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