Coaching & AI
Coach and automate with Demodesk
Getting Started
- Coaching & AI: User GuideThis is a step-by-step guide including training videos for users of the Demodesk AI features.
- Coaching & AI: Admin & Manager GuideFollow this step-by-step guide to setup the Coaching & AI modules properly and ensure your team gets the maximum benefit.
- User Roles and Permissions - Coaching & AIThis article outlines the roles and features available to a Demodesk users with a Coaching & AI seat.
Connections
- Connecting Your CRM to DemodeskHere’s how to connect your CRM. Whether you use Salesforce, HubSpot, or Pipedrive, and why it’s valuable for optimizing your workflow.
- Connect your Calendar and Email 🚀This guide will show you how to easily connect your calendar and email account with Demodesk. Let’s get started!
- Zoom Notetaker integrationConnect Zoom for Coaching & AI so Demodesk can send the Notetaker to record and transcribe your meetings.
Mobile App
Coaching & AI: Best Practices
- Best Practices Guide: AI ScorecardsHow to get the most out of Demodesk’s AI-powered Scorecard module in Coaching & AI
- Best Practices Guide: AI SummariesHow to get the most out of Demodesk’s AI-powered Summary module in Coaching & AI
- Best Practices Guide: AI CRM ConciergeHow to get the most out of Demodesk’s AI-powered CRM Concierge in Coaching & AI
- Best Practices Guide: AI ReportsDemodesk AI Reports convert multiple meeting recordings into a single, actionable report.
- Best Practices Guide: AI AnalystDemodesk’s AI Analyst offers an AI-powered X-Ray view of all your conversations
- Best Practices Guide: Deal InsightsSet up Deal Insights to auto-route deal health from every meeting to the right Slack channel - with copy-paste skills and AI setup prompts.
- Best Practices Guide: AI AgentsHow to get the most out of Demodesk’s AI Agents feature in Coaching & AI
General
- AI CRM ConciergeWith our CRM Concierge, your CRM updates itself. No setup needed!
- Use AI Chat for Deeper InsightsThe Chat with AI feature allows users to ask questions and provide complex prompts for enhanced meeting analysis.
- Coaching & AI Insights DashboardCoaching & AI Insights is designed to provide a comprehensive and detailed analysis of team performance, focusing on actionable insights.
- Meeting RecapKeep everyone in the loop about the meeting automatically and save time on writing follow-up emails.
- Everything about the Demodesk NotetakerRecord all your Microsoft Teams, Google Meet and Zoom meetings automatically
- AI ReportsUncover trends, track feedback, and optimize decision-making with automated, customizable reports tailored to your requirements
- Group-Based Recording AccessControl who can see recordings and meetings in your organization.
- How to enable the waiting room for Teams, Zoom, and Google MeetFind out how to configure the Demodesk NoteTaker to join only the lobby and not your meetings immediately.
- AI AgentsLearn how AI Agents automate your sales workflow. From follow-ups and CRM updates to custom integrations and pricing.
- Deal InsightsAutomatically evaluate deal health from meeting conversations to uncover risks, buying signals, and next steps.
- Easily Record and Transcribe Zoom Meetings with DemodeskQuickly connect Demodesk to your Zoom meetings to automatically enable recording and transcription for all your Zoom sessions.
- All about Coaching Plus InsightsMonitor your team's performance and establish a growth-minded culture
AI Coach
- Scorecards, Comments & Bookmarks in Coaching & AILearn how to use scorecards, contextual comments, and recording bookmarks included with Coaching & AI.
- AI CoachSet up automated AI coaching with scorecards and receive actionable feedback from every recorded meeting.
- All about Contextual CommentsContextual comments allow you to give feedback right in the context of a conversation for sales coaching that is quick and effective.
- Meeting Scorecards in Coaching & AIScorecards offer a systematic way for managers, enablement teams, and sales representatives to evaluate meetings.
- All about Recording BookmarksMake sure your most important recordings are not getting lost and that you have them always by hand for sales coaching and onboarding.
Transcription & AI
Integrations
- CloudCall integrationDemodesk integrates seamlessly with CloudCall to automatically import your calls.
- DialersImport call recordings from your favorite dialers through HubSpot or Salesforce
- Aircall integrationDemodesk integrates seamlessly with Aircall to automatically import your calls, along with Aircall tags, leveraging Aircall webhooks.
- Demodesk Chrome Extension (Coaching & AI)Access your AI Analyst directly from your browser, on any page
- RingCentral integrationDemodesk integrates seamlessly with RingCentral to automatically import your call recordings for analysis, coaching, and CRM context.
- Demodesk MCPBring Your Meeting Intelligence Into Your AI
- Slack IntegrationBring Your Meeting Insights to Where Your Team Works
Still need a hand?
Our support team answers in the app chat, or at support@demodesk.com.