In this guide you will receive step-by-step instructions on how to manage your personal settings and how to use the Demodesk AI features in your daily work routine. Reclaim your valuable time by automating monotonous tasks!
Reclaim your valuable time by automating monotonous tasks!
Personalized AI Coach feedback
Deep insights into your personal performance and improvement suggestions
AI-generated meeting summaries and follow-up emails
Deeper insights into your customer calls via AI assistant chat
Automatic CRM sync and Deal Updates
ℹ️ If you have any questions, please get in touch with your tool admin or reach out to our support team (support@demodesk.com).
Video Onboarding & Training
1. Getting Started with the Demodesk NoteTaker
2. Daily Use & Beginner Tips
3. Adding the NoteTaker to a meeting (Gmeets, Teams, Zoom)
Settings & Integrations (Step-by-Step Guide)
Complete your Profile Information: here
Manage your Notification Settings: here
Check your Recording Preferences: here
Important: make sure they meet your company's requirements - contact your company admin for further information.
Manage your Integrations / Connections: here
Important: make sure that you have connected your CRM and your calendar.
Application
Access Recordings
Access Recordings
Access Recordings
Navigate to the Recordings section: here
Click the "Watch" button on the right hand side (see screenshot).
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
ℹ️ You can also search for keywords within recordings (see screenshot).
Give & Request Feedback
Give & Request Feedback
ℹ️ Admins can set up an automation for automatic feedback from the AI Coach, eliminating the need to give or request it manually as described below.
Functionality: If an automation is set up, the AI Coach automatically evaluates meetings based on the specified scorecard model deposited in the Demodesk Settings and generates feedback reflecting performance in key areas.
Users will receive an email notification after each automatically evaluated meeting.
Personal Manual Feedback
Fill out the scorecard completely manually:
Access recording.
Click button "Give feedback"
Select appropriate scorecard
Select team member
Walk through scorecard step-by-step, rate performance with flames and add comments
Click button "Submit Feedback"
Selected team member will receive an email notification
Manually Requesting AI Coach Feedback
Let the scorecard be pre-filled by the AI Coach:
Access recording.
Click button "Give feedback"
Select appropriate scorecard
Select team member
Click button " Pre-fill feedback with AI Coach"
Wait for approx. 2-3 minutes
Check & adjust answers of AI Coach if necessary
Click button "Submit Feedback"
Selected team member will receive an email notification
Make Comments & Share Moments
Make Comments & Share Moments
ℹ️ Contextual comments enable quick and effective coaching by allowing feedback within the conversation, and you can share a specific moment to direct attention to a precise point in time.
Access Recording
Open Transcript
Click three dots right next to the transcript
Click "Copy link to moment" to share link to this specific moment internally or externally (consider recording access settings)
Click "Comment" to add a comment to that specific moment (include specific timestamp if necessary)
ℹ️ Additional Information:
Users with access to recordings can leave comments (except those with viewer licenses).
Admins can delete all comments, while users can only delete their own.
Only users with a Coaching and AI license can view the respective modules in a recording; all others only have access to the recording itself.
AI Assistant Chat & Summaries
AI Assistant Chat & Summaries
ℹ️ The AI generates an initial AI summary based on predefined rules in Demodesk.
While you can request a revised version using a different template or custom input via the AI assistant chat within a recording, only the first matching AI summary is synced to the CRM and remains unchanged.
Request a new AI summary:
Access Recording
Click "AI Assistant"
Click "Summaries" OR add your specific question (=prompt) into the AI chat
Click "send" and wait until the AI re-analyzed the recording and provided a new AI output
🚀 Pro tip: you can also have the AI create a template for a follow-up email.
AI CRM Concierge
AI CRM Concierge
ℹ️ AI CRM Concierge helps you sync the right CRM data after each meeting. Based on meeting insights, Demodesk suggests the most relevant deal or opportunity and pre-fills CRM fields for review.
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
🚀 The deal update and insights will be pushed automatically to your CRM once accepted.
Gain Deeper Insights (Beginner Best Practice Tips)
ℹ️ Ask the AI questions via the chat about the meeting to clarify points or ensure nothing was missed.
Exemplary Use Cases:
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.
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.
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?"
Insights
Insights
ℹ️ Your personal insights page helps you track your own performance and feedback across all your meetings.
As a manager, you have access to all your team's data and insights
👉 For a full breakdown of the metrics available in the Insights Dashboard, check out this detailed guide.
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.
Key Takeaways
Automated & Manual Feedback: Use AI Coach for automatic or manual feedback to enhance performance, customizable to specific needs.
AI-Generated Summaries: Customize and sync AI-generated meeting summaries to your CRM, with the first summary generated being synced.
Follow-Up Emails: Quickly generate follow-up emails based on meeting discussions, ensuring all key points are communicated efficiently.
Commenting & Sharing Moments: Add contextual comments and share specific moments within recordings to provide insights. Only users with a Coaching & AI license can access these modules.
Customizable AI Summaries: Admins can set up rules to tailor AI-generated summaries, ensuring relevance and insights.
Deep Insights with AI Chat: Utilize AI Chat for clarification, drafting emails, and verifying decisions, ensuring accurate communication of critical information.
FAQs
How do I ensure that the AI Coach feedback is aligned with my specific performance metrics?
How do I ensure that the AI Coach feedback is aligned with my specific performance metrics?
To align the AI Coach feedback with your specific performance metrics, customize the scorecards used by the AI Coach. You can choose or create scorecards that reflect the key performance indicators (KPIs) relevant to your role or team objectives. This customization ensures that the feedback is both relevant and actionable.
Can I customize the AI-generated summaries for my meetings?
Can I customize the AI-generated summaries for my meetings?
Yes, AI-generated summaries can be customized using a summary rule in Demodesk. This customization can be set up by an admin to ensure that the summaries meet your specific requirements.
How do I request feedback from the AI Coach?
How do I request feedback from the AI Coach?
To request feedback from the AI Coach, click on the Request Feedback from AI Coach button, select the appropriate scorecard, and receive actionable feedback within minutes. An admin can also set up automation to streamline this process.