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Winn.ai Platform Help

Winn.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 do you need help with?
    • A) Setting up Winn.ai or connecting CRM (Salesforce, HubSpot)
    • B) Playbook templates and real-time talking point tracking
    • C) Automated CRM field updates after calls
    • D) AI meeting prep briefs or follow-up emails
    • E) Live Coaching or Battle Cards (Enterprise)
    • F) Pricing, plan comparison, or upgrading
    • G) Troubleshooting (talking points not tracking, CRM not syncing, Chrome extension issues)
  2. Which Winn.ai plan are you on?
    • A) Pro ($69/seat/mo)
    • B) Enterprise (custom, 20+ seats)
    • C) Free trial (14-day)
    • D) Not sure / evaluating
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
如果存在
references/learnings.md
文件，请先阅读以获取已积累的平台知识。
  1. 您需要哪方面的帮助？
    • A) 设置Winn.ai或对接CRM（Salesforce、HubSpot）
    • B) 剧本模板与实时讨论要点跟踪
    • C) 通话后CRM字段自动更新
    • D) AI会议准备简报或跟进邮件
    • E) 实时指导或战斗卡片（Enterprise版本专属）
    • F) 定价、方案对比或升级
    • G) 故障排查（讨论要点未跟踪、CRM未同步、Chrome扩展问题）
  2. 您使用的是Winn.ai哪个版本方案？
    • A) Pro版（69美元/席位/月）
    • B) Enterprise版（定制化，需20+席位）
    • C) 免费试用版（14天）
    • D) 不确定/正在评估
跳转规则：如果用户的提问已包含足够上下文，直接跳至步骤2。

Step 2 — Route or answer directly

步骤2 — 转派或直接解答

Problem domainRoute to
Comparing Winn.ai to other note-takers
/sales-note-taker {user's question}
Reviewing a specific call for coaching feedback
/sales-call-review {user's question}
Building a coaching program using Winn.ai data
/sales-coaching {user's question}
Revenue forecasting with deal data
/sales-forecast {user's question}
General CRM-to-tool integration patterns
/sales-integration {user's question}
HubSpot-specific configuration
/sales-hubspot {user's question}
Salesforce-specific configuration
/sales-salesforce {user's question}
When routing, provide the exact command.
问题领域转至
Winn.ai与其他笔记工具对比
/sales-note-taker {用户问题}
针对特定通话的指导反馈复盘
/sales-call-review {用户问题}
利用Winn.ai数据搭建指导体系
/sales-coaching {用户问题}
基于交易数据的营收预测
/sales-forecast {用户问题}
CRM与工具集成通用模式
/sales-integration {用户问题}
HubSpot专属配置
/sales-hubspot {用户问题}
Salesforce专属配置
/sales-salesforce {用户问题}
转派时，请提供精确的命令。

Step 3 — Winn.ai platform reference

步骤3 — Winn.ai平台参考

Read 
references/platform-guide.md
 for the full platform reference — modules, pricing, 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
**获取完整平台参考信息——包括模块、定价、集成、数据模型、工作流。
仅使用相关章节解答用户问题，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.
Setup priority: Connect CRM first, then configure playbook templates (start with a built-in like MEDDIC before customizing), then enable Slack notifications. Run 2-3 test calls to verify talking point tracking and CRM field capture before rolling out to the team.
Plan selection: Pro for teams that need playbook adherence tracking and CRM auto-updates on up to 25 fields. Enterprise if you need live coaching, battle cards, unlimited CRM fields, custom AI digests, reporting/analytics, or in-meeting CRM data visibility.
Key differentiator: Winn.ai centers on real-time playbook adherence during the call (not just post-call analysis). If you primarily need post-call summaries and CRM fill, evaluate Sybill or Fathom too. If you need real-time guidance and playbook enforcement, Winn.ai is purpose-built for that.
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
此时无需参考平台指南——聚焦用户的具体场景。
设置优先级：先对接CRM，然后配置剧本模板（自定义前先从MEDDIC等内置模板开始），再启用Slack通知。在向团队推广前，进行2-3次测试通话，验证讨论要点跟踪和CRM字段捕获功能。
方案选择：如果团队需要剧本合规跟踪和最多25个CRM字段的自动更新，选择Pro版。如果需要实时指导、战斗卡片、不限数量的CRM字段、定制化AI摘要、报表/分析或会议中CRM数据可见性，选择Enterprise版。
核心差异化优势：Winn.ai聚焦通话过程中的实时剧本合规性（而非仅通话后分析）。如果您主要需要通话后摘要和CRM填充，也可以评估Sybill或Fathom。如果您需要实时指导和剧本执行，Winn.ai是专为该场景打造的工具。
如果您发现
references/learnings.md
中未涵盖的陷阱、解决方案或技巧，请添加到该文件中。

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 — Winn.ai tracks talking points and captures data in real-time but does not record video. If you need call recordings for coaching review, pair with a separate recorder or use a tool like Gong or tl;dv.
  • Virtual meetings only — no phone call or in-person meeting support. Field sales teams should use Rilla, Siro, or Omi instead.
  • CRM field limit on Pro — Pro supports up to 25 CRM fields; Enterprise gets unlimited. If you need more than 25, you need Enterprise.
  • Live Coaching and Battle Cards are Enterprise-only — the real-time guidance features that differentiate Winn.ai most are gated behind the Enterprise plan (20+ seat minimum, custom pricing).
  • No public API — no programmatic access for custom integrations. You're limited to pre-built Salesforce, HubSpot, and Slack connectors.
  • CRM sync can lag up to 15 minutes — updates are not instant. Plan accordingly for reps who expect immediate CRM population after calls.
  • Transcription struggles with technical jargon — accuracy drops during highly technical discussions or heavy-accent calls.
以下为调研得出的最佳实践建议——请仔细查看，尤其是关于版本专属功能和集成陷阱的内容，这些信息可能已过时。
  • 无视频录制功能——Winn.ai会实时跟踪讨论要点并捕获数据，但不支持视频录制。如果您需要通话记录用于指导复盘，请搭配独立录制工具或使用Gong、tl;dv等工具。
  • 仅支持虚拟会议——不支持电话通话或线下会议。外勤销售团队应使用Rilla、Siro或Omi等工具。
  • Pro版CRM字段数量限制——Pro版最多支持25个CRM字段；Enterprise版无限制。如果您需要超过25个字段，需选择Enterprise版。
  • 实时指导和战斗卡片为Enterprise版专属——Winn.ai最具差异化的实时指导功能仅面向Enterprise版用户（最低20个席位，定制化定价）。
  • 无公开API——不支持通过编程方式进行自定义集成。您只能使用预构建的Salesforce、HubSpot和Slack连接器。
  • CRM同步最多延迟15分钟——更新并非即时完成。对于期望通话后立即填充CRM的销售代表，请提前做好规划。
  • 转录对技术术语处理不佳——在涉及大量技术术语或口音较重的通话中，转录准确率会下降。

Related skills

相关技能

  • /sales-note-taker
    — Comparing Winn.ai to other note-takers (Fathom, Fireflies, Gong, Sybill, etc.) or wiring transcript APIs into CRM/warehouse
  • /sales-call-review
    — Review a specific call for coaching feedback and scoring
  • /sales-coaching
    — Build coaching programs that consume call data
  • /sales-forecast
    — Revenue forecasting and deal health assessment
  • /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Winn.ai与其他笔记工具（Fathom、Fireflies、Gong、Sybill等），或对接转录API至CRM/数据仓库
  • /sales-call-review
    ——针对特定通话进行指导反馈和评分复盘
  • /sales-coaching
    ——搭建利用通话数据的指导体系
  • /sales-forecast
    ——营收预测和交易健康度评估
  • /sales-integration
    ——CRM/工具集成通用模式（Zapier、webhooks、iPaaS）
  • /sales-do
    ——不确定使用哪个技能？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

Examples

示例

Example 1: CRM fields not populating after calls

示例1：通话后CRM字段未填充

User says: "I finished a discovery call but my MEDDIC fields in Salesforce are empty — Winn.ai didn't update anything." Skill does:
  1. Confirms the user's plan — Pro supports up to 25 fields
  2. Checks that the Salesforce integration is connected and field mappings are configured
  3. Notes the 5-15 minute delay for CRM sync — asks user to wait and recheck
  4. Verifies the playbook template was active during the call (talking points must be tracked for fields to populate) Result: Specific troubleshooting steps for the CRM auto-update pipeline.
用户提问："我完成了一次发现式通话，但Salesforce中的MEDDIC字段是空的——Winn.ai没有进行任何更新。" 技能处理流程：
  1. 确认用户使用的版本方案——Pro版最多支持25个字段
  2. 检查Salesforce集成是否已对接，字段映射是否已配置
  3. 告知CRM同步存在5-15分钟的延迟——请用户等待后重新检查
  4. 确认通话期间剧本模板已激活（必须跟踪讨论要点才能填充字段） 结果：为CRM自动更新流程提供针对性的故障排查步骤。

Example 2: Setting up a MEDDIC playbook

示例2：设置MEDDIC剧本

User says: "How do I set up MEDDIC tracking for my team's discovery calls in Winn.ai?" Skill does:
  1. Points to built-in MEDDIC template in Playbook Templates
  2. Walks through customizing talking points for each MEDDIC element
  3. Explains how Winn.ai tracks which points are covered in real-time during the call
  4. Recommends mapping MEDDIC fields to corresponding CRM fields for auto-population Result: Step-by-step MEDDIC playbook setup with CRM field mapping.
用户提问："如何在Winn.ai中为团队的发现式通话设置MEDDIC跟踪？" 技能处理流程：
  1. 指引用户前往剧本模板中的内置MEDDIC模板
  2. 逐步讲解如何为每个MEDDIC元素自定义讨论要点
  3. 说明Winn.ai如何在通话过程中实时跟踪已覆盖的要点
  4. 建议将MEDDIC字段映射到对应的CRM字段以实现自动填充 结果：提供包含CRM字段映射的MEDDIC剧本分步设置指南。

Example 3: Choosing between Winn.ai and Sybill

示例3：在Winn.ai与Sybill之间做选择

User says: "Should I use Winn.ai or Sybill for my 15-person sales team?" Skill does:
  1. Routes to 
    /sales-note-taker
    for a full comparison
  2. Notes key difference: Winn.ai is built for real-time playbook adherence during calls; Sybill is built for post-call CRM autofill and deal workspace
  3. Compares pricing: Winn.ai Pro $69/seat vs Sybill Business $90/seat
  4. Recommends Winn.ai if playbook enforcement is the priority, Sybill if CRM autofill depth and deal intelligence matter more Result: Decision framework based on primary use case.
用户提问："我的15人销售团队应该使用Winn.ai还是Sybill？" 技能处理流程：
  1. 转至
    /sales-note-taker
    进行全面对比
  2. 指出核心差异：Winn.ai专为通话过程中的实时剧本合规性打造；Sybill专为通话后CRM自动填充和交易工作区打造
  3. 对比定价：Winn.ai Pro版69美元/席位 vs Sybill Business版90美元/席位
  4. 如果优先考虑剧本执行，推荐Winn.ai；如果更看重CRM填充深度和交易智能，推荐Sybill 结果：基于核心使用场景提供决策框架。

Troubleshooting

故障排查

Talking points not being tracked during calls

通话中讨论要点未被跟踪

Symptom: Winn.ai shows the playbook but doesn't check off talking points as they're discussed. Cause: The Chrome extension may not be capturing audio correctly, or the playbook template wasn't activated before the call started. Solution: Verify the Chrome extension is enabled and has microphone permissions. Ensure you activate the playbook template before the meeting starts, not during. Check that you're on a supported platform (Zoom, Google Meet, or Teams).
症状：Winn.ai显示剧本，但未在讨论要点时标记已完成。 原因：Chrome扩展可能未正确捕获音频，或者剧本模板未在通话开始前激活。 解决方案：验证Chrome扩展已启用并拥有麦克风权限。确保在会议开始前激活剧本模板，而非会议期间。检查是否使用支持的平台（Zoom、Google Meet或Teams）。

CRM updates delayed or missing

CRM更新延迟或缺失

Symptom: CRM fields aren't populated 30+ minutes after a call, or some fields update but others don't. Cause: CRM sync can lag up to 15 minutes normally. Missing fields usually mean the playbook didn't capture enough signal for those specific data points, or the field mapping is misconfigured. Solution: Wait 15 minutes and recheck. Verify field mappings in Winn.ai settings match your CRM field names exactly. Check that the call was long enough for Winn.ai to extract relevant data. If using custom fields, ensure they're mapped in the playbook template.
症状：通话30分钟后CRM字段仍未填充，或部分字段已更新但其他字段未更新。 原因：CRM同步通常最多延迟15分钟。字段缺失通常意味着剧本未捕获到这些特定数据点的足够信号，或者字段映射配置错误。 解决方案：等待15分钟后重新检查。验证Winn.ai设置中的字段映射与CRM字段名称完全匹配。检查通话时长是否足够Winn.ai提取相关数据。如果使用自定义字段，请确保已在剧本模板中进行映射。

Chrome extension not working on calls

Chrome扩展在通话中无法使用

Symptom: Winn.ai overlay doesn't appear during Zoom, Teams, or Google Meet calls. Cause: Chrome extension disabled, browser permissions missing, or conflicting extensions. Solution: Verify the extension is enabled in Chrome's extension manager. Grant microphone and screen access permissions. Disable other meeting assistant extensions that may conflict. Try restarting Chrome. If using a managed Chrome profile, check with IT that the extension is whitelisted.
症状：在Zoom、Teams或Google Meet通话中，Winn.ai浮窗未显示。 原因：Chrome扩展已禁用、浏览器权限缺失或存在冲突扩展。 解决方案：在Chrome扩展管理器中验证该扩展已启用。授予麦克风和屏幕访问权限。禁用可能存在冲突的其他会议助手扩展。尝试重启Chrome。如果使用托管Chrome配置文件，请联系IT确认该扩展已加入白名单。