Enable Call Recording
Navigate to Calls within your Scratchpad Navigation Bar
Select Get Started
Click Connect Google to connect your calendar, then Enable
If you use Zoom for your meetings, ensure you enable the integration:
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Integrations under Account
Add Zoom
Manage Recording Preferences
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Call Recording under Account
Toggle on your preferences for Auto-record
External meetings: Automatically record all meetings with at least one external participant.
Internal meetings: Automatically record all meetings with only internal participants.
Activate AI Suggestions
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select AI Prompts under Workspace
At the top, select the object you'd like to configure AI Prompts for, Opportunity fields or Account fields
Find or search for your desired field, enter an AI Prompt. Examples include:
Next Step | What are the action items following this meeting? Include names of who is responsible for action items. Include any dates that were mentioned. |
Decision Process | What is the process for the customer to approve our product as a vendor? What is the security process and who is involved? What is the legal process and who is involved? |
Identify Pain | Identify and articulate the pain points that the business is currently experiencing in their operations and how our solution can alleviate them. Share them in a numbered list. |
Champion | Identify potential champions within the client's organization who are likely to advocate for and support the adoption of our solution |
Using AI Suggestions
AI Suggestions will only populate if your call is linked to an Account and/or Opportunity and you have created the AI Prompts for the object, this is how we pull the fields to update.
The Account and/or Opportunity will automatically link using this logic:
Google Integration is enabled in Scratchpad
There is an external participant on the Google Calendar event that is a contact in SFDC
That participant is related to an account with an active opportunity or related to an opportunity contact role
If no related Opportunity is found, we will link to the account, based on external emails present in the calendar event
To manually link to an Account and/or Opportunity:
Navigate to Calls within your Scratchpad Navigation Bar
Select a call of your choice
Within Overview, you can link the Account under Call Details and link the Opportunity under Deal Info
FAQ
Why are my Zoom calls not recording?
Why are my Zoom calls not recording?
Having trouble with calls being recorded? Below are some common situations that prevent Scratchpad from recording:
The host of the meeting was not present, or you were not the host
The host's local recording setting is disabled
The host has disabled permitting participants to record locally
The host has disabled requesting recording permission within the current call
Host is using the web client instead of the Zoom desktop app
Why don't I see Call Recording or AI Prompts as an option in my Scratchpad?
Why don't I see Call Recording or AI Prompts as an option in my Scratchpad?
Our team may have to enable the capabilities for you on our end. Please reach out to [email protected] and we'll be in touch with next steps!
What field types are supported for AI Prompts?
What field types are supported for AI Prompts?
We support all field types except Picklists
Does Call Recording work with other meeting platforms, like Google Meet or Microsoft Teams?
Does Call Recording work with other meeting platforms, like Google Meet or Microsoft Teams?
Yes. Scratchpad's Call Recorder will auto-join meetings from Google Calendar, regardless of the meeting platform type. The only meeting platform not supported at the moment is Webex.
If you aren't using Google Calendar, you can manually invite the Scratchpad Notetaker to your call:
Navigate to Calls within your Scratchpad Navigation Bar
Select Invite to call in the top right
Paste your meeting link and click Invite
Curious to learn more? Book time with a Product Specialist today!