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Rattle Wizard - Beta
Rattle Wizard - Beta
Abhishek Vellore avatar
Written by Abhishek Vellore
Updated over a week ago

About Rattle Wizard

Rattle Wizard is an AI tool designed to help companies win more deals by providing valuable insights from unstructured data such as calls, emails, deal rooms, and CRM data. Leveraging this unstructured data offers customized insights, improves the sales process, reduces manual data entry, and speeds up decision-making.

Rattle Wizard works directly with the existing Rattle Board and introduces two key functionalities: the Validation Column and Smart Columns.

Major Parts of Rattle Wizard

  • Smart Columns: Allows querying across unstructured data to gain customized insights about specific deals.

  • Validation Columns: Validates existing Salesforce fields against AI-generated insights, ensuring data accuracy.

Smart Columns

Smart Columns are used to generate customized deal insights from unstructured data sources like calls, emails, and CRM data. These columns allow you to create queries and prompt the AI to extract relevant insights, making it easier to track and evaluate deal performance.

Configuring Smart Columns

Pathway: Board > Add Smart Column

The drawer in Smart Columns allows users to configure the AI prompts that will extract data from various sources.

Smart Column Setup

Let’s walk through setting up a Smart Column:

  1. Name your column (e.g., "Pain Points").

  2. Enter a prompt (e.g., "What are the pain points for this deal?").

  3. Choose the output format: text, number, percentage, multiple choice, etc.

  4. Setup the column run frequency:

    • Manual: The smart column has to be triggered manually.

    • Scheduled: The column can be triggered to run at specific times.

    • Auto-populate: The cell will run automatically when a new call is detected for a particular deal.

  5. Define the data sources: Use all calls, the first three calls, or emails for analysis if required.

  6. Add run conditions for the column if required.

  7. Use Auto-write to SFDC: Map the respective text area fields where you would want the AI output to be pushed automatically.

  8. Run the column for 10 records to generate insights and review the AI’s output. The AI will provide suggestions based on the defined context, which can then be edited as needed.

  9. If you are satisfied with the output you can run for all the records by selecting the dropdown on the column header and clicking on "Run for all records"

Example

Let’s say you want to analyze the pain points for a specific customer. You would create a column named "Pain Points," enter a prompt (e.g., "What are the pain points Rattle could solve for this customer?"), and the AI would generate insights based on call and email transcripts. Once the column runs, it will provide a suggested list of pain points that can be reviewed.

Validation Columns

The Validation Column is used to verify the accuracy of data entered into Salesforce fields. The AI compares the current data with insights derived from unstructured data sources like calls or emails. This helps ensure that Salesforce fields are filled correctly and updated with relevant information.

When to Use Validation

You can use validation to ensure that fields like "Next Steps" or "Deal Stage" are accurately reflected based on the latest call or email information. Validation is available for picklist, checkbox, text, number, email, date, and date-time fields.

Configuring Validation Columns

Pathway: Board > Column > Validation Settings > Toggle on

To configure the Validation Column, you can choose specific Salesforce fields for validation. Once you select a field, the AI will compare the current value with its generated insights and suggest updates wherever needed.

Steps to Configure Validation Columns

  1. Select a Salesforce field (e.g., "Next Steps") for validation. You can select the SFDC field from columns from the top left

  2. Describe the field: Define what information the field contains

  3. Choose how often the field should be updated:

    • Manual: Requires manual intervention.

    • Scheduled: Triggers at specific times.

    • Auto-populate: Automatically updates when new calls is detected for a deal.

  4. Filter data sources: Guide the AI in identifying the relevant information, such as the last call for the deal.

  5. Auto-write SFDC: Auto-write your SFDC with the Rattle AI suggestions

  6. Run: Run for the 10 records validation to see if the AI suggests any updates for the field. If an icon is visible on the cell, it indicates a contextual difference between the Salesforce values and the suggested values.

  7. Review the AI’s output: Accept or reject the AI’s suggestion. Once accepted, Rattle AI's output will be pushed to Salesforce.

  8. If you are satisfied with the output you can run for all the records by selecting the dropdown on the column header and clicking on "Run for all records"

Example

For instance, if the Salesforce "Next Steps" field is filled but the AI identifies new steps from the most recent call, it will suggest updating the field. You can either accept the AI’s suggestion or maintain the current value. Once accepted, Rattle AI's output will be pushed to Salesforce.

Viewing Wizard Configuration

Pathway: Board > Profile Icon > Smart Views Settings or click this link
​

To set up the data sources for Rattle Wizard, follow these steps:

  1. Navigate to the Rattle Board by clicking the board from the left-hand panel.

  2. Once the board is loaded, click the profile icon from the top right and navigate to
    ​Smart Views Settings.

  3. Configure the data sources: We automatically update the smart view settings. However, you can review your configuration like

    1. Default SFDC fields for Opportunity and Account

    2. Check your email configuration

    3. Review the description for "Your organization"

    4. Enable Slack conversation if you have Rattle Deal Rooms enabled

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