Conversation Intelligence User Checklist

In this article, you will learn the recommended steps to set up Conversation Intelligence as a user. Each step will direct you to additional resources for including set up instructions. Use the checklist below to track your progress!

Connect to Your Email

Your email address acts as your personal identifier in Conversation Intelligence. This means SalesLoft uses your email address to verify you are an approved Conversation Intelligence user. 

To learn how to connect your email, select your email client from the options below:

• Gmail: Follow the instructions listed in our Setting Up Your Email Account - Gmail article.
• Outlook: Check out our Setting Up Your Email Account- Outlook article. 
• SalesLoft Mail: Check out the SalesLoft Compatible Email Clients article for more information. 

Connect to Your Calendar

Before you set up Conversation Intelligence, your Calendar must be set up. Your calendar connection syncs with Conversation Intelligence. This way, meeting invites that you book will be added to your Scheduled meetings in Conversation Intelligence. 

You will set up and manage your calendar from The Calendar page in your Personal Settings. To learn more about how to set up your calendar, check out the Set Up Your Meetings Calendar article. 

Manage Your Meeting Platform Settings

Before Conversation Intelligence begins capturing your meetings, you will want to be sure your meeting platform is set up just the way you would like it. From your meeting platform you can manage video, audio, recording, or profile settings. 

To manage your meeting platform settings, you will need to venture outside the SalesLoft platform and select the settings option for your meeting platform. 

Select Your Bot Timing Preference

When the Conversation Intelligence bot attends a meeting it will look like an additional meeting participant. From your Conversation Intelligence Settings, you can designate when the bot joins the meetings. 

You can have the bot join five minutes before the meeting assurance or have the bot join right at the start of the meeting so you can skip over any awkward waiting time. Ultimately, the decision is yours (or your team admin's). Now, if only you could control when your invitees joined too. 

To learn how to select your bot timing preference, check out the Set Up Conversation Intelligence article. 

Confirm Your Email Address(es) Are Recognized by Conversation Intelligence

Your Conversation Intelligence Settings will show the email address(es) that the bot identifies as yours. The bot is designed to join meetings of any email address that it detects. So, you will want to confirm that any and all email addresses shown in the Bot Detects Alternate Emails window are approved by you. 

When will this come into play? Many of us have at least two email addresses: your work and your personal. Some of us may have more than one work email address: for example, the email address that contains your name and a distribution email that you oversee. Now, you may want the bot to join meetings for both of your work email addresses, but you most likely don't want it attending meeting sent via your personal email. 

If you go to verify the email address(es) that are recognized by Conversation Intelligence and find an email addresses needs to be added or removed, submit a request to our Support team.

Choose Your Conversation Intelligence Notifications

Conversation Intelligence notifications inform you of upcoming and completed actions. These notifications can be via email or Slack. 

If you would like to cut down on the noise of notifications as much as possible, there are two notifications we recommend enabling: 

• My Upcoming Calls
• Upcoming Calls I'm Invited To

These notifications give you a heads up that your meeting is coming soon, let you know it's being captured by Conversation Intelligence, and provides a link to Live Notes that you can update during your call. 

To learn how to set your Conversation Intelligence Notification preferences, check out the Set Up Conversation Intelligence article. 

Conversation Intelligence Daily Checklist

Yes, we have a checklist within a checklist. You see, setting up Conversation Intelligence is just the launchpad. Now that you have completed the setup, there are steps you can take each day in order to get the most out of Conversation Intelligence. 

Here are the recommended daily steps for Conversation Intelligence: