Activity Types

The section of Activity Types is the central component where Salescaling’s artificial intelligence is configured so it can understand and evaluate business 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 calculating the AI Score.

Main Components:

1. Activity Types Library

This view shows all the templates created. The available functions allow you to activate or deactivate each template using a switch, search for a specific one, or create a new one through the + New Activity Type button.

2. Description Field

• Purpose: In this field, clear instructions are provided to the AI about the context and objectives of a type of meeting. The AI uses this information to understand the conversation more accurately and extract relevant data.

• AI Suggestion: The Suggest with AI button helps generate effective descriptions from just a few keywords.

3. Scoring Field

• Purpose: In this section, the objective criteria are defined that the AI will use to evaluate the success of the meeting. It works as a custom 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 final AI Score for the meeting is calculated based on the sum of the weights of the criteria that the AI detects as met.

• Customization: The interface allows you to add, delete, reorder, and modify the weight of each criterion so that the evaluation fits 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 wish.

What happens if a meeting does not fit any Activity Type I have 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, since the platform will not have the specific criteria to evaluate it. Generally, you can assign one manually later from the Detail View of the meeting so that the AI analyzes it and calculates its score.