AI agents & call recording
AI-powered automation to record, analyze, and update Salesforce - less admin, more selling
6 articles
- AI CRM UpdatesLearn how to set up AI prompts to auto-update Salesforce fields, and use AI Backfill for retroactive updates
- Ask AILearn how to use Ask AI to uncover deal insights, accelerate follow-ups, and generate high-impact sales assets
- ✨ Prompt optimization guideTips and examples for writing clear, effective prompts that guide Scratchpad AI to deliver high-quality outputs
- Call recording methods and preferencesLearn more about the different call capture methods, setup, and managing recording preferences
- Clips, playlists, and searchLearn how to create and share clips, organize calls into playlists, and search in calls
- Scratchpad Notetaker (desktop app and bot)Record and transcribe meetings using Scratchpad's recording bot or desktop app