The settings page is where you can see details about your Rafiki usage. The settings page depending on your user permissions gives you access to the language profile set up, notifications, user management, integrations, trackers, feedback scorecard questions, compliance/recording settings, and billing details.
Users can either be added using their email ID or directly pulled in from your integrated CRM.
Connect your calendar
Your sales manager or technical admin would’ve already integrated Rafiki with your CRM (Salesforce, HubSpot, Zoho). For Rafiki to automatically record, transcribe, and analyze all your meetings from the get-go, Rafiki needs access to your calendar. Rafiki syncs with your Calendar and communication channel such as dialer (Aircall) and web conferencing application (Zoom) to get the relevant meeting details and uses it to generate in-depth analytics from your meetings.
Steps to connect your calendar to Rafiki
Log into Rafiki and click on settings on the top right of the screen.
Click on the integrations tab.
You should see the integrations available and their status.
4. Click on the “Add Integration” button under your calendar and follow the instructions on your screen.
5. Once you’ve integrated Rafiki with your calendar, the integration button appears as shown in the image below:
* Access to certain Rafiki’s settings might be restricted to specific user role permissions depending on your organization.
Email Integration coming soon