Smart Categories

Smart Categories are one of Salescaling's most advanced features. 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 that finds a match is the automatic creation of a Note and a Clip in the corresponding meeting, saving the work of having to search for and create these moments manually.

1. Creation and Configuration of a Smart Category

To create a new category, you must click the + Add Smart Category. 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., "Mention of Competitors", "Agreed Next Steps").

• Description: A detailed instruction for the AI, explaining the goal 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 textual phrases the AI might encounter that would trigger this category. Providing clear and varied examples is the key for the AI to be accurate in its detection.

2. Use and Association with Activity Types

A Smart Category does not apply 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 see and manage which Activity Types it is linked to. The AI will only look 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 doesn't generate 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 Activity Types correct ones in its configuration panel.