Rafiki AI associates the meetings you have with your prospects with the information you have on them in your CRM.
How is the association made:
Rafiki AI takes the following steps to find the opportunity to associate with:
Rafiki AI scans your CRM to find a contact or lead with the same email address of the participant in the meeting.
Rafiki AI tries to associate the meeting with a single opportunity based on the contact from #1:
If there is only one open opportunity at the time of the meeting, it is associated with this opportunity.
If there are multiple open opportunities at the time of the meeting, Rafiki AI selects the opportunity whose last modification date is closest to the meeting start time.
Rafiki AI only searches for open opportunities. Closed opportunities are not included.
Within an opportunity, we inspect the CRM history objects to identify the last modified date.
Rafiki AI disregards opportunities that are owned by anyone who is not a Rafiki AI user.
If there is no open opportunity found, then Rafiki AI tries to map an account based on the contacts in the account and the participants of the meeting. If a contact with the email or phone number matching the meeting participant is found, then the meeting is associated to the account.
If no account is found but a contact is found with the email or phone matching the participant of the call, then the meeting is associated with the contact.
If no contact was found, then Rafiki AI looks for leads (if the CRM supports leads) that match based on the email or phone number.
If a call is not or is wrongly associated, you can manually associate it to an account or opportunity using the Edit Meeting option (pencil icon) in the meeting detail view.
If we are not able to map the meeting to a CRM object, the meeting card will display "Meeting is not associated to any Deal or Account".
When the meeting is associated to a Deal/Account/Contact or Lead, the Smart Call Summary is automatically pushed to the appropriate CRM object. The summary can be edited in the Rich Text editor and saved (which will update the notes in the CRM object).
Smart Follow-Up Sync
Additionally, automated follow-up email messages that are generated in the context of a Deal/Account are pushed to the appropriate CRM object under the notes section.
Deal Summary:
Rafiki AI also generates a summary of summaries for meetings in the deal on a weekly basis, indicating the current status of the deal, a summary of the conversations, and likelihood of closing relative to the close date. This deal-level summary is pushed to the CRM deal under notes.