Bot

• Bot has not joined, How to add the bot to a meeting?

  You can add the bot to a meeting from the meeting list, by clicking the “Record Meeting” button and copying the link of the meeting you want it to join. Learn more about this featureSome readers

• How do I cancel a bot?

  You can cancel the bot directly from the meeting list, in the “Upcoming” button you can see the scheduled meetings that the bot will join. In its settings you can click on “Cancel bot” and the bot will not join that meeting.Few readers

Meetings

• Can meetings be scheduled in Salescaling?

  Salescaling does not have a built-in meeting scheduler. However, we do have a calendar section that allows you to view your events synced with your built-in calendar, whether it's Google or Microsoft. This feature helps you get a clear overview of your scheduled meetings and commitments, but please note that it's not possible to schedule meetings directly from the platform. To schedule new meetings, you'll need to do so through your external calendar.Popular

• How do I create an automatic follow-up email?

  On the meeting screen, select "Generate follow-up email." The AI ​​will create a draft that you can copy and paste. Guide to generating follow-up emailsPopular

• How long does it take to process a meeting?

  The time it takes to process a meeting in Salescaling can vary depending on the length of the recording and the system load at the time. Typically, processing of short meetings (30 minutes or less) can be completed within a few minutes, while longer meetings may take a little longer. You will receive a notification to the email linked to the platform once processing is complete, and you will be able to access the recording, transcript, and generated clips.Few readers

• What video formats does Salescaling accept?

  The recording you upload to the platform must be in a compatible MP4, AVI and MKV format to ensure successful upload.Few readers

• How do I delete a meeting?

  You can delete a meeting from the meeting list by clicking the icon to the right of the event and clicking Delete. Read more about managing recorded meetingsFew readers

• How do I change the transcription language?

  Salescaling allows you to translate your meeting transcripts into several languages, including Spanish, English, French, German, and Italian. You can change the language of the transcript to view it accurately from the meeting screen itself. The languages ​​that appear are the ones you have configured in your account. If you want to add another language, check how to configure iFew readers

Transcripts and summaries

• How does AI extract key points from a meeting?

  AI analyzes the conversation and uses smart categories to extract key points, such as metrics or pain points. What is Sales AI and how does it work?Some readers

• How are meeting transcripts generated?

  Transcripts are automatically generated when the Salescaling bot is present in a recorded meeting.Few readers

• What languages ​​does Salescaling's transcription feature support?

  Salescaling supports multiple languages ​​for transcription, including English, Spanish, French, German, and Italian. Additionally, you can configure the platform to transcribe in multiple languages ​​based on your needs. Learn how to set up transcription languagesFew readers

Clips and playlists

• How can I share a clip with other users?

  Currently, there is no direct feature in Sales Scaling that allows you to share clips with other users. However, you can use a simple alternative to share the information. To do so, simply copy the URL of the clip from the address bar of your browser while viewing the clip. You can then send this URL to the users you want to share the clip with. By accessing the link, they will be able to view the clip on the platform.Few readers

• How do I edit or delete a clip?

  To edit or delete a clip, you can do so from the Clips tab within the specific meeting or by accessing the clip directly from the clip library. When you select the clip, you'll find options to do both. For more details on the process, check out our dedicated articleFew readers

• How do I create clips from a meeting?

  Go to the meeting screen, under the Clips and Notes tab, select "New Clip" and choose the highlight to save. Learn more about the clips you can viewFew readers

Configuration

• What integrations are available?

  Salescaling integrates with calendars and video conferencing tools from Google, Microsoft, and CRMs like HubSpot. See how integrations workFew readers

• How do I set up my CRM with Salescaling?

  Salescaling only integrates with the Hubspot CRM, to do so go to the Settings Integrations section and select your CRM to automatically connect it to your account. Details on CRM integration.Few readers

• Can I invite users to the platform?

  At the moment, it is not possible to invite users directly to the platform from Salescaling. If you need new users to register, they will need to do so independently following the standard registration process and we will automatically take their email domain to add them to your organization if applicable.Few readers

• How do I register and access the platform?

  You can sign up using a Google or Microsoft account. Authentication is done automatically through your business account domain. Learn more about registration and login.Few readers

• Where are the clips stored?

  All clips are stored in the platform's clip library. You can search for any clip using the search bar and the specific filters. You'll also find clips specific to a meeting on that meeting's page.Some readers

• How do I share a meeting?

  You can copy the direct link of the meeting to share it with other team members or clients. You also have the option to copy the meeting information to send directly to your CRM. Learn more about how to manage meetingsFew readers