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Using Rattle
Learn more about different Rattle features and how they can help your specific use-cases
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 I track my team's progress using Leaderboard?
How to set up Enablement workflows?
How to use "Commands" in Rattle?
Adding Child records to your workflows
How do I add my MS Teams group chat as a workflow recipient?
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