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Shadow Platform Help

Shadow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.
Ask the user:
  1. What do you need help with?
    • A) Setting up Shadow (install, autopilot, first recording)
    • B) Troubleshooting an issue (stuck meetings, CPU, speaker labels)
    • C) Comparing Shadow to another bot-free tool (Granola, Jamie, Bluedot)
    • D) Exporting or integrating Shadow data (Markdown, Zapier, CRM)
    • E) Understanding pricing or plan limits
  2. What meeting platforms do you use?
    • A) Zoom
    • B) Google Meet
    • C) Microsoft Teams
    • D) Slack Huddles
    • E) Multiple / other (Webex, Discord)
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累积的平台相关知识。
向用户询问以下问题：
  1. 您需要哪方面的帮助？
    • A) 设置Shadow（安装、自动模式、首次录制）
    • B) 故障排查（会议录制卡住、CPU占用、说话人标签错误）
    • C) 对比Shadow与其他无机器人工具（Granola、Jamie、Bluedot）
    • D) 导出或集成Shadow数据（Markdown、Zapier、CRM）
    • E) 了解定价或套餐限制
  2. 您使用哪些会议平台？
    • A) Zoom
    • B) Google Meet
    • C) Microsoft Teams
    • D) Slack Huddles
    • E) 多个/其他平台（Webex、Discord）
跳转规则：若用户的提问已包含足够上下文，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

Problem domainRoute to
Comparing all AI note-takers (not just bot-free)
/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, webhooks)
/sales-integration {user's question}
Otherwise, answer directly below.
问题领域转至
对比所有AI笔记工具（不限于无机器人类型）
/sales-note-taker {用户的问题}
为辅导目的回顾特定通话
/sales-call-review {用户的问题}
搭建辅导项目
/sales-coaching {用户的问题}
通用CRM/工具集成（Zapier、webhooks）
/sales-integration {用户的问题}
若非上述情况，请直接在下方解答。

Step 3 — Shadow platform reference

步骤3 — Shadow平台参考资料

Read 
references/platform-guide.md
 for the full platform reference — features, pricing, integrations, workflows, limitations.
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——包括功能、定价、集成方式、工作流程、限制条件等。
仅使用相关章节内容解答用户问题，不要直接输出完整参考资料。

Step 4 — Actionable guidance

步骤4 — 可执行指导

You no longer need the platform guide — focus on the user's specific situation.
Setup priorities:
  1. Download from shadow.do → grant macOS permissions (microphone, screen recording, accessibility)
  2. Enable Autopilot for automatic meeting detection — test with a short call
  3. Configure AI Skills for post-meeting tasks (summaries, action items, follow-ups)
  4. Set up Markdown export or Zapier webhook if you need data in other tools
Bot-free comparison quick guide:
  • Shadow vs Granola → Shadow captures screen + audio; Granola is audio-only notepad, $14/mo, simpler
  • Shadow vs Jamie → Jamie supports Windows + in-person; Shadow is macOS-only but captures screen
  • Shadow vs Bluedot → Bluedot has native HubSpot/Salesforce CRM sync; Shadow has no native CRM connectors
If you discover a gotcha or tip not covered in 
references/learnings.md
, append it there.
此时无需再参考平台指南，聚焦用户的具体场景。
设置优先级：
  1. 从shadow.do下载Shadow → 授予macOS权限（麦克风、屏幕录制、辅助功能）
  2. 启用自动模式（Autopilot）以实现自动会议检测——通过短通话测试功能
  3. 配置AI Skills用于会后任务（生成总结、行动项、跟进邮件）
  4. 若需将数据同步至其他工具，设置Markdown导出或Zapier webhook
无机器人工具快速对比指南：
  • Shadow vs Granola → Shadow可捕获屏幕+音频；Granola仅支持音频记录，是更简洁的记事本工具，定价14美元/月
  • Shadow vs Jamie → Jamie支持Windows系统及线下会议；Shadow仅支持macOS，但具备屏幕捕获功能
  • Shadow vs Bluedot → Bluedot原生支持HubSpot/Salesforce CRM同步；Shadow无原生CRM连接器
若发现
references/learnings.md
未涵盖的注意事项或技巧，请添加至该文件中。

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 tier is 25 lifetime AI meetings, not monthly. After 25 meetings, transcription still works but AI features (summaries, action items, Skills) require Plus ($8/mo).
  • macOS only. No Windows, no Linux, no mobile, no web app. If your team has mixed OS, Shadow won't work for everyone — consider Jamie (Windows + Mac) or Bluedot (Chrome extension, any OS).
  • No native CRM connectors. Shadow doesn't sync directly to Salesforce or HubSpot. You can export to Markdown or use Zapier webhooks, but there's no structured CRM field mapping like Fathom Business or Fireflies Business.
  • Screen capture requires explicit macOS permissions. If screen capture isn't working, check System Settings → Privacy & Security → Screen Recording. Some MDM-managed Macs block this.
  • No public API. You cannot programmatically access Shadow transcripts or recordings. For API-driven pipelines, Fathom, Fireflies, or Gong are better choices.
  • AI processing uses external APIs. Transcription is on-device, but summaries/action items use SOC 2-certified cloud APIs. For fully local processing, disable AI features.
  • "Shadow AI" enterprise governance concern. Because Shadow runs invisibly (no bot in the meeting), IT teams may not know it's in use. In regulated industries, get IT approval before deploying.
基于研究的最佳实践建议——请仔细阅读，尤其是关于套餐专属功能和可能过时的集成注意事项。
  • **免费版终身仅支持25次AI会议，非月度额度。**用完25次会议后，转录功能仍可使用，但AI功能（总结、行动项、Skills）需要升级至Plus套餐（8美元/月）。
  • **仅支持macOS系统。**不支持Windows、Linux、移动设备及网页端应用。若团队使用多种操作系统，Shadow无法满足所有成员需求——可考虑Jamie（支持Windows+Mac）或Bluedot（Chrome扩展，支持任意操作系统）。
  • **无原生CRM连接器。**Shadow无法直接同步至Salesforce或HubSpot。您可导出至Markdown或使用Zapier webhook，但不具备Fathom Business或Fireflies Business那样的结构化CRM字段映射功能。
  • **屏幕捕获需明确授予macOS权限。**若屏幕捕获功能失效，请前往系统设置→隐私与安全性→屏幕录制，检查是否已授予Shadow权限。部分由MDM管理的Mac设备可能会阻止该权限。
  • **无公开API。**无法通过编程方式访问Shadow的转录内容或录制文件。若需API驱动的工作流，Fathom、Fireflies或Gong是更优选择。
  • **AI处理使用外部API。**转录在设备端完成，但总结/行动项功能使用符合SOC 2认证的云API。若需完全本地处理，请禁用AI功能。
  • **“Shadow AI”的企业合规顾虑。**由于Shadow运行时不可见（会议中无机器人标识），IT团队可能无法察觉其使用情况。在受监管行业部署前，请获得IT部门批准。

Related skills

相关技能

  • /sales-note-taker
    — Compare all AI note-takers, select the right one for your team, or plan an API integration pipeline
  • /sales-granola
    — Granola platform help — bot-free AI notepad, REST API, MCP beta, HubSpot/Attio CRM sync
  • /sales-jamie
    — Jamie platform help — bot-free AI note-taker, Windows + Mac, REST API, webhooks, CRM sync
  • /sales-bluedot
    — Bluedot platform help — bot-free video recording, Chrome extension, Svix webhooks, HubSpot/Salesforce CRM sync
  • /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
  • /sales-note-taker
    — 对比所有AI笔记工具，为团队选择合适工具，或规划API集成工作流
  • /sales-granola
    — Granola平台帮助——无机器人AI记事本、REST API、MCP测试版、HubSpot/Attio CRM同步
  • /sales-jamie
    — Jamie平台帮助——无机器人AI笔记工具、支持Windows+Mac、REST API、webhooks、CRM同步
  • /sales-bluedot
    — Bluedot平台帮助——无机器人视频录制、Chrome扩展、Svix webhooks、HubSpot/Salesforce CRM同步
  • /sales-call-review
    — 为辅导目的回顾特定通话
  • /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、webhooks、iPaaS）
  • /sales-do
    — 不确定使用哪项技能？该路由工具可匹配任意销售目标至对应技能。安装方式：
    npx skills add sales-skills/sales --skill sales-do

Examples

示例

Example 1: Setting up Shadow for the first time

示例1：首次设置Shadow

User says: "I just downloaded Shadow on my Mac. How do I get it to automatically record my Zoom calls?" Skill does:
  1. Walks through macOS permission grants (microphone, screen recording, accessibility)
  2. Shows how to enable Autopilot mode for automatic meeting detection
  3. Explains that Shadow captures both audio and screen content — no bot visible to other participants
  4. Recommends a test call to verify everything works before relying on it for real meetings Result: Shadow recording Zoom calls automatically without manual activation.
用户提问：“我刚在Mac上下载了Shadow，如何让它自动录制我的Zoom会议？” 技能执行操作：
  1. 引导用户完成macOS权限授予（麦克风、屏幕录制、辅助功能）
  2. 演示如何启用自动模式（Autopilot）以实现自动会议检测
  3. 说明Shadow可同时捕获音频与屏幕内容——其他参会者不会看到机器人标识
  4. 建议用户先通过测试通话验证功能正常，再用于正式会议 结果：Shadow无需手动激活，自动录制Zoom会议。

Example 2: Shadow vs Granola for a sales team

示例2：销售团队选择Shadow还是Granola

User says: "My team of 5 SDRs needs a bot-free note-taker. Should we use Shadow or Granola?" Skill does:
  1. Confirms both are bot-free and macOS-compatible
  2. Highlights Shadow's screen capture advantage (sees demos, slides, shared content)
  3. Notes Granola's HubSpot/Attio CRM sync and REST API — Shadow lacks both
  4. Flags that neither has deep CRM field mapping — if CRM sync is critical, recommends Fathom Business or Fireflies Business instead Result: Shadow if screen capture matters; Granola if CRM sync matters; neither if deep CRM integration is required.
用户提问：“我的团队有5名SDR，需要一款无机器人笔记工具，应该选Shadow还是Granola？” 技能执行操作：
  1. 确认两款工具均为无机器人类型且支持macOS系统
  2. 强调Shadow的屏幕捕获优势（可记录演示内容、幻灯片、共享文件）
  3. 指出Granola具备HubSpot/Attio CRM同步及REST API功能——Shadow无此两项功能
  4. 说明两款工具均无深度CRM字段映射功能——若CRM同步是核心需求，推荐Fathom Business或Fireflies Business 结果：若需屏幕捕获功能选Shadow；若需CRM同步选Granola；若需深度CRM集成则两款均不适用。

Example 3: Free tier ran out

示例3：免费版额度用尽

User says: "Shadow says I've used all my free AI meetings. What are my options?" Skill does:
  1. Explains the 25-meeting lifetime cap on AI features (not monthly)
  2. Notes that recording and transcription still work — only AI summaries/action items/Skills are gated
  3. Recommends Plus at $8/mo if Shadow is working well
  4. Suggests Fathom free tier (unlimited AI meetings) as an alternative if budget is zero Result: Clear upgrade path or free alternative.
用户提问：“Shadow提示我已用完所有免费AI会议额度，有什么解决方案？” 技能执行操作：
  1. 解释AI功能的25次终身额度限制（非月度）
  2. 说明录制和转录功能仍可使用——仅AI总结/行动项/Skills功能受限制
  3. 若Shadow使用体验良好，推荐升级至Plus套餐（8美元/月）
  4. 若预算为零，建议使用Fathom免费版（无限制AI会议）作为替代方案 结果：提供清晰的升级路径或免费替代选项。

Troubleshooting

故障排查

Shadow not detecting meetings automatically

Shadow无法自动检测会议

Symptom: Meetings start but Shadow doesn't begin recording Cause: Autopilot may be disabled, or macOS permissions are missing Solution: Open Shadow settings → enable Autopilot. Check System Settings → Privacy & Security → grant Microphone, Screen Recording, and Accessibility permissions to Shadow. Restart Shadow after granting permissions.
症状：会议已开始，但Shadow未启动录制 原因：自动模式（Autopilot）可能已禁用，或缺少macOS权限 解决方案：打开Shadow设置→启用自动模式。前往系统设置→隐私与安全性→授予Shadow麦克风、屏幕录制及辅助功能权限。授予权限后重启Shadow。

Shadow using excessive CPU/memory

Shadow占用过多CPU/内存

Symptom: Mac slows down when Shadow is running, fan spins up during meetings Cause: On-device transcription is compute-intensive, especially on older Macs Solution: Close unnecessary apps during meetings. If the problem persists, check that you're on the latest Shadow version — recent updates improved resource usage. On Intel Macs, performance may be noticeably worse than Apple Silicon.
症状：Shadow运行时Mac变慢，会议期间风扇转速升高 原因：设备端转录对算力要求较高，尤其是旧款Mac设备 解决方案：会议期间关闭不必要的应用。若问题持续，请确认使用的是最新版本的Shadow——近期更新优化了资源占用情况。Intel芯片Mac的性能表现可能明显逊于Apple Silicon芯片Mac。

Speaker labels are wrong or missing

说话人标签错误或缺失

Symptom: Transcript attributes speech to the wrong person or shows "Unknown Speaker" Cause: Speaker diarization is imperfect — no tool has fully solved this Solution: Ensure each participant has a distinct audio source (not sharing a mic). Shadow improves accuracy over time as it learns voices. Manual corrections in the transcript help train the model.
症状：转录内容将语音归属错误的人，或显示“未知说话人” 原因：说话人分离技术尚未完善——目前没有工具能完全解决该问题 解决方案：确保每位参会者使用独立的音频源（不要共享麦克风）。Shadow会随着学习语音内容逐步提升识别准确率。手动修正转录内容有助于训练模型。