Featured Release: Custom Prompt Library for Meeting Intelligence
Your meetings, your way. After extensive research and user feedback, we're excited to launch the Prompt Library – a game-changer for more personalized Meeting Intelligence. Dive into a diverse range of prompts, tailored for different roles, stages, and sales methodologies.
Why it’s a big deal:
Browsing Made Easy: Find the perfect prompt with ease, thanks to our neatly categorized library. Whether you're a sales leader or an individual contributor, there's something for everyone.
Customization at Your Fingertips: Like a prompt but want to tweak it? Go ahead! Our library allows you to edit and personalize prompts, ensuring they align perfectly with your meeting's context.
Tailored to Your Organization: Wondering how the MI output will reflect your company's unique dynamics? Simply provide us with company-specific context, and watch the magic happen. Access this feature via 'Enhance now' in the Prompt Library or through the Configuration page.
Get ready to experience meeting summaries like never before—more relevant, insightful, and actionable.
More Meeting Intelligence
Attendee List: Get a comprehensive view of meeting participation with the new 'Participants' field in the 'Rattle conversations' object. This feature tracks every attendee, ensuring no key player is overlooked.
Visual Re-arrangement: We've overhauled the Meeting Intelligence alert interface for better clarity and ease of use. The new design emphasizes key information, making it quicker and easier to absorb your meeting insights.
Board
Moment in Time: Preview on Board: Now you can get a sneak peek of your MiT alerts directly on the Board. While it's a read-only preview, it's a powerful tool for quick reviews.
Bookmarking Enhancements: We've upgraded our bookmarking system. All your starred views are now readily accessible at the top of your Board. Plus, with the new scrolling feature, managing multiple bookmarks is super easy.
Workflows
Using Formula Fields in Workflows (Bug Fix): We've tackled a tricky Salesforce limitation. Now, updates in workflows that use formula fields won’t be blocked, thanks to our workaround. Note: This excludes Stuck in Stage and Time-based workflows, where an alternative solution is provided.
Workflow List View – New Default Columns: The addition of the 'Created at' column in the workflow list view provides better insight into the lifecycle of your workflows, enhancing tracking and management.
Field Settings: We've added dynamic value selection for Salesforce fields. This means fields like Email, Date/Datetime, and User Reference will update in real-time, reflecting the most current data at the moment of use.
Advanced Tab - View Full Message: By enabling 'View full message' in the Advanced tab, you ensure complete transparency across all workflows within your organization, allowing every team member to access full alert details.
Help Center Roundup
Check out the newest additions to Rattle's Help Center library.
That’s it for this week! Check back next Tuesday for more product news.