Demodesk

Raj Kumar Lohana

Demodesk Tech

Marcel Seibold

Coaching & AI

This is a step-by-step guide including training videos for users of the Demodesk AI features.

Coaching & AI: User Guide

Follow this step-by-step guide to setup the Coaching & AI modules properly and ensure your team gets the maximum benefit.

Coaching & AI: Admin & Manager Guide

This article outlines the roles and features available to a Demodesk users with a Coaching & AI seat.

User Roles and Permissions - Coaching & AI

Getting Started

Here’s how to connect your CRM. Whether you use Salesforce, HubSpot, or Pipedrive, and why it’s valuable for optimizing your workflow.

Connecting Your CRM to Demodesk

This guide will show you how to easily connect your calendar and email account with Demodesk. Let’s get started!

Connect your Calendar and Email 🚀

Connections

With our CRM Concierge, your CRM updates itself. No setup needed!

AI CRM Concierge

The Chat with AI feature allows users to ask questions and provide complex prompts for enhanced meeting analysis.

Use AI Chat for Deeper Insights

Coaching & AI Insights is designed to provide a comprehensive and detailed analysis of team performance, focusing on actionable insights.

Coaching & AI Insights Dashboard

Keep everyone in the loop about the meeting automatically and save time on writing follow-up emails.

Meeting Recap

Record all your Microsoft Teams, Google Meet and Zoom meetings automatically

Everything about the Demodesk Notetaker

Quickly connect Demodesk to your Zoom meetings to automatically enable recording and transcription for all your Zoom sessions.

Easily Record and Transcribe Zoom Meetings with Demodesk

General

Contextual comments allow you to give feedback right in the context of a conversation for sales coaching that is quick and effective.

All about Contextual Comments

Scorecards offer a systematic way for managers, enablement teams, and sales representatives to evaluate meetings.

All about Meeting Scorecards

Make sure your most important recordings are not getting lost and that you have them always by hand for sales coaching and onboarding.

All about Recording Bookmarks

Coach your team effectively with Demodesk

AI Coach

Use the Manual Upload feature to upload, transcribe, and organize meeting recordings from various sources.

Manual Upload of Recordings

Automatic summaries, action points and more

Transcription & AI

Demodesk integrates seamlessly with CloudCall to automatically import your calls.

CloudCall integration

Import call recordings from your favorite dialers through HubSpot or Salesforce

Dialers

Demodesk integrates seamlessly with Aircall to automatically import your calls, along with Aircall tags, leveraging Aircall webhooks.

Aircall integration

Alex Popp

Integrations

Go to your account

Find answers and get help from Intercom Support and Community Experts

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