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Siro Platform Help

Siro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 do you need help with?
    • A) Setting up Siro for my field sales team
    • B) CRM integration (Salesforce, HubSpot, Zoho, Pipedrive, Dynamics, SugarCRM)
    • C) Improving recording quality or reducing battery drain
    • D) Using Halftime real-time coaching or customizing scorecards
    • E) Building a custom API integration (webhooks, extractions, deep linking)
    • F) Comparing Siro to other field sales coaching tools (Rilla, SalesAsk, Craft)
    • G) Troubleshooting recording, processing, or billing issues
  2. What industry?
    • A) Home services (HVAC, plumbing, electrical, pest)
    • B) Home improvement / remodeling / windows
    • C) Auto dealerships or auto repair
    • D) Solar / roofing
    • E) Telecom / door-to-door
    • F) Medical devices / healthcare
    • G) Political canvassing
    • H) Other field sales
  3. Team size?
    • A) Small team (<10 reps)
    • B) Mid-size (10-50 reps)
    • C) Large (50+ reps)
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，请先阅读以获取积累的平台知识。
  1. 您需要哪方面的帮助？
    • A) 为我的现场销售团队搭建Siro
    • B) CRM集成（Salesforce、HubSpot、Zoho、Pipedrive、Dynamics、SugarCRM）
    • C) 提升录音质量或减少电池耗电
    • D) 使用Halftime实时辅导或自定义评分卡
    • E) 构建自定义API集成（webhooks、数据提取、深度链接）
    • F) 对比Siro与其他现场销售辅导工具（Rilla、SalesAsk、Craft）
    • G) 排查录音、处理或计费问题
  2. 所属行业？
    • A) 家居服务（HVAC、管道维修、电气维修、虫害防治）
    • B) 家居改造/翻新/门窗安装
    • C) 汽车经销商或汽车维修
    • D) 太阳能/屋顶工程
    • E) 电信/上门推销
    • F) 医疗设备/医疗保健
    • G) 政治拉票
    • H) 其他现场销售行业
  3. 团队规模？
    • A) 小型团队（少于10名销售代表）
    • B) 中型团队（10-50名销售代表）
    • C) 大型团队（50名以上销售代表）
跳过规则：如果用户的提示已包含足够上下文，直接进入步骤2。

Step 2 — Route or answer directly

步骤2 — 转至对应工具或直接解答

Problem domainRoute to
Picking a virtual/online meeting note-taker (not field sales)
/sales-note-taker {user's question}
Building a coaching program or training cadence
/sales-coaching {user's question}
Reviewing a specific recorded call for coaching
/sales-call-review {user's question}
General CRM integration patterns (Zapier, webhooks, iPaaS)
/sales-integration {user's question}
Otherwise, answer directly below.
问题领域转至
选择虚拟/在线会议记笔记工具（非现场销售场景）
/sales-note-taker {用户问题}
搭建辅导项目或培训节奏
/sales-coaching {用户问题}
针对特定录音进行辅导评估
/sales-call-review {用户问题}
通用CRM集成模式（Zapier、webhooks、iPaaS）
/sales-integration {用户问题}
除此之外，请直接在下方解答。

Step 3 — Siro platform reference

步骤3 — Siro平台参考资料

Read 
references/platform-guide.md
 for the full platform reference — modules, pricing, CRM integration via Merge, API endpoints, recording workflow, Halftime coaching, scorecard setup.
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、通过Merge实现的CRM集成、API端点、录音工作流、Halftime辅导、评分卡设置。
仅使用相关章节解答用户问题，请勿直接输出完整参考内容。

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.
For setup: Walk through mobile app installation → recording consent setup (11 two-party states) → CRM connection via Merge → scorecard customization → first Halftime coaching session.
For CRM integration: Siro uses Merge for standard CRMs (Salesforce, HubSpot, Zoho, Pipedrive, Dynamics, SugarCRM). For custom CRMs, use Siro's REST API — sync engagements and opportunities via PUT endpoints, then listen for 
recordingProcessed
/ 
recordingLinked
webhooks. Entity extractions auto-populate CRM fields.
For recording issues: Check device placement (chest pocket or collar clip), ensure app is foregrounded, verify offline mode is working. Battery drain is expected for sustained recording — suggest a battery pack for all-day field work.
For coaching: Use Halftime for mid-call coaching. Customize scorecards to match your industry's sales process. Use "Ask Siro" for quick answers without reviewing full recordings.
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
您无需再查看平台指南，请聚焦用户的具体场景。
搭建场景：逐步引导移动应用安装 → 录音许可设置（11个需要双方许可的州）→ 通过Merge连接CRM → 自定义评分卡 → 首次Halftime辅导会话设置。
CRM集成场景：Siro通过Merge实现与标准CRM（Salesforce、HubSpot、Zoho、Pipedrive、Dynamics、SugarCRM）的集成。对于自定义CRM，请使用Siro的REST API——通过PUT端点同步业务互动和销售机会，然后监听
recordingProcessed
/
recordingLinked
webhooks。实体提取功能会自动填充CRM字段。
录音问题场景：检查设备放置位置（胸袋或衣领夹）、确保应用处于前台、验证离线模式正常工作。持续录音会消耗电池，建议为全天外勤的销售代表配备移动电源。
辅导场景：使用Halftime进行通话中实时辅导。根据您所在行业的销售流程自定义评分卡。使用“Ask Siro”快速获取答案，无需查看完整录音。
如果发现
references/learnings.md
未覆盖的陷阱、解决方法或技巧，请将其补充到该文件中。

Gotchas

注意事项

Best-effort from research — review these, especially items about pricing and integration gotchas that may be outdated.
  • Pricing is not public. Estimated $200-350/rep/month (~$3,000+/user/year). Annual contract required, 5-10 user minimum. Setup fee $2,000-$5,000. Renewal price increases of ~15% reported.
  • Coaching prompts are horizontal, not vertical. Siro's objection-handling suggestions are generic across industries. If your reps sell HVAC or roofing, you'll need to customize scorecards heavily — the defaults won't reference trade-specific pricing objections.
  • No call center coverage. Siro only coaches in-person field sales. If your sales process starts with a CSR booking the appointment, that call isn't captured. Pair with a phone-based tool for full-funnel coaching.
  • 11 U.S. states require recording consent. California, Massachusetts, Connecticut, Florida, Maryland, Illinois, Washington, Montana, Pennsylvania, New Hampshire, Oregon. Siro doesn't auto-handle consent — train reps to disclose.
  • Battery drain is real. Sustained mobile recording drains batteries fast. Recommend portable chargers for reps doing 4+ appointments per day.
  • Support tiers matter. Starter/Professional plans get email-only support with 24-48 hour response. Enterprise gets a dedicated account manager.
基于研究的尽力整理——请仔细查看，尤其是关于定价和集成陷阱的内容可能已过时。
  • 定价不公开：预估每位销售代表每月200-350美元（约每位用户每年3000美元以上）。需签订年度合同，最低5-10用户起订。设置费用为2000-5000美元。据报道续约价格会上涨约15%。
  • 辅导提示为通用型，而非行业定制：Siro的异议处理建议跨行业通用。如果您的销售代表从事HVAC或屋顶工程，您需要大幅自定义评分卡——默认设置不会提及行业特定的定价异议。
  • 不支持呼叫中心场景：Siro仅针对面对面的现场销售提供辅导。如果您的销售流程从客服预约开始，该通话不会被捕获。建议搭配电话工具实现全漏斗辅导。
  • 美国11个州需要录音许可：加利福尼亚州、马萨诸塞州、康涅狄格州、佛罗里达州、马里兰州、伊利诺伊州、华盛顿州、蒙大拿州、宾夕法尼亚州、新罕布什尔州、俄勒冈州。Siro不会自动处理许可问题——需培训销售代表主动告知。
  • 电池耗电问题确实存在：持续的移动录音会快速消耗电池。建议为每天有4次以上预约的销售代表配备移动电源。
  • 支持层级差异显著：基础/专业计划仅提供邮件支持，响应时间为24-48小时。企业计划配备专属客户经理。

Related skills

相关技能

  • /sales-salesask
    — Sales Ask platform help — direct competitor for home services field + call center AI coaching with active Coach Dean feedback. Install: 
    npx skills add sales-skills/sales --skill sales-salesask -a claude-code -y
  • /sales-rilla
    — Rilla platform help — direct competitor for field sales AI coaching. Install: 
    npx skills add sales-skills/sales --skill sales-rilla -a claude-code -y
  • /sales-craft
    — Craft platform help — real-time in-appointment AI coaching + 24/7 AI call center + revenue recovery (the only tool that coaches live during the appointment). Install: 
    npx skills add sales-skills/sales --skill sales-craft -a claude-code -y
  • /sales-note-taker
    — Choosing an AI note-taker for virtual/video meetings (Fathom, Fireflies, Gong, etc.) and building transcript API pipelines. Install: 
    npx skills add sales-skills/sales --skill sales-note-taker -a claude-code -y
  • /sales-coaching
    — Building coaching programs, onboarding, role-plays, certifications
  • /sales-call-review
    — Reviewing a specific call recording for coaching feedback
  • /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-salesask
    — Sales Ask平台帮助——针对家居服务现场+呼叫中心AI辅导的直接竞品，提供Coach Dean实时反馈。安装命令：
    npx skills add sales-skills/sales --skill sales-salesask -a claude-code -y
  • /sales-rilla
    — Rilla平台帮助——现场销售AI辅导的直接竞品。安装命令：
    npx skills add sales-skills/sales --skill sales-rilla -a claude-code -y
  • /sales-craft
    — Craft平台帮助——实时预约中AI辅导+24/7 AI呼叫中心+营收挽回（唯一能在预约过程中提供实时辅导的工具）。安装命令：
    npx skills add sales-skills/sales --skill sales-craft -a claude-code -y
  • /sales-note-taker
    — 为虚拟/视频会议选择AI记笔记工具（Fathom、Fireflies、Gong等）并构建转录API管道。安装命令：
    npx skills add sales-skills/sales --skill sales-note-taker -a claude-code -y
  • /sales-coaching
    — 搭建辅导项目、入职培训、角色扮演、认证
  • /sales-call-review
    — 针对特定录音提供辅导反馈
  • /sales-integration
    — 通用CRM/工具集成模式（Zapier、webhooks、iPaaS）
  • /sales-do
    — 不确定使用哪个技能？该路由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 Siro for a roofing sales team

示例1：为屋顶销售团队搭建Siro

User says: "I run a roofing company with 8 field reps doing in-home estimates. How do I get Siro set up?" Skill does: Walks through mobile app install, recording consent requirements for their state, CRM connection (ServiceTitan or Salesforce via Merge), scorecard customization for roofing-specific objections (price vs competitor, material choices, financing), and first Halftime coaching session setup.
用户提问：“我经营一家屋顶公司，有8名现场销售代表提供上门估价服务。如何搭建Siro？” 技能操作：逐步引导移动应用安装、所在州的录音许可要求、通过Merge连接CRM（ServiceTitan或Salesforce）、针对屋顶行业特定异议（价格对比竞品、材料选择、融资）自定义评分卡，以及首次Halftime辅导会话的设置。

Example 2: Building a custom CRM integration

示例2：构建自定义CRM集成

User says: "I use a custom CRM and need Siro data flowing into it automatically." Skill does: Walks through Siro's REST API — creating an OAuth app, syncing engagements and opportunities via PUT endpoints, setting up webhooks for 
recordingProcessed
events, extracting conversation data (decision maker, objections, next steps) via the entity extractions endpoint, and deep linking from CRM to Siro recordings.
用户提问：“我使用自定义CRM，需要将Siro数据自动同步到其中。” 技能操作：逐步引导Siro的REST API使用——创建OAuth应用、通过PUT端点同步业务互动和销售机会、设置
recordingProcessed
事件的webhooks、通过实体提取端点提取对话数据（决策者、异议、后续步骤），以及从CRM深度链接到Siro录音。

Example 3: Comparing Siro vs Rilla

示例3：对比Siro与Rilla

User says: "Should I go with Siro or Rilla for my HVAC team?" Skill does: Compares pricing (~$3K/user/yr Siro vs ~$4K/user/yr Rilla), coaching approach (Siro has Halftime real-time coaching, Rilla is post-appointment only), CRM integrations (both use Merge for 5+ CRMs), industry focus (Siro is multi-industry, Rilla dominates home services), offline capability (both work offline), and contract terms (both annual, both have minimums).
用户提问：“我的HVAC团队应该选择Siro还是Rilla？” 技能操作：对比定价（Siro约3000美元/用户/年 vs Rilla约4000美元/用户/年）、辅导方式（Siro具备Halftime实时辅导，Rilla仅支持预约后辅导）、CRM集成（两者均通过Merge支持5种以上CRM）、行业聚焦（Siro面向多行业，Rilla主导家居服务领域）、离线能力（两者均支持离线）、合同条款（均为年度合同，均有最低用户要求）。

Troubleshooting

故障排查

Coaching prompts feel generic — not relevant to my industry

辅导提示过于通用——与我的行业不相关

Symptom: Siro's suggested rebuttals and coaching tips don't match your vertical's specific objections Cause: Siro's default coaching is built for horizontal sales, not tailored to HVAC pricing pushback, roofing material objections, or auto repair upsells Solution: Customize scorecards with your industry-specific criteria. Upload your sales script or top-performer recordings so Siro learns your process. Create custom evaluation criteria that match your objection categories.
症状：Siro建议的反驳话术和辅导技巧与您所在行业的特定异议不匹配 原因：Siro的默认辅导为通用销售场景设计，未针对HVAC价格异议、屋顶材料异议或汽车维修追加销售等场景定制 解决方案：使用行业特定标准自定义评分卡。上传您的销售脚本或顶级销售代表的录音，让Siro学习您的流程。创建与您的异议类别匹配的自定义评估标准。

Battery dies before finishing daily appointments

电池在完成每日预约前耗尽

Symptom: Phone runs out of battery during the 3rd or 4th appointment of the day Cause: Sustained audio recording and processing drains mobile batteries quickly Solution: Equip reps with portable battery packs. Disable unnecessary background apps during recording. On iPhone, use Low Power Mode between appointments (but turn it off before recording). Consider recording only the sales conversation portion, not the full visit.
症状：手机在当天第3或第4次预约期间没电 原因：持续的音频录音和处理会快速消耗移动设备电池 解决方案：为销售代表配备移动电源。录音期间禁用不必要的后台应用。在iPhone上，预约间隙使用低电量模式（但录音前需关闭）。考虑仅录制销售对话部分，而非整个拜访过程。

CRM data not syncing — recordings missing from opportunities

CRM数据未同步——录音未关联到销售机会

Symptom: Siro recordings exist but aren't linked to CRM opportunities Cause: Engagement sync not configured, opportunity external IDs don't match, or webhook not firing Solution: Verify the PUT 
/v1/integrations/sync/engagements
is sending the correct 
externalId
matching your CRM records. Check webhook delivery for 
recordingLinked
events. If using Merge, verify Field Mapping configuration in the Merge dashboard. Test with a single appointment and confirm the webhook fires before rolling out to the team.
症状：Siro录音存在，但未关联到CRM中的销售机会 原因：业务互动同步未配置、销售机会外部ID不匹配，或webhook未触发 解决方案：验证PUT 
/v1/integrations/sync/engagements
是否发送了与CRM记录匹配的正确
externalId
。检查
recordingLinked
事件的webhook交付情况。如果使用Merge，验证Merge仪表板中的字段映射配置。先通过单次预约进行测试，确认webhook触发后再向全团队推广。