Activity Types

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

This configuration forms the basis for the AI Score calculation.

Main Components:

1. Activity Types Library

This view shows all created templates. Available features allow you to enable or disable each template with a toggle, search for a specific one, or create a new one using 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 better understand the conversation 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: In this section the objective criteria that the AI will use to evaluate the success of the meeting are defined. It functions as a customized evaluation rubric.

• How it works: A list of milestones, behaviors, or key questions that should occur in the conversation is created. Each criterion is assigned a percentage weight. The meeting's final AI Score is calculated based on the sum of the weights of the criteria that the AI detects as met.

• Customization: The interface allows adding, deleting, reordering, and modifying 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 make a variation without starting from scratch?

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

What happens if a meeting does not match any Activity Type I created?

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