# Demodesk Help Center

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## English

### Getting Started 

- [Coaching & AI: User Guide](https://help.demodesk.com/en/articles/9421579-coaching-ai-user-guide.md): This is a step-by-step guide including training videos for users of the Demodesk AI features.
- [Coaching & AI: Admin & Manager Guide](https://help.demodesk.com/en/articles/9428476-coaching-ai-admin-manager-guide.md): Follow this step-by-step guide to setup the Coaching & AI modules properly and ensure your team gets the maximum benefit.
- [Demodesk Meeting for meeting hosts: Get started](https://help.demodesk.com/en/articles/4990562-demodesk-meeting-for-meeting-hosts-get-started.md): This guide provides an overview of the most important things to get started with Demodesk after you received an invitation to join Demodesk
- [Demodesk Meeting for admins: Get started](https://help.demodesk.com/en/articles/4835867-demodesk-meeting-for-admins-get-started.md): This guide provides an overview of the different parts of Demodesk and supports you during the setup process.
- [Demodesk Meeting for SDRs: Get started](https://help.demodesk.com/en/articles/5320756-demodesk-meeting-for-sdrs-get-started.md): This guide provides an overview of the most important things to get started with Demodesk. It is targeted to you as an SDR and Booker.
- [Demodesk for participants: Join a meeting](https://help.demodesk.com/en/articles/4155972-demodesk-for-participants-join-a-meeting.md): In this article, you will find a comprehensive guide on how to join a Demodesk meeting and troubleshoot any potential issues.
- [Demodesk meets interface](https://help.demodesk.com/en/articles/5802211-demodesk-meets-interface.md): Explore the key components of the Demodesk Meets Interface
- [How to embed sales best practices in your playbooks](https://help.demodesk.com/en/articles/6465996-how-to-embed-sales-best-practices-in-your-playbooks.md): This article provides a comprehensive guide on crafting the optimal playbook within Demodesk Business
- [How to structure my Demodesk Meeting account?](https://help.demodesk.com/en/articles/5962879-how-to-structure-my-demodesk-meeting-account.md): This article explains the important steps to take when starting with Demodesk Meeting and introduces its key features
- [Get started with Demodesk Scheduling: Users](https://help.demodesk.com/en/articles/7896790-get-started-with-demodesk-scheduling-users.md): This guide provides comprehensive instructions for users on how to use Demodesk Scheduling.
- [Get started with Demodesk scheduling: Company admins](https://help.demodesk.com/en/articles/8316895-get-started-with-demodesk-scheduling-company-admins.md): This guide provides comprehensive instructions for company admins on how to use Demodesk Scheduling.
- [Demodesk scheduling interface](https://help.demodesk.com/en/articles/8259522-demodesk-scheduling-interface.md): Discover the fundamental elements of the Demodesk Scheduling Interface
- [How to leverage my Demodesk Scheduling account?](https://help.demodesk.com/en/articles/8253557-how-to-leverage-my-demodesk-scheduling-account.md): This article outlines the important steps to take when starting with Demodesk Scheduling and introduces its key features
- [Seat type change: What to do when moving from "Meeting" to "Scheduling"](https://help.demodesk.com/en/articles/8079687-seat-type-change-what-to-do-when-moving-from-meeting-to-scheduling.md): This article outlines the steps you should take when transitioning your seat type from "Meeting" to "Scheduling"
- [Getting started FAQ/troubleshooting](https://help.demodesk.com/en/articles/8272138-getting-started-faq-troubleshooting.md): This article provides answers to frequently asked questions regarding the initial steps on both Demodesk Meets and Scheduling
- [Requirements for using Demodesk](https://help.demodesk.com/en/articles/4494124-requirements-for-using-demodesk.md): Video Conferencing Setup Requirements: Your Checklist for Hardware and Software
- [Glossary of Demodesk's most important functions](https://help.demodesk.com/en/articles/5620699-glossary-of-demodesk-s-most-important-functions.md): The Glossary presents the Demodesk terminology
- [How to take part in Demodesk's referral program](https://help.demodesk.com/en/articles/6595547-how-to-take-part-in-demodesk-s-referral-program.md): Do you know anyone who could benefit from Demodesk? Refer someone & get up to €200 in rewards.

### Coaching & AI

- [Coaching & AI: User Guide](https://help.demodesk.com/en/articles/11431373-coaching-ai-user-guide.md): This is a step-by-step guide including training videos for users of the Demodesk AI features.
- [Coaching & AI: Admin & Manager Guide](https://help.demodesk.com/en/articles/11431511-coaching-ai-admin-manager-guide.md): Follow this step-by-step guide to setup the Coaching & AI modules properly and ensure your team gets the maximum benefit.
- [User Roles and Permissions - Coaching & AI](https://help.demodesk.com/en/articles/9978778-user-roles-and-permissions-coaching-ai.md): This article outlines the roles and features available to a Demodesk users with a Coaching & AI seat.
- [Connecting Your CRM to Demodesk](https://help.demodesk.com/en/articles/10059589-connecting-your-crm-to-demodesk.md): Here’s how to connect your CRM. Whether you use Salesforce, HubSpot, or Pipedrive, and why it’s valuable for optimizing your workflow.
- [Connect your Calendar and Email 🚀](https://help.demodesk.com/en/articles/10019401-connect-your-calendar-and-email.md): This guide will show you how to easily connect your calendar and email account with Demodesk. Let’s get started!
- [Zoom Notetaker integration](https://help.demodesk.com/en/articles/11197523-zoom-notetaker-integration.md): Connect Zoom for Coaching & AI so Demodesk can send the Notetaker to record and transcribe your meetings.
- [Demodesk Recorder Mobile App](https://help.demodesk.com/en/articles/14058467-demodesk-recorder-mobile-app.md): The Demodesk Recorder mobile app lets you record meetings directly from your phone with a single tap.
- [Best Practices Guide: AI Scorecards](https://help.demodesk.com/en/articles/11913131-best-practices-guide-ai-scorecards.md): How to get the most out of Demodesk’s AI-powered Scorecard module in Coaching & AI
- [Best Practices Guide: AI Summaries](https://help.demodesk.com/en/articles/12437710-best-practices-guide-ai-summaries.md): How to get the most out of Demodesk’s AI-powered Summary module in Coaching & AI
- [Best Practices Guide: AI CRM Concierge](https://help.demodesk.com/en/articles/12438787-best-practices-guide-ai-crm-concierge.md): How to get the most out of Demodesk’s AI-powered CRM Concierge in Coaching & AI
- [Best Practices Guide: AI Reports](https://help.demodesk.com/en/articles/12438960-best-practices-guide-ai-reports.md): Demodesk AI Reports convert multiple meeting recordings into a single, actionable report.
- [Best Practices Guide: AI Analyst](https://help.demodesk.com/en/articles/12438889-best-practices-guide-ai-analyst.md): Demodesk’s AI Analyst offers an AI-powered X-Ray view of all your conversations
- [Best Practices Guide: Deal Insights](https://help.demodesk.com/en/articles/15900824-best-practices-guide-deal-insights.md): Set up Deal Insights to auto-route deal health from every meeting to the right Slack channel - with copy-paste skills and AI setup prompts.
- [Best Practices Guide: AI Agents](https://help.demodesk.com/en/articles/15239344-best-practices-guide-ai-agents.md): How to get the most out of Demodesk’s AI Agents feature in Coaching & AI
- [AI CRM Concierge](https://help.demodesk.com/en/articles/10484831-ai-crm-concierge.md): With our CRM Concierge, your CRM updates itself. No setup needed!
- [Use AI Chat for Deeper Insights](https://help.demodesk.com/en/articles/9767736-use-ai-chat-for-deeper-insights.md): The Chat with AI feature allows users to ask questions and provide complex prompts for enhanced meeting analysis.
- [Coaching & AI Insights Dashboard](https://help.demodesk.com/en/articles/9627761-coaching-ai-insights-dashboard.md): Coaching & AI Insights is designed to provide a comprehensive and detailed analysis of team performance, focusing on actionable insights.
- [Meeting Recap](https://help.demodesk.com/en/articles/9221632-meeting-recap.md): Keep everyone in the loop about the meeting automatically and save time on writing follow-up emails.
- [Everything about the Demodesk Notetaker](https://help.demodesk.com/en/articles/8894197-everything-about-the-demodesk-notetaker.md): Record all your Microsoft Teams, Google Meet and Zoom meetings automatically
- [AI Reports](https://help.demodesk.com/en/articles/10205105-ai-reports.md): Uncover trends, track feedback, and optimize decision-making with automated, customizable reports tailored to your requirements
- [Easily Record and Transcribe Zoom Meetings with Demodesk](https://help.demodesk.com/en/articles/11158226-easily-record-and-transcribe-zoom-meetings-with-demodesk.md): Quickly connect Demodesk to your Zoom meetings to automatically enable recording and transcription for all your Zoom sessions.
- [Group-Based Recording Access](https://help.demodesk.com/en/articles/11695732-group-based-recording-access.md): Control who can see recordings and meetings in your organization.
- [How to enable the waiting room for Teams, Zoom, and Google Meet](https://help.demodesk.com/en/articles/9197651-how-to-enable-the-waiting-room-for-teams-zoom-and-google-meet.md): Find out how to configure the Demodesk NoteTaker to join only the lobby and not your meetings immediately.
- [AI Agents](https://help.demodesk.com/en/articles/14490765-ai-agents.md): Learn how AI Agents automate your sales workflow. From follow-ups and CRM updates to custom integrations and pricing.
- [Deal Insights](https://help.demodesk.com/en/articles/14598252-deal-insights.md): Automatically evaluate deal health from meeting conversations to uncover risks, buying signals, and next steps.
- [Scorecards, Comments & Bookmarks in Coaching & AI](https://help.demodesk.com/en/articles/8290378-scorecards-comments-bookmarks-in-coaching-ai.md): Learn how to use scorecards, contextual comments, and recording bookmarks included with Coaching & AI.
- [AI Coach](https://help.demodesk.com/en/articles/9090569-ai-coach.md): Set up automated AI coaching with scorecards and receive actionable feedback from every recorded meeting.
- [All about Contextual Comments](https://help.demodesk.com/en/articles/8385466-all-about-contextual-comments.md): Contextual comments allow you to give feedback right in the context of a conversation for sales coaching that is quick and effective.
- [Meeting Scorecards in Coaching & AI](https://help.demodesk.com/en/articles/8379787-meeting-scorecards-in-coaching-ai.md): Scorecards offer a systematic way for managers, enablement teams, and sales representatives to evaluate meetings.
- [All about Recording Bookmarks](https://help.demodesk.com/en/articles/8385464-all-about-recording-bookmarks.md): Make sure your most important recordings are not getting lost and that you have them always by hand for sales coaching and onboarding.
- [Summaries, AI Automations & Transcriptions](https://help.demodesk.com/en/articles/8632026-summaries-ai-automations-transcriptions.md): Get more out for your meetings with transcription and AI
- [Manual Upload of Recordings](https://help.demodesk.com/en/articles/9652756-manual-upload-of-recordings.md): Use the Manual Upload feature to upload, transcribe, and organize meeting recordings from various sources.
- [CloudCall integration](https://help.demodesk.com/en/articles/10537787-cloudcall-integration.md): Demodesk integrates seamlessly with CloudCall to automatically import your calls.
- [Dialers](https://help.demodesk.com/en/articles/10022529-dialers.md): Import call recordings from your favorite dialers through HubSpot or Salesforce
- [Aircall integration](https://help.demodesk.com/en/articles/9814111-aircall-integration.md): Demodesk integrates seamlessly with Aircall to automatically import your calls, along with Aircall tags, leveraging Aircall webhooks.
- [Demodesk Chrome Extension \(Coaching & AI\)](https://help.demodesk.com/en/articles/13890324-demodesk-chrome-extension-coaching-ai.md): Access your AI Analyst directly from your browser, on any page
- [RingCentral integration](https://help.demodesk.com/en/articles/15069848-ringcentral-integration.md): Demodesk integrates seamlessly with RingCentral to automatically import your call recordings for analysis, coaching, and CRM context.
- [Demodesk MCP](https://help.demodesk.com/en/articles/15080605-demodesk-mcp.md): Bring Your Meeting Intelligence Into Your AI
- [Slack Integration](https://help.demodesk.com/en/articles/15223794-slack-integration.md): Bring Your Meeting Insights to Where Your Team Works

### Demodesk Admin

- [How to manage your employees in Demodesk](https://help.demodesk.com/en/articles/3854211-how-to-manage-your-employees-in-demodesk.md): Give certain users additional permissions and manage your teammates accounts
- [How to onboard your team with Demodesk](https://help.demodesk.com/en/articles/5775552-how-to-onboard-your-team-with-demodesk.md): A lot of the Demodesk features allow you to coach you team
- [Deleting team members, Playbooks and Meeting Types](https://help.demodesk.com/en/articles/7041290-deleting-team-members-playbooks-and-meeting-types.md): Recommendations on how to prevent data loss before deleting anything in your account
- [Google workspace add-on](https://help.demodesk.com/en/articles/6683218-google-workspace-add-on.md): Make Demodesk the default option for your sales teams
- [User Roles and Permissions](https://help.demodesk.com/en/articles/8957419-user-roles-and-permissions.md): This article outlines the roles and features available to a Demodesk "Manager"
- [Billing information](https://help.demodesk.com/en/articles/3834320-billing-information.md): How to Manage your subscription
- [Demodesk seat types](https://help.demodesk.com/en/articles/6974289-demodesk-seat-types.md): Learn about the different seat types Demodesk offers
- [Having multiple CRMs connected at once](https://help.demodesk.com/en/articles/7943210-having-multiple-crms-connected-at-once.md): Effects on token connections and synchs when having more than one CRM connected
- [How to best use System Tokens for reporting](https://help.demodesk.com/en/articles/5876824-how-to-best-use-system-tokens-for-reporting.md): System Tokens allow you to report and analyse meeting data, this article will explain you how
- [Integrations health check](https://help.demodesk.com/en/articles/4683941-integrations-health-check.md): As an admin, you can see your colleagues' integrations status in the Employees list.
- [Activating Google Single Sign-on \(SSO\)](https://help.demodesk.com/en/articles/9155626-activating-google-single-sign-on-sso.md)
- [Activating Microsoft 365 \(SSO\)](https://help.demodesk.com/en/articles/12135612-activating-microsoft-365-sso.md)
- [Meeting insights dashboard](https://help.demodesk.com/en/articles/6660044-meeting-insights-dashboard.md): Explore the structure and functions of the Insights dashboard in this article
- [Insights dashboard use cases & definitions](https://help.demodesk.com/en/articles/8111937-insights-dashboard-use-cases-definitions.md): Discover some use cases showcasing the power of the insights dashboard metrics, alongside their comprehensive definitions
- [Duplicate meeting prevention](https://help.demodesk.com/en/articles/5766302-duplicate-meeting-prevention.md): Prevent duplicate or double meetings in your CRM
- [Troubleshooting and error handling: FAQs and solutions](https://help.demodesk.com/en/articles/7873186-troubleshooting-and-error-handling-faqs-and-solutions.md): We will discuss some of the most common types of audit log errors and what they mean, so you can identify and address them effectively.
- [Log Different Activity Types](https://help.demodesk.com/en/articles/10808987-log-different-activity-types.md): How to Log Different Activity Types for Meetings in Your CRM
- [Manage your content with groups in Demodesk](https://help.demodesk.com/en/articles/6078376-manage-your-content-with-groups-in-demodesk.md): Create shared and restricted groups to organize and structure your content

### Meeting 

- [All about Playbooks](https://help.demodesk.com/en/articles/5570746-all-about-playbooks.md): Customise your Playbook for a seamless and structured preparation
- [Guide on how to create winning Playbooks](https://help.demodesk.com/en/articles/5016774-guide-on-how-to-create-winning-playbooks.md): This guide provides valuable insights into setting up a scalable playbook for your team based on best practices.
- [How to prepare your meetings](https://help.demodesk.com/en/articles/5885730-how-to-prepare-your-meetings.md): Demodesk offers several features to adjust your meeting to your personal needs
- [How can I use Speaker Notes to boost my presentation?](https://help.demodesk.com/en/articles/5571793-how-can-i-use-speaker-notes-to-boost-my-presentation.md): Structure your Meetings with notes
- [All about Battlecards](https://help.demodesk.com/en/articles/4399197-all-about-battlecards.md): Some tricks up your sleeve to be the winner of every demo
- [Everything you can do during the meeting](https://help.demodesk.com/en/articles/5639901-everything-you-can-do-during-the-meeting.md): This article will give you an overview of everything you can do during a meeting
- [All you need to know for audio and video setup](https://help.demodesk.com/en/articles/5643352-all-you-need-to-know-for-audio-and-video-setup.md): Demodesk allows you to use any camera or microphone that is being detected by your browser, read this article to learn more about it
- [Introducing the virtual browser](https://help.demodesk.com/en/articles/6492750-introducing-the-virtual-browser.md): Introducing your virtual browser explaining how to copy paste and how to screen share with audio.
- [Customer interaction in the virtual browser](https://help.demodesk.com/en/articles/5642807-customer-interaction-in-the-virtual-browser.md): Use the website sharing function to work together with your customer
- [How to use local screen sharing in Demodesk](https://help.demodesk.com/en/articles/5643091-how-to-use-local-screen-sharing-in-demodesk.md): Demodesk also allows you to share your local screen
- [Pause shared screen](https://help.demodesk.com/en/articles/6492868-pause-shared-screen.md): Use the pause screen functionality to set up your demo and ensure a smooth experience
- [How to chat with my participants in a meeting](https://help.demodesk.com/en/articles/3616287-how-to-chat-with-my-participants-in-a-meeting.md): Demodesk allows you to send chat messages to the participants of a meeting
- [How to use virtual backgrounds](https://help.demodesk.com/en/articles/4420922-how-to-use-virtual-backgrounds.md): Working from home? Use virtual backgrounds during video meetings
- [Joining via mobile: How to give permission on iOS/Android](https://help.demodesk.com/en/articles/8201827-joining-via-mobile-how-to-give-permission-on-ios-android.md): What to do in case your mobile phone blocks the access to your microphone
- [How to shadow a call](https://help.demodesk.com/en/articles/4711447-how-to-shadow-a-call.md): Learn how to shadow a meeting without anyone seeing or hearing you.
- [All about recordings in Demodesk](https://help.demodesk.com/en/articles/2998843-all-about-recordings-in-demodesk.md): Demodesk's Recording Functionality empowers sales teams with valuable tools to enhance their performance and productivity.
- [GDPR Compliant Recording](https://help.demodesk.com/en/articles/6014895-gdpr-compliant-recording.md): Ensure that recorded meetings are legally protected.
- [Save session cookies](https://help.demodesk.com/en/articles/4456126-save-session-cookies.md): You will be able to automatically log back into websites for which the authentication is stored via cookies
- [Virtual browser troubleshooting tips](https://help.demodesk.com/en/articles/8367265-virtual-browser-troubleshooting-tips.md): This article outlines troubleshooting tips for the Demodesk virtual browser
- [How to dial-in to your Demodesk meeting?](https://help.demodesk.com/en/articles/6423883-how-to-dial-in-to-your-demodesk-meeting.md): Call into the meeting with your phone
- [How can I show mobile apps in my demo?](https://help.demodesk.com/en/articles/3058801-how-can-i-show-mobile-apps-in-my-demo.md): For showing mobile apps, Demodesk relies on connecting your mobile device to your computer and broadcasting the feed via local screen share
- [How to upload documents in Demodesk?](https://help.demodesk.com/en/articles/2824463-how-to-upload-documents-in-demodesk.md): Here's a list of the currently supported file formats
- [Audio & video troubleshooting](https://help.demodesk.com/en/articles/5688916-audio-video-troubleshooting.md): What to do if your audio or video is not working when you are already in the meeting and gave the required system permissions.
- [Manage audio and video system settings](https://help.demodesk.com/en/articles/3941993-manage-audio-and-video-system-settings.md): How to enable your browser to access your microphone and camera
- [Firewall and IT Setup considerations](https://help.demodesk.com/en/articles/3849192-firewall-and-it-setup-considerations.md): How to set up your office environment to have perfect demos

### Scheduling

- [Outlook Integration: Technical Details and Data Security](https://help.demodesk.com/en/articles/11384516-outlook-integration-technical-details-and-data-security.md): Learn how Demodesk integrates with Outlook, what permissions are required, how data is handled, and common concerns clarified.
- [How to set up Meeting Types](https://help.demodesk.com/en/articles/5577626-how-to-set-up-meeting-types.md): Prepare everything you need before a meeting
- [How can I set a default Meeting Type?](https://help.demodesk.com/en/articles/5609106-how-can-i-set-a-default-meeting-type.md): Default Meeting Types are used for "Meet now" and meetings scheduled via the HubSpot and Calendly integration
- [Demodesk personal meeting link & waiting lobby](https://help.demodesk.com/en/articles/2968227-demodesk-personal-meeting-link-waiting-lobby.md): Every Demodesk user has his individual meeting link that directs the user to the waiting lobby.
- [Meeting follow-up review & email](https://help.demodesk.com/en/articles/5444941-meeting-follow-up-review-email.md): How to automate meeting follow-up tasks with Demodesk
- [Best practices on sending out reminders via Demodesk](https://help.demodesk.com/en/articles/3733236-best-practices-on-sending-out-reminders-via-demodesk.md): Demodesk offers email reminders to avoid no-shows in your demos. Here's a guide on how to use them wisely
- [CC and BCC Functionality](https://help.demodesk.com/en/articles/4399265-cc-and-bcc-functionality.md): The CC and BCC fields are active for emails
- [How to create your own signature in Demodesk](https://help.demodesk.com/en/articles/5755342-how-to-create-your-own-signature-in-demodesk.md): Get to know how to customize your email signature
- [Conferencing options within Demodesk](https://help.demodesk.com/en/articles/3876902-conferencing-options-within-demodesk.md): Find out more about the conferencing options in an Meeting type
- [Demodesk scheduler](https://help.demodesk.com/en/articles/6592327-demodesk-scheduler.md): Reduce manual effort and making mistakes by scheduling meetings for you and your colleagues via the Demodesk Scheduler
- [Demodesk Chrome extension](https://help.demodesk.com/en/articles/6196623-demodesk-chrome-extension.md): Schedule from anywhere with the Demodesk Chrome extension
- [How to hand over a meeting to a coworker](https://help.demodesk.com/en/articles/4042554-how-to-hand-over-a-meeting-to-a-coworker.md): Discover Demodesk's automatic host recommendation for a seamless meeting handover experience.
- [How to generate a custom booking link](https://help.demodesk.com/en/articles/5646222-how-to-generate-a-custom-booking-link.md): Generate your custom booking link
- [Everything you need to know about custom booking links](https://help.demodesk.com/en/articles/5608959-everything-you-need-to-know-about-custom-booking-links.md): Booking links allow your customers to pick a date and time in your calendar to schedule a meeting with you or your team
- [Hidden and default booking questions: How to use them](https://help.demodesk.com/en/articles/5611956-hidden-and-default-booking-questions-how-to-use-them.md): Use booking links to track your customer's journey
- [Automated emails in Demodesk](https://help.demodesk.com/en/articles/5736305-automated-emails-in-demodesk.md): A brief overview of which email is sent when by Demodesk
- [How Demodesk manages time zones](https://help.demodesk.com/en/articles/4533246-how-demodesk-manages-time-zones.md): Rely on the effective integration with your calendar for perfect synchronization of your meetings across all different time zones
- [Round robin assignment logic in Demodesk](https://help.demodesk.com/en/articles/4345630-round-robin-assignment-logic-in-demodesk.md): Use round robin events to increase your team's flexibility by allowing invitees to choose a time with any available team member
- [How does the assignment matrix work?](https://help.demodesk.com/en/articles/4354502-how-does-the-assignment-matrix-work.md): How Round Robin assigns meetings to your team members
- [Routing forms](https://help.demodesk.com/en/articles/4611094-routing-forms.md): Set up dynamic forms to route website visitors to the right team or rep
- [Route to assigned owner](https://help.demodesk.com/en/articles/6290922-route-to-assigned-owner.md): Route website visitors to the assigned owner in CRM
- [Fair vs. fast lead distribution](https://help.demodesk.com/en/articles/6368961-fair-vs-fast-lead-distribution.md): Decide per routing if you want to optimize for a fair or a fast lead distribution
- [Add a booking page or routing form on my website](https://help.demodesk.com/en/articles/8321748-add-a-booking-page-or-routing-form-on-my-website.md): This article details how to add routing forms and booking pages on your website
- [Source and conversion tracking](https://help.demodesk.com/en/articles/6501663-source-and-conversion-tracking.md): A quick guide on tracking sources and conversions with Demodesk booking pages
- [Notifying the parent window of interactions on the booking page](https://help.demodesk.com/en/articles/5830559-notifying-the-parent-window-of-interactions-on-the-booking-page.md): The booking page sends notifications to the parent window which you can use for source and conversion tracking
- [Hidden booking questions: source and conversion tracking](https://help.demodesk.com/en/articles/8424472-hidden-booking-questions-source-and-conversion-tracking.md): This article explains the process of setting up hidden booking questions to enable source and conversion tracking
- [How to set up conversion tracking with Google Tag Manager](https://help.demodesk.com/en/articles/8473341-how-to-set-up-conversion-tracking-with-google-tag-manager.md): This article provides a step-by-step guide on configuring conversion tracking using Google Tag Manager and a Demodesk booking link
- [How do I reschedule or edit a meeting?](https://help.demodesk.com/en/articles/4273497-how-do-i-reschedule-or-edit-a-meeting.md): Should you or your client prefer to adjust the meeting date or time, this article will present you with instructions on accomplishing that

### API & Integrations

- [API Reference](https://help.demodesk.com/en/articles/8518816-api-reference.md): Integrate Demodesk in your custom workflows for full flexibility and full control.
- [API Requests vs. Webhook](https://help.demodesk.com/en/articles/12020153-api-requests-vs-webhook.md): Understand the difference between webhooks and API requests in Demodesk
- [Migrating Historical Recordings into Demodesk from Other Platforms](https://help.demodesk.com/en/articles/12960389-migrating-historical-recordings-into-demodesk-from-other-platforms.md): Best practices and recommended approach for migrating historical recordings from other platforms \(e.g., Fireflies\) into Demodesk
- [Download Past Transcripts via API \(v2\)](https://help.demodesk.com/en/articles/13989763-download-past-transcripts-via-api-v2.md): This guide shows you how to download transcripts \(and summaries\) from past Demodesk recordings, for one person or your whole team, using the Demodesk API.
- [How to generate an API key and manage webhooks](https://help.demodesk.com/en/articles/15070034-how-to-generate-an-api-key-and-manage-webhooks.md): This article explains where to find your Demodesk API key and how company admins can manage webhooks in Demodesk.
- [How to use tokens in Demodesk](https://help.demodesk.com/en/articles/5594792-how-to-use-tokens-in-demodesk.md): Tokens are an easy to set up system for personalisation and saving time
- [How to integrate Salesforce with Demodesk](https://help.demodesk.com/en/articles/2899456-how-to-integrate-salesforce-with-demodesk.md): Integrate Demodesk with Salesforce to automate scheduling, preparation, call logging, and documentation
- [Salesforce Integration settings in Demodesk](https://help.demodesk.com/en/articles/5630656-salesforce-integration-settings-in-demodesk.md): An overview over all settings when integrating Demodesk & Salesforce
- [How to schedule out of Salesforce](https://help.demodesk.com/en/articles/5631282-how-to-schedule-out-of-salesforce.md): Add a custom button or field to schedule directly out of Salesforce
- [Report data in your CRM](https://help.demodesk.com/en/articles/3421246-report-data-in-your-crm.md): Track and analyze meeting data from within your CRM
- [Sync your notes to Salesforce](https://help.demodesk.com/en/articles/4840167-sync-your-notes-to-salesforce.md): With custom tokens in playbooks, you can update your CRM directly from Demodesk
- [Introducing the integration for HubSpot](https://help.demodesk.com/en/articles/4003737-introducing-the-integration-for-hubspot.md): Increase your data quality and track all customer conversations with the Demodesk integration for HubSpot.
- [How to install and manage the integration for HubSpot](https://help.demodesk.com/en/articles/5020429-how-to-install-and-manage-the-integration-for-hubspot.md): An overview of the integration settings in Demodesk for defining the interactions with HubSpot.
- [How scheduling out of HubSpot works](https://help.demodesk.com/en/articles/3942954-how-scheduling-out-of-hubspot-works.md): Schedule meetings directly out of HubSpot
- [HubSpot Forms with Demodesk Routing and Booking pages](https://help.demodesk.com/en/articles/8597076-hubspot-forms-with-demodesk-routing-and-booking-pages.md): Integrating HubSpot forms with Demodesk enhances lead capture and sales funnel efficiency, streamlining the qualification process.
- [Introducing the integration for Pipedrive](https://help.demodesk.com/en/articles/5639567-introducing-the-integration-for-pipedrive.md): Increase your data quality and track all customer conversations with the Demodesk integration for Pipedrive.
- [How to install and manage the integration for Pipedrive](https://help.demodesk.com/en/articles/5639591-how-to-install-and-manage-the-integration-for-pipedrive.md): Everything you need to know when integrating Demodesk with Pipedrive
- [Scheduling meetings from other apps: Dynamic URLs for passing on parameters](https://help.demodesk.com/en/articles/3328116-scheduling-meetings-from-other-apps-dynamic-urls-for-passing-on-parameters.md): Demodesk scheduling can be triggered from various applications.
- [All you need to know about the Google integration](https://help.demodesk.com/en/articles/5592505-all-you-need-to-know-about-the-google-integration.md): Integrating Google helps you, to automate processes such as email invites and scheduling features
- [Google Meet integration](https://help.demodesk.com/en/articles/6821029-google-meet-integration.md): Schedule meetings that happen on Google Meet with Demodesk
- [Duplicate and customize presentations in Google Drive](https://help.demodesk.com/en/articles/4595669-duplicate-and-customize-presentations-in-google-drive.md): Customize playbooks for customers without changing the original playbook
- [Google Drive: How to add Images from Google Drive into the meeting invite/reminder](https://help.demodesk.com/en/articles/8105796-google-drive-how-to-add-images-from-google-drive-into-the-meeting-invite-reminder.md)
- [Google Calendar's new policy and its impact on scheduling tools](https://help.demodesk.com/en/articles/8095614-google-calendar-s-new-policy-and-its-impact-on-scheduling-tools.md): This article explores Google Calendar's recently implemented spam policy and the challenges it might present
- [Intercom integration](https://help.demodesk.com/en/articles/6081147-intercom-integration.md): Intercom allows you to build up your relationship with your the customers
- [Microsoft Teams integration](https://help.demodesk.com/en/articles/6291689-microsoft-teams-integration.md)
- [Connect a Zoom personal room for Demodesk Scheduling](https://help.demodesk.com/en/articles/6291457-connect-a-zoom-personal-room-for-demodesk-scheduling.md): Use a Zoom personal room as the meeting location for Demodesk booking links and scheduled meetings.
- [Make Integration](https://help.demodesk.com/en/articles/5810832-make-integration.md): Make enables you to automated workflows with Demodesk
- [Outreach integration](https://help.demodesk.com/en/articles/5223191-outreach-integration.md): Automate your outbound- and inbound-to-demo process
- [PowerPoint integration](https://help.demodesk.com/en/articles/8522875-powerpoint-integration.md): Seamlessly integrate a PowerPoint presentation into a playbook or share it directly within a Demodesk meeting.
- [Automatically Fetch Transcripts from Demodesk Using n8n](https://help.demodesk.com/en/articles/12384620-automatically-fetch-transcripts-from-demodesk-using-n8n.md): If you're using n8n for workflow automation, you can automatically receive meeting transcripts from Demodesk whenever a recording is processed.
- [Automatically Fetch Transcripts from Demodesk Using Make](https://help.demodesk.com/en/articles/12384634-automatically-fetch-transcripts-from-demodesk-using-make.md): Want to automatically collect meeting transcripts from Demodesk and use them in your internal tools? You can set this up in just a few steps using Make.com
- [Automatically Fetch Transcripts from Demodesk Using Zoho Flow](https://help.demodesk.com/en/articles/13429210-automatically-fetch-transcripts-from-demodesk-using-zoho-flow.md): If you're using Zoho Flow for workflow automation, you can automatically receive meeting transcripts from Demodesk whenever a recording is processed.
- [Custom Intregations](https://help.demodesk.com/en/articles/14172208-custom-intregations.md): Connect external tools like HubSpot, Slack, or Intercom to Demodesk so your AI can access approved API endpoints.
- [Connect Webex to Demodesk](https://help.demodesk.com/en/articles/14300788-connect-webex-to-demodesk.md): Learn how to connect your Webex account to Demodesk so your Webex meetings can be imported and processed automatically.

## Deutsch

### Getting Started 

- [Coaching & AI: Benutzer Leitfaden](https://help.demodesk.com/de/articles/9421579-coaching-ai-benutzer-leitfaden.md): Dies ist eine Schritt-für-Schritt-Anleitung mit Schulungsvideos für Benutzer der Demodesk KI-Funktionen.
- [Coaching & AI: Admin & Manager Leitfaden](https://help.demodesk.com/de/articles/9428476-coaching-ai-admin-manager-leitfaden.md): Eine Schritt-für-Schritt-Anleitung mit Videos für Admins & Manager zur optimalen Einrichtung der Demodesk AI-Funktionen für Ihr Team.

### Coaching- und AI

- [Coaching & AI: Benutzer Leitfaden](https://help.demodesk.com/de/articles/11431373-coaching-ai-benutzer-leitfaden.md): Dies ist eine Schritt-für-Schritt-Anleitung mit Schulungsvideos für Benutzer der Demodesk KI-Funktionen.
- [Coaching & AI: Admin & Manager Leitfaden](https://help.demodesk.com/de/articles/11431511-coaching-ai-admin-manager-leitfaden.md): Eine Schritt-für-Schritt-Anleitung mit Videos für Admins & Manager zur optimalen Einrichtung der Demodesk AI-Funktionen für Ihr Team.
- [Ihr CRM mit Demodesk verbinden](https://help.demodesk.com/de/articles/10059589-ihr-crm-mit-demodesk-verbinden.md): Erfahren Sie, wie Sie Ihr CRM \(Salesforce, HubSpot oder Pipedrive\) mit Demodesk verbinden und so Ihren Workflow optimieren können.
- [Verbinden Sie Ihren Kalender und Ihre E-Mail 🚀](https://help.demodesk.com/de/articles/10019401-verbinden-sie-ihren-kalender-und-ihre-e-mail.md): Dieser Leitfaden zeigt Ihnen, wie Sie ganz einfach Ihren Kalender und Ihr E-Mail-Konto mit Demodesk verbinden können. Los geht's!
- [AI CRM Concierge](https://help.demodesk.com/de/articles/10484831-ai-crm-concierge.md): Mit unserem CRM Concierge aktualisiert sich Ihr CRM automatisch – ohne Aufwand!
- [Mit dem KI-Chat tiefere Einblicke gewinnen](https://help.demodesk.com/de/articles/9767736-mit-dem-ki-chat-tiefere-einblicke-gewinnen.md): Mit der Funktion „Mit KI chatten“ können Benutzer:innen Fragen stellen und tiefere Einblicke in Meetings gewinnen.
- [Coaching- und AI-Insights-Dashboard](https://help.demodesk.com/de/articles/9627761-coaching-und-ai-insights-dashboard.md): Coaching & KI-Insights bieten eine umfassende und detaillierte Analyse der Teamleistung mit einem Fokus auf umsetzbare Erkenntnisse.
- [Alles über den Demodesk Notetaker](https://help.demodesk.com/de/articles/8894197-alles-uber-den-demodesk-notetaker.md): Zeichne automatisch all deine Microsoft Teams-, Google Meet- und Zoom-Meetings auf.
- [KI-Berichte](https://help.demodesk.com/de/articles/10205105-ki-berichte.md): Erkennen Sie Trends, erhalten Sie Feedback und treffen Sie bessere Entscheidungen mit automatisierten, anpassbaren Berichten – abgestimmt auf Ihre Anforderungen.
- [Zoom-Meetings ganz einfach mit Demodesk aufzeichnen und transkribieren](https://help.demodesk.com/de/articles/11158226-zoom-meetings-ganz-einfach-mit-demodesk-aufzeichnen-und-transkribieren.md): Verbinden Sie Demodesk mit Zoom-Meetings und nutzen Sie automatische Aufzeichnung und Transkription – für einfaches Erfassen und Teilen.
- [Gruppenbasierter Zugriff auf Aufzeichnungen](https://help.demodesk.com/de/articles/11695732-gruppenbasierter-zugriff-auf-aufzeichnungen.md): Steuere, wer in deiner Organisation Aufzeichnungen und Meetings sehen kann.
- [AI Agents](https://help.demodesk.com/de/articles/14490765-ai-agents.md): So automatisieren AI Agents Ihren Vertriebs-Workflow. Von Follow-ups und CRM-Updates bis zu individuellen Integrationen und Preisen.

### Demodesk Admin

- [Überblick der Admin Rechte](https://help.demodesk.com/de/articles/3854211-uberblick-der-admin-rechte.md): Gebe ausgewählten Mitarbeitern zusätzliche Rechte
- [Zahlungsinformationen](https://help.demodesk.com/de/articles/3834320-zahlungsinformationen.md): Hier verwaltet ihr euer Abonnement:

### Meeting 

- [Battle Cards](https://help.demodesk.com/de/articles/4399197-battle-cards.md): Einwandbehandlung einfach gemacht
- [Wie kann ich in Demodesk mit meinen Teilnehmern chatten?](https://help.demodesk.com/de/articles/3616287-wie-kann-ich-in-demodesk-mit-meinen-teilnehmern-chatten.md): In Demodesk kann man Chat Nachrichten an die Teilnehmer eines Meetings schicken, um die Audio Einwahl zu erleichtern
- [Virtuelle Hintergründe für Video Meetings](https://help.demodesk.com/de/articles/4420922-virtuelle-hintergrunde-fur-video-meetings.md): Bist du im Homeoffice? Mit diesem Trick kannst du dir einen virtuellen Hintergrund einrichten
- [Meetings in Demodesk aufzeichnen und Teilen](https://help.demodesk.com/de/articles/2998843-meetings-in-demodesk-aufzeichnen-und-teilen.md): Demodesk hat eine Recording Funktion mit der Meetings aufgezeichnet und per Link geteilt werden können
- [Wie kann ich mobile Apps in meiner Demo zeigen?](https://help.demodesk.com/de/articles/3058801-wie-kann-ich-mobile-apps-in-meiner-demo-zeigen.md): Übertrage im Meeting den Bildschirm deines Smartphones
- [Dateien in Demodesk hochladen](https://help.demodesk.com/de/articles/2824463-dateien-in-demodesk-hochladen.md): Hier ist eine Liste der kompatiblen Dateitypen:
- [Audio und Video Einstellungen](https://help.demodesk.com/de/articles/3941993-audio-und-video-einstellungen.md): Löse die häufigsten Probleme:
- [Firewall und IT Setup](https://help.demodesk.com/de/articles/3849192-firewall-und-it-setup.md): Voraussetzungen für eine erfolgreiche Präsentation
- [Copy & Paste in Demodesk](https://help.demodesk.com/de/articles/2753766-copy-paste-in-demodesk.md): Aus Sicherheitsgründen kannst du nur innerhalb eines Meetings Copy & Paste benutzten, nicht aus der Demo heraus

### Scheduling

- [Demodesk permanente Meeting links und Lobby](https://help.demodesk.com/de/articles/2968227-demodesk-permanente-meeting-links-und-lobby.md): Jeder Demodesk User hat seinen eigenen persönlichen Meeting link, der einen Meeting Gast zur Wartelobby weiterleitet
- [Wie kann ich Demodesk Reminder effektiv einsetzen?](https://help.demodesk.com/de/articles/3733236-wie-kann-ich-demodesk-reminder-effektiv-einsetzen.md): Demodesk kann Meetingteilnehmer vor dem Meeting erneut per Email an den Termin erinnern. In diesem Artikel geben wir Tipps dazu
- [CC und BCC in Emails verwenden](https://help.demodesk.com/de/articles/4399265-cc-und-bcc-in-emails-verwenden.md): Füge weitere Empfänger für Mails hinzu
- [Audio Setup](https://help.demodesk.com/de/articles/3876902-audio-setup.md): Erleichtere deinen Gästen das Einwählen ins Meeting
- [Demodesk Booking Links aufsetzen](https://help.demodesk.com/de/articles/3442469-demodesk-booking-links-aufsetzen.md): Mit Booking Links können Kunden sich selbstständig Termine in deinem Kalender oder im Kalender deines Teams buchen.
- [Handover Meetings](https://help.demodesk.com/de/articles/4042554-handover-meetings.md): Du möchtest das Meeting jemand anderem übergeben? Kein Problem, hier lernst du wie.
- [Wie kann ich ein Meeting neu planen oder bearbeiten?](https://help.demodesk.com/de/articles/4273497-wie-kann-ich-ein-meeting-neu-planen-oder-bearbeiten.md): Verklickt? Keine Sorge, hier ist ein Leitfaden zum Neuplanen oder Bearbeiten eines Meetings.

### API & Integrations

- [Integriere Demodesk in Salesforce](https://help.demodesk.com/de/articles/2899456-integriere-demodesk-in-salesforce.md): Finde mehr über die Verbindung mit diesem CRM Tool heraus
- [Hubspot Integration](https://help.demodesk.com/de/articles/4003737-hubspot-integration.md): Schalte durch die Hubspot Integration weitere Features frei:
- [Über Hubspot Meetings auf Demodesk planen](https://help.demodesk.com/de/articles/3942954-uber-hubspot-meetings-auf-demodesk-planen.md): Nutze das Planungstool von Hubspot:
- [Wie kann ich Calendly integrieren?](https://help.demodesk.com/de/articles/2949542-wie-kann-ich-calendly-integrieren.md): Nutze deinen permanenten Meeting Link
- [Benutzerdefinierte Integrationen](https://help.demodesk.com/de/articles/14172208-benutzerdefinierte-integrationen.md): Verbinden Sie externe Tools wie HubSpot, Slack oder Intercom mit Demodesk, damit Ihre KI auf freigegebene API-Endpunkte zugreifen kann.