For the complete documentation index, see llms.txt. This page is also available as Markdown.

What is Salescaling?

What is Salescaling?

Salescaling is a business process observability platform designed to give you full visibility into your interactions and help you make more informed decisions, accelerating growth and improving your results.


Sign up and log in

  1. Sign up with your Google, Microsoft, or email account.

  2. Verify your account if necessary.


Invite the bot to your meetings

  • From the /meetings, you can click "Record Meeting" and copy the meeting link so the bot can join it, or connect your calendar.

  • The bot, our virtual assistant, automatically joins your meetings to record and analyze them once the calendar is connected.

  • You can manage the meetings the bot will record from the /bot-manager.


View your meetings

  • On the /meetings, you can see all your past meetings.

  • Access transcripts, summaries, and clips for each meeting.

  • Use the filters to find the meetings you need.


Review your performance

  • Go to the /analytics to see metrics such as duration, client participation, and AI Score.

  • Find insights about what worked and what can improve.


Share key moments

  • Create clips and playlists to share with your team or use as training material.

  • Our AI automatically generates clips from meetings when you have configured the meeting types.

  • You can do this from each meeting.


Important settings

Visit the /settings to:

  • Configure your team, its roles, and permissions.

  • Enable integrations such as Google Calendar or Zoom.

  • Manage your billing and security preferences.

  • Generate API keys for technical integrations.

  • Configure notifications for your team.

  • Configure the meeting types so the AI can generate clips automatically.

  • Configure privacy rules to control who has automatic access to your meetings and calls.


Are you a manager?

As a manager, you can:

  • See your team's performance.

  • Receive insights aggregated by team or individual.

  • Control the settings of the bot, integrations, and more.

Check the Roles and permissions section for more details.


Have questions? Check our other sections or contact us at support@salescaling.com.

Last updated

Was this helpful?