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Using Rattle
Learn more about different Rattle features and how they can help your specific use-cases
By Sahil and 4 others5 authors60 articles
Using Create/Update workflows
Using Time-Based alerts
What is a "Stuck in Stage" rattle and how to create it?
Creating a Moment-in-time alert with a Board view
Summary workflows: Always stay in the loop
How to utilize the Acknowledge Button
How to use action buttons?
How to use message analytics?
Rattle Threaded Messages
Creating a Pushed out of Quarter Workflow
Outreach: Setting up a workflow
How to use your Zendesk Integration with Rattle
How to build Reports on Rattle?
How do I use an Approval alert?
How do Leaderboards work?
How to set up Enablement workflows?
How to use "Commands" in Rattle?
Adding Child records to your workflows
What are "Meetings" workflows and how to use these?
Meeting intelligence - Building workflows
Meeting Intelligence - Advanced settings
Meeting Intelligence: Crafting the Perfect Prompt
Troubleshoot - How does Rattle identify the right Opportunity for my Zoom calls
How to use the "Auto Create Contact" feature
How to use the "Auto-Create Event" feature
Use Call Signals to gauge customer sentiment
How to configure Zoom to receive Meeting Intelligence
Google Calendar: Integration and overview
MS Teams: Integration with Rattle
Gainsight: Integration with Rattle
Outreach: Integration and field mapping
Zendesk: Integration with Rattle
Chorus: Integration and data access
Zoom: Permissions for integration
Gong: Permissions and integration
Hubspot: Integration with Rattle
How to integrate and use Clari with Rattle