Demodesk Coaching & AI offers smart automation, insightful analytics, and effective coaching tools to boost sales performance. This guide helps admins set up and optimize the Coaching & AI modules.
Enhanced performance
Actionable analytics
Automated CRM sync
Minimised administrative tasks
Deeper insights
Core Benefits
Functionality | Benefits |
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1. Settings & Permissions
Below we guide you through the general settings and permissions including our integration with other conferencing tools such as Microsoft Teams, Google Meet, and Zoom.
Personal Preferences
Personal Preferences
Set preferences for who receives post-meeting recaps via email (all participants, internal participants, or just yourself).
Manage Meeting Recap Preferences here.
Recordings & AI
Recordings & AI
Add custom vocabulary to enhance AI transcription accuracy
Set criteria for transcription
Manage sharing permissions for recordings
Choose who can view meeting feedback on a recording
Manage Recordings & AI Settings here.
ℹ️ Recordings are kept for 150 days per default (read more here).
Demodesk Notetaker (Integration with other Conferencing Tools)
Demodesk Notetaker (Integration with other Conferencing Tools)
Manage Demodesk Notetaker Settings here.
Process & Functionality
Automatically joins both external and internal meetings when the relevant toggles are enabled.
Searches for scheduled meetings in your Google or Outlook calendar.
Imports meetings into the Demodesk meeting overview.
Displays all meetings, regardless of whether they will be held via Demodesk, within the Demodesk meeting dashboard.
When the "Record external meetings" and "Record internal meetings" options are enabled:
the notetaker imports and records meetings accordingly.
external meetings are defined as those with at least one participant outside of your specified domains.
internal meetings include all participants from the specified domains.
The notetaker checks the domains of meeting participants to differentiate between external and internal meetings.
ℹ️ The notetaker can always be added manually to meetings (how-to here).
2. CRM Sync
In this section, we focus on how to sync to your CRM to automatically update your records post-meetings to enhance documentation accuracy and data quality.
Automatic AI Summary Sync
Automatic AI Summary Sync
AI summary Sync feature:
Captures key points from meetings.
Integrates insights directly into your CRM.
Default sync setting:
Set your preferred CRM (e.g., Hubspot) as the default destination for AI-generated summaries.
A system token is created by default to sync AI summaries to your preferred CRM. You can find the settings of the default connection here.
To set up a new connection here by using custom tokens and specifying the field for syncing AI notes.
In Development (Outlook)
In Development (Outlook)
🚀 We're excited to announce that we're working on an Automatic CRM AI field update feature. If you're interested in early access and would like to co-develop this functionality with us, please contact us.
3. Basic Setup
Below we guide you through the steps for a basic setup so that your team can start using the modules right away.
Get automatic AI Coach Feedback
Get automatic AI Coach Feedback
Manage and set up your AI Coach Automations here.
Click on "+ Add automation" to create a new rule.
Select one or more conditions for this rule.
Select a scorecard as the evaluation basis for this rule.
Click on "Save and close".
ℹ️ After a meeting, the AI Coach evaluates it with the scorecard model
and generates feedback on key performance areas.
The host will receive an email with the feedback.
Refer to this guide for detailed explanations.
Get Automatic AI Summaries
Get Automatic AI Summaries
Manage and set up your AI Summaries here.
Click on "+ Add automation" to create a new rule.
Select one or more conditions for this rule.
Select an AI summary for this rule.
Click on "Save and close".
ℹ️ Only the first AI-generated summary is automatically synced with your CRM. Subsequent changes made through the AI Chat will not be synced.
Read more details in this guide.
4. Insights & Analytics
This overview is crucial for managers and leaders, providing a comprehensive view of team performance metrics and trends.
Access the Demodesk Insights dashboard here.
Track Performance: monitor sales strategy effectiveness and team productivity.
Identify Improvements: pinpoint areas for enhancement to boost efficiency
Make Data-Driven Decisions: utilize insights to inform strategies for better business outcomes.
Read more about Coaching Insights here.
5. User Onboarding
After nailing down the essentials and setup, it's time to welcome aboard and brief your team.
Click here for more details about User Onboarding.
Key Takeaways
Recording Permissions & Notetaker: Customize recording access and set up custom vocabulary for accurate AI transcriptions.
AI Automation, Summary & Transcripts: Automate AI summaries and transcripts to streamline meeting analysis.
Scorecards & AI Coach Activation: Create customized scorecards and activate the AI Coach for detailed feedback on sales interactions.
CRM Integrations & Sync: Sync with Salesforce, HubSpot, and Pipedrive to automatically update CRM records post-meetings, enhancing data accuracy.
Dashboard and Analytics: Utilize the dashboard for team metrics, conduct keyword searches for data analysis, and manage recordings for coaching decisions.