sales-balto

# Balto Platform Help ## Step 1 — Gather context If `references/learnings.md` exists, read it first for accumulated platform knowledge. 1. **What do you need help with?** - A) Real-Time Guidance setup (dynamic prompts, checklists, objection handling) - B) Real-Time QA configuration (automated scoring, compliance checks) - C) Coaching workflows (coachable moments, manager alerts) - D) Compliance monitoring (PCI, HIPAA, regulatory scanning) - E) Integrations (CCaaS, CRM, softphone) - F) Balto Notes (automatic call summarization to CRM) - G) Comparing Balto to another tool - H) Other 2. **What's your current setup?** - A) New to Balto — evaluating or haven't started - B) Purchased but in implementation (45-60 day window) - C) Running but having issues - D) Expanding to additional teams or modules 3. **What's your CCaaS / telephony?** - A) Five9 - B) Genesys Cloud CX - C) Amazon Connect - D) Twilio Flex - E) Talkdesk - F) NICE CXone - G) Cisco UCCE/PCCE (on-prem) - H) Avaya Aura (on-prem) - I) Microsoft Teams - J) Other 4. **Team size?** - A) 50-100 agents - B) 100-500 agents - C) 500+ agents 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 | |---|---| | Building a coaching program or training cadence | `/sales-coaching {user's question}` | | Reviewing a specific call transcript for coaching | `/...