sales-claap

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Claap Platform Help

Claap平台帮助文档

Step 1 — Gather context

步骤1 — 收集上下文

references/learnings.md

exists, read it first for accumulated platform knowledge.

What are you trying to do?
- A) Set up Claap recording (Zoom, Google Meet, Teams, phone, in-person)
- B) Configure CRM sync (HubSpot, Salesforce, Attio, Pipedrive)
- C) Use the API or webhooks for transcript/recording export
- D) Set up AI agents (Analyst, Coach) or deal scoring (SPICED, MEDDIC, BANT)
- E) Fix a specific issue (extension crash, slow processing, summary quality)
- F) Understand pricing / plan differences
Which plan are you on?
- A) Basic (Free)
- B) Pro ($24/user/mo annual)
- C) Business ($48/user/mo annual)
- D) Enterprise

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

如果

references/learnings.md

文件存在，请先阅读该文件以获取积累的平台相关知识。

你想要实现什么操作？
- A) 设置Claap录制功能（Zoom、Google Meet、Teams、电话、线下会议）
- B) 配置CRM同步（HubSpot、Salesforce、Attio、Pipedrive）
- C) 使用API或Webhook导出转录文本/录制内容
- D) 设置AI Agent（分析师、教练）或交易评分（SPICED、MEDDIC、BANT模型）
- E) 修复特定问题（扩展崩溃、处理缓慢、摘要质量不佳）
- F) 了解定价/套餐差异
你使用的是哪个套餐？
- A) 基础版（免费）
- B) 专业版（每年24美元/用户/月）
- C) 商务版（每年48美元/用户/月）
- D) 企业版

跳转规则：如果用户的提问已经包含足够的上下文，直接跳至步骤2。

Step 2 — Route or answer directly

步骤2 — 转至对应工具或直接解答

Problem domain	Route to
Picking between Claap and Fathom, Fireflies, Gong, etc.	`/sales-note-taker {user's question}`
Reviewing a specific call for coaching or scoring	`/sales-call-review {user's question}`
Building a coaching program or training cadence	`/sales-coaching {user's question}`
General CRM-to-tool integration (Zapier, webhooks, iPaaS)	`/sales-integration {user's question}`
Meeting scheduling (not note-taking)	`/sales-meeting-scheduler {user's question}`

Otherwise, answer directly below.

问题领域	转至工具
在Claap与Fathom、Fireflies、Gong等工具之间做选择	`/sales-note-taker {用户问题}`
针对单个通话进行辅导或评分复盘	`/sales-call-review {用户问题}`
搭建辅导项目或培训流程	`/sales-coaching {用户问题}`
通用CRM与工具集成（Zapier、Webhook、iPaaS）	`/sales-integration {用户问题}`
会议日程安排（非笔记记录）	`/sales-meeting-scheduler {用户问题}`

除此之外，直接在下方解答。

Step 3 — Claap platform reference

步骤3 — Claap平台参考资料

Read
references/platform-guide.md
for the full platform reference — modules, pricing, integrations, data model, workflows.

If the question involves API endpoints or webhook payloads, also read

references/claap-api-reference.md

Answer the user's question using only the relevant section. Don't dump the full reference.

**阅读

references/platform-guide.md

**以获取完整的平台参考信息——包括模块、定价、集成、数据模型和工作流。

如果问题涉及API端点或Webhook负载，还需阅读

references/claap-api-reference.md

。

仅使用相关部分内容解答用户问题，不要直接粘贴完整参考资料。

Step 4 — Actionable guidance

步骤4 — 可操作指南

You no longer need the platform guide — focus on the user's specific situation.

Recording setup: Start with bot-free (Chrome extension) for privacy. Switch to bot recorder if you need automatic recording without browser. Both support Zoom, Meet, Teams.

CRM enrichment: Business plan required for auto-enrichment. Map custom CRM fields in Settings → Integrations. Test with one deal before bulk-enabling.

Deal scoring: Configure methodology (SPICED, MEDDIC, BANT) in AI Analyst settings. Scores update after each recorded call.

API integration: API keys require Pro+ plan (free plan gets 401). Create keys in Settings → API & Webhooks (admin only). Use webhooks for real-time —

recording_added

fires when transcription + analysis completes.

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——专注于用户的具体场景。

录制设置：优先选择无机器人模式（Chrome扩展）以保障隐私。如果无需浏览器即可自动录制，可切换至机器人录制器。两种模式均支持Zoom、Meet、Teams。

CRM补全：商务版套餐才可使用自动补全功能。在“设置→集成”中映射自定义CRM字段。批量启用前先通过单个交易测试。

交易评分：在AI分析师设置中配置评分方法（SPICED、MEDDIC、BANT）。每次录制通话后评分会自动更新。

API集成：API密钥需专业版及以上套餐（免费版会返回401错误）。仅管理员可在“设置→API与Webhook”中创建密钥。如需实时同步请使用Webhook——当转录和分析完成时，

recording_added

事件会触发。

如果发现

references/learnings.md

中未涵盖的陷阱、解决方案或技巧，请将其添加至该文件中。

Gotchas

常见陷阱

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

Free plan is extremely limited — 10 videos, 300 minutes, 3-month storage. Core AI features (coaching, deal insights, CRM enrichment) locked behind Business ($48/user/mo). You can't meaningfully evaluate the product on Free.
Chrome extension crashes during screen recording — multiple reports of extension becoming unresponsive, failing to save recordings, or requiring constant page refresh. If recording disappears, check the Claap dashboard — it may have uploaded but not shown in the extension UI.
AI summaries can be unbalanced — reviews report summaries focused entirely on one speaker in multi-person calls. No workaround; escalate to support if critical.
Bot-free recording raises privacy questions — recording without a visible bot means participants may not know they're being recorded. Check local consent laws. Claap sends notifications but some users report these cause participants to disconnect.
API keys only work on paid plans or trials — free plan API requests return 401. Video/transcript URLs from the API expire in 24 hours.
Video processing is slow for long recordings — multiple users report significant delays (15+ minutes) for group calls over 1 hour.

基于研究的最佳实践——请仔细查看，尤其是与套餐限制功能和集成陷阱相关的内容，这些信息可能会过时。

免费版限制极大——仅支持10个视频、300分钟时长、3个月存储。核心AI功能（辅导、交易洞察、CRM补全）仅商务版（48美元/用户/月）可用。无法通过免费版全面评估产品。
Chrome扩展在屏幕录制时崩溃——有多份报告显示扩展程序无响应、无法保存录制内容，或需要频繁刷新页面。如果录制内容消失，请检查Claap仪表盘——内容可能已上传但未在扩展UI中显示。
AI摘要可能失衡——反馈显示在多人通话中，摘要完全聚焦于某一位发言者。暂无解决方案；若问题严重，请联系支持团队。
无机器人录制存在隐私问题——无可见机器人的录制可能导致参会者不知情。请遵守当地的同意法规。Claap会发送通知，但部分用户反馈通知会导致参会者断开连接。
API密钥仅在付费套餐或试用版中可用——免费版API请求会返回401错误。API返回的视频/转录文本URL有效期为24小时。
长录制内容的视频处理速度缓慢——多位用户反馈时长超过1小时的群组通话处理延迟严重（15分钟以上）。

Related skills

Examples

示例

Example 1: Setting up CRM auto-enrichment

示例1：设置CRM自动补全

User says: "I want Claap to automatically update my HubSpot deal fields after every sales call" Skill does: Confirms Business plan required, walks through HubSpot integration setup in Settings → Integrations, shows how to map custom properties, recommends testing with one deal first, flags that only recordings visible in workspace (not private) sync to CRM.

用户提问：“我希望Claap能在每次销售通话后自动更新我的HubSpot交易字段” 工具操作：确认需使用商务版套餐，引导在“设置→集成”中完成HubSpot集成设置，演示如何映射自定义属性，建议先通过单个交易测试，提示仅工作区可见的录制内容（非私有）会同步至CRM。

Example 2: API webhook for transcript pipeline

示例2：用于转录流水线的API Webhook

User says: "I need to pipe Claap transcripts into our data warehouse whenever a recording finishes" Skill does: Shows webhook setup for

recording_added

event, explains payload structure (recording metadata, outline, insights, transcript URL), notes URL expiration (24h), recommends fetching and storing transcript immediately on webhook receipt, points to OpenAPI spec for full schema.

用户提问：“我需要在每次录制完成后将Claap的转录文本导入我们的数据仓库” 工具操作：演示

recording_added

事件的Webhook设置，解释负载结构（录制元数据、大纲、洞察、转录文本URL），说明URL有效期（24小时），建议在收到Webhook后立即获取并存储转录文本，指向OpenAPI规范以获取完整架构。

Example 3: Extension not saving recordings

示例3：扩展无法保存录制内容

User says: "My Claap Chrome extension keeps crashing and recordings aren't showing up" Skill does: Checks if recordings appear in dashboard despite extension failure, suggests clearing extension cache, verifying Chrome version, checking if multiple recording extensions conflict, recommends switching to bot recorder as fallback.

用户提问：“我的Claap Chrome扩展不断崩溃，录制内容无法显示” 工具操作：检查仪表盘是否存在录制内容（尽管扩展显示失败），建议清除扩展缓存、验证Chrome版本、检查是否有多个录制扩展冲突，推荐切换至机器人录制器作为备用方案。

Troubleshooting

故障排查

AI summary ignores some speakers

AI摘要忽略部分发言者

Symptom: Summary focuses on one participant, barely mentions others in a multi-person call Cause: Known limitation — Claap's summarization model can overweight the dominant speaker Solution: No configuration fix exists. Workarounds: manually edit the summary, or export the full transcript for your own processing. Contact support if it happens consistently.

症状：摘要聚焦于某一位参会者，几乎未提及多人通话中的其他发言者原因：已知限制——Claap的摘要模型可能过度权重主导发言者 解决方案：暂无配置修复方案。替代方法：手动编辑摘要，或导出完整转录文本自行处理。若问题持续发生，请联系支持团队。

Chrome extension stops recording or crashes

Chrome扩展停止录制或崩溃

Symptom: Extension becomes unresponsive, recording controls disappear, or saved recording is missing Cause: Tab switching, heavy browser load, or conflicting extensions Solution: Disable other recording extensions, pin the Claap tab, refresh the page before recording. Check Claap dashboard — the recording may have uploaded despite the extension showing an error. If persistent, switch to the bot recorder.

症状：扩展无响应、录制控件消失，或保存的录制内容丢失原因：切换标签页、浏览器负载过重，或扩展冲突 解决方案：禁用其他录制扩展、固定Claap标签页、录制前刷新页面。检查Claap仪表盘——尽管扩展显示错误，录制内容可能已上传。若问题持续，切换至机器人录制器。

Video takes very long to process

视频处理时间过长

Symptom: Recording stuck in "processing" for 15+ minutes after a call Cause: Long group calls (1h+) with many speakers cause processing delays Solution: Wait — it usually completes eventually. If stuck beyond 30 minutes, contact support with the recording ID. Shorter calls (under 30 min) typically process in 2-5 minutes.

症状：通话结束后，录制内容卡在“处理中”状态超过15分钟原因：时长超过1小时的群组通话会导致处理延迟 解决方案：等待——通常最终会完成处理。若超过30分钟仍未完成，请提供录制ID联系支持团队。时长30分钟以内的通话通常在2-5分钟内完成处理。