sales-tactiq

What this skill does

# Tactiq Platform Help

## Step 1 — Gather context

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.

## Step 2 — Route or answer directly

| Problem domain | Route 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.

## Step 3 — Tactiq platform reference

**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.

## Step 4 — Actionable guidance

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.

## Gotchas

> *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.

## Related skills

- `/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`

## Examples

### Example 1: Transcription accuracy is terrible
**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.

### Example 2: Running out of AI credits mid-month
**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.

### Example 3: Pushing Tactiq notes to Salesforce automatically
**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.

## Troubleshooting

### Transcript is mostly gibberish or barely accurate
**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.

### AI summaries not generating or "no credits remaining"
**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.

### Extension not capturing transcript in Zoom
**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 w