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Call Recording & AI Assistant
Enable Call Recording & Activate AI Suggestions
Enable Call Recording & Activate AI Suggestions

Learn how to enable call recording, manage recording preferences, and activate AI prompts in Scratchpad

Updated over a week ago

Enable Call Recording


  1. Navigate to Calls within your Scratchpad Navigation Bar

  2. Select Get Started

  3. Click Connect Google to connect your calendar, then Enable

  4. 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


  1. Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage

  2. Select Call Recording under Account

  3. 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


  1. Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage

  2. Select AI Prompts under Workspace

  3. At the top, select the object you'd like to configure AI Prompts for, Opportunity fields or Account fields

  4. 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:

  1. Google Integration is enabled in Scratchpad

  2. There is an external participant on the Google Calendar event that is a contact in SFDC

  3. That participant is related to an account with an active opportunity or related to an opportunity contact role

  4. 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:

  1. Navigate to Calls within your Scratchpad Navigation Bar

  2. Select a call of your choice

  3. Within Overview, you can link the Account under Call Details and link the Opportunity under Deal Info

FAQ


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?

We support all field types except Picklists
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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.
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If you aren't using Google Calendar, you can manually invite the Scratchpad Notetaker to your call:

  1. Navigate to Calls within your Scratchpad Navigation Bar

  2. Select Invite to call in the top right

  3. Paste your meeting link and click Invite


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