Demodesk's Coaching & AI (short: CI) offers smart automation, insightful analytics, and effective coaching to boost your teams performance. This guide helps you as an admin to set up the CI modules properly.
Core Benefits
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1. Settings & Permissions
Integration & Connections
Integration & Connections
ℹ️ Manage all you Integrations & Connections here.
Connect your Google Calendar / Office 365/Outlook Calendar
Connect your CRM
Connect your Dialer
ℹ️ Each user must complete the Calendar and CRM connection process individually.
Your Personal Preferences
Your Personal Preferences
ℹ️ Manage your Personal Preferences here.
Info: this is only about your own personal preferences. These have no effect on the settings of your company
Recordings & AI Settings
Recordings & AI Settings
ℹ️ Manage your companies "Recording & AI" settings here.
Info: these settings affect every new invited Demodesk user and therefore your entire company. However, they do not overwrite the settings of an individual user.
Notetaker Functionality
Notetaker Functionality
It searches for scheduled meetings in your calendar
It imports meetings into the Demodesk meeting overview (here)
It automatically joins both external and internal meetings (can be managed here)
It distinguishes between internal and external meetings via the specified domain (here)
If the Notetaker does not automatically join a meeting, it can always be added manually (more infos here).
It can be fully customized to your specific requirements (here)
ℹ️ Lobby / Waiting Room Activation: configure the Notetaker to join the lobby or waiting room instead of entering meetings directly on Google Meet, Teams, and Zoom. This enhances privacy and control over recordings. Setup steps vary by platform (more infos here).
2. Auto CRM Sync
Automatic Meeting Summary Sync
Automatic Meeting Summary Sync
ℹ️ Customize AI-extracted insights by setting up custom summary prompts and automations.
Note: only the first AI-generated summary syncs to the CRM, so proper automation is key.
Check all your currently available default and custom AI summary prompts here.
Set up a suitable AI summary automation so that the correct summary is automatically created for all relevant meetings and synced into the CRM (here)
Manage the default AI Summary connection (= system token), or set up a new one via a custom token here.
Automatic Deal Updates
Automatic Deal Updates
ℹ️ Our CRM Concierge pulls data directly from your meetings and updates your CRM with zero setup.
Functionality:
Smart CRM Updates: AI suggests deal updates via email, applied only with your approval.
Easy Editing: Modify deals or fields as needed.
Auto Deal Creation: AI pre-fills new deals when none exist.
Clear Syncing: Tooltips explain deal selections; required fields stay pre-set.
3. Setup
Create AI Summary Prompts
Create AI Summary Prompts
Step-by-Step Guide:
Think about which information should be automatically extracted from which meeting types and synchronised automatically to the CRM in the meeting notes
Compose a prompt (= input to the AI) and implement it in Demodesk (here). Tip: you can use chat GPT, etc. to create a suitable prompt
Test the custom AI summary on a recording and check the output
Adjust the AI promp and revise it until the output is satisfactory
Set up a suitable AI summary automation so that the summary is automatically created for all relevant meetings and synced into the CRM (here)
Manage the default AI Summary connection (= system token), or set up a new one via a custom token here.
4. Data & Insights
This overview is crucial for managers and leaders, providing a comprehensive view of team performance metrics and trends:
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.
5. Next Up: User Onboarding
After nailing down the essentials and setup, it's time to welcome aboard and brief your team. You can invite your Teammates here and you can directly forward them this User Guide.
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.