AI Agents & Call Recording
AI-powered automation to record, analyze, and update Salesforce - less admin, more selling
4 articles
Activate and Use AI AgentsSet up AI prompts to auto-update Salesforce fields using recorded calls from Gong, Zoom, or Scratchpad's Notetaker
Scratchpad NotetakerLearn how to enable Scratchpad's notetaker and manage recording preferences
Ask AILearn how to use Ask AI to uncover deal insights, accelerate follow-ups, and generate high-impact sales assets
Clips, Playlists, and SearchLearn how to create and share clips, organize calls into playlists, and search in calls