Activity Types

The Activity Types section is the central component where Salescaling's artificial intelligence is configured to understand and evaluate sales conversations. It allows for the creation of custom templates for each interaction type (e.g., Demo, Qualification Call) and the definition of success criteria for each.

This configuration forms the basis for calculating the AI Score.

Main Components:

1. Activity Types Library

This view displays all created templates. Available functionalities allow you to activate or deactivate each template using a toggle switch, search for a specific one, or create a new one via the + New Activity Type button.

2. Description Field

• Purpose: This field provides clear instructions to the AI about the context and objectives of a meeting type. The AI uses this information to understand the conversation more accurately and extract relevant data.
• Suggest with AI: The Suggest with AI button assists in generating effective descriptions from a few keywords.

3. Scoring Field

• Purpose: This section defines the objective criteria that the AI will use to evaluate the success of the meeting. It functions as a personalized evaluation rubric.
• How it Works: A list of key milestones, behaviors, or questions that should occur in the conversation is created. Each criterion is assigned a percentage weight. The final AI Score for the meeting is calculated based on the sum of the weights of the criteria that the AI detects as fulfilled.
• Customization: The interface allows you to add, delete, reorder, and modify the weight of each criterion so that the evaluation aligns with the organization's sales methodology.

Frequently Asked Questions (FAQ)

Can I duplicate an Activity Type to create a variation without starting from scratch?

Yes. On the Settings > Meetings screen, when you select an Activity Type, you will see a duplicate icon (usually two overlapping squares) in the top right corner. Clicking it will create an exact copy of that template, which you can rename and modify as desired.

What happens if a meeting doesn't fit any Activity Type I've created?

If a meeting does not correspond to any Activity Type, it will be recorded and transcribed normally, but it will not receive an AI Score, as the platform will not have specific criteria to evaluate it. Generally, you can manually assign a type later from the meeting's Detail View for the AI to analyze it and calculate its score.