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 sign 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 page /meetings, you can click "Record Meeting" and copy the meeting link for the bot to join it, or connect your calendararrow-up-right.

  • 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 page /bot-managerarrow-up-right.


View your meetings

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

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

  • Use filters to find the meetings you need.


Review your performance

  • Go to the page /analytics to see metrics like duration, customer participation, and AI Scorearrow-up-right.

  • 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 typesarrow-up-right.

  • You can do this from each meeting.


Important settings

Visit the page /settingsarrow-up-right to:

  • Set up 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 typesarrow-up-right so the AI generates clips automatically.

  • Set up 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 aggregates by team or individual.

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

See the Roles and permissions section for more details.


Have questions? Check our other sections or contact us at [email protected].

Last updated

Was this helpful?