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Tactiq Platform Help

Tactiq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's your situation?
    • A) Setting up Tactiq for the first time
    • B) Troubleshooting transcription quality or accuracy
    • C) Configuring workflows or integrations (Slack, Notion, HubSpot, etc.)
    • D) Deciding on a Tactiq plan or comparing to other tools
    • E) Something else
  2. Which meeting platform?
    • A) Google Meet
    • B) Zoom
    • C) Microsoft Teams
    • D) Multiple
  3. Team size?
    • A) Just me
    • B) Small team (2-10)
    • C) Department (10-50)
    • D) Organization (50+)
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. 你的场景是什么？
    • A) 首次设置Tactiq
    • B) 排查转录质量或准确率问题
    • C) 配置工作流或集成（Slack、Notion、HubSpot等）
    • D) 选择Tactiq方案或对比其他工具
    • E) 其他情况
  2. 使用的会议平台是？
    • A) Google Meet
    • B) Zoom
    • C) Microsoft Teams
    • D) 多个平台
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 — 转接或直接解答

Problem domainRoute to
Choosing between note-takers (Tactiq vs Fathom vs Fireflies 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
/sales-coaching {user's question}
General CRM-to-tool integration patterns (Zapier, webhooks, iPaaS)
/sales-integration {user's question}
Otherwise, answer directly below.
问题领域转接至
笔记工具对比（Tactiq vs Fathom vs Fireflies等）
/sales-note-taker {用户问题}
复盘特定通话用于辅导或评分
/sales-call-review {用户问题}
搭建辅导项目
/sales-coaching {用户问题}
通用CRM到工具的集成模式（Zapier、webhooks、iPaaS）
/sales-integration {用户问题}
否则，直接在下方解答。

Step 3 — Tactiq platform reference

步骤3 — Tactiq平台参考资料

Read 
references/platform-guide.md
 for the full platform reference — features, pricing, integrations, workflows, data model.
Answer the user's question using only the relevant section. Don't dump the full reference.
**阅读
references/platform-guide.md
**获取完整平台参考资料——功能、定价、集成、工作流、数据模型。
仅使用相关部分解答用户问题，不要输出完整参考资料。

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.
For transcription accuracy issues: Check language settings (manual selection required, not auto-detect), microphone quality, speaker distance, background noise. Tactiq struggles with non-native English accents and proper nouns — suggest adding custom vocabulary if available, or consider Fireflies/Otter for better accuracy.
For AI credit limits: Free = 5/mo, Pro = 10/mo — both run out fast. Team ($16.67-20/mo) gives unlimited AI credits. If the user needs AI summaries on every call, Team is the minimum viable plan.
For integration setup: Tactiq has no public REST API — all automation goes through native integrations (HubSpot, Salesforce, Pipedrive, Slack, Notion, Linear, Confluence) or Zapier. Guide the user to the Zapier trigger "Transcription completed" for custom workflows.
For plan selection: Free is evaluation-only (10 transcripts/mo). Pro gives unlimited transcripts but caps AI at 10/mo. Team unlocks unlimited AI + team sharing. Business adds SSO + AI meeting agents. Compare to Fathom (unlimited free tier) and Fireflies (more API flexibility) if budget is a concern.
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
无需再参考平台指南，聚焦用户的具体场景。
针对转录准确率问题：检查语言设置（需手动选择，不支持自动检测）、麦克风质量、说话人距离、背景噪音。Tactiq在处理非英语母语口音和专有名词时表现不佳——若支持自定义词汇，建议添加；或考虑使用Fireflies/Otter以获得更高准确率。
针对AI credits限额问题：免费版=每月5个，专业版=每月10个——两者消耗都很快。团队版（每月16.67-20美元）提供无限AI credits。如果用户需要为每通通话生成AI摘要，团队版是最低可行方案。
针对集成设置问题：Tactiq没有公开REST API——所有自动化需通过原生集成（HubSpot、Salesforce、Pipedrive、Slack、Notion、Linear、Confluence）或Zapier实现。引导用户使用Zapier的“转录完成”触发器来创建自定义工作流。
针对方案选择问题：免费版仅用于评估（每月10条转录）。专业版提供无限转录，但AI credits上限为每月10个。团队版解锁无限AI credits+团队共享功能。企业版添加SSO+AI会议Agent。若预算有限，可对比Fathom（无限免费版）和Fireflies（更灵活的API）。
如果发现
references/learnings.md
未涵盖的陷阱、变通方法或技巧，将其追加到该文件中。

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 video recording. Tactiq captures text transcripts only — no audio or video. You cannot play back a recording to verify what was said. If transcript accuracy matters, this is a significant gap vs Fathom, Fireflies, or tl;dv which all record audio/video.
  • Manual language selection required. Tactiq does not auto-detect languages. If a call switches languages mid-conversation, the transcript degrades to gibberish. You must manually set the language before the meeting starts.
  • AI credits are stingy on lower tiers. Free gets 5 AI credits/mo, Pro gets 10. Each summary or custom AI prompt costs 1 credit. Team ($16.67-20/mo) is the first tier with unlimited AI.
  • No public API. Unlike Fathom, Fireflies, or Gong, Tactiq has no documented REST/GraphQL API. All automation routes through native integrations or Zapier.
  • Browser extension privacy scope. The Chrome extension requests permission to "read and change all data on all websites" — this is a common concern flagged in reviews. Tactiq is SOC 2 Type II and GDPR compliant, but IT teams may block it.
  • Transcription accuracy varies significantly. Reviews report accuracy from "horrendously poor" to "good enough." Non-native English speakers, heavy accents, and proper nouns are the main failure modes.
  • Free tier is evaluation-only. 10 transcripts/month is far below competitors — Fathom offers unlimited free recordings, Fireflies offers 800 min/mo storage, tl;dv offers unlimited recordings.
  • Account cancellation friction. Some users report difficulty cancelling accounts — do it from the account settings page, not by email.
基于研究的最佳实践——请仔细查看，尤其是关于方案专属功能和集成陷阱的内容，这些信息可能已过时。
  • 不支持视频录制：Tactiq仅捕获文字转录——不支持音频或视频。你无法通过回放录音来验证通话内容。如果转录准确率至关重要，这是Tactiq相比Fathom、Fireflies或tl;dv的显著差距，后三者均支持音视频录制。
  • 需手动选择语言：Tactiq不支持语言自动检测。如果通话中途切换语言，转录内容会变得混乱。你必须在会议开始前手动设置语言。
  • 低版本方案的AI credits额度紧张：免费版每月5个AI credits，专业版每月10个。每条摘要或自定义AI提示消耗1个credit。团队版（每月16.67-20美元）是首个提供无限AI credits的方案。
  • 无公开API：与Fathom、Fireflies或Gong不同，Tactiq没有公开的REST/GraphQL API。所有自动化需通过原生集成或Zapier实现。
  • 浏览器扩展的隐私权限范围：Chrome扩展请求“读取和更改所有网站上的所有数据”权限——这是评论中常见的担忧点。Tactiq符合SOC 2 Type II和GDPR合规要求，但IT团队可能会阻止其使用。
  • 转录准确率差异显著：评论显示准确率从“极差”到“足够好”不等。非英语母语使用者、浓重口音和专有名词是主要问题场景。
  • 免费版仅用于评估：每月10条转录远低于竞品——Fathom提供无限免费录制，Fireflies提供每月800分钟存储，tl;dv提供无限录制。
  • 账户取消存在阻碍：部分用户反映取消账户存在困难——需从账户设置页面操作，而非通过邮件。

Related skills

相关技能

  • /sales-note-taker
    — Compare and select AI meeting note-takers across all platforms (Fathom, Fireflies, Gong, Otter, etc.)
  • /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
    — 跨平台对比和选择AI会议笔记工具（Fathom、Fireflies、Gong、Otter等）
  • /sales-call-review
    — 复盘特定通话用于辅导
  • /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
    — 不确定使用哪个技能？该路由工具可将任何销售目标匹配到合适的技能。安装方式：
    npx skills add sales-skills/sales --skill sales-do

Examples

示例

Example 1: Transcription accuracy is terrible

示例1：转录准确率极差

User says: "Tactiq is mangling half my transcript — my team has people from India, Brazil, and Germany on calls." Skill does:
  1. Confirms Tactiq's known weakness with non-native English accents
  2. Checks language settings — user may need to set language manually before each call
  3. Suggests testing with a single-language call to isolate the issue
  4. If accuracy is a deal-breaker, recommends evaluating Fireflies (100+ languages, better accuracy) or Otter.ai (strong English accuracy) Result: Diagnosis of the root cause with a concrete workaround and an alternative if it persists.
用户提问：“Tactiq把我的一半转录内容弄乱了——我的团队成员来自印度、巴西和德国。” 技能处理流程：
  1. 确认Tactiq在处理非英语母语口音方面的已知短板
  2. 检查语言设置——用户可能需要在每次会议前手动设置语言
  3. 建议测试单语言通话以隔离问题
  4. 如果准确率是关键要求，推荐评估Fireflies（支持100+种语言，准确率更高）或Otter.ai（英语准确率表现出色） 结果：诊断根本原因，提供具体解决方法，若问题持续则给出替代方案。

Example 2: Running out of AI credits mid-month

示例2：月中耗尽AI credits

User says: "I'm on Pro and keep hitting the AI credit limit. I need summaries for every call." Skill does:
  1. Confirms Pro has only 10 AI credits/month — not enough for daily meetings
  2. Recommends upgrading to Team ($16.67/mo annual) for unlimited AI credits
  3. If budget is tight, suggests using Fathom (unlimited free AI summaries) as an alternative Result: Clear plan recommendation with a budget-conscious alternative.
用户提问：“我使用专业版，却总是达到AI credits限额。我需要为每通通话生成摘要。” 技能处理流程：
  1. 确认专业版每月仅10个AI credits——不足以满足日常会议需求
  2. 建议升级到团队版（年付每月16.67美元）以获得无限AI credits
  3. 若预算紧张，建议使用Fathom（无限免费AI摘要）作为替代方案 结果：清晰的方案升级建议，以及预算友好的替代选项。

Example 3: Pushing Tactiq notes to Salesforce automatically

示例3：自动将Tactiq笔记推送到Salesforce

User says: "I want every meeting summary to automatically log as an activity in Salesforce." Skill does:
  1. Notes Tactiq has a native Salesforce integration — guides user to Settings → Integrations → Salesforce
  2. If native integration doesn't meet needs (e.g., custom field mapping), sets up Zapier: Trigger = "Transcription completed" → Action = Salesforce "Create Record"
  3. Warns there's no API fallback — if Zapier + native integration can't do it, it's not possible with Tactiq Result: Two integration paths with a clear ceiling on what's achievable.
用户提问：“我希望每次会议摘要都自动记录为Salesforce中的活动。” 技能处理流程：
  1. 说明Tactiq有原生Salesforce集成——引导用户进入设置→集成→Salesforce
  2. 如果原生集成无法满足需求（比如自定义字段映射），通过Zapier设置：触发器=“转录完成”→动作=Salesforce“创建记录”
  3. 警告没有API备选方案——如果Zapier+原生集成无法实现，那么使用Tactiq无法完成该需求 结果：两种集成路径，并明确说明可实现的上限。

Troubleshooting

故障排查

Transcript is mostly gibberish or barely accurate

转录内容大多混乱或准确率极低

Symptom: Transcript output is unreadable or very low accuracy Cause: Usually language mismatch (auto-detection doesn't work well), poor microphone quality, or heavy accents Solution: Manually set the correct language before the meeting starts. Ensure the speaker is using a headset or directional microphone, not laptop speakers. If the call has multiple languages, Tactiq will struggle — consider Fireflies or Otter for multilingual calls.
症状：转录输出无法阅读或准确率极低 原因：通常是语言不匹配（自动检测效果不佳）、麦克风质量差或口音浓重 解决方案：会议开始前手动设置正确的语言。确保说话人使用耳机或定向麦克风，而非笔记本电脑扬声器。如果通话包含多种语言，Tactiq会难以处理——考虑使用Fireflies或Otter进行多语言通话。

AI summaries not generating or "no credits remaining"

AI摘要无法生成或显示“无剩余credits”

Symptom: Can't generate AI summaries, custom prompts fail Cause: AI credit limit reached (Free = 5/mo, Pro = 10/mo) Solution: Upgrade to Team plan for unlimited AI credits. Credits reset monthly. There's no way to buy additional credits à la carte on Free/Pro.
症状：无法生成AI摘要，自定义提示执行失败 原因：达到AI credits限额（免费版=每月5个，专业版=每月10个） 解决方案：升级到团队版以获得无限AI credits。Credits每月重置。免费版/专业版无法单独购买额外credits。

Extension not capturing transcript in Zoom

扩展程序在Zoom中无法捕获转录内容

Symptom: Tactiq shows as active but no text appears during a Zoom call Cause: Zoom's audio routing may not be passing through the browser. Tactiq works best with browser-based meetings (Google Meet). For Zoom, the desktop app may not expose audio to the Chrome extension properly. Solution: Use Zoom in the browser (join via web client instead of desktop app). Alternatively, check that Tactiq has permission to access the microphone in Chrome settings. If using Zoom desktop is required, consider Fathom or Fireflies which have native Zoom integrations.
症状：Tactiq显示已激活，但Zoom通话期间无文本显示 原因：Zoom的音频路由可能未通过浏览器传递。Tactiq在浏览器端会议（如Google Meet）中表现最佳。对于Zoom，桌面应用可能无法将音频暴露给Chrome扩展程序。 解决方案：使用浏览器端Zoom（通过网页客户端加入，而非桌面应用）。或者检查Chrome设置中Tactiq是否有权限访问麦克风。如果必须使用Zoom桌面应用，考虑使用Fathom或Fireflies，它们有原生Zoom集成。