Coaching & AI: User Guide

1. Navigate to the Recordings section: here
2. Click the "Watch" button on the right hand side (see screenshot).
3. A separate tab with the recording opens.

Search Recordings via Filters

You can search and filter your recordings using multiple criteria, as shown in the screenshot below. This makes it easier to quickly find the meetings you need.

Available filter options:

• Participants: Name, email address, or company
• CRM Data: Company name, deal name, Salesforce account name, or opportunity name
• Meeting Title
• Transcripts: Search within the transcript content for specific keywords

These filters help you narrow down your results and find relevant recordings faster.

Below the search bar, you can refine your list of recordings using the filters:

• Date/Time – Sort recordings chronologically
• Meeting name – Sort by the title of the meeting
• Host – Filter by the person who hosted the session
• Feedback – Focus on meetings with specific scorecard ratings

Additional Options

You can also apply checkboxes to further tailor your view:

• My meetings only – Shows only meetings where you were the host
• Hide no-shows – Excludes meetings where participants didn’t attend
• Bookmarks – Displays only the meetings you’ve bookmarked for quick access

Personal Manual Feedback

Fill out the scorecard completely manually:

1. Access recording.
2. Click button "About"
3. Click Give Feedback
4. Select appropriate scorecard
5. Walk through scorecard step-by-step, rate performance with flames and add comments
6. Click button "Submit Feedback"
7. Selected team member will receive an email notification

Manually Requesting AI Coach Feedback

Let the scorecard be pre-filled by the AI Coach:

1. Access recording.
2. Click button "About"
3. Click Give Feedback
4. Select appropriate scorecard
5. Click Pre-fill feedback with AI
6. Click button "Submit Feedback"
7. Selected team member will receive an email notification

1. Access Recording
2. Open Transcript
3. Click three dots right next to the transcript
4. Click "Copy link to moment" to share link to this specific moment internally or externally (consider recording access settings)
5. Click "Comment" to add a comment to that specific moment (include specific timestamp if necessary)

Request a new AI summary:

1. Access Recording
2. Click "AI Assistant"
3. Click "Library" and select the appropriate Summary template

Play Vimeo video

How to review & confirm CRM sync:

1. Go to your Recording

2. Go to the AI Assistant tab

3. Review the suggested deal/opportunity

4. Use the dropdown to change the deal if needed

5. Click Accept to confirm the syn

Exemplary Use Cases:

1. Clarification of Discussion Points:

   • If you are unsure whether a specific topic was covered during the meeting, you can simply ask a question through our AI chat.
     • Example: "Was the marketing budget for Q3 discussed?". The AI will search through the transcript and provide you with the relevant sections where this topic was mentioned.

2. Drafting Follow-up Emails:

   • After a meeting, it's often necessary to send a follow-up email to summarize the discussion and outline the next steps. Our AI can help you draft this email by using the transcript of your meeting as a reference. You can either use our template or ask the question as follows:
     • Example: "Can you draft a follow-up email summarizing today's discussion about the new product launch?". The AI will generate a draft email, capturing the key points that were discussed.

3. Verification of Decisions and Actions:

   • It’s important to verify that decisions and action items are accurately captured during meetings. This ensures that you have a clear and accurate record of what was decided and what needs to be done moving forward.
     • Example: "What decisions were made regarding the project timeline?" or "What are the next steps we agreed on for the client proposal?"

As a User you can filter (left side) by scorecard, meeting type, audience, or timeframe to get a focused view of your metrics — all in one place.