Sally AI Platform Help Step 1 — Gather context If exists, read it first for accumulated platform knowledge. What are you trying to do with Sally? 1. Set up or configure — bot invitations, calendar sync, custom vocabulary, mobile app 2. Fix a problem — transcription quality, bot not joining, summaries missing info, CRM sync issues 3. Compare or evaluate — Sally vs other note-takers, plan selection, GDPR/compliance check 4. Integrate or automate — MCP connector, Zapier/Make workflows, CRM sync, Slack/Teams notifications 5. Optimize usage — meeting analytics, custom meeting types, AI chat, team…