups so people can watch async. Is Bubbles Free enough?" Skill does: Explains Free limits — 5 meetings/week shared across the workspace, 30-min cap, recordings lock after 2 weeks. For a 5-person team with daily standups (5/week), Free barely covers it with zero margin. Recommends Pro Teams at $12/user/mo ($60/mo total) for unlimited recordings, no locking, and customizable bot settings.
用户提问："我所在的设计团队有5人，我们想录制站会以便成员异步观看。Bubbles免费版够用吗？" 技能操作：解释免费版限制——工作区共享每周5次会议录制额度，单条录制上限30分钟，录制内容两周后锁定。对于每天开站会的5人团队（每周5次），免费版仅勉强满足需求，无冗余空间。推荐Pro团队版，12美元/用户/月（总计60美元/月），支持无限录制、无锁定限制，且可自定义机器人设置。

Example 2: Connecting Bubbles to Slack via Zapier

示例2：通过Zapier将Bubbles连接至Slack

User says: "I want meeting summaries from Bubbles to post automatically in our #team-updates Slack channel" Skill does: Walks through Zapier setup — trigger: Bubbles "New Recording" → action: Slack "Send Channel Message" with summary content. Notes that Zapier integration requires connecting via Settings → Integrations in Bubbles. Warns that the free Zapier plan limits to 100 tasks/month.
用户提问："我希望Bubbles的会议摘要能自动发布到我们Slack的#team-updates频道" 技能操作：逐步讲解Zapier设置流程——触发器：Bubbles「新录制内容」→ 动作：Slack「发送频道消息」并附带摘要内容。提示需通过Bubbles的设置→集成页面完成连接。提醒免费版Zapier每月仅支持100个任务。

Example 3: Evaluating Bubbles for a sales team

示例3：评估Bubbles是否适合销售团队

User says: "We're a 10-person sales team on HubSpot. Would Bubbles work for recording our discovery calls?" Skill does: Flags the critical gap — Bubbles has no CRM integration whatsoever, no coaching/scoring features, and English-only transcription. For a HubSpot sales team, recommends Fathom Business ($25/user/mo, native HubSpot sync) or Fireflies Business ($19/user/mo, HubSpot + conversation search). Bubbles is better suited for async collaboration teams, not sales workflows.
用户提问："我们是使用HubSpot的10人销售团队。Bubbles适合录制我们的发现通话吗？" 技能操作：指出关键短板——Bubbles完全没有CRM集成，无辅导/评分功能，且仅支持英文转录。对于使用HubSpot的销售团队，推荐Fathom Business（25美元/用户/月，原生HubSpot同步）或Fireflies Business（19美元/用户/月，支持HubSpot+对话搜索）。Bubbles更适合异步协作团队，而非销售工作流。

Troubleshooting

故障排查

Recordings locked and inaccessible

录制内容锁定且无法访问

Symptom: Older recordings show as locked and can't be viewed or shared. Cause: Free plan locks recordings after 2 weeks of inactivity ("Bubbles lock after 2 weeks"). Fix: Upgrade to any Pro plan to unlock all recordings permanently. No way to unlock individual recordings on Free — this is a hard plan gate.
症状：旧录制内容显示为锁定状态，无法查看或分享。 原因：免费版录制内容在14天无操作后会锁定（即「Bubbles两周后锁定」规则）。 解决方案：升级至任意Pro版套餐可永久解锁所有录制内容。免费版无法单独解锁某条录制内容——这是硬性的套餐限制。

Notetaker bot not joining meetings

记录器机器人未加入会议

Symptom: Bubbles notetaker doesn't appear in a scheduled meeting. Cause: On Free, the notetaker joins all meetings with 2+ invitees and supported links — but the meeting must have a supported platform link (Zoom, Meet, or Teams) in the calendar event. On Pro, you may have configured selective joining rules that exclude this meeting. Fix: Check that the calendar event contains a valid meeting link. On Pro, review notetaker settings to ensure the meeting matches your join criteria (organizer, invitee count, specific calendars).
症状：Bubbles记录器未出现在已安排的会议中。 原因：免费版中，记录器会自动加入所有包含2名及以上参会者且带有支持平台链接（Zoom、Meet或Teams）的日历会议。Pro版中，您可能配置了选择性加入规则，排除了该会议。 解决方案：检查日历事件是否包含有效的会议链接。Pro版用户请查看记录器设置，确保该会议符合您设置的加入条件（组织者、参会人数、特定日历）。

Async video reply requires sign-up

异步视频回复需注册账号

Symptom: External collaborator clicks on a shared recording to reply but is prompted to create a Bubbles account. Cause: Bubbles requires an account to leave video or text comments. Viewing is public, but replying requires auth. Fix: No workaround — external collaborators must create a free Bubbles account to participate in discussions. If this is a dealbreaker for external sharing, consider Loom (allows comments without sign-up on Business plan).
症状：外部协作者点击共享录制内容准备回复时，被提示创建Bubbles账号。 原因：Bubbles要求用户拥有账号才能发布视频或文字评论。查看内容无需授权，但回复需验证身份。 解决方案：无替代方案——外部协作者必须创建免费Bubbles账号才能参与讨论。若这是外部共享的关键障碍，可考虑Loom（商务版支持无需注册即可评论）。