references/platform-guide.md
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# KaraX.ai Platform Reference
## Overview
KaraX.ai is an agentic AI workspace that combines multi-model AI chat (Gemini 3 family — Gemini 3 Flash on free, Gemini 3.1 Pro / 3 Flash / 3.1 Flash Lite on Pro, plus Private models on Business+), real-time meeting transcription, and AI workflow automation across 800+ (marketed as "1000+") integrations — all from a single "OneChat" interface. Differentiator: intent-based computing where users describe outcomes and AI agents execute multi-step workflows across connected tools, replacing manual Zapier-style rule setups. NVIDIA Inception member. NOTE (re-verified 2026-06-13): the live pricing page now lists ONLY Gemini-family models — no Claude/Anthropic or other-vendor models are named. HQ now shown as "New York • Hyderabad" on the About page.
## Capabilities & automation surface
| Capability | Description | Access |
|---|---|---|
| OneChat AI Workspace | Unified AI chat interface (Gemini-family models — 1 on free, 3 on Pro, 3+Private on Business), context-aware search across meetings/files/emails | UI (all plans, model count varies) |
| Meeting Transcription | Real-time transcription for Zoom, Google Meet, Microsoft Teams | UI (all plans, duration varies) |
| AI Summaries | Auto-extract decisions, action items, key points from meetings | UI (all plans) |
| AI Workflow Automation | Multi-step agentic workflows across connected tools — describe outcome, AI executes | UI (Pro+, tool count varies by plan) |
| AI Agents | Persistent context-aware agents that execute tasks across your tool stack | UI (Pro+) |
| Document Integration | Google Drive, OneDrive file connectivity and searchability | UI (Pro+) |
| Email Integration | Gmail, Outlook email thread context and search | UI (Pro+) |
| CRM Integration | Salesforce, HubSpot native connectors | UI (Business+) |
| Collaboration Tools | Notion, Linear, ClickUp, Trello, Jira, Slack integration | UI (Pro+) |
| Workflow Builder | Visual workflow builder for custom automation | UI (Business+) |
| API | No documented public API or developer portal (no REST/GraphQL endpoints published). The meeting-assistant page lists "Internal APIs"/"Custom Systems" as integration targets, but no developer-facing API docs exist. | N/A |
| Webhooks | Webhooks ARE offered as part of the Business-plan workflow builder ("Advanced + Webhooks" on the pricing page) — re-verified 2026-06-13. No public webhook event/payload/signing docs are published, so treat them as a workflow-builder feature, not a documented developer webhook surface. | UI (Business+) |
## Pricing, limits & plan gates
| Feature | Starter (Free) | Pro ($14.99/mo annual) | Business ($39.99/mo annual) | Enterprise (Custom) |
|---|---|---|---|---|
| AI Models | 1 (Gemini 3 Flash) | 3 (Gemini 3.1 Pro, Gemini 3 Flash, Gemini 3.1 Flash Lite) | 3 + Private models | All |
| Daily AI Chats | 25 | 100 | 500 | Unlimited |
| Meeting capacity | 5 meetings/day, 30 min max each | 8 hours/day | 16 hours/day | Custom |
| App integrations | 4 apps | 800+ apps | All apps + CRM | All |
| Tools per workflow | 3 | 5 | 8 | Unlimited |
| Workflow builder | Basic | No-Code Shortcuts | Advanced + Webhooks | Unlimited |
| Data retention | 7 days | Unlimited | Unlimited | Unlimited |
| Encryption | AES-256 | AES-256 + TLS 1.3 | AES-256 + TLS 1.3 | Full E2EE |
| CRM (SF/HubSpot) | No | No | Yes | Yes |
| Monthly price (monthly billing) | $0 | $19.99 | $49.99 | Custom |
<!-- Pricing/models re-verified against karax.ai/pricing on 2026-06-13. Annual Pro = $179.88/yr (pay 9 months, get 12). Webhooks confirmed on Business via the "Advanced + Webhooks" workflow-builder row. AI models are now Gemini-family only — no Claude/Anthropic listed. -->
- Annual billing saves ~25% (9 months paid, 12 months received)
- No credit card required for Starter
- SOC 2 Type II, HIPAA compliant, GDPR-ready across all plans
- Enterprise adds: full E2EE, private AI models, custom infrastructure, dedicated support
## Integrations
**Meeting platforms (all plans):**
- Zoom
- Google Meet
- Microsoft Teams
**Productivity (Pro+):**
- Google Drive, OneDrive — file search and context
- Gmail, Outlook — email thread integration
- Notion, Linear, ClickUp, Trello, Jira — task/project management
- Slack — notifications and sharing
**CRM (Business+):**
- Salesforce — meeting summaries, action items, deal updates
- HubSpot — same as Salesforce
**Total: 800+ integrations on Pro+** (the FAQ and OneChat pages now market this as "1000+ tools" — re-verified 2026-06-13; the homepage header still says "800+ Integrations"). Appears to be a mix of native connectors and agentic AI-mediated connections (not traditional Zapier/Make — KaraX's AI agents handle the orchestration).
**No Zapier, no Make, no n8n, no iPaaS.** Automation is through the platform's own agentic AI, not external workflow tools.
## Data model
No public API — no programmatic data model. User-facing objects based on product documentation:
<!-- Constructed from marketing docs — verify against live product -->
**Meeting:**
```json
{
"title": "Q2 Pipeline Review",
"date": "2026-04-25T10:00:00Z",
"platform": "zoom",
"duration_minutes": 45,
"transcript": "...",
"summary": {
"key_points": ["..."],
"decisions": ["..."],
"action_items": [
{
"description": "Follow up with ACME on pricing",
"assignee": "Jane",
"due_date": "2026-04-28"
}
]
}
}
```
**Workflow:**
```json
{
"trigger": "meeting_ended",
"description": "After each sales call, update Salesforce with notes and create ClickUp tasks for action items",
"tools_used": ["salesforce", "clickup"],
"status": "active"
}
```
## Quick-start recipes
Since KaraX has no public API, recipes are UI-workflow based using the OneChat interface.
### Recipe 1: Transcribe a Zoom sales call and auto-create tasks
1. Sign up at karax.ai (Starter is free)
2. Install the Chrome extension or desktop app (Windows/macOS/iOS/Android available)
3. Connect Zoom in OneChat settings
4. Join your Zoom call — KaraX auto-transcribes in real time
5. After the meeting, open OneChat and ask: "Create ClickUp tasks for all action items from my last meeting"
6. KaraX's AI agent extracts action items and creates tasks in connected ClickUp (Pro+ required)
**Gotchas:**
- Starter caps meetings at 30 min — upgrade to Pro for full sales calls
- ClickUp integration requires Pro plan ($14.99/mo)
- Transcripts auto-delete after 7 days on Starter
### Recipe 2: Auto-update Salesforce after meetings
1. Upgrade to Business plan ($39.99/mo) — CRM integration is not available on lower tiers
2. Connect Salesforce in OneChat settings
3. Describe the automation in OneChat: "After each meeting, log the summary and action items to the associated Salesforce opportunity"
4. KaraX's agentic AI handles the multi-step workflow: extract summary → match to SF contact/opportunity → update record
5. Verify by checking Salesforce activity feed
**Gotchas:**
- CRM integration is Business-only ($39.99/mo annual, $49.99/mo monthly)
- No API or webhook alternative — can't build a custom integration pipeline
- No Zapier/Make workaround since KaraX doesn't offer external iPaaS triggers
### Recipe 3: Multi-LLM research from meeting context
1. After a meeting, open OneChat
2. Ask a question that spans meeting context and external knowledge: "Based on today's call with ACME, draft a follow-up email addressing their budget concerns"
3. KaraX uses meeting transcript context + AI model to generate the email
4. Send via connected Gmail/Outlook, or copy to another tool
5. On Pro+, switch between the 3 Gemini-family models (Gemini 3.1 Pro / 3 Flash / 3.1 Flash Lite) to compare output quality
## Integration patterns
**No documented public developer integration surface.** KaraX publishes no public API docs, no OAuth flows, no SDK, and no MCP server. The Business plan's workflow builder does include "Advanced + Webhooks" (re-verified 2026-06-13), but there is no published webhook event catalog, payload schema, or signing documentation — so it is a workflow-builder feature rather than a documented developer webhook surface. All automation is otherwise mediated through the platform's agentic AI interface:
- **CRM sync**: Describe the desired data flow in OneChat → AI agent executes → no field mapping configuration, no manual sync rules
- **Task creation**: AI extracts action items from transcripts → creates tasks in connected tools → no Zapier zap required
- **Search**: Context-aware search across meetings, emails, files in OneChat — no external search API
**For teams needing programmatic/developer access**, KaraX is not suitable. Recommend:
- Fathom (REST API, webhooks, MCP server)
- Fireflies (GraphQL API, webhooks)
- Grain (REST API, MCP server)
## Company & compliance
- **Company**: KaraX.ai
- **HQ**: "New York • Hyderabad" (per the About page, re-verified 2026-06-13 — previously listed as a single NYC address; now dual-location)
- **NVIDIA Inception Program**: Member
- **Compliance**: The FAQ now states "SOC 2 and HIPAA-aligned practices" with role-based access control + audit logs, and "never uses customer data for AI model training"; the homepage still markets "SOC 2 Type II certified, HIPAA compliant, and GDPR-ready." Treat the stronger marketing wording with care — the FAQ language is softer ("aligned practices").
- **Encryption**: AES-256 (all plans), TLS 1.3 (Pro+), full E2EE (Enterprise). FAQ describes it generally as "256-bit AES and SSL/TLS."
- **Platforms**: Windows, macOS, iOS, Android, Chrome extension
- **Reviews**: 4.8/5 stars (127 reviews on website — no G2/Capterra presence found)
SKILL.md
---
name: sales-karax
description: "KaraX.ai platform help — agentic AI workspace combining Gemini-family AI chat, real-time meeting transcription, and AI workflow automation across 800+ (marketed 1000+) integrations from a single OneChat interface, SOC 2/HIPAA-aligned, no public developer API. Use when setting up KaraX for meeting transcription on Zoom or Google Meet or Teams, KaraX OneChat not triggering workflows or automations, choosing between KaraX and Otter or Fathom or Fireflies for meeting notes, KaraX free plan data disappearing after 7 days, KaraX integration with Salesforce or HubSpot not syncing, KaraX meeting recording hitting 30-minute cap on Starter, or KaraX plan selection (Starter free/Pro $14.99/Business $39.99/Enterprise custom). Do NOT use for comparing all AI note-takers (use /sales-note-taker) or reviewing a call for coaching (use /sales-call-review)."
argument-hint: "[describe your KaraX setup or usage question]"
license: MIT
version: 1.0.0
tags: [sales, note-taker, workflow-automation, platform]
---
# KaraX.ai Platform Help
## Step 1 — Gather context
If `references/learnings.md` exists, read it first for accumulated platform knowledge.
Ask the user:
1. **What do you need help with?**
- A) Setting up KaraX (connecting to Zoom/Meet/Teams, first meeting, integrations)
- B) Troubleshooting an issue (workflows not triggering, data retention, meeting caps)
- C) Comparing KaraX to another note-taker or AI workspace (Otter, Fathom, Fireflies)
- D) Understanding pricing or plan limits
- E) CRM integration (Salesforce, HubSpot, Notion, ClickUp)
- F) AI workflow automation setup
2. **How are you using KaraX?**
- A) Meeting transcription and notes
- B) AI chat (multi-LLM workspace)
- C) Workflow automation across tools
- D) All of the above
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 |
|---|---|
| Comparing all AI note-takers (not just KaraX) | `/sales-note-taker {user's question}` |
| Reviewing a specific call for coaching | `/sales-call-review {user's question}` |
| Building a coaching program | `/sales-coaching {user's question}` |
| General CRM/tool integration (Zapier, webhooks) | `/sales-integration {user's question}` |
Otherwise, answer directly below.
## Step 3 — KaraX platform reference
**Read `references/platform-guide.md`** for the full platform reference — capabilities, pricing, integrations, data model, limitations.
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.
**Setup priorities:**
1. Sign up at karax.ai — Starter is free (25 AI chats/day, 5 meetings at 30 min max)
2. Install the Chrome extension, desktop app, or mobile app
3. Connect meeting platforms (Zoom, Google Meet, Teams)
4. Connect key integrations (CRM, Notion, Slack, Gmail) — 800+ available on Pro+
5. For CRM auto-updates, upgrade to Business ($39.99/mo) for CRM + workflow builder
**Comparison quick guide:**
- KaraX vs Otter → Otter has deeper transcription accuracy and real-time collaboration; KaraX adds multi-LLM chat and workflow automation beyond meetings
- KaraX vs Fathom → Fathom has a more generous free tier (unlimited recordings) and a public API; KaraX adds AI chat workspace and agentic automation
- KaraX vs Fireflies → Fireflies has GraphQL API, AskFred analytics, and deeper conversation search; KaraX adds multi-LLM chat and 800+ native integrations
If you discover a gotcha or tip not covered in `references/learnings.md`, append it there.
## Gotchas
> *Best-effort from research — review these, especially items about plan-gated features.*
- **Starter plan has 7-day data retention.** Meeting transcripts and chat history auto-delete after 7 days on the free plan. Export anything important before then.
- **30-minute meeting cap on Starter.** Free plan limits individual meetings to 30 minutes. Pro extends to 8 hours/day, Business to 16 hours/day.
- **Only 4 app integrations on Starter.** The "800+ integrations" claim applies to Pro and above. Starter gets 4 apps only.
- **No public developer API.** No developer portal, no published REST/GraphQL endpoints, no SDK, no MCP server. Note: the Business plan's workflow builder does include "Advanced + Webhooks" (re-verified 2026-06-13), but KaraX publishes no webhook event/payload/signing docs, so it is a workflow-builder feature rather than a documented developer webhook surface. All other automation goes through the platform's own agentic AI interface.
- **CRM + workflow builder require Business ($39.99/mo).** Salesforce/HubSpot CRM integration and the workflow builder are not available on Pro.
- **25 AI chats/day on Starter.** Daily chat limit resets, but can be restrictive for heavy users.
- **Niche platform with limited community.** Few G2/Capterra reviews, no Stack Overflow presence, no community forum — troubleshooting resources are sparse.
## Related skills
- `/sales-note-taker` — Compare all AI note-takers, select the right one for your team, or plan an API integration pipeline
- `/sales-fathom` — Fathom platform help — free-tier leader with CRM sync and API
- `/sales-fireflies` — Fireflies.ai platform help — GraphQL API, AskFred, conversation search
- `/sales-call-review` — Review a specific call for coaching
- `/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: Setting up KaraX for meeting transcription
**User says**: "I want to use KaraX to transcribe my Zoom sales calls and auto-create tasks in ClickUp."
**Skill does**:
1. Walks through signing up and connecting Zoom in the OneChat workspace
2. Explains meeting transcription captures live notes with action items
3. Shows how to connect ClickUp as an integration (Pro+ required for 800+ apps)
4. Demonstrates using the agentic AI to auto-convert action items to ClickUp tasks
5. Notes the 30-min meeting cap on Starter — recommend Pro for full sales calls
**Result**: User is set up for Zoom transcription with task automation.
### Example 2: KaraX workflow automating CRM updates
**User says**: "Can KaraX automatically update Salesforce after my meetings?"
**Skill does**:
1. Confirms CRM integration requires the Business plan ($39.99/mo)
2. Explains that KaraX uses agentic AI to extract decisions and action items and push to Salesforce
3. Notes that Pro plan has 800+ integrations but CRM-specific automation needs Business
4. Compares to Fathom (API + webhook CRM sync) and Fireflies (GraphQL + CRM) for developer-oriented alternatives
**Result**: Clear path to CRM integration with plan requirements.
### Example 3: Meeting data disappearing after a week
**User says**: "My KaraX meeting transcripts vanish after a few days. What's happening?"
**Skill does**:
1. Identifies the 7-day data retention limit on the Starter (free) plan
2. Recommends upgrading to Pro ($14.99/mo) or Business ($39.99/mo) for unlimited retention
3. Suggests exporting critical transcripts before the 7-day window closes
4. Notes that Pro is $14.99/mo annual and includes unlimited data retention
**Result**: User understands the retention limit and options to resolve it.
## Troubleshooting
### Meeting transcripts disappearing
**Symptom**: Transcripts and chat history auto-delete after approximately 7 days
**Cause**: Starter (free) plan has a 7-day data retention limit
**Solution**: Upgrade to Pro ($14.99/mo annual) or Business ($39.99/mo) for unlimited retention. As a workaround, export transcripts manually before the 7-day window.
### Workflow automation not triggering
**Symptom**: AI workflow described in OneChat doesn't execute across connected tools
**Cause**: Starter plan limits workflows to 3 tools per workflow. Integration count is also limited to 4 apps on Starter.
**Solution**: Verify you're on Pro (5 tools/workflow, 800+ apps) or Business (8 tools/workflow + workflow builder). Check that the target integration is connected and authorized in settings.
### Meeting recording hitting 30-minute cap
**Symptom**: Meeting transcription stops at 30 minutes
**Cause**: Starter plan caps individual meetings at 30 minutes
**Solution**: Upgrade to Pro (8 hours/day meeting capacity) or Business (16 hours/day). Enterprise offers custom limits.