Rafiki.AI

Explore Rafiki AI's video tutorials to learn how to use key features and get the most out of the platform.

Connecting your calendar and conference tools

- Setting up your Rafiki AI account
- Connecting your calendar and conference tools
- Configuring recording settings

How Rafiki AI's Notetaker bot records meetings

- How Rafiki AI's Notetaker bot records meetings
- Navigating the Meeting Detail View
- Using AI summaries and transcripts

Connecting Salesforce, HubSpot, and other CRMs

- Connecting Salesforce, HubSpot, and other CRMs
- How meetings sync to deals and accounts

- Creating and using scorecards
- Building playlists for team training
- Using conversation metrics for coaching

Using Ask Rafiki AI for natural language search

- Using Ask Rafiki AI for natural language search
- Generating AI Reports
- Smart Follow-Up and Smart Call Summary
- Role Play for sales practice

For the latest tutorials, visit our <a href="https://docs.getrafiki.ai">help center</a> or contact support.

This articles contains links to do it yourself videos for you to use Rafiki AI easily

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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