Listening to call recordings for a post-analysis can be a chore (even at 2X speed), not to mention an unproductive use of time. Meeting Intelligence (MI) is your super-smart (hey AI!) personal listening hero, giving you call summaries, insights, clear next steps, and even tailored coaching prompts, instantly after a call.
Plus, it's like having a personal assistant for your CRM, effortlessly updating Salesforce from Slack with just a click! So say goodbye to endless call recordings (and looong transcripts) and hello to instant, actionable feedback that keeps your sales game strong!
Pre-requisites:
Your Admin will need to make sure they've completed the following three steps:
Enabled Create custom objects on Salesforce.
Enabled this list of permissions on your organization's Zoom account
Steps to set up your Zoom
Follow these two steps to make sure you never miss out on an MI summary for your Zoom recordings:
1. Cloud recording
For Rattle to analyze transcripts, the Zoom host has to hit record on their Zoom console at the beginning of each call. When Zoom's Cloud recording is on, Rattle grabs the transcript from there. If the host forgets to hit record, there won't be a transcript, and no alert will pop up.
2. MI translations
Rattle will provide summaries and insights for calls held in English, automatically. However, for calls in other languages, the call host must turn on Closed Captions (CC) on their Zoom meeting window, at the start of each call.
Unfortunately, Zoom's closed captions don't capture speaker notes, so MI won't be able to identify which speaker said each sentence, but the summary generated will still capture all points discussed during the meeting.
Rattle currently offers support for French, Spanish, and Portuguese, for MI summaries.
Aaaand that's it. You're ready to start analyzing calls!
See also:
Enabling automated captions (external link)
Enabling automatic recording (external link)