AI Agents & Call Recording
AI-powered automation to record, analyze, and update Salesforce - less admin, more selling
4 articles
Call Recording Methods and PreferencesLearn more about the different call capture methods, setup, and managing recording preferences
Scratchpad 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
Scratchpad Calls OverviewLearn how to create and share clips, organize calls into playlists, and search in calls