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Read.ai Platform Help

Read.ai 平台帮助

Step 1 — Gather context

步骤1 — 收集上下文

If 
references/learnings.md
exists, read it first for accumulated platform knowledge.
  1. What are you trying to do?
    • A) Set up Read.ai for my team (onboarding, permissions, calendar sync)
    • B) Integrate Read.ai data into another system (CRM, warehouse, Slack, internal app)
    • C) Configure engagement analytics or Search Copilot
    • D) Troubleshoot an issue (auto-join, permissions, transcript quality, removal)
    • E) Understand pricing or plan differences
  2. Which plan are you on?
    • A) Free (5 meetings/month)
    • B) Pro ($19.75/mo)
    • C) Enterprise ($29.75/mo)
    • D) Enterprise+ ($39.75/mo)
    • E) Not sure / evaluating
  3. If integrating, what's the target?
    • A) CRM (Salesforce, HubSpot)
    • B) Project management (Asana, Jira, Linear, Notion, Confluence)
    • C) Data warehouse or internal database
    • D) Slack / Teams notifications
    • E) AI tool via MCP (Claude, Cursor, VS Code)
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
如果
references/learnings.md
存在，请先阅读以获取积累的平台知识。
  1. 你想要实现什么目标？
    • A) 为团队设置Read.ai（入职、权限、日历同步）
    • B) 将Read.ai数据集成到其他系统（CRM、数据仓库、Slack、内部应用）
    • C) 配置参与度分析或Search Copilot
    • D) 排查问题（自动加入、权限、转录质量、移除）
    • E) 了解定价或套餐差异
  2. 你使用的是哪个套餐？
    • A) 免费版（每月5次会议）
    • B) 专业版（每月19.75美元）
    • C) 企业版（每月29.75美元）
    • D) 高级企业版（每月39.75美元）
    • E) 不确定 / 正在评估
  3. 如果是集成，目标系统是什么？
    • A) CRM（Salesforce、HubSpot）
    • B) 项目管理工具（Asana、Jira、Linear、Notion、Confluence）
    • C) 数据仓库或内部数据库
    • D) Slack / Teams通知
    • E) 通过MCP对接AI工具（Claude、Cursor、VS Code）
跳过规则：如果用户的提示已经包含足够上下文，请直接进入步骤2。

Step 2 — Route or answer directly

步骤2 — 路由或直接回答

Problem domainRoute to
Picking between Read.ai vs Fathom vs Fireflies vs other note-takers
/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 (Zapier, Make, iPaaS)
/sales-integration {user's question}
Meeting scheduling
/sales-meeting-scheduler {user's question}
When routing, provide the exact command: "This is a {problem domain} question — run: 
/sales-{skill} {user's original question}
"
Otherwise, answer directly below.
问题领域路由至
在Read.ai与Fathom、Fireflies等笔记工具间做选择
/sales-note-taker {用户问题}
为辅导目的复盘特定通话
/sales-call-review {用户问题}
搭建辅导项目
/sales-coaching {用户问题}
通用CRM/工具集成（Zapier、Make、iPaaS）
/sales-integration {用户问题}
会议日程安排
/sales-meeting-scheduler {用户问题}
路由时，请提供准确命令："这属于{问题领域}问题 — 请运行：
/sales-{skill} {用户原始问题}
"
否则，请直接在下方回答。

Step 3 — Read.ai platform reference

步骤3 — Read.ai平台参考

Read 
references/platform-guide.md
 for the full platform reference — modules, pricing, API, MCP, integrations, data model, 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——模块、定价、API、MCP、集成、数据模型、工作流。
仅使用相关章节回答用户问题，不要输出完整参考内容。

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.
Quick decision framework:
  • Need webhook automation? → Pro+ required. Set up via Read dashboard → Integrations → Webhooks
  • Need CRM sync (Salesforce/HubSpot)? → Pro+ required (premium integration)
  • Need video playback? → Enterprise required ($29.75/mo)
  • Need HIPAA/SSO? → Enterprise+ required ($39.75/mo, 10+ seats)
  • Need MCP for Claude/Cursor? → Connect to 
    https://api.read.ai/mcp/
    , OAuth auth
  • Need Zapier automation? → Pro+ required, triggers: meeting report ready
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
你无需再查看平台指南——专注于用户的具体场景。
快速决策框架：
  • 需要Webhook自动化？→ 需专业版及以上。通过Read控制台 → 集成 → Webhooks进行设置
  • 需要CRM同步（Salesforce/HubSpot）？→ 需专业版及以上（高级集成功能）
  • 需要视频回放？→ 需企业版（每月29.75美元）
  • 需要HIPAA/SSO？→ 需高级企业版（每月39.75美元，10个席位起）
  • 需要通过MCP对接Claude/Cursor？→ 连接至
    https://api.read.ai/mcp/
    ，使用OAuth认证
  • 需要Zapier自动化？→ 需专业版及以上，触发条件：会议报告就绪
如果你发现
references/learnings.md
未涵盖的陷阱、解决方案或技巧，请将其添加到该文档中。

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
  • Auto-join behavior is aggressive. Read.ai hooks into your calendar and joins all scheduled meetings by default. External participants see a "Read.ai" bot join without being asked. This has caused university bans and Trustpilot complaints. Configure per-meeting or disable auto-join in settings.
  • Video playback is Enterprise-only. Pro plan ($19.75/mo) gets unlimited transcripts but no video playback or highlights. That's a 50% price jump to Enterprise ($29.75/mo) for video.
  • Removing Read.ai is difficult. Deleting your account may not stop it from joining meetings. You may need to revoke OAuth permissions in Google/Microsoft and remove the app from your calendar integrations manually.
  • Sentiment analysis lacks cultural nuance. The engagement/sentiment scoring can misread cultural communication styles and flag benign language. Don't rely on it for performance decisions.
  • API is in open beta. Planned GA enhancements include static API keys, more endpoints, and expanded docs. Expect breaking changes.
  • Webhook events are limited. Only 
    meeting_end
    and 
    manual
    triggers — no real-time or mid-meeting events.
  • Free plan exhausts quickly. 5 meetings/month with 1-hour max per meeting. Regular users hit the cap in 1-2 weeks.
  • Recordings may become inaccessible after cancellation. Users report losing access to historical recordings when subscriptions end.
基于研究的最佳实践——请重点关注这些内容，尤其是与套餐限制功能和集成陷阱相关的、可能已过时的条目。
  • 自动加入行为过于激进：Read.ai会接入你的日历，默认自动加入所有已安排的会议。外部参会者会看到“Read.ai”机器人未经邀请加入会议。这曾导致被大学禁用以及Trustpilot投诉。请在设置中按会议配置或禁用自动加入功能。
  • 视频回放仅面向企业版：专业版（每月19.75美元）可获取无限转录内容，但无视频回放或亮点功能。要获得视频功能需升级至企业版（每月29.75美元），价格涨幅达50%。
  • 移除Read.ai难度较大：删除账户可能无法阻止其加入会议。你可能需要在Google/Microsoft中撤销OAuth权限，并手动从日历集成中移除该应用。
  • 情感分析缺乏文化差异性：参与度/情感评分可能误判文化沟通风格，将良性语言标记为异常。请勿依赖其做绩效决策。
  • API处于公开测试阶段：计划中的正式版增强功能包括静态API密钥、更多端点和扩展文档。可能会出现破坏性变更。
  • Webhook事件有限：仅支持
    meeting_end
    和
    manual
    触发——无实时或会议中事件。
  • 免费版额度耗尽快：每月5次会议，每次最长1小时。普通用户通常1-2周就会用完额度。
  • 取消订阅后可能无法访问录制内容：有用户反馈订阅结束后无法访问历史录制内容。

Related skills

相关技能

  • /sales-note-taker
    — Picking or integrating an AI meeting note-taker (Fathom, Fireflies, Avoma, Gong, Otter, Fellow, Grain, Sembly, Read.ai). Install: 
    npx skills add sales-skills/sales --skill sales-note-taker -a claude-code -y
  • /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
    — 选择或集成AI会议笔记工具（Fathom、Fireflies、Avoma、Gong、Otter、Fellow、Grain、Sembly、Read.ai）。安装命令：
    npx skills add sales-skills/sales --skill sales-note-taker -a claude-code -y
  • /sales-call-review
    — 为辅导目的复盘特定通话
  • /sales-coaching
    — 搭建可利用通话数据的辅导项目
  • /sales-integration
    — 通用CRM/工具集成模式（Zapier、Webhook、iPaaS）
  • /sales-do
    — 不确定该使用哪个技能？该路由工具会将任何销售目标匹配到合适的技能。安装命令：
    npx skills add sales-skills/sales --skill sales-do -a claude-code -y

Examples

示例

Example 1: Setting up MCP with Claude

示例1：搭配Claude设置MCP

User says: "How do I connect Read.ai to Claude so I can query my meeting transcripts?" Skill does: Walks through MCP server connection at 
https://api.read.ai/mcp/
, OAuth authentication, and example prompts like "What did we decide about the timeline in yesterday's meeting?"
用户提问：“如何将Read.ai连接到Claude，以便查询我的会议转录内容？” 技能操作：引导完成
https://api.read.ai/mcp/
的MCP服务器连接、OAuth认证，并提供示例提示，如“昨天的会议中我们关于时间线做出了什么决定？”

Example 2: Webhook integration to push meeting data to CRM

示例2：Webhook集成以将会议数据推送至CRM

User says: "I want meeting summaries automatically pushed to Salesforce after every call" Skill does: Confirms Pro+ plan required, walks through webhook setup (dashboard → Integrations → Webhooks), payload fields (summary, chapters, action items, transcript), HMAC signature verification, and Salesforce mapping.
用户提问：“我希望每次通话后自动将会议摘要推送至Salesforce” 技能操作：确认需专业版及以上，引导完成Webhook设置（控制台 → 集成 → Webhooks）、负载字段（摘要、章节、行动项、转录内容）、HMAC签名验证，以及Salesforce映射。

Example 3: Troubleshooting unwanted auto-join

示例3：排查未经许可的自动加入问题

User says: "Read.ai keeps joining my meetings and my clients are complaining about a bot appearing" Skill does: Walks through disabling auto-join in Read.ai settings, revoking calendar OAuth permissions if needed, and configuring per-meeting join preferences.
用户提问：“Read.ai总是加入我的会议，客户抱怨有机器人出现” 技能操作：引导在Read.ai设置中禁用自动加入功能，必要时撤销日历OAuth权限，并配置按会议的加入偏好。

Troubleshooting

故障排除

Read.ai joins meetings without permission

Read.ai未经许可加入会议

Symptom: A "Read.ai" bot appears in meetings you didn't invite it to, or participants report an unexpected bot Cause: Read.ai hooks into your calendar and auto-joins all scheduled meetings by default once linked Solution: Go to Read.ai settings → disable auto-join for all meetings. To fully remove: revoke OAuth access in Google Workspace Admin or Microsoft 365, remove Read.ai from calendar app integrations, and consider domain-level blocking if needed for your org.
症状：“Read.ai”机器人出现在你未邀请它的会议中，或参会者反馈有意外机器人加入 原因：Read.ai接入日历后，默认会自动加入所有已安排的会议 解决方案：进入Read.ai设置 → 禁用所有会议的自动加入功能。要完全移除：在Google Workspace管理员后台或Microsoft 365中撤销OAuth访问权限，从日历应用集成中移除Read.ai，必要时可为组织设置域级阻止。

Can't access video playback on Pro plan

专业版无法访问视频回放

Symptom: Meeting recordings show transcript only, no video playback option Cause: Video playback and video highlights are gated to Enterprise plan ($29.75/mo) and above Solution: Upgrade to Enterprise, or use the meeting platform's own recording (Zoom/Meet/Teams) alongside Read.ai for video needs.
症状：会议录制内容仅显示转录文本，无视频回放选项 原因：视频回放和视频亮点功能仅限企业版（每月29.75美元）及以上套餐 解决方案：升级至企业版，或搭配Read.ai使用会议平台自身的录制功能（Zoom/Meet/Teams）满足视频需求。

Webhook payloads missing transcript or action items

Webhook负载缺少转录内容或行动项

Symptom: Webhook fires on 
meeting_end
but payload is incomplete Cause: AI processing (summary, action items, key questions) may not be complete when the 
meeting_end
event fires Solution: Add a delay or re-fetch via the REST API after receiving the webhook. Use the 
session_id
from the payload to poll for the complete report.
症状：
meeting_end
事件触发Webhook，但负载不完整 原因：AI处理（摘要、行动项、关键问题）可能在
meeting_end
事件触发时尚未完成 解决方案：收到Webhook后添加延迟或通过REST API重新获取。使用负载中的
session_id
轮询完整报告。