Rattle

Smart Context

Rattle Wizard - Beta

Send unique meeting summaries based on team and role needs.

Meeting intelligence - Building workflows

Meeting Intelligence - Advanced settings

Learn how to apply opinion mining filters, to sift through and identify the most critical calls.

Use Call Signals to gauge customer sentiment

Learn how Rattle matches the correct Opportunity on Salesforce to give you Meeting Intelligence

Troubleshoot - How does Rattle identify the right Opportunity for my Zoom calls

Learn how to set up your Zoom console at the start of each call

How to configure Zoom to receive Meeting Intelligence

Meeting Intelligence: Crafting the Perfect Prompt

Learn about Deal summaries, when to use one, and how to set up a workflow.

How do I set up Deal Intelligence?

Abhishek Vellore

Sahil Aggarwal

Rattle AI

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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