All Collections
Quick Start Implementation Guide
Getting Started: Checklist for Implementing Rafiki
Getting Started: Checklist for Implementing Rafiki

Getting Started: Checklist for Implementing Rafiki

Rafiki Customer Success Team avatar
Written by Rafiki Customer Success Team
Updated over a week ago

Congratulations and Asante Sana (which means Thank you very much in Swahili) for trusting in Rafiki!

As an admin, you have been trusted to take care of your team. We will help you do that, here. Let's get started with this checklist of linked items, shall we?

  1. For Organizations using Single Sign-on:

    1. Sign in for the first time with Google SSO

      Using Single sign-on automatically integrates with your Calendar. Each additional user in the organization should follow the same steps to sign up for Rafiki

  2. For Organizations signing up with work email:

    1. Sign in for the first time

    2. Add users

    3. Integrate with Calendar

  3. Confirm Voice Pattern has been recorded.

  4. Add teams (Optional)

  5. Integrate with Conference tool - To be completed by Web Conference Tool Admin User:

    1. Zoom Web Conference Integration (Follow all steps in linked articles)

  6. Integrate with CRM (for Premium License Users) - To be Completed by CRM Admin User:

    1. Salesforce CRM Integration (FAQs)

    2. Hubspot CRM Integration (FAQs)

    3. Zoho CRM Integration (FAQs)

    4. Pipedrive CRM Integration (FAQs)

    5. Freshworks CRM Integration (FAQs)

  7. Integrate with Dialers (Optional)

    1. Hubspot Dialer

    2. Outreach Dialer

    3. Aircall Dialer

    4. Twilio Dialer

    5. RingCentral Dialer

  8. Set up custom trackers (Optional)

  9. Customize Language Model (Optional)

  10. Understand how data is organized in Rafiki

Don't forget to check out our articles on

Need additional support? Please contact your Customer Success Manager or email us at [email protected]
​

Did this answer your question?