Notifications

The Notifications section allows you to configure the automatic email communications that are sent after a meeting has been processed by Salescaling.

Configuration Options:

• Summary of meetings by email (Summary of meetings by email): This is the main option for you. If you enable it, you will automatically receive a detailed summary of each meeting you organize in your email once the AI has completed its analysis.

• Internal participants (Internal participants): By enabling this option, Salescaling will automatically send the same meeting summary to all participants who are members of your team and who attended the call. It is an excellent way to keep the entire internal team aligned.

• External participants (External participants): This powerful option allows you to automatically send the meeting summary to external participants (clients, prospects, etc.). It is useful for sharing next steps and the key agreed points. By default, this option is usually turned off so you have full control over the information you share outside your organization.

Frequently Asked Questions (FAQ)

What exactly does the "meeting summary" sent by email include?

The summary email generally includes the key meeting metrics, such as the score of the AI Score, the main topics that were discussed, and a direct link to view the recording and the full analysis within the Salescaling platform.

Why is a participant in my meeting not correctly "associated" with a contact in my CRM?

The most common cause is that the email the participant used in the meeting invitation does not exactly match the email recorded on their contact record in the CRM. To ensure a correct association, verify that both emails are identical.