Smart Categories

Smart Categories are one of the most advanced features in Salescaling. They allow you to create custom "moment detectors" that instruct the AI to automatically identify, extract, and group specific topics or events that occur during conversations.

The result of a Smart Category finding a match is the automatic creation of a Note and a Clip in the corresponding meeting, saving you the work of having to search for and create these moments manually.

If your organization has a CRM connected, the detected clips can also be synced to the CRM timeline as a consolidated note per call (grouped by category). You can control or disable this synchronization without disconnecting the CRM. See CRM Timeline Sync.

1. Creating and Configuring a Smart Category

To create a new category, click the + Add Smart Category button. This will open a form that acts as the training panel for the AI.

• Name: A clear and descriptive title for the category (e.g., "Competitor Mention," "Agreed Next Steps").
• Description: A detailed instruction for the AI, explaining the objective and context of what it should look for. It functions as a "prompt" that guides the model.
• Examples: This is a crucial field. Here, you should add examples of verbatim phrases that the AI might encounter and that would trigger this category. Providing clear and varied examples is the key to ensuring the AI is accurate in its detection.

2. Usage and Association with Activity Types

A Smart Category is not applied to all meetings by default. To activate it, you must associate it with one or more Activity Types.

• Associated meeting types: In the detail view of each Smart Category, you can view and manage which Activity Types it is linked to. The AI will only search for the moments defined by this category in recordings that have one of the associated activity types assigned.

Frequently Asked Questions (FAQ)

I created a "Smart Category," but it isn't generating any clips. Why?

The two most common causes are: 1) Not enough clear and varied examples have been added for the AI to know what to look for. 2) The Smart Category has not been associated with the correct Activity Types in its configuration panel.